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RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC.
Plan identification number 002

RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

S.C. JOHNSON & SON, INC. has sponsored the creation of one or more 401k plans.

Company Name:S.C. JOHNSON & SON, INC.
Employer identification number (EIN):390379990
NAIC Classification:325600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01BRIAN GLASER2023-10-13 DAVID ISAACSON2023-10-13
0022021-01-01BRIAN GLASER2022-10-06 DAVID ISAACSON2022-10-06
0022020-01-01JOSEPH MEAD2021-10-05 DAVID ISAACSON2021-10-05
0022019-01-01JOSEPH MEAD2020-09-23 DAVID ISAACSON2020-09-23
0022018-01-01MAUREEN KENNEDY-HARLAN2019-09-11 DAVID ISAACSON2019-09-10
0022017-01-01
0022016-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2017-10-04
0022015-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2016-10-05
0022014-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2015-10-07
0022013-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2014-10-10
0022012-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2013-10-11
0022011-01-01MAUREEN KENNEDY-HARLAN DAVID ISAACSON2012-10-12
0022009-01-01DANIEL DEBAKER DAVID S. ISAACSON2010-09-27

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2022 401k membership
Market value of plan assets2022-12-31587,020,186
Acturial value of plan assets2022-12-31587,020,186
Funding target for retired participants and beneficiaries receiving payment2022-12-31344,182,862
Number of terminated vested participants2022-12-31620
Fundng target for terminated vested participants2022-12-3157,146,928
Active participant vested funding target2022-12-3158,964,887
Number of active participants2022-12-31681
Total funding liabilities for active participants2022-12-3160,162,034
Total participant count2022-12-313,378
Total funding target for all participants2022-12-31461,491,824
Balance at beginning of prior year after applicable adjustments2022-12-31211,058,185
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-311,500,000
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-31209,558,185
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-3110,417,374
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-31200,000,000
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,300,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-311,300,000
Carryover balance elected to use to offset funding requirement2022-12-311,500,000
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-013,315
Total number of active participants reported on line 7a of the Form 55002022-01-01617
Number of retired or separated participants receiving benefits2022-01-011,670
Number of other retired or separated participants entitled to future benefits2022-01-01527
Total of all active and inactive participants2022-01-012,814
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01338
Total participants2022-01-013,152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2021 401k membership
Market value of plan assets2021-12-31631,847,824
Acturial value of plan assets2021-12-31631,467,990
Funding target for retired participants and beneficiaries receiving payment2021-12-31367,335,710
Number of terminated vested participants2021-12-31647
Fundng target for terminated vested participants2021-12-3161,694,134
Active participant vested funding target2021-12-3168,732,691
Number of active participants2021-12-31749
Total funding liabilities for active participants2021-12-3170,198,116
Total participant count2021-12-313,528
Total funding target for all participants2021-12-31499,227,960
Balance at beginning of prior year after applicable adjustments2021-12-31192,953,636
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-311,100,000
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-31191,853,636
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-31211,058,185
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-311,500,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-311,500,000
Carryover balance elected to use to offset funding requirement2021-12-311,500,000
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-013,467
Total number of active participants reported on line 7a of the Form 55002021-01-01681
Number of retired or separated participants receiving benefits2021-01-011,730
Number of other retired or separated participants entitled to future benefits2021-01-01587
Total of all active and inactive participants2021-01-012,998
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01317
Total participants2021-01-013,315
2020: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2020 401k membership
Market value of plan assets2020-12-31620,971,708
Acturial value of plan assets2020-12-31622,016,620
Funding target for retired participants and beneficiaries receiving payment2020-12-31360,914,513
Number of terminated vested participants2020-12-31680
Fundng target for terminated vested participants2020-12-3160,691,008
Active participant vested funding target2020-12-3176,158,487
Number of active participants2020-12-31852
Total funding liabilities for active participants2020-12-3177,980,644
Total participant count2020-12-313,688
Total funding target for all participants2020-12-31499,586,165
Balance at beginning of prior year after applicable adjustments2020-12-31170,633,165
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-31600,000
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-31170,033,165
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Balance of carryovers at beginning of current year2020-12-31192,953,636
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-311,100,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,100,000
Carryover balance elected to use to offset funding requirement2020-12-311,100,000
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-013,638
Total number of active participants reported on line 7a of the Form 55002020-01-01749
Number of retired or separated participants receiving benefits2020-01-011,781
Number of other retired or separated participants entitled to future benefits2020-01-01623
Total of all active and inactive participants2020-01-013,153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01314
Total participants2020-01-013,467
2019: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2019 401k membership
Market value of plan assets2019-12-31589,178,047
Acturial value of plan assets2019-12-31589,152,757
Funding target for retired participants and beneficiaries receiving payment2019-12-31358,164,253
Number of terminated vested participants2019-12-31686
Fundng target for terminated vested participants2019-12-3159,745,043
Active participant vested funding target2019-12-3193,902,028
Number of active participants2019-12-311,003
Total funding liabilities for active participants2019-12-3194,539,679
Total participant count2019-12-313,825
Total funding target for all participants2019-12-31512,448,975
Balance at beginning of prior year after applicable adjustments2019-12-31175,552,240
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31490,000
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-31175,062,240
Present value of excess contributions2019-12-3128,139,324
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3129,664,229
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-31170,633,165
Balance of prefunding at beginning of current year2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31600,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-31600,000
Carryover balance elected to use to offset funding requirement2019-12-31600,000
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-013,767
Total number of active participants reported on line 7a of the Form 55002019-01-01852
Number of retired or separated participants receiving benefits2019-01-011,793
Number of other retired or separated participants entitled to future benefits2019-01-01668
Total of all active and inactive participants2019-01-013,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01325
Total participants2019-01-013,638
2018: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2018 401k membership
Market value of plan assets2018-12-31631,946,572
Acturial value of plan assets2018-12-31630,617,963
Funding target for retired participants and beneficiaries receiving payment2018-12-31338,585,401
Number of terminated vested participants2018-12-31734
Fundng target for terminated vested participants2018-12-3165,113,431
Active participant vested funding target2018-12-31110,413,845
Number of active participants2018-12-311,159
Total funding liabilities for active participants2018-12-31110,655,221
Total participant count2018-12-314,011
Total funding target for all participants2018-12-31514,354,053
Balance at beginning of prior year after applicable adjustments2018-12-31161,937,555
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-31910,000
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-31161,027,555
Present value of excess contributions2018-12-3114,069,459
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3114,910,842
Balance of carryovers at beginning of current year2018-12-31175,552,240
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3130,000,000
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3128,139,324
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31490,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-31490,000
Carryover balance elected to use to offset funding requirement2018-12-31490,000
Prefunding balance elected to use to offset funding requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3128,139,324
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-013,945
Total number of active participants reported on line 7a of the Form 55002018-01-011,003
Number of retired or separated participants receiving benefits2018-01-011,734
Number of other retired or separated participants entitled to future benefits2018-01-01671
Total of all active and inactive participants2018-01-013,408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01359
Total participants2018-01-013,767
2017: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2017 401k membership
Market value of plan assets2017-12-31614,554,956
Acturial value of plan assets2017-12-31613,288,445
Funding target for retired participants and beneficiaries receiving payment2017-12-31330,876,111
Number of terminated vested participants2017-12-31801
Fundng target for terminated vested participants2017-12-3166,813,433
Active participant vested funding target2017-12-31116,586,222
Number of active participants2017-12-311,275
Total funding liabilities for active participants2017-12-31116,586,222
Total participant count2017-12-314,201
Total funding target for all participants2017-12-31514,275,766
Balance at beginning of prior year after applicable adjustments2017-12-31153,510,071
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-31450,000
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31153,060,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Balance of carryovers at beginning of current year2017-12-31161,937,555
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3115,000,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3114,069,459
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31910,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-31910,000
Carryover balance elected to use to offset funding requirement2017-12-31910,000
Prefunding balance elected to use to offset funding requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3114,069,459
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-014,138
Total number of active participants reported on line 7a of the Form 55002017-01-011,159
Number of retired or separated participants receiving benefits2017-01-011,714
Number of other retired or separated participants entitled to future benefits2017-01-01716
Total of all active and inactive participants2017-01-013,589
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01356
Total participants2017-01-013,945
2016: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2016 401k membership
Market value of plan assets2016-12-31626,011,006
Acturial value of plan assets2016-12-31630,263,543
Funding target for retired participants and beneficiaries receiving payment2016-12-31320,166,020
Number of terminated vested participants2016-12-31858
Fundng target for terminated vested participants2016-12-3168,569,440
Active participant vested funding target2016-12-31130,914,044
Number of active participants2016-12-311,390
Total funding liabilities for active participants2016-12-31130,914,044
Total participant count2016-12-314,358
Total funding target for all participants2016-12-31519,649,504
Balance at beginning of prior year after applicable adjustments2016-12-31154,744,569
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-31370,000
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31154,374,569
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3152,748,255
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3156,004,110
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-31153,510,071
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31450,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-31450,000
Carryover balance elected to use to offset funding requirement2016-12-31450,000
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-014,298
Total number of active participants reported on line 7a of the Form 55002016-01-011,275
Number of retired or separated participants receiving benefits2016-01-011,767
Number of other retired or separated participants entitled to future benefits2016-01-01792
Total of all active and inactive participants2016-01-013,834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01304
Total participants2016-01-014,138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-014,487
Total number of active participants reported on line 7a of the Form 55002015-01-011,390
Number of retired or separated participants receiving benefits2015-01-011,756
Number of other retired or separated participants entitled to future benefits2015-01-01848
Total of all active and inactive participants2015-01-013,994
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01304
Total participants2015-01-014,298
2014: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-014,727
Total number of active participants reported on line 7a of the Form 55002014-01-011,589
Number of retired or separated participants receiving benefits2014-01-011,709
Number of other retired or separated participants entitled to future benefits2014-01-01878
Total of all active and inactive participants2014-01-014,176
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01311
Total participants2014-01-014,487
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-015,018
Total number of active participants reported on line 7a of the Form 55002013-01-011,843
Number of retired or separated participants receiving benefits2013-01-011,707
Number of other retired or separated participants entitled to future benefits2013-01-01900
Total of all active and inactive participants2013-01-014,450
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01277
Total participants2013-01-014,727
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-015,322
Total number of active participants reported on line 7a of the Form 55002012-01-011,998
Number of retired or separated participants receiving benefits2012-01-011,629
Number of other retired or separated participants entitled to future benefits2012-01-011,090
Total of all active and inactive participants2012-01-014,717
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01301
Total participants2012-01-015,018
2011: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-015,377
Total number of active participants reported on line 7a of the Form 55002011-01-012,149
Number of retired or separated participants receiving benefits2011-01-011,603
Number of other retired or separated participants entitled to future benefits2011-01-011,258
Total of all active and inactive participants2011-01-015,010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01312
Total participants2011-01-015,322
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-015,732
Total number of active participants reported on line 7a of the Form 55002009-01-012,533
Number of retired or separated participants receiving benefits2009-01-011,504
Number of other retired or separated participants entitled to future benefits2009-01-011,259
Total of all active and inactive participants2009-01-015,296
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01297
Total participants2009-01-015,593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-65,787,436
Total unrealized appreciation/depreciation of assets2022-12-31$-65,787,436
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,366,048
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,284,245
Total income from all sources (including contributions)2022-12-31$-82,927,917
Total loss/gain on sale of assets2022-12-31$-18,799,251
Total of all expenses incurred2022-12-31$55,874,003
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$53,386,435
Value of total assets at end of year2022-12-31$449,483,084
Value of total assets at beginning of year2022-12-31$588,203,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,487,568
Total interest from all sources2022-12-31$13,476,307
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$617,718
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$617,718
Assets. Real estate other than employer real property at end of year2022-12-31$5,688
Assets. Real estate other than employer real property at beginning of year2022-12-31$7,768
Administrative expenses professional fees incurred2022-12-31$535,298
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$83,177,166
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$69,288,861
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,173,348
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$3,073,497
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$1,366,048
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$1,284,245
Administrative expenses (other) incurred2022-12-31$867,866
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-138,801,920
Value of net assets at end of year (total assets less liabilities)2022-12-31$448,117,036
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$586,918,956
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$476,325
Assets. partnership/joint venture interests at beginning of year2022-12-31$914,668
Investment advisory and management fees2022-12-31$964,404
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$30,377,956
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$49,825,923
Interest earned on other investments2022-12-31$223,617
Income. Interest from US Government securities2022-12-31$2,752,463
Income. Interest from corporate debt instruments2022-12-31$10,493,025
Value of interest in common/collective trusts at end of year2022-12-31$47,506,581
Value of interest in common/collective trusts at beginning of year2022-12-31$62,079,744
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$20,643
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,530,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,530,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$7,202
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$85,394
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$117,141
Asset value of US Government securities at end of year2022-12-31$47,494,906
Asset value of US Government securities at beginning of year2022-12-31$97,641,817
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-9,064,776
Net investment gain or loss from common/collective trusts2022-12-31$-3,370,479
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$53,386,435
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$236,165,077
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$301,723,500
Contract administrator fees2022-12-31$120,000
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$282,704,234
Aggregate carrying amount (costs) on sale of assets2022-12-31$301,503,485
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-11,161,200
Total unrealized appreciation/depreciation of assets2021-12-31$-11,161,200
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,284,245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$5,492,839
Total income from all sources (including contributions)2021-12-31$3,958,768
Total loss/gain on sale of assets2021-12-31$-11,573,123
Total of all expenses incurred2021-12-31$48,887,635
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$45,896,596
Value of total assets at end of year2021-12-31$588,203,201
Value of total assets at beginning of year2021-12-31$637,340,662
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$2,991,039
Total interest from all sources2021-12-31$13,412,636
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,435,686
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,435,686
Assets. Real estate other than employer real property at end of year2021-12-31$7,768
Assets. Real estate other than employer real property at beginning of year2021-12-31$12,872
Administrative expenses professional fees incurred2021-12-31$769,037
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$69,288,861
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$14,969,375
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$3,073,497
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$3,684,795
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$1,284,245
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$5,492,839
Administrative expenses (other) incurred2021-12-31$1,009,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-44,928,867
Value of net assets at end of year (total assets less liabilities)2021-12-31$586,918,956
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$631,847,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$914,668
Assets. partnership/joint venture interests at beginning of year2021-12-31$1,517,698
Investment advisory and management fees2021-12-31$1,212,789
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$49,825,923
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$86,539,522
Interest earned on other investments2021-12-31$367,663
Income. Interest from US Government securities2021-12-31$3,085,068
Income. Interest from corporate debt instruments2021-12-31$9,956,544
Value of interest in common/collective trusts at end of year2021-12-31$62,079,744
Value of interest in common/collective trusts at beginning of year2021-12-31$96,099,609
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,530,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$981,262
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$981,262
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$3,361
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$117,141
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$188,887
Asset value of US Government securities at end of year2021-12-31$97,641,817
Asset value of US Government securities at beginning of year2021-12-31$119,351,391
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$12,093,512
Net investment gain or loss from common/collective trusts2021-12-31$-248,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$45,896,596
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$301,723,500
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$313,995,251
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$429,272,992
Aggregate carrying amount (costs) on sale of assets2021-12-31$440,846,115
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$22,311,752
Total unrealized appreciation/depreciation of assets2020-12-31$22,311,752
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,492,839
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$5,902,981
Total income from all sources (including contributions)2020-12-31$61,752,836
Total loss/gain on sale of assets2020-12-31$11,471,172
Total of all expenses incurred2020-12-31$50,879,832
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$48,259,185
Value of total assets at end of year2020-12-31$637,340,662
Value of total assets at beginning of year2020-12-31$626,877,800
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,620,647
Total interest from all sources2020-12-31$13,400,103
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,808,088
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,808,088
Assets. Real estate other than employer real property at end of year2020-12-31$12,872
Assets. Real estate other than employer real property at beginning of year2020-12-31$14,734
Administrative expenses professional fees incurred2020-12-31$604,359
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$14,969,375
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$14,234,471
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$3,684,795
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$3,456,386
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$5,492,839
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$5,902,981
Administrative expenses (other) incurred2020-12-31$682,108
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,873,004
Value of net assets at end of year (total assets less liabilities)2020-12-31$631,847,823
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$620,974,819
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$1,517,698
Assets. partnership/joint venture interests at beginning of year2020-12-31$2,127,527
Investment advisory and management fees2020-12-31$1,334,180
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$86,539,522
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$103,827,318
Interest earned on other investments2020-12-31$496,596
Income. Interest from US Government securities2020-12-31$2,210,226
Income. Interest from corporate debt instruments2020-12-31$10,668,123
Value of interest in common/collective trusts at end of year2020-12-31$96,099,609
Value of interest in common/collective trusts at beginning of year2020-12-31$84,143,530
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$981,262
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$47,237,059
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$47,237,059
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$25,158
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$188,887
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$189,945
Asset value of US Government securities at end of year2020-12-31$119,351,391
Asset value of US Government securities at beginning of year2020-12-31$107,838,165
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$9,101,848
Net investment gain or loss from common/collective trusts2020-12-31$5,835,894
Net gain/loss from 103.12 investment entities2020-12-31$-3,176,021
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$48,259,185
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$313,995,251
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$263,808,665
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$251,896,450
Aggregate carrying amount (costs) on sale of assets2020-12-31$240,425,278
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$25,924,557
Total unrealized appreciation/depreciation of assets2019-12-31$25,924,557
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,902,981
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$5,490,754
Total income from all sources (including contributions)2019-12-31$77,093,408
Total loss/gain on sale of assets2019-12-31$8,010,009
Total of all expenses incurred2019-12-31$45,592,791
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$43,537,510
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$626,877,800
Value of total assets at beginning of year2019-12-31$594,964,956
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,055,281
Total interest from all sources2019-12-31$13,277,470
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,080,263
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,080,263
Assets. Real estate other than employer real property at end of year2019-12-31$14,734
Assets. Real estate other than employer real property at beginning of year2019-12-31$17,936
Administrative expenses professional fees incurred2019-12-31$476,810
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$14,234,471
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$26,122,349
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$3,456,386
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$4,338,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$5,902,981
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$5,490,754
Administrative expenses (other) incurred2019-12-31$302,201
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$31,500,617
Value of net assets at end of year (total assets less liabilities)2019-12-31$620,974,819
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$589,474,202
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$2,127,527
Assets. partnership/joint venture interests at beginning of year2019-12-31$3,111,754
Investment advisory and management fees2019-12-31$1,276,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$103,827,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$103,819,799
Interest earned on other investments2019-12-31$503,268
Income. Interest from US Government securities2019-12-31$2,452,353
Income. Interest from corporate debt instruments2019-12-31$10,321,849
Value of interest in common/collective trusts at end of year2019-12-31$84,143,530
Value of interest in common/collective trusts at beginning of year2019-12-31$90,451,794
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$47,237,059
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$24,231,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$24,231,208
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$189,945
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$450,770
Asset value of US Government securities at end of year2019-12-31$107,838,165
Asset value of US Government securities at beginning of year2019-12-31$86,634,786
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$15,383,665
Net investment gain or loss from common/collective trusts2019-12-31$6,885,806
Net gain/loss from 103.12 investment entities2019-12-31$3,531,638
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$43,537,510
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$263,808,665
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$225,786,086
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$215,494,902
Aggregate carrying amount (costs) on sale of assets2019-12-31$207,484,893
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-17,369,283
Total unrealized appreciation/depreciation of assets2018-12-31$-17,369,283
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$5,490,754
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$2,965,388
Total income from all sources (including contributions)2018-12-31$16,220,225
Total loss/gain on sale of assets2018-12-31$-3,972,210
Total of all expenses incurred2018-12-31$58,811,328
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$56,579,315
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,000,000
Value of total assets at end of year2018-12-31$594,964,956
Value of total assets at beginning of year2018-12-31$635,030,693
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,232,013
Total interest from all sources2018-12-31$12,698,275
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,523,666
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,521,276
Assets. Real estate other than employer real property at end of year2018-12-31$17,936
Assets. Real estate other than employer real property at beginning of year2018-12-31$18,416
Administrative expenses professional fees incurred2018-12-31$252,348
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$20,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$26,122,349
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$5,958,157
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$4,338,474
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$3,346,425
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$5,490,754
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,965,388
Administrative expenses (other) incurred2018-12-31$622,641
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-42,591,103
Value of net assets at end of year (total assets less liabilities)2018-12-31$589,474,202
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$632,065,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$3,111,754
Assets. partnership/joint venture interests at beginning of year2018-12-31$4,419,759
Investment advisory and management fees2018-12-31$1,357,024
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$103,819,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$137,155,746
Interest earned on other investments2018-12-31$499,901
Income. Interest from US Government securities2018-12-31$2,705,802
Income. Interest from corporate debt instruments2018-12-31$9,492,572
Value of interest in common/collective trusts at end of year2018-12-31$90,451,794
Value of interest in common/collective trusts at beginning of year2018-12-31$104,634,513
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$24,231,208
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$25,825,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$25,825,091
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$21,005,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$450,770
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$326,071
Asset value of US Government securities at end of year2018-12-31$86,634,786
Asset value of US Government securities at beginning of year2018-12-31$77,383,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-7,081,016
Net investment gain or loss from common/collective trusts2018-12-31$963,026
Net gain/loss from 103.12 investment entities2018-12-31$-3,542,233
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,000,000
Employer contributions (assets) at end of year2018-12-31$30,000,000
Employer contributions (assets) at beginning of year2018-12-31$15,000,000
Income. Dividends from common stock2018-12-31$2,390
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$56,579,315
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$225,786,086
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$239,957,798
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$168,847,958
Aggregate carrying amount (costs) on sale of assets2018-12-31$172,820,168
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$9,158,038
Total unrealized appreciation/depreciation of assets2017-12-31$9,158,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$2,965,388
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,586,333
Total income from all sources (including contributions)2017-12-31$69,530,506
Total loss/gain on sale of assets2017-12-31$4,636,686
Total of all expenses incurred2017-12-31$51,810,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$49,769,194
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$15,000,000
Value of total assets at end of year2017-12-31$635,030,693
Value of total assets at beginning of year2017-12-31$615,931,373
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,041,047
Total interest from all sources2017-12-31$12,156,164
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,845,489
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$3,843,165
Assets. Real estate other than employer real property at end of year2017-12-31$18,416
Assets. Real estate other than employer real property at beginning of year2017-12-31$18,912
Administrative expenses professional fees incurred2017-12-31$294,725
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$40,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$5,958,157
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$32,856,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$3,346,425
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$3,216,264
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,965,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$1,376,417
Other income not declared elsewhere2017-12-31$211,627
Administrative expenses (other) incurred2017-12-31$409,606
Liabilities. Value of operating payables at end of year2017-12-31$0
Liabilities. Value of operating payables at beginning of year2017-12-31$209,916
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$17,720,265
Value of net assets at end of year (total assets less liabilities)2017-12-31$632,065,305
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$614,345,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$4,419,759
Assets. partnership/joint venture interests at beginning of year2017-12-31$6,764,047
Investment advisory and management fees2017-12-31$1,336,716
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$137,155,746
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$154,090,758
Interest earned on other investments2017-12-31$185,782
Income. Interest from US Government securities2017-12-31$2,536,170
Income. Interest from corporate debt instruments2017-12-31$9,434,684
Value of interest in common/collective trusts at end of year2017-12-31$104,634,513
Value of interest in common/collective trusts at beginning of year2017-12-31$94,574,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$25,825,091
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$16,191,210
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$16,191,210
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-472
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$21,005,017
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$326,071
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$270,170
Asset value of US Government securities at end of year2017-12-31$77,383,700
Asset value of US Government securities at beginning of year2017-12-31$76,061,277
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$15,481,019
Net investment gain or loss from common/collective trusts2017-12-31$2,933,828
Net gain/loss from 103.12 investment entities2017-12-31$6,107,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$15,000,000
Employer contributions (assets) at end of year2017-12-31$15,000,000
Income. Dividends from common stock2017-12-31$2,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$49,769,194
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$239,957,798
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$231,888,014
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$167,883,000
Aggregate carrying amount (costs) on sale of assets2017-12-31$163,246,314
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$1,886,640
Total unrealized appreciation/depreciation of assets2016-12-31$1,886,640
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,586,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,267,353
Total income from all sources (including contributions)2016-12-31$35,353,196
Total loss/gain on sale of assets2016-12-31$5,523,513
Total of all expenses incurred2016-12-31$48,067,873
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$46,127,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$615,931,373
Value of total assets at beginning of year2016-12-31$629,327,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,940,075
Total interest from all sources2016-12-31$12,059,698
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,721,782
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,720,311
Assets. Real estate other than employer real property at end of year2016-12-31$18,912
Assets. Real estate other than employer real property at beginning of year2016-12-31$19,405
Administrative expenses professional fees incurred2016-12-31$115,533
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$75,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$32,856,709
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$36,795,197
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2016-12-31$26,898
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$3,216,264
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$3,493,327
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$1,376,417
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$2,180,226
Other income not declared elsewhere2016-12-31$199,030
Liabilities. Value of operating payables at end of year2016-12-31$209,916
Liabilities. Value of operating payables at beginning of year2016-12-31$87,127
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-12,714,677
Value of net assets at end of year (total assets less liabilities)2016-12-31$614,345,040
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$627,059,717
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$6,764,047
Assets. partnership/joint venture interests at beginning of year2016-12-31$9,369,481
Investment advisory and management fees2016-12-31$1,824,542
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$154,090,758
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$130,938,534
Interest earned on other investments2016-12-31$259,580
Income. Interest from US Government securities2016-12-31$2,353,921
Income. Interest from corporate debt instruments2016-12-31$9,446,197
Value of interest in common/collective trusts at end of year2016-12-31$94,574,012
Value of interest in common/collective trusts at beginning of year2016-12-31$98,535,622
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$16,191,210
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$36,045,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$36,045,961
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$270,170
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$366,892
Asset value of US Government securities at end of year2016-12-31$76,061,277
Asset value of US Government securities at beginning of year2016-12-31$74,930,577
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,538,996
Net investment gain or loss from common/collective trusts2016-12-31$2,423,537
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$37,000,000
Income. Dividends from common stock2016-12-31$1,471
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$46,100,900
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$231,888,014
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$201,832,074
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$187,893,254
Aggregate carrying amount (costs) on sale of assets2016-12-31$182,369,741
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-10,472,383
Total unrealized appreciation/depreciation of assets2015-12-31$-10,472,383
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,267,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$32,595,097
Total income from all sources (including contributions)2015-12-31$74,613,311
Total loss/gain on sale of assets2015-12-31$-2,994,200
Total of all expenses incurred2015-12-31$100,049,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$97,740,461
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$77,000,000
Value of total assets at end of year2015-12-31$629,327,070
Value of total assets at beginning of year2015-12-31$685,091,217
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,309,253
Total interest from all sources2015-12-31$12,069,408
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$4,348,188
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,337,892
Assets. Real estate other than employer real property at end of year2015-12-31$19,405
Assets. Real estate other than employer real property at beginning of year2015-12-31$19,853
Administrative expenses professional fees incurred2015-12-31$71,932
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$36,795,197
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$25,011,603
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$31,531,860
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$3,493,327
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3,686,571
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$2,180,226
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$32,354,844
Other income not declared elsewhere2015-12-31$-125,198
Liabilities. Value of operating payables at end of year2015-12-31$87,127
Liabilities. Value of operating payables at beginning of year2015-12-31$240,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-25,436,403
Value of net assets at end of year (total assets less liabilities)2015-12-31$627,059,717
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$652,496,120
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$9,369,481
Assets. partnership/joint venture interests at beginning of year2015-12-31$11,896,337
Investment advisory and management fees2015-12-31$2,237,321
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$130,938,534
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$175,117,418
Interest earned on other investments2015-12-31$792,702
Income. Interest from US Government securities2015-12-31$2,243,273
Income. Interest from corporate debt instruments2015-12-31$9,033,433
Value of interest in common/collective trusts at end of year2015-12-31$98,535,622
Value of interest in common/collective trusts at beginning of year2015-12-31$117,552,463
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$36,045,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$32,870,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$32,870,388
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$366,892
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$272,105
Asset value of US Government securities at end of year2015-12-31$74,930,577
Asset value of US Government securities at beginning of year2015-12-31$133,090,872
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-5,712,515
Net investment gain or loss from common/collective trusts2015-12-31$500,011
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$77,000,000
Employer contributions (assets) at end of year2015-12-31$37,000,000
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$10,296
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$66,208,601
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$201,832,074
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$185,573,607
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$712,215,834
Aggregate carrying amount (costs) on sale of assets2015-12-31$715,210,034
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2014 401k financial data
Unrealized appreciation/depreciation of real estate assets2014-12-31$45,007
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$14,588,932
Total unrealized appreciation/depreciation of assets2014-12-31$14,633,939
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$32,595,097
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$24,319,733
Total income from all sources (including contributions)2014-12-31$50,811,670
Total loss/gain on sale of assets2014-12-31$9,389,645
Total of all expenses incurred2014-12-31$55,144,396
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$52,184,162
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$685,091,217
Value of total assets at beginning of year2014-12-31$681,148,579
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,960,234
Total interest from all sources2014-12-31$11,719,640
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$5,905,946
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$5,084,930
Assets. Real estate other than employer real property at end of year2014-12-31$19,853
Assets. Real estate other than employer real property at beginning of year2014-12-31$20,268
Administrative expenses professional fees incurred2014-12-31$77,009
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$25,011,603
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$30,940,301
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3,686,571
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$18,495,721
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$32,354,844
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$23,958,110
Other income not declared elsewhere2014-12-31$-228,337
Liabilities. Value of operating payables at end of year2014-12-31$240,253
Liabilities. Value of operating payables at beginning of year2014-12-31$361,623
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-4,332,726
Value of net assets at end of year (total assets less liabilities)2014-12-31$652,496,120
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$656,828,846
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$11,896,337
Assets. partnership/joint venture interests at beginning of year2014-12-31$14,717,017
Investment advisory and management fees2014-12-31$2,883,225
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$175,117,418
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$103,318,491
Interest earned on other investments2014-12-31$1,763,755
Income. Interest from US Government securities2014-12-31$1,675,373
Income. Interest from corporate debt instruments2014-12-31$8,280,512
Value of interest in common/collective trusts at end of year2014-12-31$117,552,463
Value of interest in common/collective trusts at beginning of year2014-12-31$129,482,501
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$32,870,388
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$20,787,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$20,787,511
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$272,105
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$384,425
Asset value of US Government securities at end of year2014-12-31$133,090,872
Asset value of US Government securities at beginning of year2014-12-31$95,013,655
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,609,365
Net investment gain or loss from common/collective trusts2014-12-31$5,781,472
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$10,000,000
Income. Dividends from common stock2014-12-31$821,016
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$52,184,162
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$185,573,607
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$166,805,792
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$91,182,897
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,424,668,961
Aggregate carrying amount (costs) on sale of assets2014-12-31$2,415,279,316
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$95,909
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-1,928,166
Total unrealized appreciation/depreciation of assets2013-12-31$-1,832,257
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$24,319,733
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$3,926,148
Total income from all sources (including contributions)2013-12-31$41,127,577
Total loss/gain on sale of assets2013-12-31$1,590,056
Total of all expenses incurred2013-12-31$70,367,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$67,930,626
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$10,000,000
Value of total assets at end of year2013-12-31$681,148,579
Value of total assets at beginning of year2013-12-31$689,995,365
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,437,322
Total interest from all sources2013-12-31$11,253,231
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,437,068
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,877,458
Assets. Real estate other than employer real property at end of year2013-12-31$20,268
Assets. Real estate other than employer real property at beginning of year2013-12-31$20,625
Administrative expenses professional fees incurred2013-12-31$54,683
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$30,940,301
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$31,579,529
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$18,495,721
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$3,490,710
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$23,958,110
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$3,547,107
Other income not declared elsewhere2013-12-31$1,552,479
Liabilities. Value of operating payables at end of year2013-12-31$361,623
Liabilities. Value of operating payables at beginning of year2013-12-31$379,041
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$-29,240,371
Value of net assets at end of year (total assets less liabilities)2013-12-31$656,828,846
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$686,069,217
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$14,717,017
Assets. partnership/joint venture interests at beginning of year2013-12-31$14,985,615
Investment advisory and management fees2013-12-31$2,382,639
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$103,318,491
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$120,130,907
Interest earned on other investments2013-12-31$1,231,812
Income. Interest from US Government securities2013-12-31$1,385,002
Income. Interest from corporate debt instruments2013-12-31$8,636,417
Value of interest in common/collective trusts at end of year2013-12-31$129,482,501
Value of interest in common/collective trusts at beginning of year2013-12-31$123,167,511
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$20,787,511
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$25,884,489
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$25,884,489
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$384,425
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$537,788
Asset value of US Government securities at end of year2013-12-31$95,013,655
Asset value of US Government securities at beginning of year2013-12-31$58,615,387
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$-3,689,501
Net investment gain or loss from common/collective trusts2013-12-31$17,816,501
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$10,000,000
Employer contributions (assets) at end of year2013-12-31$10,000,000
Employer contributions (assets) at beginning of year2013-12-31$10,000,000
Income. Dividends from common stock2013-12-31$1,559,610
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$67,930,626
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$166,805,792
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$204,291,943
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$91,182,897
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$97,290,861
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,009,109,696
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,007,519,640
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$103,516
Total unrealized appreciation/depreciation of assets2012-12-31$103,516
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$3,926,148
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$6,024,969
Total income from all sources (including contributions)2012-12-31$80,924,126
Total loss/gain on sale of assets2012-12-31$16,047,564
Total of all expenses incurred2012-12-31$55,951,984
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$53,165,890
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$10,000,000
Value of total assets at end of year2012-12-31$689,995,365
Value of total assets at beginning of year2012-12-31$667,122,044
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,786,094
Total interest from all sources2012-12-31$11,865,995
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$7,986,808
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$5,187,740
Assets. Real estate other than employer real property at end of year2012-12-31$20,625
Assets. Real estate other than employer real property at beginning of year2012-12-31$1,927,152
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$31,579,529
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$19,319,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$3,490,710
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$3,770,475
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$3,547,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$5,609,241
Other income not declared elsewhere2012-12-31$17,215,685
Liabilities. Value of operating payables at end of year2012-12-31$379,041
Liabilities. Value of operating payables at beginning of year2012-12-31$415,728
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$24,972,142
Value of net assets at end of year (total assets less liabilities)2012-12-31$686,069,217
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$661,097,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$14,985,615
Assets. partnership/joint venture interests at beginning of year2012-12-31$16,788,510
Investment advisory and management fees2012-12-31$2,786,094
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$120,130,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$186,596,856
Interest earned on other investments2012-12-31$1,158,315
Income. Interest from US Government securities2012-12-31$1,190,099
Income. Interest from corporate debt instruments2012-12-31$9,517,581
Value of interest in common/collective trusts at end of year2012-12-31$123,167,511
Value of interest in common/collective trusts at beginning of year2012-12-31$82,113,090
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$25,884,489
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$32,842,825
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$32,842,825
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$537,788
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$409,957
Asset value of US Government securities at end of year2012-12-31$58,615,387
Asset value of US Government securities at beginning of year2012-12-31$72,349,178
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,358,084
Net investment gain or loss from common/collective trusts2012-12-31$10,346,474
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$10,000,000
Employer contributions (assets) at end of year2012-12-31$10,000,000
Employer contributions (assets) at beginning of year2012-12-31$0
Income. Dividends from common stock2012-12-31$2,799,068
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$53,165,890
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$204,291,943
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$202,943,050
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$97,290,861
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$48,061,010
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,589,315,557
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,573,267,993
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$16,879,791
Total unrealized appreciation/depreciation of assets2011-12-31$16,879,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$6,024,969
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$72,487,107
Total income from all sources (including contributions)2011-12-31$50,073,342
Total loss/gain on sale of assets2011-12-31$2,712,747
Total of all expenses incurred2011-12-31$47,898,626
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$45,740,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,000,000
Value of total assets at end of year2011-12-31$667,122,044
Value of total assets at beginning of year2011-12-31$731,409,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,158,258
Total interest from all sources2011-12-31$13,070,003
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$5,585,558
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,716,622
Assets. Real estate other than employer real property at end of year2011-12-31$1,927,152
Assets. Real estate other than employer real property at beginning of year2011-12-31$1,872,504
Administrative expenses professional fees incurred2011-12-31$59,016
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$19,319,941
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$81,169,824
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$3,770,475
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$3,552,630
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$5,609,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$72,095,703
Other income not declared elsewhere2011-12-31$46,951
Liabilities. Value of operating payables at end of year2011-12-31$415,728
Liabilities. Value of operating payables at beginning of year2011-12-31$391,404
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$53,040,597
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,174,716
Value of net assets at end of year (total assets less liabilities)2011-12-31$661,097,075
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$658,922,359
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$16,788,510
Assets. partnership/joint venture interests at beginning of year2011-12-31$17,899,906
Investment advisory and management fees2011-12-31$2,099,242
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$186,596,856
Interest earned on other investments2011-12-31$1,095,071
Income. Interest from US Government securities2011-12-31$1,620,592
Income. Interest from corporate debt instruments2011-12-31$10,354,340
Value of interest in common/collective trusts at end of year2011-12-31$82,113,090
Value of interest in common/collective trusts at beginning of year2011-12-31$93,229,927
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$32,842,825
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$5,165,854
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$5,165,854
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$409,957
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$307,689
Asset value of US Government securities at end of year2011-12-31$72,349,178
Asset value of US Government securities at beginning of year2011-12-31$90,891,956
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$16,844,310
Net investment gain or loss from common/collective trusts2011-12-31$-7,066,018
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,000,000
Income. Dividends from common stock2011-12-31$2,868,936
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$45,740,368
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$202,943,050
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$203,916,708
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$48,061,010
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$180,361,871
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$1,282,945,818
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,280,233,071
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$27,699,480
Total unrealized appreciation/depreciation of assets2010-12-31$27,699,480
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$72,487,107
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$133,332,573
Total income from all sources (including contributions)2010-12-31$79,017,658
Total loss/gain on sale of assets2010-12-31$9,396,130
Total of all expenses incurred2010-12-31$59,677,326
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$56,958,869
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$20,000,000
Value of total assets at end of year2010-12-31$731,409,466
Value of total assets at beginning of year2010-12-31$772,914,600
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,718,457
Total interest from all sources2010-12-31$11,801,509
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,485,745
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Assets. Real estate other than employer real property at end of year2010-12-31$1,872,504
Assets. Real estate other than employer real property at beginning of year2010-12-31$1,807,653
Administrative expenses professional fees incurred2010-12-31$55,500
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$81,477,513
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$132,401,324
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$3,552,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$11,324,746
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$72,095,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$133,025,337
Other income not declared elsewhere2010-12-31$231,331
Liabilities. Value of operating payables at end of year2010-12-31$391,404
Liabilities. Value of operating payables at beginning of year2010-12-31$307,236
Total non interest bearing cash at end of year2010-12-31$53,040,597
Total non interest bearing cash at beginning of year2010-12-31$116,656,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$19,340,332
Value of net assets at end of year (total assets less liabilities)2010-12-31$658,922,359
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$639,582,027
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$17,899,906
Assets. partnership/joint venture interests at beginning of year2010-12-31$16,997,149
Investment advisory and management fees2010-12-31$2,662,957
Interest earned on other investments2010-12-31$409,571
Income. Interest from US Government securities2010-12-31$2,666,874
Income. Interest from corporate debt instruments2010-12-31$8,711,847
Value of interest in common/collective trusts at end of year2010-12-31$93,229,927
Value of interest in common/collective trusts at beginning of year2010-12-31$68,648,951
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$5,165,854
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$36,894,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$36,894,662
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$13,217
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$307,689
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$242,236
Asset value of US Government securities at end of year2010-12-31$90,891,956
Asset value of US Government securities at beginning of year2010-12-31$59,558,764
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$177,859
Net investment gain or loss from common/collective trusts2010-12-31$6,225,604
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$20,000,000
Income. Dividends from common stock2010-12-31$3,485,745
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$56,958,869
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$203,916,708
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$128,832,846
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$180,361,871
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$199,791,999
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,242,617,005
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,233,220,875
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC.

2022: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2021 form 5500 responses
2021-01-01Type of plan entityMulitple employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2020 form 5500 responses
2020-01-01Type of plan entityMulitple employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2019 form 5500 responses
2019-01-01Type of plan entityMulitple employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2018 form 5500 responses
2018-01-01Type of plan entityMulitple employer plan
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2017 form 5500 responses
2017-01-01Type of plan entityMulitple employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2016 form 5500 responses
2016-01-01Type of plan entityMulitple employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2015 form 5500 responses
2015-01-01Type of plan entityMulitple employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2014 form 5500 responses
2014-01-01Type of plan entityMulitple employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF S.C. JOHNSON & SON, INC. 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Number of Individuals Covered1
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Number of Individuals Covered1
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Number of Individuals Covered1
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract numberGIC-6640
Policy instance 1
Insurance contract or identification numberGIC-6640
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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