Civic Intelligence

Agere Systems Inc Post Retirement Life Insurance Benefit Tr

990 • Fiscal year 2014 • EIN 06-6528674

Jan 01, 2014 to Dec 31, 2014 • Filed on Nov 11, 2015

Organization ProfileNO WEBSITE AVAILABLE
1110 American Parkway NEAllentown, PA 18109-9138

(610) 712-1000

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

61st percentile

0.07x

Higher debt load relative to assets than 61% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

99th percentile

2.89x

Higher debt load relative to revenue than 99% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

6th percentile

-37%

Higher net margin than 6% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

37th percentile

2.2%

Faster asset growth than 37% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

7th percentile

-29%

Faster revenue growth than 7% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$77,786,000

Up $1,691,000 (+2.2%) from 2013

Net Assets

Up

$72,557,000

Up $1,497,000 (+2.1%) from 2013

Liabilities

Up

$5,229,000

Up $194,000 (+3.9%) from 2013

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin6th percentile

Revenue

Down

$1,811,000

Down $738,000 (-29%) from 2013

Expenses

Down

$2,488,000

Down $1,603,000 (-39%) from 2013

Net Income

Up

-$677,000

Up $865,000 (+56%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$100M$50M$0-$50MAssets 2010: $67,130,000Liabilities 2010: $2,518,000Net Assets 2010: $64,612,0002010Assets 2011: $67,261,000Liabilities 2011: $2,346,000Net Assets 2011: $64,915,0002011Assets 2012: $71,741,000Liabilities 2012: $3,015,000Net Assets 2012: $68,726,0002012Assets 2013: $76,095,000Liabilities 2013: $5,035,000Net Assets 2013: $71,060,0002013Assets 2014: $77,786,000Liabilities 2014: $5,229,000Net Assets 2014: $72,557,0002014Assets 2015: $76,614,348Liabilities 2015: $4,976,429Net Assets 2015: $71,637,9192015Assets 2016: $77,501,109Liabilities 2016: $5,039,770Net Assets 2016: $72,461,3392016Assets 2017: $83,770,437Liabilities 2017: $6,276,583Net Assets 2017: $77,493,8542017Assets 2018: $82,974,510Liabilities 2018: $6,133,258Net Assets 2018: $76,841,2522018Assets 2019: $84,683,713Liabilities 2019: $3,690,051Net Assets 2019: $80,993,6622019Assets 2020: $88,994,875Liabilities 2020: $4,493,762Net Assets 2020: $84,501,1132020Assets 2021: $84,328,865Liabilities 2021: $3,890,241Net Assets 2021: $80,438,6242021Assets 2022: $70,907,482Liabilities 2022: -$708,451Net Assets 2022: $71,615,9332022Assets 2023: $72,375,434Liabilities 2023: $215,806Net Assets 2023: $72,159,6282023Assets 2024: $72,635,676Liabilities 2024: $2,951,260Net Assets 2024: $69,684,4162024

Highlighted filing

2014

Assets$77,786,000
Liabilities$5,229,000
Net Assets$72,557,000
Open 2014 Filing

Operations Trend

Revenue Growth7th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$20M$10M$0-$10MExpenses 2010: $2,201,0002010Expenses 2011: $1,945,0002011Expenses 2012: $2,411,0002012Revenue 2013: $2,549,000Expenses 2013: $4,091,000Net Income 2013: -$1,542,0002013Revenue 2014: $1,811,000Expenses 2014: $2,488,000Net Income 2014: -$677,0002014Revenue 2015: $2,781,967Expenses 2015: $1,875,187Net Income 2015: $906,7802015Revenue 2016: $2,298,373Expenses 2016: $2,354,744Net Income 2016: -$56,3712016Revenue 2017: $2,883,064Expenses 2017: $3,555,504Net Income 2017: -$672,4402017Revenue 2018: $18,098,255Expenses 2018: $1,435,026Net Income 2018: $16,663,2292018Revenue 2019: $1,272,972Expenses 2019: $2,850,126Net Income 2019: -$1,577,1542019Revenue 2020: $1,084,429Expenses 2020: $2,950,119Net Income 2020: -$1,865,6902020Revenue 2021: $938,720Expenses 2021: $2,610,540Net Income 2021: -$1,671,8202021Revenue 2022: $526,651Expenses 2022: -$1,960,120Net Income 2022: $2,486,7712022Revenue 2023: $53,342Expenses 2023: $3,238,149Net Income 2023: -$3,184,8072023Revenue 2024: $586,233Expenses 2024: $3,358,916Net Income 2024: -$2,772,6832024

Highlighted filing

2014

Revenue$1,811,000
Expenses$2,488,000
Net Income-$677,000
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$5,297,000
Mission and Program Overview

Mission

N/A

To provide life insurance benefits to eligible retired employees of agere systems llc (formerly agere systems inc.), a wholly-owned subsidiary of avago technoligies limited.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$76,095,000$77,766,000▲ $1,671,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$76,095,000$77,786,000▲ $1,691,000
Other Assets Total$0$20,000▲ $20,000
Liabilities
Other Liabilities$5,035,000$5,229,000▲ $194,000
Total Liabilities$5,035,000$5,229,000▲ $194,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$71,060,000$72,557,000▲ $1,497,000
Total Liabilities and Net Assets / Fund Balance$76,095,000$77,786,000▲ $1,691,000

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$21,000--
Compensation and Service Providers
Top Officer Pay36th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,811,000
Other Revenue
$0
Change in Net Assets
$-677,000

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,811,000
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,174,000
Total Revenue per Audited Statements
$3,985,000
Total Revenue per Form 990
$1,811,000
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$933,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,555,000--$1,555,000
Other Expenses-$151,000-$151,000
Total Functional Expenses$1,555,000$933,000$0$2,488,000

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,488,000
Total Expenses per Audited Statements$2,488,000
Total Expenses per Form 990$2,488,000
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Tax Liability$5,229,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 8A

“The agere systems llc (formerly agere systems inc.) employee benefits committee has documented meetings held or written actions undertaken during the year.”

Form 990, Part VI, Section B, Line 11

“Our independent accountants prepare the form 990 and present it to the agere systems llc (formerly agere systems inc.) employee benefits committee prior to filing.”

Form 990, Part VI, Section C, Line 19

“All documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Agere Systems Inc Post Retirement
EIN
06-6528674
Phone
6107121000
Address
1110 AMERICAN PARKWAY NE, ALLENTOWN, PA 18109-9138

Signing Officer

Name
Mark Younes
Title
Plan Administrator
Phone
6107121000
Signed
2015-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Younes
Formed
2002
Legal Domicile
Pa
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Marcum Llp
Address
3 BALA PLAZA EAST 700, BALA CYNWYD, PA 19004
Preparer
David a Price
Phone
4842702500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain tax position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of december 31, 2014 and 2013, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix272 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE LIFE INSURANCE BENEFITS TO ELIGIBLE RETIRED EMPLOYEES OF AGERE SYSTEMS LLC (FORMERLY AGERE SYSTEMS INC.), A WHOLLY-OWNED SUBSIDIARY OF AVAGO TECHNOLIGIES LIMITED.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt01555000
IRS990/BenefitsToMembersGrp/TotalAmt01555000
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0AGERE SYSTEMS LLC (FORMERLY AGERE SYSTEMS INC)
IRS990/BooksInCareOfDetail/PhoneNum06107121000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01110 AMERICAN PARKWAY NE
IRS990/BooksInCareOfDetail/USAddress/CityNm0ALLENTOWN
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0181099138
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
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IRS990/CYOtherExpensesAmt0933000
IRS990/CYOtherRevenueAmt00
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IRS990/CYTotalRevenueAmt01811000
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVISION OF LIFE INSURANCE BENEFITS TO ELIGIBLE RETIRED EMPLOYEESOF AGERE SYSTEMS LLC (FORMERLY AGERE SYSTEMS INC.), A WHOLLY-OWNED SUBSIDIARY OF AVAGO TECHNOLOGIES LIMITED.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
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IRS990/EmployeeCnt00
IRS990/ExpenseAmt01555000
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form1098CFiledInd00
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0JP MORGAN CHASE BANK NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0INSTITUTIONAL TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr02002
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt01811000
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt05297000
IRS990/GrossReceiptsAmt05297000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt076095000
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt077766000
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03486000
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0NONE
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt071060000
IRS990/NetAssetsOrFundBalancesEOYAmt072557000
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01811000
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt01811000
IRS990/NetUnrelatedBusTxblIncmAmt01657778
IRS990/NetUnrlzdGainsLossesInvstAmt02174000
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt020000
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INCOME TAX EXPENSE
IRS990/OtherExpensesGrp/Desc1SEPARATE ACCOUNT FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0782000
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1151000
IRS990/OtherExpensesGrp/TotalAmt0782000
IRS990/OtherExpensesGrp/TotalAmt1151000
IRS990/OtherLiabilitiesGrp/BOYAmt05035000
IRS990/OtherLiabilitiesGrp/EOYAmt05229000
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MARK YOUNES
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01682000
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02549000
IRS990/PYOtherExpensesAmt02409000
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1542000
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt04091000
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02549000
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-677000
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02488000
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02174000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05229000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEFERRED TAX LIABILITY
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt046780000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt115413000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt215552000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt321000
IRS990ScheduleD/OtherSecuritiesGrp/Desc0METLIFE FIXED INCOME INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc1METLIFE EQUITY INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc2METLIFE INTL EQUITY INDEX FUND
IRS990ScheduleD/OtherSecuritiesGrp/Desc3JP MORGAN FEDERAL MONEY MARKET FUND - AGENCY
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IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01811000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2014 AND 2013, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleD/TotalBookValueSecuritiesAmt077766000
IRS990ScheduleD/TotalExpensesPerForm990Amt02488000
IRS990ScheduleD/TotalLiabilityAmt05229000
IRS990ScheduleD/TotalRevenuePerForm990Amt01811000
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt03985000
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02488000
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE AGERE SYSTEMS LLC (FORMERLY AGERE SYSTEMS INC.) EMPLOYEE BENEFITS COMMITTEE HAS DOCUMENTED MEETINGS HELD OR WRITTEN ACTIONS UNDERTAKEN DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1OUR INDEPENDENT ACCOUNTANTS PREPARE THE FORM 990 AND PRESENT IT TO THE AGERE SYSTEMS LLC (FORMERLY AGERE SYSTEMS INC.) EMPLOYEE BENEFITS COMMITTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
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IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01811000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt01811000
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt076095000
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt077786000
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0NO WEBSITE AVAILABLE
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK YOUNES
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PLAN ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06107121000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0AGERE SYSTEMS INC POST RETIREMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0LIFE INSURANCE BENEFIT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0AGER
ReturnHeader/Filer/EIN0066528674
ReturnHeader/Filer/PhoneNum06107121000
ReturnHeader/Filer/USAddress/AddressLine1Txt01110 AMERICAN PARKWAY NE
ReturnHeader/Filer/USAddress/CityNm0ALLENTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd0181099138
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0111986323
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MARCUM LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03 BALA PLAZA EAST 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BALA CYNWYD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd019004
ReturnHeader/PreparerPersonGrp/PhoneNum04842702500
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A PRICE
ReturnHeader/ReturnTs02015-11-11T12:41:20-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$77,786,000
Liabilities
$5,229,000
Net assets
$72,557,000
Revenue
$1,811,000
Expenses
$2,488,000
Net income
-$677,000
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.6$2.95$69.7$0.59$3.36$2.77
2023Detailed filing. Detailed filing data is available for this year.$72.4$0.22$72.2$0.05$3.24$3.18
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.9$0.71$71.6$0.53$1.96$2.49
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.3$3.89$80.4$0.94$2.61$1.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$89.0$4.49$84.5$1.08$2.95$1.87
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$84.7$3.69$81.0$1.27$2.85$1.58
2018Detailed filing. Detailed filing data is available for this year.$83.0$6.13$76.8$18.1$1.44$16.7
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$83.8$6.28$77.5$2.88$3.56$0.67
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$77.5$5.04$72.5$2.30$2.35$0.06
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$76.6$4.98$71.6$2.78$1.88$0.91
2014Detailed filing. Detailed filing data is available for this year.$77.8$5.23$72.6$1.81$2.49$0.68
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$76.1$5.04$71.1$2.55$4.09$1.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$71.7$3.02$68.7$2.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.3$2.35$64.9$1.95
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$67.1$2.52$64.6$2.20