Home   >   The Bear Stears Companies Inc. Employee Stock Ownership Plan  >  Form 5500
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Company:
The Bear Stears Companies Inc.

Plan:
The Bear Stears Companies Inc. Employee Stock Ownership Plan
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Plan Information
Plan Year 01/01/2008 — 09/22/2008
Effective Date of Plan 10/29/1985
Net Assets as of 09/22/2008 $0
Plan Number 7
Plan Type Single Employer
Is the plan collectively bargained? No
Did the plan file for an extension of time or the DFVC Program? No
Report Description This is the final report filed for the plan.
This report is for a short plan year (less than 12 months).
Plan Funding Arrangement Trust
Plan Benefit Arrangement Trust

Participant Information as of 09/22/2008
Active (Eligible) Participants 0
Retired or separated participants receiving benefits 0
Other retired or separated participants entitled to future benefits 0
Subtotal 0
Deceased participants whose beneficiaries are receiving or are entitled to receive benefits 0
Total 0
Total number of participants as of 01/01/2008 7,990
Number of participants with account balances 0
Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 0
Number of participants required to be reported on Schedule SSA 0

Plan Sponsor Information
Address 20th Floor
New York, NY 10005 -1401
Telephone (212) 552-8146
EIN 13-3286161
Industry Code 523110
Named Administrator Edward L. Mcgann

Plan Administrator Information
Administrator Name Edward L. Mcgann Executive Vice President
Address 270 Park Avenue,37Th Floor Ny1-K410
New York, NY 10017 -2014
Telephone (212) 270-6431
Administrator EIN 13-3418578

Audit Information
Audit Status Audited
Auditor Faw,Casson & Co.,LLP
Auditor EIN 52-0619968
Audit Opinion Unqualified
Audit Type Full Audit

Benefits Provided Under the Plan
Code Benefit Description
2O ESOP other than a leveraged ESOP An Employee Stock Ownership Plan (ESOP) is a type of employee benefit plan designed to invest primarily in employer stock.

  Question Answer Amount
1. During the plan year did the employer fail to transmit to the plan any participant contributions within the time period described in 29 CFT 2510.3-102? No  
2. Were any loans by the plan or fixed income obligations due the plan in default as of the close of plan year or classified during the year as uncollectible? Disregard participant loans secured by participant's account balance. No  
3. Were any leases to which the plan was a party in default or classified during the year as uncollectible? No  
4. Were there any nonexempt transactions with any party-in-interest? No  
5. Was this plan covered by a fidelity bond? Yes $300,000,000
6. Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No  
7. Did the plan hold any assets whose current value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
8. Did the plan receive any noncash contributions whose value was neither readily determinable on an established market nor set by an independent third party appraiser? No  
9. Did the plan have assets held for investment? Yes  
10. Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? No  
11. Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? Yes