KOMATSU MINING CORP. has sponsored the creation of one or more 401k plans.
| Measure | Date | Value |
|---|
| 2022: JOY GLOBAL PENSION PLAN 2022 401k membership |
|---|
| Market value of plan assets | 2022-10-31 | 1,082,095,584 |
| Acturial value of plan assets | 2022-10-31 | 1,076,014,821 |
| Funding target for retired participants and beneficiaries receiving payment | 2022-10-31 | 714,676,198 |
| Number of terminated vested participants | 2022-10-31 | 1,523 |
| Fundng target for terminated vested participants | 2022-10-31 | 65,734,691 |
| Active participant vested funding target | 2022-10-31 | 133,328,832 |
| Number of active participants | 2022-10-31 | 1,198 |
| Total funding liabilities for active participants | 2022-10-31 | 138,629,273 |
| Total participant count | 2022-10-31 | 11,717 |
| Total funding target for all participants | 2022-10-31 | 919,040,162 |
| Balance at beginning of prior year after applicable adjustments | 2022-10-31 | 39,612,003 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2022-10-31 | 132,372,958 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2022-10-31 | 4,363,844 |
| Prefunding balanced used to offset prior years funding requirement | 2022-10-31 | 0 |
| Amount remaining of carryover balance | 2022-10-31 | 35,248,159 |
| Amount remaining of prefunding balance | 2022-10-31 | 132,372,958 |
| Present value of excess contributions | 2022-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2022-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2022-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2022-10-31 | 37,415,921 |
| Balance of prefunding at beginning of current year | 2022-10-31 | 140,513,895 |
| Total employer contributions | 2022-10-31 | 0 |
| Total employee contributions | 2022-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2022-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2022-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-10-31 | 0 |
| Liquidity shortfalls end of Q1 | 2022-10-31 | 0 |
| Liquidity shortfalls end of Q2 | 2022-10-31 | 0 |
| Liquidity shortfalls end of Q3 | 2022-10-31 | 0 |
| Liquidity shortfalls end of Q4 | 2022-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2022-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2022-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2022-10-31 | 7,688,493 |
| Net shortfall amortization installment of oustanding balance | 2022-10-31 | 0 |
| Waiver amortization installment | 2022-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2022-10-31 | 7,688,493 |
| Carryover balance elected to use to offset funding requirement | 2022-10-31 | 7,688,493 |
| Prefunding balance elected to use to offset funding requirement | 2022-10-31 | 0 |
| Additional cash requirement | 2022-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2022-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2022-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2022-10-31 | 0 |
| 2021: JOY GLOBAL PENSION PLAN 2021 401k membership |
|---|
| Total participants, beginning-of-year | 2021-11-01 | 11,501 |
| Total number of active participants reported on line 7a of the Form 5500 | 2021-11-01 | 1,082 |
| Number of retired or separated participants receiving benefits | 2021-11-01 | 6,750 |
| Number of other retired or separated participants entitled to future benefits | 2021-11-01 | 1,295 |
| Total of all active and inactive participants | 2021-11-01 | 9,127 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-11-01 | 2,027 |
| Total participants | 2021-11-01 | 11,154 |
| Market value of plan assets | 2021-10-31 | 1,094,314,517 |
| Acturial value of plan assets | 2021-10-31 | 1,095,447,081 |
| Funding target for retired participants and beneficiaries receiving payment | 2021-10-31 | 713,689,917 |
| Number of terminated vested participants | 2021-10-31 | 1,488 |
| Fundng target for terminated vested participants | 2021-10-31 | 58,984,488 |
| Active participant vested funding target | 2021-10-31 | 148,739,785 |
| Number of active participants | 2021-10-31 | 1,381 |
| Total funding liabilities for active participants | 2021-10-31 | 152,723,329 |
| Total participant count | 2021-10-31 | 11,986 |
| Total funding target for all participants | 2021-10-31 | 925,397,734 |
| Balance at beginning of prior year after applicable adjustments | 2021-10-31 | 41,726,095 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2021-10-31 | 126,021,476 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2021-10-31 | 4,014,744 |
| Amount remaining of carryover balance | 2021-10-31 | 37,711,351 |
| Amount remaining of prefunding balance | 2021-10-31 | 126,021,476 |
| Balance of carryovers at beginning of current year | 2021-10-31 | 39,612,003 |
| Balance of prefunding at beginning of current year | 2021-10-31 | 132,372,958 |
| Unpaid minimum required contributions for all prior years | 2021-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2021-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2021-10-31 | 4,363,844 |
| Net shortfall amortization installment of oustanding balance | 2021-10-31 | 0 |
| Waiver amortization installment | 2021-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2021-10-31 | 4,363,844 |
| Carryover balance elected to use to offset funding requirement | 2021-10-31 | 4,363,844 |
| Prefunding balance elected to use to offset funding requirement | 2021-10-31 | 0 |
| Additional cash requirement | 2021-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2021-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2021-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2021-10-31 | 0 |
| 2020: JOY GLOBAL PENSION PLAN 2020 401k membership |
|---|
| Total participants, beginning-of-year | 2020-11-01 | 11,771 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-11-01 | 1,198 |
| Number of retired or separated participants receiving benefits | 2020-11-01 | 6,874 |
| Number of other retired or separated participants entitled to future benefits | 2020-11-01 | 1,364 |
| Total of all active and inactive participants | 2020-11-01 | 9,436 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-11-01 | 2,065 |
| Total participants | 2020-11-01 | 11,501 |
| Market value of plan assets | 2020-10-31 | 1,116,166,248 |
| Acturial value of plan assets | 2020-10-31 | 1,061,429,934 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-10-31 | 733,431,358 |
| Number of terminated vested participants | 2020-10-31 | 1,532 |
| Fundng target for terminated vested participants | 2020-10-31 | 57,873,695 |
| Active participant vested funding target | 2020-10-31 | 164,573,350 |
| Number of active participants | 2020-10-31 | 1,453 |
| Total funding liabilities for active participants | 2020-10-31 | 170,323,231 |
| Total participant count | 2020-10-31 | 12,278 |
| Total funding target for all participants | 2020-10-31 | 961,628,284 |
| Balance at beginning of prior year after applicable adjustments | 2020-10-31 | 40,305,597 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-10-31 | 107,536,319 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-10-31 | 4,214,744 |
| Prefunding balanced used to offset prior years funding requirement | 2020-10-31 | 0 |
| Amount remaining of carryover balance | 2020-10-31 | 36,090,853 |
| Amount remaining of prefunding balance | 2020-10-31 | 107,536,319 |
| Present value of excess contributions | 2020-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-10-31 | 41,726,095 |
| Balance of prefunding at beginning of current year | 2020-10-31 | 126,021,476 |
| Total employer contributions | 2020-10-31 | 0 |
| Total employee contributions | 2020-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-10-31 | 3,405,574 |
| Net shortfall amortization installment of oustanding balance | 2020-10-31 | 1,571,399 |
| Waiver amortization installment | 2020-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-10-31 | 3,820,318 |
| Carryover balance elected to use to offset funding requirement | 2020-10-31 | 4,014,744 |
| Prefunding balance elected to use to offset funding requirement | 2020-10-31 | 0 |
| Additional cash requirement | 2020-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2020-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-10-31 | 0 |
| 2019: JOY GLOBAL PENSION PLAN 2019 401k membership |
|---|
| Total participants, beginning-of-year | 2019-11-01 | 12,066 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-11-01 | 1,381 |
| Number of retired or separated participants receiving benefits | 2019-11-01 | 7,025 |
| Number of other retired or separated participants entitled to future benefits | 2019-11-01 | 1,319 |
| Total of all active and inactive participants | 2019-11-01 | 9,725 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-11-01 | 2,046 |
| Total participants | 2019-11-01 | 11,771 |
| Market value of plan assets | 2019-10-31 | 1,030,488,670 |
| Acturial value of plan assets | 2019-10-31 | 1,075,610,544 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-10-31 | 717,126,294 |
| Number of terminated vested participants | 2019-10-31 | 1,646 |
| Fundng target for terminated vested participants | 2019-10-31 | 68,074,864 |
| Active participant vested funding target | 2019-10-31 | 167,668,729 |
| Number of active participants | 2019-10-31 | 1,536 |
| Total funding liabilities for active participants | 2019-10-31 | 175,141,575 |
| Total participant count | 2019-10-31 | 12,584 |
| Total funding target for all participants | 2019-10-31 | 960,342,733 |
| Balance at beginning of prior year after applicable adjustments | 2019-10-31 | 33,679,868 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-10-31 | 110,304,974 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-10-31 | 5,414,744 |
| Prefunding balanced used to offset prior years funding requirement | 2019-10-31 | 0 |
| Amount remaining of carryover balance | 2019-10-31 | 28,265,124 |
| Amount remaining of prefunding balance | 2019-10-31 | 110,304,974 |
| Present value of excess contributions | 2019-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2019-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-10-31 | 40,305,597 |
| Balance of prefunding at beginning of current year | 2019-10-31 | 107,536,319 |
| Total employer contributions | 2019-10-31 | 0 |
| Total employee contributions | 2019-10-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-10-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-10-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-10-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-10-31 | 5,022,278 |
| Net shortfall amortization installment of oustanding balance | 2019-10-31 | 1,923,064 |
| Waiver amortization installment | 2019-10-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-10-31 | 4,014,744 |
| Carryover balance elected to use to offset funding requirement | 2019-10-31 | 4,214,744 |
| Prefunding balance elected to use to offset funding requirement | 2019-10-31 | 0 |
| Additional cash requirement | 2019-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2019-10-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-10-31 | 0 |
| 2018: JOY GLOBAL PENSION PLAN 2018 401k membership |
|---|
| Total participants, beginning-of-year | 2018-11-01 | 11,338 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-11-01 | 1,453 |
| Number of retired or separated participants receiving benefits | 2018-11-01 | 7,214 |
| Number of other retired or separated participants entitled to future benefits | 2018-11-01 | 1,377 |
| Total of all active and inactive participants | 2018-11-01 | 10,044 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-11-01 | 2,022 |
| Total participants | 2018-11-01 | 12,066 |
| Market value of plan assets | 2018-10-31 | 1,060,814,101 |
| Acturial value of plan assets | 2018-10-31 | 1,060,814,101 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-10-31 | 678,924,419 |
| Number of terminated vested participants | 2018-10-31 | 2,232 |
| Fundng target for terminated vested participants | 2018-10-31 | 89,269,353 |
| Active participant vested funding target | 2018-10-31 | 147,442,157 |
| Number of active participants | 2018-10-31 | 1,190 |
| Total funding liabilities for active participants | 2018-10-31 | 150,535,777 |
| Total participant count | 2018-10-31 | 12,537 |
| Total funding target for all participants | 2018-10-31 | 918,729,549 |
| Balance at beginning of prior year after applicable adjustments | 2018-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-10-31 | 109,722,048 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-10-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-10-31 | 5,414,744 |
| Amount remaining of prefunding balance | 2018-10-31 | 104,307,304 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-10-31 | 33,679,868 |
| Balance of prefunding at beginning of current year | 2018-10-31 | 110,304,974 |
| Unpaid minimum required contributions for all prior years | 2018-10-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-10-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-10-31 | 3,800,000 |
| Net shortfall amortization installment of oustanding balance | 2018-10-31 | 2,228,610 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-10-31 | 4,214,744 |
| Carryover balance elected to use to offset funding requirement | 2018-10-31 | 5,414,744 |
| Prefunding balance elected to use to offset funding requirement | 2018-10-31 | 0 |
| Additional cash requirement | 2018-10-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-10-31 | 0 |
| Unpaid minimum required contributions for current year | 2018-10-31 | 0 |
| Amount remaining of carryover balance | 2018-10-31 | 0 |
| Present value of excess contributions | 2018-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-10-31 | 0 |
| 2017: JOY GLOBAL PENSION PLAN 2017 401k membership |
|---|
| Total participants, beginning-of-year | 2017-11-01 | 12,354 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-11-01 | 1,099 |
| Number of retired or separated participants receiving benefits | 2017-11-01 | 7,026 |
| Number of other retired or separated participants entitled to future benefits | 2017-11-01 | 1,257 |
| Total of all active and inactive participants | 2017-11-01 | 9,382 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-11-01 | 1,956 |
| Total participants | 2017-11-01 | 11,338 |
| Market value of plan assets | 2017-10-31 | 987,441,372 |
| Acturial value of plan assets | 2017-10-31 | 987,441,372 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-10-31 | 641,777,151 |
| Number of terminated vested participants | 2017-10-31 | 2,098 |
| Fundng target for terminated vested participants | 2017-10-31 | 96,865,918 |
| Active participant vested funding target | 2017-10-31 | 141,586,456 |
| Number of active participants | 2017-10-31 | 1,255 |
| Total funding liabilities for active participants | 2017-10-31 | 141,586,456 |
| Total participant count | 2017-10-31 | 11,716 |
| Total funding target for all participants | 2017-10-31 | 880,229,525 |
| Balance at beginning of prior year after applicable adjustments | 2017-10-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-10-31 | 100,579,382 |
| Amount remaining of prefunding balance | 2017-10-31 | 100,579,382 |
| Present value of excess contributions | 2017-10-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-10-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-10-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2017-10-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-10-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-10-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-10-31 | 109,722,048 |
| Remaining amount of unpaid minimum required contributions | 2017-10-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-10-31 | 5,000,000 |
| Net shortfall amortization installment of oustanding balance | 2017-10-31 | 2,510,201 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-10-31 | 5,414,744 |
| Carryover balance elected to use to offset funding requirement | 2017-10-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-10-31 | 5,414,744 |
| Unpaid minimum required contributions for current year | 2017-10-31 | 0 |
| 2016: JOY GLOBAL PENSION PLAN 2016 401k membership |
|---|
| Total participants, beginning-of-year | 2016-11-01 | 11,529 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-11-01 | 1,190 |
| Number of retired or separated participants receiving benefits | 2016-11-01 | 7,138 |
| Number of other retired or separated participants entitled to future benefits | 2016-11-01 | 1,986 |
| Total of all active and inactive participants | 2016-11-01 | 10,314 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-11-01 | 2,040 |
| Total participants | 2016-11-01 | 12,354 |
| 2015: JOY GLOBAL PENSION PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-11-01 | 12,610 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-11-01 | 1,255 |
| Number of retired or separated participants receiving benefits | 2015-11-01 | 6,565 |
| Number of other retired or separated participants entitled to future benefits | 2015-11-01 | 1,959 |
| Total of all active and inactive participants | 2015-11-01 | 9,779 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-11-01 | 1,750 |
| Total participants | 2015-11-01 | 11,529 |
| 2014: JOY GLOBAL PENSION PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-11-01 | 12,874 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-11-01 | 1,767 |
| Number of retired or separated participants receiving benefits | 2014-11-01 | 6,349 |
| Number of other retired or separated participants entitled to future benefits | 2014-11-01 | 2,748 |
| Total of all active and inactive participants | 2014-11-01 | 10,864 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-11-01 | 1,746 |
| Total participants | 2014-11-01 | 12,610 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-11-01 | 0 |
| 2013: JOY GLOBAL PENSION PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-11-01 | 14,510 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-11-01 | 1,999 |
| Number of retired or separated participants receiving benefits | 2013-11-01 | 6,238 |
| Number of other retired or separated participants entitled to future benefits | 2013-11-01 | 2,929 |
| Total of all active and inactive participants | 2013-11-01 | 11,166 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-11-01 | 1,708 |
| Total participants | 2013-11-01 | 12,874 |
| 2012: JOY GLOBAL PENSION PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-11-01 | 14,758 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-11-01 | 2,059 |
| Number of retired or separated participants receiving benefits | 2012-11-01 | 6,058 |
| Number of other retired or separated participants entitled to future benefits | 2012-11-01 | 4,602 |
| Total of all active and inactive participants | 2012-11-01 | 12,719 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-11-01 | 1,791 |
| Total participants | 2012-11-01 | 14,510 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-11-01 | 0 |
| 2011: JOY GLOBAL PENSION PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-11-01 | 15,083 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-11-01 | 2,289 |
| Number of retired or separated participants receiving benefits | 2011-11-01 | 5,862 |
| Number of other retired or separated participants entitled to future benefits | 2011-11-01 | 4,802 |
| Total of all active and inactive participants | 2011-11-01 | 12,953 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-11-01 | 1,805 |
| Total participants | 2011-11-01 | 14,758 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-11-01 | 2 |
| 2010: JOY GLOBAL PENSION PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-11-01 | 15,344 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-11-01 | 2,479 |
| Number of retired or separated participants receiving benefits | 2010-11-01 | 5,808 |
| Number of other retired or separated participants entitled to future benefits | 2010-11-01 | 5,042 |
| Total of all active and inactive participants | 2010-11-01 | 13,329 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-11-01 | 1,754 |
| Total participants | 2010-11-01 | 15,083 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-11-01 | 41 |
| 2009: JOY GLOBAL PENSION PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-11-01 | 15,686 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-11-01 | 2,828 |
| Number of retired or separated participants receiving benefits | 2009-11-01 | 5,687 |
| Number of other retired or separated participants entitled to future benefits | 2009-11-01 | 5,120 |
| Total of all active and inactive participants | 2009-11-01 | 13,635 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-11-01 | 1,709 |
| Total participants | 2009-11-01 | 15,344 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-11-01 | 92 |
| 2007: JOY GLOBAL PENSION PLAN 2007 401k membership |
|---|
| Total participants, beginning-of-year | 2007-11-01 | 15,750 |
| Total number of active participants reported on line 7a of the Form 5500 | 2007-11-01 | 3,195 |
| Number of retired or separated participants receiving benefits | 2007-11-01 | 5,567 |
| Number of other retired or separated participants entitled to future benefits | 2007-11-01 | 5,696 |
| Total of all active and inactive participants | 2007-11-01 | 14,458 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2007-11-01 | 1,132 |
| Total participants | 2007-11-01 | 15,590 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2007-11-01 | 90 |
| 2006: JOY GLOBAL PENSION PLAN 2006 401k membership |
|---|
| Total participants, beginning-of-year | 2006-11-01 | 15,685 |
| Total number of active participants reported on line 7a of the Form 5500 | 2006-11-01 | 3,407 |
| Number of retired or separated participants receiving benefits | 2006-11-01 | 5,416 |
| Number of other retired or separated participants entitled to future benefits | 2006-11-01 | 5,808 |
| Total of all active and inactive participants | 2006-11-01 | 14,631 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2006-11-01 | 1,119 |
| Total participants | 2006-11-01 | 15,750 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2006-11-01 | 141 |
| Measure | Date | Value |
|---|
| 2022 : JOY GLOBAL PENSION PLAN 2022 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2022-10-31 | $-176,188,362 |
| Total unrealized appreciation/depreciation of assets | 2022-10-31 | $-176,188,362 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $9,192,585 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-10-31 | $6,654,447 |
| Total income from all sources (including contributions) | 2022-10-31 | $-182,076,059 |
| Total loss/gain on sale of assets | 2022-10-31 | $-26,467,812 |
| Total of all expenses incurred | 2022-10-31 | $84,032,317 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-10-31 | $74,210,212 |
| Value of total assets at end of year | 2022-10-31 | $825,179,793 |
| Value of total assets at beginning of year | 2022-10-31 | $1,088,750,031 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-10-31 | $9,822,105 |
| Total interest from all sources | 2022-10-31 | $22,179,080 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-10-31 | $6,535,327 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-10-31 | $6,535,327 |
| Administrative expenses professional fees incurred | 2022-10-31 | $917,313 |
| Was this plan covered by a fidelity bond | 2022-10-31 | Yes |
| Value of fidelity bond cover | 2022-10-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2022-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2022-10-31 | $17,764,629 |
| Assets. Other investments not covered elsewhere at beginning of year | 2022-10-31 | $28,255,356 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-10-31 | $8,533,945 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-10-31 | $8,977,163 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-10-31 | $339,060 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-10-31 | $0 |
| Other income not declared elsewhere | 2022-10-31 | $76,365 |
| Administrative expenses (other) incurred | 2022-10-31 | $5,570,550 |
| Liabilities. Value of operating payables at end of year | 2022-10-31 | $8,853,525 |
| Liabilities. Value of operating payables at beginning of year | 2022-10-31 | $6,654,447 |
| Total non interest bearing cash at end of year | 2022-10-31 | $2,327,477 |
| Total non interest bearing cash at beginning of year | 2022-10-31 | $1,812,616 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
| Value of net income/loss | 2022-10-31 | $-266,108,376 |
| Value of net assets at end of year (total assets less liabilities) | 2022-10-31 | $815,987,208 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-10-31 | $1,082,095,584 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-10-31 | No |
| Investment advisory and management fees | 2022-10-31 | $2,866,790 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-10-31 | $208,359,032 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-10-31 | $263,634,416 |
| Interest earned on other investments | 2022-10-31 | $1,568,974 |
| Income. Interest from US Government securities | 2022-10-31 | $1,751,305 |
| Income. Interest from corporate debt instruments | 2022-10-31 | $18,826,301 |
| Value of interest in common/collective trusts at end of year | 2022-10-31 | $17,082,842 |
| Value of interest in common/collective trusts at beginning of year | 2022-10-31 | $5,245,704 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-10-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-10-31 | $9,992,945 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-10-31 | $9,992,945 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2022-10-31 | $32,500 |
| Asset value of US Government securities at end of year | 2022-10-31 | $123,867,075 |
| Asset value of US Government securities at beginning of year | 2022-10-31 | $154,228,614 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-10-31 | $-8,289,704 |
| Net investment gain or loss from common/collective trusts | 2022-10-31 | $79,047 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-10-31 | $74,210,212 |
| Asset. Corporate debt instrument preferred debt at end of year | 2022-10-31 | $35,797,316 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2022-10-31 | $51,178,309 |
| Asset. Corporate debt instrument debt (other) at end of year | 2022-10-31 | $411,447,477 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2022-10-31 | $565,424,908 |
| Contract administrator fees | 2022-10-31 | $467,452 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-10-31 | No |
| Did the plan have assets held for investment | 2022-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-10-31 | No |
| Aggregate proceeds on sale of assets | 2022-10-31 | $523,900,778 |
| Aggregate carrying amount (costs) on sale of assets | 2022-10-31 | $550,368,590 |
| Opinion of an independent qualified public accountant for this plan | 2022-10-31 | Unqualified |
| Accountancy firm name | 2022-10-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2022-10-31 | 390859910 |
| 2021 : JOY GLOBAL PENSION PLAN 2021 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2021-10-31 | $-13,627,975 |
| Total unrealized appreciation/depreciation of assets | 2021-10-31 | $-13,627,975 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-10-31 | $6,654,447 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-10-31 | $5,624,045 |
| Total income from all sources (including contributions) | 2021-10-31 | $68,399,094 |
| Total loss/gain on sale of assets | 2021-10-31 | $-4,068,927 |
| Total of all expenses incurred | 2021-10-31 | $80,617,667 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-10-31 | $73,899,826 |
| Value of total assets at end of year | 2021-10-31 | $1,088,750,031 |
| Value of total assets at beginning of year | 2021-10-31 | $1,099,938,202 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-10-31 | $6,717,841 |
| Total interest from all sources | 2021-10-31 | $22,811,534 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-10-31 | $5,622,034 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-10-31 | $5,622,034 |
| Administrative expenses professional fees incurred | 2021-10-31 | $667,602 |
| Was this plan covered by a fidelity bond | 2021-10-31 | Yes |
| Value of fidelity bond cover | 2021-10-31 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-10-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-10-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2021-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2021-10-31 | $28,255,356 |
| Assets. Other investments not covered elsewhere at beginning of year | 2021-10-31 | $33,509,477 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-10-31 | $8,977,163 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-10-31 | $9,376,841 |
| Other income not declared elsewhere | 2021-10-31 | $13,395 |
| Administrative expenses (other) incurred | 2021-10-31 | $2,442,246 |
| Liabilities. Value of operating payables at end of year | 2021-10-31 | $6,654,447 |
| Liabilities. Value of operating payables at beginning of year | 2021-10-31 | $5,624,045 |
| Total non interest bearing cash at end of year | 2021-10-31 | $1,812,616 |
| Total non interest bearing cash at beginning of year | 2021-10-31 | $2,475,042 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
| Value of net income/loss | 2021-10-31 | $-12,218,573 |
| Value of net assets at end of year (total assets less liabilities) | 2021-10-31 | $1,082,095,584 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-10-31 | $1,094,314,157 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-10-31 | No |
| Investment advisory and management fees | 2021-10-31 | $3,188,195 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-10-31 | $263,634,416 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-10-31 | $245,497,204 |
| Interest earned on other investments | 2021-10-31 | $1,798,781 |
| Income. Interest from US Government securities | 2021-10-31 | $1,458,829 |
| Income. Interest from corporate debt instruments | 2021-10-31 | $19,543,106 |
| Value of interest in common/collective trusts at end of year | 2021-10-31 | $5,245,704 |
| Value of interest in common/collective trusts at beginning of year | 2021-10-31 | $4,514,157 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-10-31 | $9,992,945 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-10-31 | $5,086,077 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-10-31 | $5,086,077 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-10-31 | $10,818 |
| Asset value of US Government securities at end of year | 2021-10-31 | $154,228,614 |
| Asset value of US Government securities at beginning of year | 2021-10-31 | $153,201,868 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-10-31 | $57,647,869 |
| Net investment gain or loss from common/collective trusts | 2021-10-31 | $1,164 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-10-31 | $73,899,826 |
| Asset. Corporate debt instrument preferred debt at end of year | 2021-10-31 | $51,178,309 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2021-10-31 | $75,840,144 |
| Asset. Corporate debt instrument debt (other) at end of year | 2021-10-31 | $565,424,908 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2021-10-31 | $570,437,392 |
| Contract administrator fees | 2021-10-31 | $419,798 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-10-31 | No |
| Did the plan have assets held for investment | 2021-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-10-31 | No |
| Aggregate proceeds on sale of assets | 2021-10-31 | $613,028,919 |
| Aggregate carrying amount (costs) on sale of assets | 2021-10-31 | $617,097,846 |
| Opinion of an independent qualified public accountant for this plan | 2021-10-31 | Unqualified |
| Accountancy firm name | 2021-10-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2021-10-31 | 390859910 |
| 2020 : JOY GLOBAL PENSION PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-10-31 | $37,599,979 |
| Total unrealized appreciation/depreciation of assets | 2020-10-31 | $37,599,979 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-31 | $5,624,045 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-10-31 | $7,306,247 |
| Total income from all sources (including contributions) | 2020-10-31 | $57,925,790 |
| Total loss/gain on sale of assets | 2020-10-31 | $17,128,116 |
| Total of all expenses incurred | 2020-10-31 | $79,777,880 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-10-31 | $74,372,717 |
| Value of total assets at end of year | 2020-10-31 | $1,099,938,202 |
| Value of total assets at beginning of year | 2020-10-31 | $1,123,472,494 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-10-31 | $5,405,163 |
| Total interest from all sources | 2020-10-31 | $24,810,057 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-10-31 | $7,893,293 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-10-31 | $7,893,293 |
| Administrative expenses professional fees incurred | 2020-10-31 | $759,840 |
| Was this plan covered by a fidelity bond | 2020-10-31 | Yes |
| Value of fidelity bond cover | 2020-10-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2020-10-31 | $33,509,477 |
| Assets. Other investments not covered elsewhere at beginning of year | 2020-10-31 | $28,010,802 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-10-31 | $9,376,841 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-10-31 | $9,290,421 |
| Other income not declared elsewhere | 2020-10-31 | $85,463 |
| Administrative expenses (other) incurred | 2020-10-31 | $980,196 |
| Liabilities. Value of operating payables at end of year | 2020-10-31 | $5,624,045 |
| Liabilities. Value of operating payables at beginning of year | 2020-10-31 | $7,306,247 |
| Total non interest bearing cash at end of year | 2020-10-31 | $2,475,042 |
| Total non interest bearing cash at beginning of year | 2020-10-31 | $384,322 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
| Value of net income/loss | 2020-10-31 | $-21,852,090 |
| Value of net assets at end of year (total assets less liabilities) | 2020-10-31 | $1,094,314,157 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-10-31 | $1,116,166,247 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-10-31 | No |
| Investment advisory and management fees | 2020-10-31 | $3,217,332 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-10-31 | $245,497,204 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-10-31 | $276,942,732 |
| Interest earned on other investments | 2020-10-31 | $2,100,741 |
| Income. Interest from US Government securities | 2020-10-31 | $1,087,539 |
| Income. Interest from corporate debt instruments | 2020-10-31 | $21,555,570 |
| Value of interest in common/collective trusts at end of year | 2020-10-31 | $4,514,157 |
| Value of interest in common/collective trusts at beginning of year | 2020-10-31 | $4,504,574 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-10-31 | $5,086,077 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-10-31 | $8,099,878 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-10-31 | $8,099,878 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-10-31 | $66,207 |
| Asset value of US Government securities at end of year | 2020-10-31 | $153,201,868 |
| Asset value of US Government securities at beginning of year | 2020-10-31 | $158,188,598 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-10-31 | $-29,595,541 |
| Net investment gain or loss from common/collective trusts | 2020-10-31 | $4,423 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-10-31 | No |
| Income. Dividends from common stock | 2020-10-31 | $0 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-10-31 | $74,372,717 |
| Asset. Corporate debt instrument preferred debt at end of year | 2020-10-31 | $75,840,144 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2020-10-31 | $111,556,480 |
| Asset. Corporate debt instrument debt (other) at end of year | 2020-10-31 | $570,437,392 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2020-10-31 | $526,494,687 |
| Contract administrator fees | 2020-10-31 | $447,795 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-10-31 | No |
| Did the plan have assets held for investment | 2020-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-10-31 | No |
| Aggregate proceeds on sale of assets | 2020-10-31 | $952,108,143 |
| Aggregate carrying amount (costs) on sale of assets | 2020-10-31 | $934,980,027 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2020-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2020-10-31 | Disclaimer |
| Accountancy firm name | 2020-10-31 | BAKER TILLY US, LLP |
| Accountancy firm EIN | 2020-10-31 | 390859910 |
| 2019 : JOY GLOBAL PENSION PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-10-31 | $91,540,963 |
| Total unrealized appreciation/depreciation of assets | 2019-10-31 | $91,540,963 |
| Total transfer of assets to this plan | 2019-10-31 | $97,996,733 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $7,306,247 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-10-31 | $3,941,449 |
| Total income from all sources (including contributions) | 2019-10-31 | $170,036,877 |
| Total loss/gain on sale of assets | 2019-10-31 | $24,313,546 |
| Total of all expenses incurred | 2019-10-31 | $81,748,105 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-10-31 | $74,597,331 |
| Value of total assets at end of year | 2019-10-31 | $1,123,472,494 |
| Value of total assets at beginning of year | 2019-10-31 | $933,822,191 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-10-31 | $7,150,774 |
| Total interest from all sources | 2019-10-31 | $27,704,290 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-10-31 | $8,261,686 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-10-31 | $8,260,285 |
| Administrative expenses professional fees incurred | 2019-10-31 | $964,455 |
| Was this plan covered by a fidelity bond | 2019-10-31 | Yes |
| Value of fidelity bond cover | 2019-10-31 | $30,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-10-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-10-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2019-10-31 | $28,010,802 |
| Assets. Other investments not covered elsewhere at beginning of year | 2019-10-31 | $7,697,046 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-10-31 | $9,290,421 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-10-31 | $8,535,333 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-10-31 | $740,880 |
| Administrative expenses (other) incurred | 2019-10-31 | $2,647,751 |
| Liabilities. Value of operating payables at end of year | 2019-10-31 | $7,306,247 |
| Liabilities. Value of operating payables at beginning of year | 2019-10-31 | $3,200,569 |
| Total non interest bearing cash at end of year | 2019-10-31 | $384,322 |
| Total non interest bearing cash at beginning of year | 2019-10-31 | $932,746 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
| Value of net income/loss | 2019-10-31 | $88,288,772 |
| Value of net assets at end of year (total assets less liabilities) | 2019-10-31 | $1,116,166,247 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-10-31 | $929,880,742 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-10-31 | No |
| Investment advisory and management fees | 2019-10-31 | $3,161,778 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-10-31 | $276,942,732 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-10-31 | $228,790,519 |
| Interest earned on other investments | 2019-10-31 | $2,305,519 |
| Income. Interest from US Government securities | 2019-10-31 | $2,248,357 |
| Income. Interest from corporate debt instruments | 2019-10-31 | $22,880,670 |
| Value of interest in common/collective trusts at end of year | 2019-10-31 | $4,504,574 |
| Value of interest in common/collective trusts at beginning of year | 2019-10-31 | $4,467,149 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-10-31 | $8,099,878 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-10-31 | $7,994,850 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-10-31 | $7,994,850 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-10-31 | $269,744 |
| Asset value of US Government securities at end of year | 2019-10-31 | $158,188,598 |
| Asset value of US Government securities at beginning of year | 2019-10-31 | $232,742,046 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-10-31 | $18,202,717 |
| Net investment gain or loss from common/collective trusts | 2019-10-31 | $13,675 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-10-31 | No |
| Income. Dividends from common stock | 2019-10-31 | $1,401 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-10-31 | $74,597,331 |
| Asset. Corporate debt instrument preferred debt at end of year | 2019-10-31 | $111,556,480 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2019-10-31 | $83,941,916 |
| Asset. Corporate debt instrument debt (other) at end of year | 2019-10-31 | $526,494,687 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2019-10-31 | $358,720,586 |
| Contract administrator fees | 2019-10-31 | $376,790 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-10-31 | No |
| Did the plan have assets held for investment | 2019-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-10-31 | No |
| Aggregate proceeds on sale of assets | 2019-10-31 | $870,171,341 |
| Aggregate carrying amount (costs) on sale of assets | 2019-10-31 | $845,857,795 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-10-31 | Disclaimer |
| Accountancy firm name | 2019-10-31 | BAKER TILLY US LLP |
| Accountancy firm EIN | 2019-10-31 | 390859910 |
| 2018 : JOY GLOBAL PENSION PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-10-31 | $-53,233,386 |
| Total unrealized appreciation/depreciation of assets | 2018-10-31 | $-53,233,386 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $3,941,449 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-10-31 | $12,844,933 |
| Total income from all sources (including contributions) | 2018-10-31 | $-22,406,908 |
| Total loss/gain on sale of assets | 2018-10-31 | $-8,270,103 |
| Total of all expenses incurred | 2018-10-31 | $107,790,886 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-10-31 | $100,625,992 |
| Value of total assets at end of year | 2018-10-31 | $933,822,191 |
| Value of total assets at beginning of year | 2018-10-31 | $1,072,923,469 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-10-31 | $7,164,894 |
| Total interest from all sources | 2018-10-31 | $27,130,416 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-10-31 | $4,849,384 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-10-31 | $4,845,489 |
| Administrative expenses professional fees incurred | 2018-10-31 | $895,209 |
| Was this plan covered by a fidelity bond | 2018-10-31 | Yes |
| Value of fidelity bond cover | 2018-10-31 | $30,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-10-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-10-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2018-10-31 | $7,697,046 |
| Assets. Other investments not covered elsewhere at beginning of year | 2018-10-31 | $8,792,636 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-10-31 | $8,535,333 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-10-31 | $15,345,651 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-10-31 | $740,880 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-10-31 | $923,029 |
| Administrative expenses (other) incurred | 2018-10-31 | $2,904,279 |
| Liabilities. Value of operating payables at end of year | 2018-10-31 | $3,200,569 |
| Liabilities. Value of operating payables at beginning of year | 2018-10-31 | $11,921,904 |
| Total non interest bearing cash at end of year | 2018-10-31 | $932,746 |
| Total non interest bearing cash at beginning of year | 2018-10-31 | $1,692,023 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
| Value of net income/loss | 2018-10-31 | $-130,197,794 |
| Value of net assets at end of year (total assets less liabilities) | 2018-10-31 | $929,880,742 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-10-31 | $1,060,078,536 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-10-31 | No |
| Investment advisory and management fees | 2018-10-31 | $2,908,130 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-10-31 | $228,790,519 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-10-31 | $217,519,566 |
| Interest earned on other investments | 2018-10-31 | $2,296,652 |
| Income. Interest from US Government securities | 2018-10-31 | $2,864,443 |
| Income. Interest from corporate debt instruments | 2018-10-31 | $21,752,420 |
| Value of interest in common/collective trusts at end of year | 2018-10-31 | $4,467,149 |
| Value of interest in common/collective trusts at beginning of year | 2018-10-31 | $4,508,226 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-10-31 | $7,994,850 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-10-31 | $5,659,017 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-10-31 | $5,659,017 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-10-31 | $216,901 |
| Asset value of US Government securities at end of year | 2018-10-31 | $232,742,046 |
| Asset value of US Government securities at beginning of year | 2018-10-31 | $227,310,057 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-10-31 | $7,101,775 |
| Net investment gain or loss from common/collective trusts | 2018-10-31 | $15,006 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-10-31 | No |
| Income. Dividends from common stock | 2018-10-31 | $3,895 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-10-31 | $100,625,992 |
| Asset. Corporate debt instrument preferred debt at end of year | 2018-10-31 | $83,941,916 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2018-10-31 | $150,255,026 |
| Asset. Corporate debt instrument debt (other) at end of year | 2018-10-31 | $358,720,586 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2018-10-31 | $420,682,922 |
| Contract administrator fees | 2018-10-31 | $457,276 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-10-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2018-10-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-10-31 | $21,158,345 |
| Did the plan have assets held for investment | 2018-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-10-31 | No |
| Aggregate proceeds on sale of assets | 2018-10-31 | $745,668,009 |
| Aggregate carrying amount (costs) on sale of assets | 2018-10-31 | $753,938,112 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-10-31 | Disclaimer |
| Accountancy firm name | 2018-10-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2018-10-31 | 390859900 |
| 2017 : JOY GLOBAL PENSION PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-10-31 | $1,600,968 |
| Total unrealized appreciation/depreciation of assets | 2017-10-31 | $1,600,968 |
| Total transfer of assets to this plan | 2017-10-31 | $90,633,689 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $12,844,933 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-10-31 | $14,634,497 |
| Total income from all sources (including contributions) | 2017-10-31 | $57,687,471 |
| Total loss/gain on sale of assets | 2017-10-31 | $-3,466,525 |
| Total of all expenses incurred | 2017-10-31 | $74,908,099 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-10-31 | $66,787,792 |
| Value of total assets at end of year | 2017-10-31 | $1,072,923,469 |
| Value of total assets at beginning of year | 2017-10-31 | $1,001,299,972 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-10-31 | $8,120,307 |
| Total interest from all sources | 2017-10-31 | $26,166,758 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-10-31 | $5,261,336 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-10-31 | $5,122,845 |
| Administrative expenses professional fees incurred | 2017-10-31 | $600,594 |
| Was this plan covered by a fidelity bond | 2017-10-31 | Yes |
| Value of fidelity bond cover | 2017-10-31 | $30,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2017-10-31 | $8,792,636 |
| Assets. Other investments not covered elsewhere at beginning of year | 2017-10-31 | $3,129,383 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-10-31 | $15,345,651 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-10-31 | $19,390,143 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-10-31 | $923,029 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-10-31 | $791,648 |
| Administrative expenses (other) incurred | 2017-10-31 | $4,333,157 |
| Liabilities. Value of operating payables at end of year | 2017-10-31 | $11,921,904 |
| Liabilities. Value of operating payables at beginning of year | 2017-10-31 | $13,842,849 |
| Total non interest bearing cash at end of year | 2017-10-31 | $1,692,023 |
| Total non interest bearing cash at beginning of year | 2017-10-31 | $9,208,851 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
| Value of net income/loss | 2017-10-31 | $-17,220,628 |
| Value of net assets at end of year (total assets less liabilities) | 2017-10-31 | $1,060,078,536 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-10-31 | $986,665,475 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-10-31 | No |
| Investment advisory and management fees | 2017-10-31 | $2,852,583 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-10-31 | $217,519,566 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-10-31 | $225,934,145 |
| Interest earned on other investments | 2017-10-31 | $1,704,974 |
| Income. Interest from US Government securities | 2017-10-31 | $2,305,352 |
| Income. Interest from corporate debt instruments | 2017-10-31 | $22,102,940 |
| Value of interest in common/collective trusts at end of year | 2017-10-31 | $4,508,226 |
| Value of interest in common/collective trusts at beginning of year | 2017-10-31 | $4,329,151 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-10-31 | $5,659,017 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-10-31 | $53,492 |
| Asset value of US Government securities at end of year | 2017-10-31 | $227,310,057 |
| Asset value of US Government securities at beginning of year | 2017-10-31 | $197,874,268 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-10-31 | $28,118,273 |
| Net investment gain or loss from common/collective trusts | 2017-10-31 | $6,661 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-10-31 | No |
| Income. Dividends from preferred stock | 2017-10-31 | $3,200 |
| Income. Dividends from common stock | 2017-10-31 | $135,291 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-10-31 | $66,787,792 |
| Asset. Corporate debt instrument preferred debt at end of year | 2017-10-31 | $150,255,026 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2017-10-31 | $131,016,103 |
| Asset. Corporate debt instrument debt (other) at end of year | 2017-10-31 | $420,682,922 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2017-10-31 | $410,417,928 |
| Contract administrator fees | 2017-10-31 | $333,973 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-10-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2017-10-31 | $21,158,345 |
| Did the plan have assets held for investment | 2017-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-10-31 | No |
| Aggregate proceeds on sale of assets | 2017-10-31 | $566,371,952 |
| Aggregate carrying amount (costs) on sale of assets | 2017-10-31 | $569,838,477 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-10-31 | Disclaimer |
| Accountancy firm name | 2017-10-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2017-10-31 | 390859910 |
| 2016 : JOY GLOBAL PENSION PLAN 2016 401k financial data |
|---|
| Unrealized appreciation/depreciation of real estate assets | 2016-10-31 | $0 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2016-10-31 | $35,555,515 |
| Total unrealized appreciation/depreciation of assets | 2016-10-31 | $35,555,515 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-10-31 | $14,634,497 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-10-31 | $53,147,607 |
| Total income from all sources (including contributions) | 2016-10-31 | $90,318,913 |
| Total loss/gain on sale of assets | 2016-10-31 | $8,147,102 |
| Total of all expenses incurred | 2016-10-31 | $137,681,880 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-10-31 | $130,847,696 |
| Value of total assets at end of year | 2016-10-31 | $1,001,299,972 |
| Value of total assets at beginning of year | 2016-10-31 | $1,087,176,049 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-10-31 | $6,834,184 |
| Total interest from all sources | 2016-10-31 | $27,878,522 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-10-31 | $7,053,779 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-10-31 | $7,006,087 |
| Administrative expenses professional fees incurred | 2016-10-31 | $1,058,011 |
| Was this plan covered by a fidelity bond | 2016-10-31 | Yes |
| Value of fidelity bond cover | 2016-10-31 | $30,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-10-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-10-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2016-10-31 | $3,129,383 |
| Assets. Other investments not covered elsewhere at beginning of year | 2016-10-31 | $48,425,507 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-10-31 | $19,390,143 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-10-31 | $12,009,861 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-10-31 | $791,648 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-10-31 | $46,788,194 |
| Other income not declared elsewhere | 2016-10-31 | $25,037 |
| Administrative expenses (other) incurred | 2016-10-31 | $2,689,746 |
| Liabilities. Value of operating payables at end of year | 2016-10-31 | $13,842,849 |
| Liabilities. Value of operating payables at beginning of year | 2016-10-31 | $6,359,413 |
| Total non interest bearing cash at end of year | 2016-10-31 | $9,208,851 |
| Total non interest bearing cash at beginning of year | 2016-10-31 | $49,180,695 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
| Value of net income/loss | 2016-10-31 | $-47,362,967 |
| Value of net assets at end of year (total assets less liabilities) | 2016-10-31 | $986,665,475 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-10-31 | $1,034,028,442 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-10-31 | No |
| Investment advisory and management fees | 2016-10-31 | $2,735,877 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-10-31 | $225,934,145 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-10-31 | $217,887,775 |
| Interest earned on other investments | 2016-10-31 | $1,687,930 |
| Income. Interest from US Government securities | 2016-10-31 | $2,065,413 |
| Income. Interest from corporate debt instruments | 2016-10-31 | $24,026,422 |
| Value of interest in common/collective trusts at end of year | 2016-10-31 | $4,329,151 |
| Value of interest in common/collective trusts at beginning of year | 2016-10-31 | $3,892,787 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-10-31 | $98,757 |
| Asset value of US Government securities at end of year | 2016-10-31 | $197,874,268 |
| Asset value of US Government securities at beginning of year | 2016-10-31 | $323,341,431 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-10-31 | $11,645,263 |
| Net investment gain or loss from common/collective trusts | 2016-10-31 | $13,695 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-10-31 | No |
| Income. Dividends from common stock | 2016-10-31 | $47,692 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-10-31 | $130,847,696 |
| Asset. Corporate debt instrument preferred debt at end of year | 2016-10-31 | $131,016,103 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2016-10-31 | $82,598,373 |
| Asset. Corporate debt instrument debt (other) at end of year | 2016-10-31 | $410,417,928 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2016-10-31 | $349,839,620 |
| Contract administrator fees | 2016-10-31 | $350,550 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-10-31 | No |
| Did the plan have assets held for investment | 2016-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-10-31 | No |
| Aggregate proceeds on sale of assets | 2016-10-31 | $867,618,130 |
| Aggregate carrying amount (costs) on sale of assets | 2016-10-31 | $859,471,028 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-10-31 | Disclaimer |
| Accountancy firm name | 2016-10-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2016-10-31 | 390859910 |
| 2015 : JOY GLOBAL PENSION PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-10-31 | $-13,967,091 |
| Total unrealized appreciation/depreciation of assets | 2015-10-31 | $-13,967,091 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-10-31 | $53,147,607 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-10-31 | $91,969,693 |
| Total income from all sources (including contributions) | 2015-10-31 | $30,070,118 |
| Total loss/gain on sale of assets | 2015-10-31 | $-424,633 |
| Total of all expenses incurred | 2015-10-31 | $68,199,582 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-10-31 | $63,277,741 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-10-31 | $6,681 |
| Value of total assets at end of year | 2015-10-31 | $1,087,176,049 |
| Value of total assets at beginning of year | 2015-10-31 | $1,164,127,599 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-10-31 | $4,921,841 |
| Total interest from all sources | 2015-10-31 | $26,198,406 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-10-31 | $9,484,434 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-10-31 | $9,425,999 |
| Administrative expenses professional fees incurred | 2015-10-31 | $1,246,484 |
| Was this plan covered by a fidelity bond | 2015-10-31 | Yes |
| Value of fidelity bond cover | 2015-10-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2015-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2015-10-31 | $48,425,507 |
| Assets. Other investments not covered elsewhere at beginning of year | 2015-10-31 | $100,977,871 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-10-31 | $12,009,861 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-10-31 | $8,161,412 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-10-31 | $46,788,194 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-10-31 | $86,158,320 |
| Other income not declared elsewhere | 2015-10-31 | $168,939 |
| Liabilities. Value of operating payables at end of year | 2015-10-31 | $6,359,413 |
| Liabilities. Value of operating payables at beginning of year | 2015-10-31 | $5,811,373 |
| Total non interest bearing cash at end of year | 2015-10-31 | $49,180,695 |
| Total non interest bearing cash at beginning of year | 2015-10-31 | $25,690,311 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
| Value of net income/loss | 2015-10-31 | $-38,129,464 |
| Value of net assets at end of year (total assets less liabilities) | 2015-10-31 | $1,034,028,442 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-10-31 | $1,072,157,906 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-10-31 | No |
| Investment advisory and management fees | 2015-10-31 | $1,990,919 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-10-31 | $217,887,775 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-10-31 | $268,431,312 |
| Interest earned on other investments | 2015-10-31 | $2,273,545 |
| Income. Interest from US Government securities | 2015-10-31 | $3,614,598 |
| Income. Interest from corporate debt instruments | 2015-10-31 | $20,268,269 |
| Value of interest in common/collective trusts at end of year | 2015-10-31 | $3,892,787 |
| Value of interest in common/collective trusts at beginning of year | 2015-10-31 | $3,718,197 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-10-31 | $41,994 |
| Asset value of US Government securities at end of year | 2015-10-31 | $323,341,431 |
| Asset value of US Government securities at beginning of year | 2015-10-31 | $316,899,576 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-10-31 | $8,602,642 |
| Net investment gain or loss from common/collective trusts | 2015-10-31 | $740 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-10-31 | No |
| Contributions received in cash from employer | 2015-10-31 | $6,681 |
| Income. Dividends from common stock | 2015-10-31 | $58,435 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-10-31 | $63,277,741 |
| Asset. Corporate debt instrument preferred debt at end of year | 2015-10-31 | $82,598,373 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2015-10-31 | $291,689,148 |
| Asset. Corporate debt instrument debt (other) at end of year | 2015-10-31 | $349,839,620 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2015-10-31 | $148,559,772 |
| Contract administrator fees | 2015-10-31 | $1,684,438 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-10-31 | No |
| Did the plan have assets held for investment | 2015-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-10-31 | No |
| Aggregate proceeds on sale of assets | 2015-10-31 | $499,724,255 |
| Aggregate carrying amount (costs) on sale of assets | 2015-10-31 | $500,148,888 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-10-31 | Disclaimer |
| Accountancy firm name | 2015-10-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2015-10-31 | 390859910 |
| 2014 : JOY GLOBAL PENSION PLAN 2014 401k financial data |
|---|
| Total transfer of assets to this plan | 2014-10-31 | $10,397,628 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-10-31 | $91,969,693 |
| Total income from all sources (including contributions) | 2014-10-31 | $114,642,613 |
| Total of all expenses incurred | 2014-10-31 | $96,100,134 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-10-31 | $89,333,634 |
| Value of total assets at end of year | 2014-10-31 | $1,164,127,599 |
| Value of total assets at beginning of year | 2014-10-31 | $1,043,217,799 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-10-31 | $6,766,500 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-10-31 | No |
| Administrative expenses professional fees incurred | 2014-10-31 | $2,124,493 |
| Was this plan covered by a fidelity bond | 2014-10-31 | Yes |
| Value of fidelity bond cover | 2014-10-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2014-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2014-10-31 | $100,977,871 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-10-31 | $8,161,412 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-10-31 | $86,158,320 |
| Liabilities. Value of operating payables at end of year | 2014-10-31 | $5,811,373 |
| Total non interest bearing cash at end of year | 2014-10-31 | $25,690,311 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
| Value of net income/loss | 2014-10-31 | $18,542,479 |
| Value of net assets at end of year (total assets less liabilities) | 2014-10-31 | $1,072,157,906 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-10-31 | $1,043,217,799 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-10-31 | No |
| Investment advisory and management fees | 2014-10-31 | $3,579,905 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-10-31 | $268,431,312 |
| Value of interest in master investment trust accounts at end of year | 2014-10-31 | $0 |
| Value of interest in master investment trust accounts at beginning of year | 2014-10-31 | $1,043,217,799 |
| Value of interest in common/collective trusts at end of year | 2014-10-31 | $3,718,197 |
| Asset value of US Government securities at end of year | 2014-10-31 | $316,899,576 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-10-31 | $89,333,634 |
| Asset. Corporate debt instrument preferred debt at end of year | 2014-10-31 | $291,689,148 |
| Asset. Corporate debt instrument debt (other) at end of year | 2014-10-31 | $148,559,772 |
| Contract administrator fees | 2014-10-31 | $1,062,102 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-10-31 | No |
| Did the plan have assets held for investment | 2014-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-10-31 | Disclaimer |
| Accountancy firm name | 2014-10-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2014-10-31 | 390859910 |
| 2013 : JOY GLOBAL PENSION PLAN 2013 401k financial data |
|---|
| Total income from all sources (including contributions) | 2013-10-31 | $3,149,809 |
| Total of all expenses incurred | 2013-10-31 | $58,659,507 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-10-31 | $51,918,865 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-10-31 | $0 |
| Value of total assets at end of year | 2013-10-31 | $1,043,217,799 |
| Value of total assets at beginning of year | 2013-10-31 | $1,098,727,497 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-10-31 | $6,740,642 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-10-31 | No |
| Administrative expenses professional fees incurred | 2013-10-31 | $1,821,219 |
| Was this plan covered by a fidelity bond | 2013-10-31 | Yes |
| Value of fidelity bond cover | 2013-10-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-10-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
| Value of net income/loss | 2013-10-31 | $-55,509,698 |
| Value of net assets at end of year (total assets less liabilities) | 2013-10-31 | $1,043,217,799 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-10-31 | $1,098,727,497 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-10-31 | No |
| Investment advisory and management fees | 2013-10-31 | $4,402,893 |
| Value of interest in master investment trust accounts at end of year | 2013-10-31 | $1,043,217,799 |
| Value of interest in master investment trust accounts at beginning of year | 2013-10-31 | $1,022,577,497 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2013-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-10-31 | No |
| Contributions received in cash from employer | 2013-10-31 | $0 |
| Employer contributions (assets) at end of year | 2013-10-31 | $0 |
| Employer contributions (assets) at beginning of year | 2013-10-31 | $76,150,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-10-31 | $51,918,865 |
| Contract administrator fees | 2013-10-31 | $516,530 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-10-31 | No |
| Did the plan have assets held for investment | 2013-10-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-10-31 | Disclaimer |
| Accountancy firm name | 2013-10-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2013-10-31 | 390859910 |
| 2012 : JOY GLOBAL PENSION PLAN 2012 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-10-31 | $6,770,588 |
| Total income from all sources (including contributions) | 2012-10-31 | $241,564,194 |
| Total of all expenses incurred | 2012-10-31 | $53,029,722 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-10-31 | $48,966,224 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-10-31 | $133,624,656 |
| Value of total assets at end of year | 2012-10-31 | $1,098,727,497 |
| Value of total assets at beginning of year | 2012-10-31 | $916,963,613 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-10-31 | $4,063,498 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-10-31 | No |
| Administrative expenses professional fees incurred | 2012-10-31 | $924,244 |
| Was this plan covered by a fidelity bond | 2012-10-31 | Yes |
| Value of fidelity bond cover | 2012-10-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-10-31 | No |
| Assets. Other investments not covered elsewhere at beginning of year | 2012-10-31 | $39,425,410 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-10-31 | $14,348,806 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-10-31 | $6,770,588 |
| Total non interest bearing cash at beginning of year | 2012-10-31 | $806,003 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
| Value of net income/loss | 2012-10-31 | $188,534,472 |
| Value of net assets at end of year (total assets less liabilities) | 2012-10-31 | $1,098,727,497 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-10-31 | $910,193,025 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-10-31 | No |
| Investment advisory and management fees | 2012-10-31 | $2,223,179 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-10-31 | $241,609,055 |
| Value of interest in master investment trust accounts at end of year | 2012-10-31 | $1,022,577,497 |
| Value of interest in common/collective trusts at beginning of year | 2012-10-31 | $17,846,884 |
| Asset value of US Government securities at beginning of year | 2012-10-31 | $246,254,097 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-10-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2012-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-10-31 | No |
| Contributions received in cash from employer | 2012-10-31 | $133,624,656 |
| Employer contributions (assets) at end of year | 2012-10-31 | $76,150,000 |
| Employer contributions (assets) at beginning of year | 2012-10-31 | $84,875,342 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-10-31 | $48,966,224 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2012-10-31 | $103,760,120 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2012-10-31 | $90,554,841 |
| Contract administrator fees | 2012-10-31 | $916,075 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-10-31 | No |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-10-31 | $77,483,055 |
| Did the plan have assets held for investment | 2012-10-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-10-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-10-31 | Disclaimer |
| Accountancy firm name | 2012-10-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2012-10-31 | 390859910 |
| 2011 : JOY GLOBAL PENSION PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-10-31 | $34,499,347 |
| Total unrealized appreciation/depreciation of assets | 2011-10-31 | $34,499,347 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $6,770,588 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-10-31 | $27,127,279 |
| Total income from all sources (including contributions) | 2011-10-31 | $235,006,908 |
| Total loss/gain on sale of assets | 2011-10-31 | $27,004,300 |
| Total of all expenses incurred | 2011-10-31 | $50,156,303 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-10-31 | $46,412,913 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-10-31 | $142,383,606 |
| Value of total assets at end of year | 2011-10-31 | $916,963,613 |
| Value of total assets at beginning of year | 2011-10-31 | $752,469,699 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-10-31 | $3,743,390 |
| Total interest from all sources | 2011-10-31 | $17,229,290 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-10-31 | $9,806,975 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-10-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-10-31 | $9,634,256 |
| Administrative expenses professional fees incurred | 2011-10-31 | $592,705 |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-10-31 | $0 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-10-31 | $9,800 |
| Was this plan covered by a fidelity bond | 2011-10-31 | Yes |
| Value of fidelity bond cover | 2011-10-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-10-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2011-10-31 | $39,425,410 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-10-31 | $49,260,506 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-10-31 | $14,348,806 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-10-31 | $5,226,884 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-10-31 | $6,770,588 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-10-31 | $26,963,836 |
| Other income not declared elsewhere | 2011-10-31 | $130,955 |
| Liabilities. Value of operating payables at beginning of year | 2011-10-31 | $163,443 |
| Total non interest bearing cash at end of year | 2011-10-31 | $806,003 |
| Total non interest bearing cash at beginning of year | 2011-10-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
| Value of net income/loss | 2011-10-31 | $184,850,605 |
| Value of net assets at end of year (total assets less liabilities) | 2011-10-31 | $910,193,025 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-10-31 | $725,342,420 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-10-31 | No |
| Investment advisory and management fees | 2011-10-31 | $1,584,235 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-10-31 | $241,609,055 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-10-31 | $256,619,174 |
| Interest earned on other investments | 2011-10-31 | $1,430,111 |
| Income. Interest from US Government securities | 2011-10-31 | $5,558,072 |
| Income. Interest from corporate debt instruments | 2011-10-31 | $10,241,107 |
| Value of interest in common/collective trusts at end of year | 2011-10-31 | $17,846,884 |
| Value of interest in common/collective trusts at beginning of year | 2011-10-31 | $65,642,476 |
| Asset value of US Government securities at end of year | 2011-10-31 | $246,254,097 |
| Asset value of US Government securities at beginning of year | 2011-10-31 | $169,267,456 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-10-31 | $1,300,429 |
| Net investment gain or loss from common/collective trusts | 2011-10-31 | $2,652,006 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-10-31 | No |
| Contributions received in cash from employer | 2011-10-31 | $142,383,606 |
| Employer contributions (assets) at end of year | 2011-10-31 | $84,875,342 |
| Employer contributions (assets) at beginning of year | 2011-10-31 | $80,673,736 |
| Income. Dividends from preferred stock | 2011-10-31 | $0 |
| Income. Dividends from common stock | 2011-10-31 | $172,719 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-10-31 | $46,412,913 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-10-31 | $103,760,120 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-10-31 | $65,860,254 |
| Asset. Corporate debt instrument debt (other) at end of year | 2011-10-31 | $90,554,841 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2011-10-31 | $59,909,413 |
| Contract administrator fees | 2011-10-31 | $1,566,450 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-10-31 | No |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-10-31 | $77,483,055 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-10-31 | $0 |
| Did the plan have assets held for investment | 2011-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-10-31 | No |
| Aggregate proceeds on sale of assets | 2011-10-31 | $989,312,806 |
| Aggregate carrying amount (costs) on sale of assets | 2011-10-31 | $962,308,506 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-10-31 | Disclaimer |
| Accountancy firm name | 2011-10-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
| Accountancy firm EIN | 2011-10-31 | 390859910 |
| 2009 : JOY GLOBAL PENSION PLAN 2009 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2009-10-31 | $7,748,205 |
| Total unrealized appreciation/depreciation of assets | 2009-10-31 | $7,748,205 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-10-31 | $4,277,475 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2009-10-31 | $10,320,105 |
| Total income from all sources (including contributions) | 2009-10-31 | $118,499,415 |
| Total loss/gain on sale of assets | 2009-10-31 | $10,849,037 |
| Total of all expenses incurred | 2009-10-31 | $45,731,728 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2009-10-31 | $42,163,580 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2009-10-31 | $43,934,686 |
| Value of total assets at end of year | 2009-10-31 | $568,390,431 |
| Value of total assets at beginning of year | 2009-10-31 | $501,665,374 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2009-10-31 | $3,568,148 |
| Total interest from all sources | 2009-10-31 | $3,854,532 |
| Total dividends received (eg from common stock, registered investment company shares) | 2009-10-31 | $12,094 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2009-10-31 | No |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2009-10-31 | $138,917 |
| Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2009-10-31 | $35,050 |
| Was this plan covered by a fidelity bond | 2009-10-31 | Yes |
| Value of fidelity bond cover | 2009-10-31 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2009-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2009-10-31 | $81,675,363 |
| Assets. Other investments not covered elsewhere at beginning of year | 2009-10-31 | $87,393,537 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2009-10-31 | $6,207,889 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2009-10-31 | $1,368,874 |
| Other income not declared elsewhere | 2009-10-31 | $-132,298 |
| Administrative expenses (other) incurred | 2009-10-31 | $3,568,148 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-10-31 | No |
| Value of net income/loss | 2009-10-31 | $72,767,687 |
| Value of net assets at end of year (total assets less liabilities) | 2009-10-31 | $564,112,956 |
| Value of net assets at beginning of year (total assets less liabilities) | 2009-10-31 | $491,345,269 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2009-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2009-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2009-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2009-10-31 | $292,166,742 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2009-10-31 | $270,465,903 |
| Interest earned on other investments | 2009-10-31 | $2,440 |
| Income. Interest from US Government securities | 2009-10-31 | $515,275 |
| Income. Interest from corporate debt instruments | 2009-10-31 | $3,336,817 |
| Value of interest in common/collective trusts at end of year | 2009-10-31 | $52,294,710 |
| Value of interest in common/collective trusts at beginning of year | 2009-10-31 | $39,720,963 |
| Asset value of US Government securities at end of year | 2009-10-31 | $34,050,767 |
| Asset value of US Government securities at beginning of year | 2009-10-31 | $62,634,741 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2009-10-31 | $41,952,819 |
| Net investment gain or loss from common/collective trusts | 2009-10-31 | $10,280,340 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2009-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2009-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2009-10-31 | No |
| Contributions received in cash from employer | 2009-10-31 | $43,934,686 |
| Employer contributions (assets) at end of year | 2009-10-31 | $38,934,686 |
| Income. Dividends from preferred stock | 2009-10-31 | $12,094 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2009-10-31 | $42,163,580 |
| Asset. Corporate debt instrument preferred debt at end of year | 2009-10-31 | $31,980,814 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2009-10-31 | $19,083,085 |
| Asset. Corporate debt instrument debt (other) at end of year | 2009-10-31 | $30,940,543 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2009-10-31 | $20,963,221 |
| Did the plan have assets held for investment | 2009-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2009-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2009-10-31 | No |
| Aggregate proceeds on sale of assets | 2009-10-31 | $249,657,490 |
| Aggregate carrying amount (costs) on sale of assets | 2009-10-31 | $238,808,453 |
| Liabilities. Value of acquisition indebtedness at end of year | 2009-10-31 | $4,277,475 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2009-10-31 | $10,320,105 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2009-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2009-10-31 | Disclaimer |
| Accountancy firm name | 2009-10-31 | KOLB & CO. |
| Accountancy firm EIN | 2009-10-31 | 391214345 |
| 2008 : JOY GLOBAL PENSION PLAN 2008 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2008-10-31 | $-25,236,233 |
| Total unrealized appreciation/depreciation of assets | 2008-10-31 | $-25,236,233 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2008-10-31 | $10,320,105 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2008-10-31 | $219,974 |
| Total income from all sources (including contributions) | 2008-10-31 | $-160,427,329 |
| Total loss/gain on sale of assets | 2008-10-31 | $10,776,969 |
| Total of all expenses incurred | 2008-10-31 | $42,578,716 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2008-10-31 | $40,714,839 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2008-10-31 | $32,500,000 |
| Value of total assets at end of year | 2008-10-31 | $501,665,374 |
| Value of total assets at beginning of year | 2008-10-31 | $694,571,288 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2008-10-31 | $1,863,877 |
| Total interest from all sources | 2008-10-31 | $2,662,527 |
| Total dividends received (eg from common stock, registered investment company shares) | 2008-10-31 | $27,589 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2008-10-31 | No |
| Assets. Corporate prefeered stocks other than exployer securities at end of year | 2008-10-31 | $35,050 |
| Was this plan covered by a fidelity bond | 2008-10-31 | Yes |
| Value of fidelity bond cover | 2008-10-31 | $30,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2008-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2008-10-31 | $87,393,537 |
| Assets. Other investments not covered elsewhere at beginning of year | 2008-10-31 | $76,865,956 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2008-10-31 | $1,368,874 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2008-10-31 | $775,094 |
| Other income not declared elsewhere | 2008-10-31 | $7,174 |
| Administrative expenses (other) incurred | 2008-10-31 | $1,863,877 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-10-31 | No |
| Value of net income/loss | 2008-10-31 | $-203,006,045 |
| Value of net assets at end of year (total assets less liabilities) | 2008-10-31 | $491,345,269 |
| Value of net assets at beginning of year (total assets less liabilities) | 2008-10-31 | $694,351,314 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2008-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2008-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2008-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2008-10-31 | $270,465,903 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2008-10-31 | $455,743,195 |
| Income. Interest from US Government securities | 2008-10-31 | $220,711 |
| Income. Interest from corporate debt instruments | 2008-10-31 | $2,441,816 |
| Value of interest in common/collective trusts at end of year | 2008-10-31 | $39,720,963 |
| Value of interest in common/collective trusts at beginning of year | 2008-10-31 | $6,704,440 |
| Asset value of US Government securities at end of year | 2008-10-31 | $62,634,741 |
| Asset value of US Government securities at beginning of year | 2008-10-31 | $129,760,551 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2008-10-31 | $-178,387,468 |
| Net investment gain or loss from common/collective trusts | 2008-10-31 | $-2,777,887 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2008-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2008-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2008-10-31 | No |
| Contributions received in cash from employer | 2008-10-31 | $32,500,000 |
| Income. Dividends from preferred stock | 2008-10-31 | $27,589 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2008-10-31 | $40,714,839 |
| Asset. Corporate debt instrument preferred debt at end of year | 2008-10-31 | $19,083,085 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2008-10-31 | $4,832,289 |
| Asset. Corporate debt instrument debt (other) at end of year | 2008-10-31 | $20,963,221 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2008-10-31 | $19,889,763 |
| Did the plan have assets held for investment | 2008-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2008-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2008-10-31 | No |
| Aggregate proceeds on sale of assets | 2008-10-31 | $312,565,125 |
| Aggregate carrying amount (costs) on sale of assets | 2008-10-31 | $301,788,156 |
| Liabilities. Value of acquisition indebtedness at end of year | 2008-10-31 | $10,320,105 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2008-10-31 | $219,974 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2008-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2008-10-31 | Disclaimer |
| Accountancy firm name | 2008-10-31 | KOLB & CO. |
| Accountancy firm EIN | 2008-10-31 | 391214345 |
| 2007 : JOY GLOBAL PENSION PLAN 2007 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2007-10-31 | $12,047,409 |
| Total unrealized appreciation/depreciation of assets | 2007-10-31 | $12,047,409 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2007-10-31 | $219,974 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2007-10-31 | $165,339 |
| Total income from all sources (including contributions) | 2007-10-31 | $77,139,477 |
| Total loss/gain on sale of assets | 2007-10-31 | $-1,194,815 |
| Total of all expenses incurred | 2007-10-31 | $40,408,203 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2007-10-31 | $38,656,668 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2007-10-31 | $0 |
| Value of total assets at end of year | 2007-10-31 | $694,571,288 |
| Value of total assets at beginning of year | 2007-10-31 | $657,785,379 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2007-10-31 | $1,751,535 |
| Total interest from all sources | 2007-10-31 | $1,643,135 |
| Total dividends received (eg from common stock, registered investment company shares) | 2007-10-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2007-10-31 | No |
| Was this plan covered by a fidelity bond | 2007-10-31 | Yes |
| Value of fidelity bond cover | 2007-10-31 | $30,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2007-10-31 | No |
| Assets. Other investments not covered elsewhere at end of year | 2007-10-31 | $76,865,956 |
| Assets. Other investments not covered elsewhere at beginning of year | 2007-10-31 | $70,910,120 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2007-10-31 | $775,094 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2007-10-31 | $559,096 |
| Administrative expenses (other) incurred | 2007-10-31 | $1,751,535 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2007-10-31 | No |
| Value of net income/loss | 2007-10-31 | $36,731,274 |
| Value of net assets at end of year (total assets less liabilities) | 2007-10-31 | $694,351,314 |
| Value of net assets at beginning of year (total assets less liabilities) | 2007-10-31 | $657,620,040 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2007-10-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2007-10-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2007-10-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2007-10-31 | $455,743,195 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2007-10-31 | $416,289,943 |
| Interest earned on other investments | 2007-10-31 | $20,483 |
| Income. Interest from US Government securities | 2007-10-31 | $62,968 |
| Income. Interest from corporate debt instruments | 2007-10-31 | $1,559,684 |
| Value of interest in common/collective trusts at end of year | 2007-10-31 | $6,704,440 |
| Value of interest in common/collective trusts at beginning of year | 2007-10-31 | $6,651,295 |
| Asset value of US Government securities at end of year | 2007-10-31 | $129,760,551 |
| Asset value of US Government securities at beginning of year | 2007-10-31 | $136,830,488 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2007-10-31 | $64,485,823 |
| Net investment gain or loss from common/collective trusts | 2007-10-31 | $157,925 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2007-10-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2007-10-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2007-10-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2007-10-31 | $38,656,668 |
| Asset. Corporate debt instrument preferred debt at end of year | 2007-10-31 | $4,832,289 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2007-10-31 | $3,621,498 |
| Asset. Corporate debt instrument debt (other) at end of year | 2007-10-31 | $19,889,763 |
| Asset. Corporate debt instrument debt (other) at beginning of year | 2007-10-31 | $22,922,939 |
| Did the plan have assets held for investment | 2007-10-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2007-10-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2007-10-31 | No |
| Aggregate proceeds on sale of assets | 2007-10-31 | $121,334,343 |
| Aggregate carrying amount (costs) on sale of assets | 2007-10-31 | $122,529,158 |
| Liabilities. Value of acquisition indebtedness at end of year | 2007-10-31 | $219,974 |
| Liabilities. Value of acquisition indebtedness at beginning of year | 2007-10-31 | $165,339 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2007-10-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2007-10-31 | Disclaimer |
| Accountancy firm name | 2007-10-31 | KOLB & CO. |
| Accountancy firm EIN | 2007-10-31 | 391214345 |
