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SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 401k Plan overview

Plan NameSYSCO CORPORATION EMPLOYEES' 401(K) PLAN
Plan identification number 015

SYSCO CORPORATION EMPLOYEES' 401(K) PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).
  • Life insurance

401k Sponsoring company profile

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

Company Name:SYSCO CORPORATION
Employer identification number (EIN):741648137
NAIC Classification:424400

Additional information about SYSCO CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 0712404

More information about SYSCO CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SYSCO CORPORATION EMPLOYEES' 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0152022-01-01
0152021-01-01
0152020-01-01
0152019-01-01
0152019-01-01
0152018-01-01
0152017-01-01
0152016-01-01ERIN PACKWOOD
0152015-01-01ERIN PACKWOOD
0152014-01-01ERIN PACKWOOD
0152013-01-01PAUL MOSKOWITZ
0152012-07-02MARK WISNOSKI
0152011-07-02MARK WISNOSKI
0152009-06-28MARK WISNOSKI

Plan Statistics for SYSCO CORPORATION EMPLOYEES' 401(K) PLAN

401k plan membership statisitcs for SYSCO CORPORATION EMPLOYEES' 401(K) PLAN

Measure Date Value
2022: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0150,889
Total number of active participants reported on line 7a of the Form 55002022-01-0143,419
Number of retired or separated participants receiving benefits2022-01-01243
Number of other retired or separated participants entitled to future benefits2022-01-0114,609
Total of all active and inactive participants2022-01-0158,271
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01239
Total participants2022-01-0158,510
Number of participants with account balances2022-01-0152,976
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012,987
2021: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0150,448
Total number of active participants reported on line 7a of the Form 55002021-01-0138,382
Number of retired or separated participants receiving benefits2021-01-01207
Number of other retired or separated participants entitled to future benefits2021-01-0112,092
Total of all active and inactive participants2021-01-0150,681
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01208
Total participants2021-01-0150,889
Number of participants with account balances2021-01-0146,226
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-012,565
2020: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0149,850
Total number of active participants reported on line 7a of the Form 55002020-01-0132,991
Number of retired or separated participants receiving benefits2020-01-01101
Number of other retired or separated participants entitled to future benefits2020-01-0117,096
Total of all active and inactive participants2020-01-0150,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01260
Total participants2020-01-0150,448
Number of participants with account balances2020-01-0148,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-013,832
2019: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0149,870
Total number of active participants reported on line 7a of the Form 55002019-01-0139,582
Number of retired or separated participants receiving benefits2019-01-01214
Number of other retired or separated participants entitled to future benefits2019-01-019,877
Total of all active and inactive participants2019-01-0149,673
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01177
Total participants2019-01-0149,850
Number of participants with account balances2019-01-0147,439
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-013,134
2018: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0149,376
Total number of active participants reported on line 7a of the Form 55002018-01-0140,319
Number of retired or separated participants receiving benefits2018-01-01179
Number of other retired or separated participants entitled to future benefits2018-01-019,196
Total of all active and inactive participants2018-01-0149,694
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01176
Total participants2018-01-0149,870
Number of participants with account balances2018-01-0147,249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012,913
2017: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0147,126
Total number of active participants reported on line 7a of the Form 55002017-01-0139,200
Number of retired or separated participants receiving benefits2017-01-01157
Number of other retired or separated participants entitled to future benefits2017-01-019,866
Total of all active and inactive participants2017-01-0149,223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01153
Total participants2017-01-0149,376
Number of participants with account balances2017-01-0147,149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012,740
2016: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0147,352
Total number of active participants reported on line 7a of the Form 55002016-01-0139,085
Number of retired or separated participants receiving benefits2016-01-01126
Number of other retired or separated participants entitled to future benefits2016-01-017,784
Total of all active and inactive participants2016-01-0146,995
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01131
Total participants2016-01-0147,126
Number of participants with account balances2016-01-0144,861
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012,378
2015: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0145,436
Total number of active participants reported on line 7a of the Form 55002015-01-0139,818
Number of retired or separated participants receiving benefits2015-01-01113
Number of other retired or separated participants entitled to future benefits2015-01-017,317
Total of all active and inactive participants2015-01-0147,248
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01104
Total participants2015-01-0147,352
Number of participants with account balances2015-01-0145,877
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011,472
2014: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0143,000
Total number of active participants reported on line 7a of the Form 55002014-01-0138,245
Number of retired or separated participants receiving benefits2014-01-0196
Number of other retired or separated participants entitled to future benefits2014-01-017,003
Total of all active and inactive participants2014-01-0145,344
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0192
Total participants2014-01-0145,436
Number of participants with account balances2014-01-0144,383
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0146,248
Total number of active participants reported on line 7a of the Form 55002013-01-0136,236
Number of retired or separated participants receiving benefits2013-01-0180
Number of other retired or separated participants entitled to future benefits2013-01-016,596
Total of all active and inactive participants2013-01-0142,912
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0188
Total participants2013-01-0143,000
Number of participants with account balances2013-01-0141,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-011,255
2012: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-07-0247,986
Total number of active participants reported on line 7a of the Form 55002012-07-0241,481
Number of retired or separated participants receiving benefits2012-07-02133
Number of other retired or separated participants entitled to future benefits2012-07-024,554
Total of all active and inactive participants2012-07-0246,168
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0280
Total participants2012-07-0246,248
Number of participants with account balances2012-07-0236,704
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-028
2011: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-07-0246,629
Total number of active participants reported on line 7a of the Form 55002011-07-0241,644
Number of retired or separated participants receiving benefits2011-07-02190
Number of other retired or separated participants entitled to future benefits2011-07-025,981
Total of all active and inactive participants2011-07-0247,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-02171
Total participants2011-07-0247,986
Number of participants with account balances2011-07-0237,497
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-021,150
2009: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-06-2848,955
Total number of active participants reported on line 7a of the Form 55002009-06-2840,966
Number of retired or separated participants receiving benefits2009-06-28152
Number of other retired or separated participants entitled to future benefits2009-06-285,759
Total of all active and inactive participants2009-06-2846,877
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-06-28175
Total participants2009-06-2847,052
Number of participants with account balances2009-06-2837,077
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-06-281,082

Financial Data on SYSCO CORPORATION EMPLOYEES' 401(K) PLAN

Measure Date Value
2022 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$306,854
Total unrealized appreciation/depreciation of assets2022-12-31$306,854
Total transfer of assets to this plan2022-12-31$54,399,862
Total transfer of assets from this plan2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$363,335
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$75,863
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-463,687,854
Total loss/gain on sale of assets2022-12-31$55,509
Total of all expenses incurred2022-12-31$454,238,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$451,357,633
Expenses. Certain deemed distributions of participant loans2022-12-31$487,841
Value of total corrective distributions2022-12-31$108,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$380,256,273
Value of total assets at end of year2022-12-31$3,863,986,015
Value of total assets at beginning of year2022-12-31$4,727,224,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$2,284,467
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$4,946,621
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$26,439,197
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$26,400,923
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$204,559,282
Participant contributions at end of year2022-12-31$104,414,533
Participant contributions at beginning of year2022-12-31$103,036,895
Participant contributions at end of year2022-12-31$123,458
Participant contributions at beginning of year2022-12-31$285,347
Assets. Other investments not covered elsewhere at end of year2022-12-31$285,842,752
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$-10,808,880
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$18,933,881
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$28,969,255
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$4,822,950
Administrative expenses (other) incurred2022-12-31$2,240,022
Liabilities. Value of operating payables at end of year2022-12-31$97,041
Liabilities. Value of operating payables at beginning of year2022-12-31$75,863
Total non interest bearing cash at end of year2022-12-31$302,923
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-917,926,067
Value of net assets at end of year (total assets less liabilities)2022-12-31$3,863,622,680
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$4,727,148,885
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$44,445
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$100,841,942
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$363,054,512
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$4,946,621
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$3,222,231,271
Value of interest in common/collective trusts at beginning of year2022-12-31$4,042,311,527
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$92,599,405
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-80,706,633
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-799,808,625
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31Yes
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$156,763,110
Employer contributions (assets) at end of year2022-12-31$73,191,527
Employer contributions (assets) at beginning of year2022-12-31$65,547,755
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$38,274
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$451,357,633
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$25,354,079
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$45,844,108
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$48,068,354
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$266,294
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$3,578,262
Aggregate carrying amount (costs) on sale of assets2022-12-31$3,522,753
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2022-12-31750786316
2021 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$0
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$75,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$79,740
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$992,738,466
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$518,591,107
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$515,614,344
Expenses. Certain deemed distributions of participant loans2021-12-31$1,042,858
Value of total corrective distributions2021-12-31$56,378
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$346,659,821
Value of total assets at end of year2021-12-31$4,727,224,748
Value of total assets at beginning of year2021-12-31$4,253,081,266
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,877,527
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$6,175,797
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$42,923,066
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$42,923,066
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$185,719,730
Participant contributions at end of year2021-12-31$103,036,895
Participant contributions at beginning of year2021-12-31$118,107,883
Participant contributions at end of year2021-12-31$285,347
Participant contributions at beginning of year2021-12-31$2,941,527
Assets. Other investments not covered elsewhere at end of year2021-12-31$-10,808,880
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$-17,808,909
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$25,458,547
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$4,925,714
Administrative expenses (other) incurred2021-12-31$1,877,527
Liabilities. Value of operating payables at end of year2021-12-31$75,863
Liabilities. Value of operating payables at beginning of year2021-12-31$79,740
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$474,147,359
Value of net assets at end of year (total assets less liabilities)2021-12-31$4,727,148,885
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$4,253,001,526
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$363,054,512
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$325,508,035
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$6,175,797
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$0
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$4,042,311,527
Value of interest in common/collective trusts at beginning of year2021-12-31$3,597,392,895
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$92,599,405
Asset value of US Government securities at beginning of year2021-12-31$96,132,110
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$14,452,498
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$577,601,570
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31Yes
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$135,481,544
Employer contributions (assets) at end of year2021-12-31$65,547,755
Employer contributions (assets) at beginning of year2021-12-31$61,258,453
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$515,614,344
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$25,354,079
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$24,864,860
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$45,844,108
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$44,684,412
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$0
Aggregate carrying amount (costs) on sale of assets2021-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2021-12-31750786316
2020 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2020 401k financial data
Unrealized appreciation/depreciation of real estate assets2020-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$0
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total transfer of assets to this plan2020-12-31$0
Total transfer of assets from this plan2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$79,740
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$78,924
Expenses. Interest paid2020-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022020-12-31$0
Total income from all sources (including contributions)2020-12-31$1,085,050,141
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$677,390,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$674,472,587
Expenses. Certain deemed distributions of participant loans2020-12-31$599,638
Value of total corrective distributions2020-12-31$125,379
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$316,512,434
Value of total assets at end of year2020-12-31$4,253,081,266
Value of total assets at beginning of year2020-12-31$3,845,421,204
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$2,193,291
Total income from rents2020-12-31$0
Total interest from all sources2020-12-31$6,796,507
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$13,960,449
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$13,960,449
Assets. Real estate other than employer real property at end of year2020-12-31$0
Assets. Real estate other than employer real property at beginning of year2020-12-31$0
Administrative expenses professional fees incurred2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$171,859,795
Participant contributions at end of year2020-12-31$118,107,883
Participant contributions at beginning of year2020-12-31$132,225,354
Participant contributions at end of year2020-12-31$2,941,527
Participant contributions at beginning of year2020-12-31$2,825,487
Assets. Other investments not covered elsewhere at end of year2020-12-31$-17,808,909
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$-4,499,599
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$18,823,089
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$0
Assets. Loans (other than to participants) at end of year2020-12-31$0
Assets. Loans (other than to participants) at beginning of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Other income not declared elsewhere2020-12-31$6,576,162
Administrative expenses (other) incurred2020-12-31$2,193,291
Liabilities. Value of operating payables at end of year2020-12-31$79,740
Liabilities. Value of operating payables at beginning of year2020-12-31$78,924
Total non interest bearing cash at end of year2020-12-31$0
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Income. Non cash contributions2020-12-31$0
Value of net income/loss2020-12-31$407,659,246
Value of net assets at end of year (total assets less liabilities)2020-12-31$4,253,001,526
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$3,845,342,280
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$325,508,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$341,482,417
Value of interest in pooled separate accounts at end of year2020-12-31$0
Value of interest in pooled separate accounts at beginning of year2020-12-31$0
Interest on participant loans2020-12-31$6,796,507
Income. Interest from loans (other than to participants)2020-12-31$0
Interest earned on other investments2020-12-31$0
Income. Interest from US Government securities2020-12-31$0
Income. Interest from corporate debt instruments2020-12-31$0
Value of interest in master investment trust accounts at end of year2020-12-31$0
Value of interest in master investment trust accounts at beginning of year2020-12-31$0
Value of interest in common/collective trusts at end of year2020-12-31$3,597,392,895
Value of interest in common/collective trusts at beginning of year2020-12-31$3,148,040,947
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$0
Asset value of US Government securities at end of year2020-12-31$96,132,110
Asset value of US Government securities at beginning of year2020-12-31$80,565,455
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$29,648,622
Net investment gain/loss from pooled separate accounts2020-12-31$0
Net investment gain or loss from common/collective trusts2020-12-31$711,555,967
Net gain/loss from 103.12 investment entities2020-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31Yes
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Assets. Value of employer real property at end of year2020-12-31$0
Assets. Value of employer real property at beginning of year2020-12-31$0
Contributions received in cash from employer2020-12-31$125,829,550
Employer contributions (assets) at end of year2020-12-31$61,258,453
Employer contributions (assets) at beginning of year2020-12-31$71,915,877
Income. Dividends from preferred stock2020-12-31$0
Income. Dividends from common stock2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$674,472,587
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$24,864,860
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$26,824,622
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$44,684,412
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$46,040,644
Contract administrator fees2020-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$0
Liabilities. Value of benefit claims payable at end of year2020-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2020-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2020-12-31$0
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$0
Aggregate carrying amount (costs) on sale of assets2020-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2020-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2020-12-31$0
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2020-12-31750786316
2019 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2019 401k financial data
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of real estate assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total transfer of assets to this plan2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$77,535
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Expenses. Interest paid2019-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022019-12-31$0
Total income from all sources (including contributions)2019-12-31$1,068,254,455
Total income from all sources (including contributions)2019-12-31$1,068,254,455
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$376,149,807
Total of all expenses incurred2019-12-31$376,149,807
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$373,559,038
Expenses. Certain deemed distributions of participant loans2019-12-31$277,802
Value of total corrective distributions2019-12-31$25,123
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$354,032,338
Value of total assets at end of year2019-12-31$3,845,421,204
Value of total assets at end of year2019-12-31$3,845,421,204
Value of total assets at beginning of year2019-12-31$3,153,315,167
Value of total assets at beginning of year2019-12-31$3,153,315,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,287,844
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$2,287,844
Total income from rents2019-12-31$0
Total interest from all sources2019-12-31$7,166,052
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$13,844,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$13,844,858
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at end of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Assets. Real estate other than employer real property at beginning of year2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Administrative expenses professional fees incurred2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2019-12-31$0
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$188,266,696
Participant contributions at end of year2019-12-31$132,225,354
Participant contributions at end of year2019-12-31$132,225,354
Participant contributions at beginning of year2019-12-31$126,320,097
Participant contributions at beginning of year2019-12-31$126,320,097
Participant contributions at end of year2019-12-31$2,825,487
Participant contributions at end of year2019-12-31$2,825,487
Participant contributions at beginning of year2019-12-31$2,773,446
Participant contributions at beginning of year2019-12-31$2,773,446
Assets. Other investments not covered elsewhere at end of year2019-12-31$-4,499,599
Assets. Other investments not covered elsewhere at end of year2019-12-31$-4,499,599
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$1,002,494
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$18,252,809
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at end of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Assets. Loans (other than to participants) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$6,318,811
Other income not declared elsewhere2019-12-31$6,318,811
Administrative expenses (other) incurred2019-12-31$2,287,844
Administrative expenses (other) incurred2019-12-31$2,287,844
Liabilities. Value of operating payables at end of year2019-12-31$78,924
Liabilities. Value of operating payables at end of year2019-12-31$78,924
Liabilities. Value of operating payables at beginning of year2019-12-31$77,535
Liabilities. Value of operating payables at beginning of year2019-12-31$77,535
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Income. Non cash contributions2019-12-31$0
Value of net income/loss2019-12-31$692,104,648
Value of net income/loss2019-12-31$692,104,648
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,845,342,280
Value of net assets at end of year (total assets less liabilities)2019-12-31$3,845,342,280
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,153,237,632
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$3,153,237,632
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$0
Investment advisory and management fees2019-12-31$0
Investment advisory and management fees2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$341,482,417
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$341,482,417
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$293,653,344
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at end of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Value of interest in pooled separate accounts at beginning of year2019-12-31$0
Interest on participant loans2019-12-31$7,166,052
Income. Interest from loans (other than to participants)2019-12-31$0
Interest earned on other investments2019-12-31$0
Income. Interest from US Government securities2019-12-31$0
Income. Interest from corporate debt instruments2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at end of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Value of interest in common/collective trusts at end of year2019-12-31$3,148,040,947
Value of interest in common/collective trusts at end of year2019-12-31$3,148,040,947
Value of interest in common/collective trusts at beginning of year2019-12-31$2,531,096,124
Value of interest in common/collective trusts at beginning of year2019-12-31$2,531,096,124
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$80,565,455
Asset value of US Government securities at end of year2019-12-31$80,565,455
Asset value of US Government securities at beginning of year2019-12-31$63,058,016
Asset value of US Government securities at beginning of year2019-12-31$63,058,016
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$44,191,955
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$44,191,955
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain/loss from pooled separate accounts2019-12-31$0
Net investment gain or loss from common/collective trusts2019-12-31$642,700,441
Net investment gain or loss from common/collective trusts2019-12-31$642,700,441
Net gain/loss from 103.12 investment entities2019-12-31$0
Net gain/loss from 103.12 investment entities2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31Yes
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at end of year2019-12-31$0
Assets. Value of employer real property at beginning of year2019-12-31$0
Contributions received in cash from employer2019-12-31$147,512,833
Contributions received in cash from employer2019-12-31$147,512,833
Employer contributions (assets) at end of year2019-12-31$71,915,877
Employer contributions (assets) at end of year2019-12-31$71,915,877
Employer contributions (assets) at beginning of year2019-12-31$69,955,375
Employer contributions (assets) at beginning of year2019-12-31$69,955,375
Income. Dividends from preferred stock2019-12-31$0
Income. Dividends from common stock2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$373,559,038
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$373,559,038
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$26,824,622
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$26,824,622
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$29,100,703
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$29,100,703
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$46,040,644
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$46,040,644
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$36,355,568
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$36,355,568
Contract administrator fees2019-12-31$0
Contract administrator fees2019-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at end of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Aggregate carrying amount (costs) on sale of assets2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2019-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WEAVER AND TIDWELL, LLP
Accountancy firm name2019-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2019-12-31750786316
Accountancy firm EIN2019-12-31750786316
2018 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of real estate assets2018-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$0
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$77,535
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$75,742
Expenses. Interest paid2018-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022018-12-31$0
Total income from all sources (including contributions)2018-12-31$213,126,752
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$315,933,481
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$313,330,520
Expenses. Certain deemed distributions of participant loans2018-12-31$300,521
Value of total corrective distributions2018-12-31$52,786
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$363,413,866
Value of total assets at end of year2018-12-31$3,153,315,167
Value of total assets at beginning of year2018-12-31$3,256,120,103
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$2,249,654
Total income from rents2018-12-31$0
Total interest from all sources2018-12-31$5,949,176
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$35,704,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$35,704,950
Assets. Real estate other than employer real property at end of year2018-12-31$0
Assets. Real estate other than employer real property at beginning of year2018-12-31$0
Administrative expenses professional fees incurred2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2018-12-31$0
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$178,670,072
Participant contributions at end of year2018-12-31$126,320,097
Participant contributions at beginning of year2018-12-31$114,438,038
Participant contributions at end of year2018-12-31$2,773,446
Participant contributions at beginning of year2018-12-31$2,485,425
Assets. Other investments not covered elsewhere at end of year2018-12-31$1,002,494
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$745,047
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$28,253,302
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Assets. Loans (other than to participants) at end of year2018-12-31$0
Assets. Loans (other than to participants) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$5,179,579
Administrative expenses (other) incurred2018-12-31$2,249,654
Liabilities. Value of operating payables at end of year2018-12-31$77,535
Liabilities. Value of operating payables at beginning of year2018-12-31$75,742
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Income. Non cash contributions2018-12-31$0
Value of net income/loss2018-12-31$-102,806,729
Value of net assets at end of year (total assets less liabilities)2018-12-31$3,153,237,632
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$3,256,044,361
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$0
Assets. partnership/joint venture interests at beginning of year2018-12-31$0
Investment advisory and management fees2018-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$293,653,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$326,698,058
Value of interest in pooled separate accounts at end of year2018-12-31$0
Value of interest in pooled separate accounts at beginning of year2018-12-31$0
Interest on participant loans2018-12-31$5,949,176
Income. Interest from loans (other than to participants)2018-12-31$0
Interest earned on other investments2018-12-31$0
Income. Interest from US Government securities2018-12-31$0
Income. Interest from corporate debt instruments2018-12-31$0
Value of interest in master investment trust accounts at end of year2018-12-31$0
Value of interest in master investment trust accounts at beginning of year2018-12-31$0
Value of interest in common/collective trusts at end of year2018-12-31$2,531,096,124
Value of interest in common/collective trusts at beginning of year2018-12-31$2,632,431,564
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$0
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$0
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$0
Asset value of US Government securities at end of year2018-12-31$63,058,016
Asset value of US Government securities at beginning of year2018-12-31$63,926,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-54,234,253
Net investment gain/loss from pooled separate accounts2018-12-31$0
Net investment gain or loss from common/collective trusts2018-12-31$-142,886,566
Net gain/loss from 103.12 investment entities2018-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31Yes
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Assets. Value of employer real property at end of year2018-12-31$0
Assets. Value of employer real property at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$156,490,492
Employer contributions (assets) at end of year2018-12-31$69,955,375
Employer contributions (assets) at beginning of year2018-12-31$52,898,827
Income. Dividends from preferred stock2018-12-31$0
Income. Dividends from common stock2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$313,330,520
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$29,100,703
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$25,836,082
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$36,355,568
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$36,660,501
Contract administrator fees2018-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2018-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2018-12-31$0
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$0
Aggregate carrying amount (costs) on sale of assets2018-12-31$0
Liabilities. Value of acquisition indebtedness at end of year2018-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2018-12-31$0
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2018-12-31750786316
2017 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$75,742
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$79,115
Total income from all sources (including contributions)2017-12-31$815,677,023
Total of all expenses incurred2017-12-31$263,106,817
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$260,709,308
Expenses. Certain deemed distributions of participant loans2017-12-31$148,760
Value of total corrective distributions2017-12-31$1,454
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$304,985,111
Value of total assets at end of year2017-12-31$3,256,120,103
Value of total assets at beginning of year2017-12-31$2,703,553,270
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,247,295
Total interest from all sources2017-12-31$4,867,977
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,468,906
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$16,468,906
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$161,166,492
Participant contributions at end of year2017-12-31$114,438,038
Participant contributions at beginning of year2017-12-31$102,996,335
Participant contributions at end of year2017-12-31$2,485,425
Participant contributions at beginning of year2017-12-31$2,288,222
Assets. Other investments not covered elsewhere at end of year2017-12-31$745,047
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$206,151,158
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$15,080,307
Other income not declared elsewhere2017-12-31$4,353,111
Administrative expenses (other) incurred2017-12-31$1,771,404
Liabilities. Value of operating payables at end of year2017-12-31$75,742
Liabilities. Value of operating payables at beginning of year2017-12-31$79,115
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$552,570,206
Value of net assets at end of year (total assets less liabilities)2017-12-31$3,256,044,361
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$2,703,474,155
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$475,891
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$326,698,058
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$687,476,355
Interest on participant loans2017-12-31$4,867,977
Value of interest in common/collective trusts at end of year2017-12-31$2,632,431,564
Value of interest in common/collective trusts at beginning of year2017-12-31$1,647,768,066
Asset value of US Government securities at end of year2017-12-31$63,926,561
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$29,904,922
Net investment gain or loss from common/collective trusts2017-12-31$455,096,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$128,738,312
Employer contributions (assets) at end of year2017-12-31$52,898,827
Employer contributions (assets) at beginning of year2017-12-31$56,873,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$260,709,308
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$25,836,082
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$36,660,501
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WEAVER AND TIDWELL, LLP
Accountancy firm EIN2017-12-31750786316
2016 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$79,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$43,212
Total income from all sources (including contributions)2016-12-31$469,674,777
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$223,338,854
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$220,490,159
Expenses. Certain deemed distributions of participant loans2016-12-31$305,507
Value of total corrective distributions2016-12-31$34,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$295,759,837
Value of total assets at end of year2016-12-31$2,703,553,270
Value of total assets at beginning of year2016-12-31$2,457,181,444
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,508,275
Total interest from all sources2016-12-31$4,208,306
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$19,415,792
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$19,415,792
Administrative expenses professional fees incurred2016-12-31$2
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$99,728
Contributions received from participants2016-12-31$150,940,373
Participant contributions at end of year2016-12-31$102,996,335
Participant contributions at beginning of year2016-12-31$97,233,965
Participant contributions at end of year2016-12-31$2,288,222
Participant contributions at beginning of year2016-12-31$2,104,177
Assets. Other investments not covered elsewhere at end of year2016-12-31$206,151,158
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$45,975,737
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$11,738,994
Other income not declared elsewhere2016-12-31$4,572,341
Administrative expenses (other) incurred2016-12-31$2,354,473
Liabilities. Value of operating payables at end of year2016-12-31$79,115
Liabilities. Value of operating payables at beginning of year2016-12-31$43,212
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$246,335,923
Value of net assets at end of year (total assets less liabilities)2016-12-31$2,703,474,155
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,457,138,232
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$153,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$687,476,355
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$833,383,897
Interest on participant loans2016-12-31$4,208,094
Interest earned on other investments2016-12-31$212
Value of interest in common/collective trusts at end of year2016-12-31$1,647,768,066
Value of interest in common/collective trusts at beginning of year2016-12-31$1,423,733,908
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$52,213,532
Net investment gain or loss from common/collective trusts2016-12-31$93,504,969
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$133,080,470
Employer contributions (assets) at end of year2016-12-31$56,873,134
Employer contributions (assets) at beginning of year2016-12-31$54,749,760
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$220,490,159
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$43,212
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$316,064
Total income from all sources (including contributions)2015-12-31$311,630,992
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$226,849,285
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$224,175,780
Expenses. Certain deemed distributions of participant loans2015-12-31$308,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$281,088,687
Value of total assets at end of year2015-12-31$2,457,181,444
Value of total assets at beginning of year2015-12-31$2,372,672,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,364,531
Total interest from all sources2015-12-31$3,968,579
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$37,321,841
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$37,321,841
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$138,412,958
Participant contributions at end of year2015-12-31$97,233,965
Participant contributions at beginning of year2015-12-31$90,310,039
Participant contributions at end of year2015-12-31$2,104,177
Participant contributions at beginning of year2015-12-31$4,794,675
Assets. Other investments not covered elsewhere at end of year2015-12-31$45,975,737
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$45,943,035
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$12,646,773
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$281,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$274,269
Other income not declared elsewhere2015-12-31$80,482
Administrative expenses (other) incurred2015-12-31$2,357,313
Liabilities. Value of operating payables at end of year2015-12-31$43,212
Liabilities. Value of operating payables at beginning of year2015-12-31$41,795
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$84,781,707
Value of net assets at end of year (total assets less liabilities)2015-12-31$2,457,138,232
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$2,372,356,525
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$7,218
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$833,383,897
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$1,010,687,998
Interest on participant loans2015-12-31$3,976,134
Interest earned on other investments2015-12-31$-7,555
Value of interest in common/collective trusts at end of year2015-12-31$1,423,733,908
Value of interest in common/collective trusts at beginning of year2015-12-31$1,172,185,471
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-38,435,162
Net investment gain or loss from common/collective trusts2015-12-31$27,606,565
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$130,028,956
Employer contributions (assets) at end of year2015-12-31$54,749,760
Employer contributions (assets) at beginning of year2015-12-31$48,469,375
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$224,175,780
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$316,064
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$451,392
Total income from all sources (including contributions)2014-12-31$415,419,447
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$209,627,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$207,318,959
Expenses. Certain deemed distributions of participant loans2014-12-31$241,449
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$256,197,724
Value of total assets at end of year2014-12-31$2,372,672,589
Value of total assets at beginning of year2014-12-31$2,167,015,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,066,993
Total interest from all sources2014-12-31$3,780,348
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$46,048,636
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$46,048,636
Administrative expenses professional fees incurred2014-12-31$16
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$126,798,544
Participant contributions at end of year2014-12-31$90,310,039
Participant contributions at beginning of year2014-12-31$84,918,945
Participant contributions at end of year2014-12-31$4,794,675
Participant contributions at beginning of year2014-12-31$3,945,926
Assets. Other investments not covered elsewhere at end of year2014-12-31$45,943,035
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$547,240,151
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$10,491,400
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$281,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$474,756
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$274,269
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$408,375
Other income not declared elsewhere2014-12-31$2,358,708
Administrative expenses (other) incurred2014-12-31$2,039,258
Liabilities. Value of operating payables at end of year2014-12-31$41,795
Liabilities. Value of operating payables at beginning of year2014-12-31$43,017
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$205,792,046
Value of net assets at end of year (total assets less liabilities)2014-12-31$2,372,356,525
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$2,166,564,479
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$27,719
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$1,010,687,998
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$956,733,541
Interest on participant loans2014-12-31$3,775,301
Interest earned on other investments2014-12-31$5,047
Value of interest in common/collective trusts at end of year2014-12-31$1,172,185,471
Value of interest in common/collective trusts at beginning of year2014-12-31$527,609,999
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$24,512,699
Net investment gain or loss from common/collective trusts2014-12-31$82,521,332
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$118,907,780
Employer contributions (assets) at end of year2014-12-31$48,469,375
Employer contributions (assets) at beginning of year2014-12-31$46,092,553
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$207,318,959
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31346565596
2013 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total transfer of assets to this plan2013-12-31$9,730,799
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$451,392
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$811,301
Total income from all sources (including contributions)2013-12-31$617,387,219
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$196,481,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$194,255,122
Expenses. Certain deemed distributions of participant loans2013-12-31$213,219
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$237,558,539
Value of total assets at end of year2013-12-31$2,167,015,871
Value of total assets at beginning of year2013-12-31$1,736,739,550
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,013,447
Total interest from all sources2013-12-31$3,362,524
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$66,659,763
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$66,659,763
Administrative expenses professional fees incurred2013-12-31$153,696
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$116,379,148
Participant contributions at end of year2013-12-31$84,918,945
Participant contributions at beginning of year2013-12-31$80,186,492
Participant contributions at end of year2013-12-31$3,945,926
Participant contributions at beginning of year2013-12-31$2,909,733
Assets. Other investments not covered elsewhere at end of year2013-12-31$547,240,151
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$64,544,026
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$9,996,083
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$474,756
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$9,104,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$408,375
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$766,713
Other income not declared elsewhere2013-12-31$3,250,743
Administrative expenses (other) incurred2013-12-31$1,782,857
Liabilities. Value of operating payables at end of year2013-12-31$43,017
Liabilities. Value of operating payables at beginning of year2013-12-31$44,588
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$420,905,431
Value of net assets at end of year (total assets less liabilities)2013-12-31$2,166,564,479
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$1,735,928,249
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$76,894
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$956,733,541
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$1,212,162,777
Interest on participant loans2013-12-31$3,362,524
Value of interest in common/collective trusts at end of year2013-12-31$527,609,999
Value of interest in common/collective trusts at beginning of year2013-12-31$356,700,388
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$221,115,479
Net investment gain or loss from common/collective trusts2013-12-31$85,440,171
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$111,183,308
Employer contributions (assets) at end of year2013-12-31$46,092,553
Employer contributions (assets) at beginning of year2013-12-31$11,131,813
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$194,255,122
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31346565596
2012 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$185,416
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$811,301
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$1,242,757
Total income from all sources (including contributions)2012-12-31$151,427,955
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$82,230,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$81,022,511
Expenses. Certain deemed distributions of participant loans2012-12-31$166,935
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$70,820,636
Value of total assets at end of year2012-12-31$1,736,739,550
Value of total assets at beginning of year2012-12-31$1,667,787,896
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,040,815
Total interest from all sources2012-12-31$1,698,316
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$30,325,291
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$30,325,291
Administrative expenses professional fees incurred2012-12-31$64,375
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$55,437,894
Participant contributions at end of year2012-12-31$80,186,492
Participant contributions at beginning of year2012-12-31$78,617,495
Participant contributions at end of year2012-12-31$2,909,733
Participant contributions at beginning of year2012-12-31$2,960,262
Assets. Other investments not covered elsewhere at end of year2012-12-31$64,544,026
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$77,984,158
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$4,250,929
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$9,104,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$532,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$766,713
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$1,198,869
Other income not declared elsewhere2012-12-31$2,137,895
Administrative expenses (other) incurred2012-12-31$869,154
Liabilities. Value of operating payables at end of year2012-12-31$44,588
Liabilities. Value of operating payables at beginning of year2012-12-31$43,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$69,197,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$1,735,928,249
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$1,666,545,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$107,286
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$1,212,162,777
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$1,184,515,274
Interest on participant loans2012-12-31$1,698,316
Value of interest in common/collective trusts at end of year2012-12-31$356,700,388
Value of interest in common/collective trusts at beginning of year2012-12-31$309,832,503
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$46,139,959
Net investment gain or loss from common/collective trusts2012-12-31$305,858
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$11,131,813
Employer contributions (assets) at end of year2012-12-31$11,131,813
Employer contributions (assets) at beginning of year2012-12-31$13,345,556
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$81,022,511
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total transfer of assets to this plan2012-06-30$8,757,923
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$1,242,757
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$355,964
Total income from all sources (including contributions)2012-06-30$136,799,169
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$125,936,967
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$124,548,624
Expenses. Certain deemed distributions of participant loans2012-06-30$52,494
Value of total corrective distributions2012-06-30$2,874
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$122,687,595
Value of total assets at end of year2012-06-30$1,667,787,896
Value of total assets at beginning of year2012-06-30$1,647,280,978
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$1,332,975
Total interest from all sources2012-06-30$3,479,936
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$39,395,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$39,395,637
Administrative expenses professional fees incurred2012-06-30$1,072,716
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$25,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$103,254,717
Participant contributions at end of year2012-06-30$78,617,495
Participant contributions at beginning of year2012-06-30$76,896,422
Participant contributions at end of year2012-06-30$2,960,262
Participant contributions at beginning of year2012-06-30$2,760,276
Assets. Other investments not covered elsewhere at end of year2012-06-30$77,984,158
Assets. Other investments not covered elsewhere at beginning of year2012-06-30$112,799,680
Income. Received or receivable in cash from other sources (including rollovers)2012-06-30$6,086,923
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-06-30$532,648
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-06-30$544,788
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-06-30$1,198,869
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-06-30$313,397
Other income not declared elsewhere2012-06-30$3,674,377
Administrative expenses (other) incurred2012-06-30$197,459
Liabilities. Value of operating payables at end of year2012-06-30$43,888
Liabilities. Value of operating payables at beginning of year2012-06-30$42,567
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$10,862,202
Value of net assets at end of year (total assets less liabilities)2012-06-30$1,666,545,139
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$1,646,925,014
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$62,800
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$1,184,515,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$1,426,370,465
Interest on participant loans2012-06-30$3,479,936
Value of interest in common/collective trusts at end of year2012-06-30$309,832,503
Value of interest in common/collective trusts at beginning of year2012-06-30$12,274,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-33,871,303
Net investment gain or loss from common/collective trusts2012-06-30$1,432,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30Yes
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$13,345,955
Employer contributions (assets) at end of year2012-06-30$13,345,556
Employer contributions (assets) at beginning of year2012-06-30$15,635,325
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$124,548,624
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30ERNST & YOUNG LLP
Accountancy firm EIN2012-06-30346565596
2011 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-07-02$0
Total transfer of assets to this plan2011-07-02$5,870,329
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-02$355,964
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-07-02$2,177,759
Total income from all sources (including contributions)2011-07-02$421,616,575
Total loss/gain on sale of assets2011-07-02$0
Total of all expenses incurred2011-07-02$117,373,054
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-07-02$115,815,343
Expenses. Certain deemed distributions of participant loans2011-07-02$141,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-07-02$117,433,860
Value of total assets at end of year2011-07-02$1,647,280,978
Value of total assets at beginning of year2011-07-02$1,338,988,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-07-02$1,416,553
Total interest from all sources2011-07-02$3,668,192
Total dividends received (eg from common stock, registered investment company shares)2011-07-02$22,708,936
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-07-02No
Total dividends received from registered investment company shares (eg mutual funds)2011-07-02$22,708,936
Administrative expenses professional fees incurred2011-07-02$241,789
Was this plan covered by a fidelity bond2011-07-02Yes
Value of fidelity bond cover2011-07-02$25,000,000
If this is an individual account plan, was there a blackout period2011-07-02No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-07-02$0
Were there any nonexempt tranactions with any party-in-interest2011-07-02No
Contributions received from participants2011-07-02$98,431,519
Participant contributions at end of year2011-07-02$76,896,422
Participant contributions at beginning of year2011-07-02$71,065,245
Participant contributions at end of year2011-07-02$2,760,276
Participant contributions at beginning of year2011-07-02$2,650,871
Assets. Other investments not covered elsewhere at end of year2011-07-02$112,799,680
Assets. Other investments not covered elsewhere at beginning of year2011-07-02$118,857,517
Income. Received or receivable in cash from other sources (including rollovers)2011-07-02$3,460,952
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-07-02$544,788
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-07-02$570,070
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-07-02$313,397
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-07-02$2,134,927
Other income not declared elsewhere2011-07-02$4,571,244
Administrative expenses (other) incurred2011-07-02$1,174,764
Liabilities. Value of operating payables at end of year2011-07-02$42,567
Liabilities. Value of operating payables at beginning of year2011-07-02$42,832
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-02No
Value of net income/loss2011-07-02$304,243,521
Value of net assets at end of year (total assets less liabilities)2011-07-02$1,646,925,014
Value of net assets at beginning of year (total assets less liabilities)2011-07-02$1,336,811,164
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-07-02No
Were any loans by the plan or fixed income obligations due to the plan in default2011-07-02No
Were any leases to which the plan was party in default or uncollectible2011-07-02No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-07-02$1,426,370,465
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-07-02$1,113,401,309
Income. Interest from loans (other than to participants)2011-07-02$3,668,192
Value of interest in common/collective trusts at end of year2011-07-02$12,274,022
Value of interest in common/collective trusts at beginning of year2011-07-02$10,833,140
Expenses. Payments to insurance carriers foe the provision of benefits2011-07-02$3,420
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-07-02$273,202,861
Net investment gain or loss from common/collective trusts2011-07-02$31,482
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-07-02No
Was there a failure to transmit to the plan any participant contributions2011-07-02No
Has the plan failed to provide any benefit when due under the plan2011-07-02No
Contributions received in cash from employer2011-07-02$15,541,389
Employer contributions (assets) at end of year2011-07-02$15,635,325
Employer contributions (assets) at beginning of year2011-07-02$21,610,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-07-02$115,811,923
Did the plan have assets held for investment2011-07-02Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-07-02No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-07-02No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-07-02Yes
Opinion of an independent qualified public accountant for this plan2011-07-02Disclaimer
Accountancy firm name2011-07-02ERNST & YOUNG LLP
Accountancy firm EIN2011-07-02346565596
2010 : SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-07-03$0

Form 5500 Responses for SYSCO CORPORATION EMPLOYEES' 401(K) PLAN

2022: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingNo
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2012 form 5500 responses
2012-07-02Type of plan entitySingle employer plan
2012-07-02Submission has been amendedNo
2012-07-02This submission is the final filingNo
2012-07-02This return/report is a short plan year return/report (less than 12 months)Yes
2012-07-02Plan is a collectively bargained planNo
2012-07-02Plan funding arrangement – InsuranceYes
2012-07-02Plan funding arrangement – TrustYes
2012-07-02Plan benefit arrangement – InsuranceYes
2012-07-02Plan benefit arrangement - TrustYes
2011: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2011 form 5500 responses
2011-07-02Type of plan entitySingle employer plan
2011-07-02Submission has been amendedNo
2011-07-02This submission is the final filingNo
2011-07-02This return/report is a short plan year return/report (less than 12 months)Yes
2011-07-02Plan is a collectively bargained planNo
2011-07-02Plan funding arrangement – InsuranceYes
2011-07-02Plan funding arrangement – TrustYes
2011-07-02Plan benefit arrangement – InsuranceYes
2011-07-02Plan benefit arrangement - TrustYes
2009: SYSCO CORPORATION EMPLOYEES' 401(K) PLAN 2009 form 5500 responses
2009-06-28Type of plan entitySingle employer plan
2009-06-28Submission has been amendedNo
2009-06-28This submission is the final filingNo
2009-06-28This return/report is a short plan year return/report (less than 12 months)No
2009-06-28Plan is a collectively bargained planNo
2009-06-28Plan funding arrangement – InsuranceYes
2009-06-28Plan funding arrangement – TrustYes
2009-06-28Plan benefit arrangement – InsuranceYes
2009-06-28Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered10
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered9
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered9
Insurance policy start date2013-07-01
Insurance policy end date2014-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered10
Insurance policy start date2012-07-01
Insurance policy end date2013-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered10
Insurance policy start date2011-07-01
Insurance policy end date2012-06-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VALLEY FORGE LIFE INSURANCE CO./REASSURE AMERICA LIFE INSURANCE CO. (National Association of Insurance Commissioners NAIC id number: 70211 )
Policy contract numberLIFE
Policy instance 1
Insurance contract or identification numberLIFE
Number of Individuals Covered10
Insurance policy start date2010-07-04
Insurance policy end date2011-07-02
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?Yes
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $3,420
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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