Plan Name | NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS |
Plan identification number | 524 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
|
Company Name: | NORFOLK SOUTHERN CORPORATION |
Employer identification number (EIN): | 521188014 |
NAIC Classification: | 551112 |
NAIC Description: | Offices of Other Holding Companies |
Additional information about NORFOLK SOUTHERN CORPORATION
Jurisdiction of Incorporation: | Virginia Secretary of State |
Incorporation Date: | 1980-07-23 |
Company Identification Number: | 0208028 |
Legal Registered Office Address: |
THREE COMMERCIAL PL NORFOLK United States of America (USA) 23510 |
More information about NORFOLK SOUTHERN CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
524 | 2022-01-01 | ||||
524 | 2021-01-01 | ||||
524 | 2020-01-01 | ||||
524 | 2019-01-01 | ||||
524 | 2018-01-01 | ||||
524 | 2017-01-01 | MICHELLE L. THOMPSON | |||
524 | 2016-01-01 | MICHELLE L. THOMPSON | |||
524 | 2015-01-01 | MICHELLE THOMPSON | MICHELLE THOMPSON | 2016-10-13 | |
524 | 2014-01-01 | G. W. DANA | G. W. DANA | 2015-10-14 | |
524 | 2013-01-01 | G. W. DANA | |||
524 | 2012-01-01 | G. W. DANA | |||
524 | 2011-01-01 | G. W. DANA |
Measure | Date | Value |
---|---|---|
2022: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 6,801 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 651 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 6,285 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 0 |
Total of all active and inactive participants | 2022-01-01 | 6,936 |
2021: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 7,795 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 768 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 6,033 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 6,801 |
2020: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 7,411 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,428 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 6,367 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 7,795 |
2019: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 8,444 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,123 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 6,288 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 7,411 |
2018: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 7,152 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,369 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 7,075 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 0 |
Total of all active and inactive participants | 2018-01-01 | 8,444 |
2017: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 7,055 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,542 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 7,022 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 8,564 |
2016: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 7,128 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 864 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 6,129 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 0 |
Total of all active and inactive participants | 2016-01-01 | 6,993 |
2015: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 6,927 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 6,961 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 0 |
Total of all active and inactive participants | 2015-01-01 | 6,961 |
2014: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 6,252 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6,927 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 6,927 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 13,854 |
2013: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 6,301 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 6,225 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 6,225 |
2012: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6,281 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 6,266 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 6,266 |
2011: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 6,092 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 0 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 6,120 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 6,120 |
Measure | Date | Value |
---|---|---|
2022 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,150,029 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,006,661 |
Total income from all sources (including contributions) | 2022-12-31 | $-18,253,587 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $32,599,546 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $31,987,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $9,219,210 |
Value of total assets at end of year | 2022-12-31 | $124,216,031 |
Value of total assets at beginning of year | 2022-12-31 | $174,925,796 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $612,384 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Contributions received from participants | 2022-12-31 | $2,691,900 |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $1,150,029 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $1,006,661 |
Other income not declared elsewhere | 2022-12-31 | $-1 |
Administrative expenses (other) incurred | 2022-12-31 | $457,568 |
Total non interest bearing cash at end of year | 2022-12-31 | $1,500,031 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $1,508,838 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-50,853,133 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $123,066,002 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $173,919,135 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $154,816 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $122,716,000 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $173,416,958 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $6,527,310 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $31,987,162 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | KPMG LLP |
Accountancy firm EIN | 2022-12-31 | 135565207 |
2021 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,006,661 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $1,541,898 |
Total income from all sources (including contributions) | 2021-12-31 | $42,707,241 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $34,043,801 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $33,399,606 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $12,888,664 |
Value of total assets at end of year | 2021-12-31 | $174,925,796 |
Value of total assets at beginning of year | 2021-12-31 | $166,797,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $644,195 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $2,639,500 |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $1,006,661 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $1,541,898 |
Other income not declared elsewhere | 2021-12-31 | $-1 |
Administrative expenses (other) incurred | 2021-12-31 | $487,344 |
Total non interest bearing cash at end of year | 2021-12-31 | $1,508,838 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $780,508 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $8,663,440 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $173,919,135 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $165,255,695 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $156,851 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $173,416,958 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $166,017,085 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $10,249,164 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $33,399,606 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | KPMG LLP |
Accountancy firm EIN | 2021-12-31 | 135565207 |
2020 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $1,541,898 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $336,310 |
Expenses. Interest paid | 2020-12-31 | $0 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $29,334,632 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $34,871,498 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $34,736,040 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,833,432 |
Value of total assets at end of year | 2020-12-31 | $166,797,593 |
Value of total assets at beginning of year | 2020-12-31 | $171,128,871 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $135,458 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $2,512,671 |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $0 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $1,541,898 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $336,310 |
Administrative expenses (other) incurred | 2020-12-31 | $-22,295 |
Total non interest bearing cash at end of year | 2020-12-31 | $780,508 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $2,297,593 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $-5,536,866 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $165,255,695 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $170,792,561 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $157,753 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $166,017,085 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $168,831,278 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2020-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $5,320,761 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $34,736,040 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | KPMG LLP |
Accountancy firm EIN | 2020-12-31 | 135565207 |
2019 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $336,310 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $461,868 |
Total income from all sources (including contributions) | 2019-12-31 | $49,761,351 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $37,013,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $36,260,147 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $15,354,369 |
Value of total assets at end of year | 2019-12-31 | $171,128,871 |
Value of total assets at beginning of year | 2019-12-31 | $158,506,163 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $752,938 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $2,506,124 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $336,310 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $461,868 |
Administrative expenses (other) incurred | 2019-12-31 | $593,479 |
Total non interest bearing cash at end of year | 2019-12-31 | $2,297,593 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $702,414 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $12,748,266 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $170,792,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $158,044,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $159,459 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $168,831,278 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $157,803,749 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $12,848,245 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $36,260,147 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | KPMG LLP |
Accountancy firm EIN | 2019-12-31 | 135565207 |
2018 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $461,868 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $468,361 |
Total income from all sources (including contributions) | 2018-12-31 | $11,722,085 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $39,420,566 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $38,671,233 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $14,891,270 |
Value of total assets at end of year | 2018-12-31 | $158,506,163 |
Value of total assets at beginning of year | 2018-12-31 | $186,211,137 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $749,333 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $2,374,544 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $461,868 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $468,361 |
Administrative expenses (other) incurred | 2018-12-31 | $581,231 |
Total non interest bearing cash at end of year | 2018-12-31 | $702,414 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $1,465,792 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-27,698,481 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $158,044,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $185,742,776 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $168,102 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $157,803,749 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $184,745,345 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $12,516,726 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $38,671,233 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | KPMG LLP |
Accountancy firm EIN | 2018-12-31 | 135565207 |
2017 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $468,361 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $12,705,261 |
Total income from all sources (including contributions) | 2017-12-31 | $46,959,432 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $43,031,698 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $42,298,999 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $21,131,930 |
Value of total assets at end of year | 2017-12-31 | $186,211,137 |
Value of total assets at beginning of year | 2017-12-31 | $194,520,303 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $732,699 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $2,303,400 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $468,361 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $12,705,261 |
Administrative expenses (other) incurred | 2017-12-31 | $560,043 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,465,792 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $1,296,676 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $3,927,734 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $185,742,776 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $181,815,042 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $172,656 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $184,745,345 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $193,223,627 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $18,828,530 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $42,298,999 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | KPMG LLP |
Accountancy firm EIN | 2017-12-31 | 135565207 |
2016 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $12,705,261 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $30,202,185 |
Total income from all sources (including contributions) | 2016-12-31 | $33,692,413 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $40,650,648 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $39,883,079 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $16,573,279 |
Value of total assets at end of year | 2016-12-31 | $194,520,303 |
Value of total assets at beginning of year | 2016-12-31 | $218,975,462 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $767,569 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,352,483 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $12,705,261 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $30,202,185 |
Administrative expenses (other) incurred | 2016-12-31 | $580,529 |
Total non interest bearing cash at end of year | 2016-12-31 | $1,296,676 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $1,160,876 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-6,958,235 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $181,815,042 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $188,773,277 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $187,040 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $193,223,627 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $217,814,586 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $14,220,796 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $39,883,079 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | KPMG LLP |
Accountancy firm EIN | 2016-12-31 | 135565207 |
2015 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $30,202,185 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $5,621,058 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $66,976,281 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $66,186,903 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,574,518 |
Value of total assets at end of year | 2015-12-31 | $218,975,462 |
Value of total assets at beginning of year | 2015-12-31 | $250,128,500 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $789,378 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,549,856 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $24,662 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $30,202,185 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $0 |
Administrative expenses (other) incurred | 2015-12-31 | $588,217 |
Total non interest bearing cash at end of year | 2015-12-31 | $1,160,876 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $1,029,434 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-61,355,223 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $188,773,277 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $250,128,500 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $201,161 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $217,814,586 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $249,099,066 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $66,186,903 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | KPMG LLP |
Accountancy firm EIN | 2015-12-31 | 135565207 |
2014 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $74,307,385 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $50,082,483 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $49,327,540 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $49,965,012 |
Value of total assets at end of year | 2014-12-31 | $250,128,500 |
Value of total assets at beginning of year | 2014-12-31 | $225,903,598 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $754,943 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $3,222,480 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $176 |
Administrative expenses (other) incurred | 2014-12-31 | $558,550 |
Total non interest bearing cash at end of year | 2014-12-31 | $1,029,434 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $392,137 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $24,224,902 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $250,128,500 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $225,903,598 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $196,393 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $249,099,066 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $225,511,461 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $46,742,356 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $49,327,540 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | KPMG LLP |
Accountancy firm EIN | 2014-12-31 | 135565207 |
2013 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets to this plan | 2013-12-31 | $24,904,108 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $84,933,731 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $51,677,556 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $50,690,427 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $51,129,599 |
Value of total assets at end of year | 2013-12-31 | $225,903,598 |
Value of total assets at beginning of year | 2013-12-31 | $167,743,315 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $987,129 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Contributions received from participants | 2013-12-31 | $3,491,011 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $47,035 |
Administrative expenses (other) incurred | 2013-12-31 | $800,634 |
Total non interest bearing cash at end of year | 2013-12-31 | $392,137 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $33,256,175 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $225,903,598 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $167,743,315 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $186,495 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $225,511,461 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $167,743,315 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $47,591,553 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $50,690,427 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | KPMG LLP |
Accountancy firm EIN | 2013-12-31 | 135565207 |
2012 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $67,332,269 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $51,597,515 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $50,723,680 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $50,764,990 |
Value of total assets at end of year | 2012-12-31 | $167,743,315 |
Value of total assets at beginning of year | 2012-12-31 | $152,008,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $873,835 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Contributions received from participants | 2012-12-31 | $3,478,473 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $41,310 |
Administrative expenses (other) incurred | 2012-12-31 | $715,644 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $15,734,754 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $167,743,315 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $152,008,561 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $158,191 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $167,743,315 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $152,008,561 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $47,245,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $50,723,680 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | KPMG LLP |
Accountancy firm EIN | 2012-12-31 | 135565207 |
2011 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $55,835,680 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $49,823,806 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $48,895,959 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $49,032,344 |
Value of total assets at end of year | 2011-12-31 | $152,008,561 |
Value of total assets at beginning of year | 2011-12-31 | $145,996,687 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $927,847 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $3,389,706 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $136,385 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $0 |
Administrative expenses (other) incurred | 2011-12-31 | $779,324 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $6,011,874 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $152,008,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $145,996,687 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $148,523 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $152,008,561 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $145,996,687 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $45,506,253 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $48,895,959 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | KPMG LLP |
Accountancy firm EIN | 2011-12-31 | 135565207 |
2010 : NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2010 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets to this plan | 2010-12-31 | $131,994,701 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Expenses. Interest paid | 2010-12-31 | $4,040 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2010-12-31 | $4,040 |
Total income from all sources (including contributions) | 2010-12-31 | $60,577,140 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $46,575,154 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $45,907,798 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $45,908,291 |
Value of total assets at end of year | 2010-12-31 | $145,996,687 |
Value of total assets at beginning of year | 2010-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $663,316 |
Total interest from all sources | 2010-12-31 | $43 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Contributions received from participants | 2010-12-31 | $2,742,785 |
Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $493 |
Other income not declared elsewhere | 2010-12-31 | $14,668,806 |
Administrative expenses (other) incurred | 2010-12-31 | $526,289 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $14,001,986 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $145,996,687 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $137,027 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $145,996,687 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $0 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $43 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $43,165,013 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $45,907,798 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | KPMG LLP |
Accountancy firm EIN | 2010-12-31 | 135565207 |
2022: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2022-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2021: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2014-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2013: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2013-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2012: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2012-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2011: NORFOLK SOUTHERN CORPORATION MEDICAL PLAN FOR RETIREES AND LTD PARTICIPANTS 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2011-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |