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FORM 5500 DATA

Teledyne Technologies Incorporated 401k Plan

Overview

Plan Information

  • Plan Year01/01/2019 — 12/31/2019
  • Date of Plan04/01/2000
  • Net Assets as of 12/31/2019 $1,114,705,477
  • Plan Number2
  • Plan Type Single Employer
  • Is the plan collectively bargained? No
  • Did the plan file for an extension of time or the DFVC Program?Yes
  • Plan Funding Arrangement Trust
  • Plan Benefit Arrangement Trust

Participant Information as of 12/31/2019

  • Active (Eligible) Participants7,500
  • Retired or separated participants receiving benefits167
  • Other retired or separated participants entitled to future benefits2,300
  • Subtotal9,967
  • Deceased participants whose beneficiaries are receiving or are entitled to receive benefits6
  • Total9,973
  • Total number of participants as of 01/01/20199,685
  • Number of participants with account balances8,837
  • Number of participants that terminated employment during the plan year with accrued benefits that were less than 100% vested416

Expenses

  • Total Benefit Payments$0
  • Corrective Distributions$0
  • Administrative Service Providers$0
  • Other Expenses$0
  • Total Expenses$0
  • Total Transfers$0

Sponsor Information

  • Address1049 Camino Dos Rios
  • CityThousand Oaks
  • StateCA
  • Zip91360
  • Telephone(805) 373-4545
  • EIN25-1843385
  • Industry Code334500
  • Named AdministratorStephen Blackwood

Audit Information

  • Audit StatusAudited
  • AuditorMoss Adams LLP
  • Auditor EIN91-0189318
  • Audit OpinionUnqualified
  • Audit Type Full Audit

Benefits Provided Under the Plan

Code Benefit Description
2F ERISA section 404(c) Plan This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
2G 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.
2J 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.
2K 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 contributions 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.
2R Brokerage Window Participant-directed brokerage accounts provided as an investment option under the plan.
2S Automatic Enrollment Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
2T Participant-directed Account Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

Questions and Answers

Question Answer Amount
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
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
Were any leases to which the plan was a party in default or classified during the year as uncollectible? No
Were there any nonexempt transactions with any party-in-interest? No
Was this plan covered by a fidelity bond? Yes $15,000,000
Did the plan have a loss, whether or not reimbursed by the plan's fidelity bond, that was caused by fraud or dishonesty? No
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
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
Did the plan have assets held for investment? Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of plan assets? No
Were all the plan assets either distributed to participants or beneficiaries, transferred to another plan, or brought under the control of the PBGC? No
Has the plan failed to provide any benefit when due under the plan? Yes $18,694
If this is an individual account plan, was there a blackout period? No
If there was a blackout period, have you either provided the required notice or one of the exceptions to providing the notice applied under 29 CFR 2520.101-3? No

Financials

Income and Expense Statement

Income $304,641,224
Contributions $71,179,796
Cash Contributions $71,179,796
Cash from Employers $11,995,068
Cash from Participants $48,104,808
Others (including rollovers) $11,079,920
Noncash Contributions $0
Total Earnings on Investments $233,461,157
Total Interest $1,917,763
Interest-Bearing Cash $1,318,855
U.S. Government Securities $2,182
Corporate Debt Instruments $2,923
Loans (other than to participants) $0
Participant Loans $593,803
Interest from Other Investments $0
Total Dividends $17,369,964
Preferred Stock $39,723
Common Stock $211,440
Rents $0
Net gain (loss) on sale of assets $20,105,916
Aggregate Proceeds $161,850,992
Aggregate Carrying Amount $141,745,076
Total Unrealized Appreciation (depreciation) of assets $25,262,357
Real Estate $0
Other $25,262,357
Net investment gain (loss) from common/collective trusts $85,667,937
Net investment gain (loss) from pooled separate accounts $0
Net investment gain (loss) from master trust investment accounts $0
Net investment gain (loss) from 103-12 investment entities $0
Net investment gain (loss) from registered investment companies $83,137,220
Other Income $271
Expenses $83,001,966
Total Benefit Payments $82,065,884
Directly to participants or beneficiaries, including direct rollovers $82,065,884
To insurance carriers for the provision of benefits $0
Other Benefit Payment Fees $0
Corrective Distributions $5,067
Certain deemed distributions of participant loans $-24,985
Interest expense $0
Total Administrative Expenses $956,000
Professional Fees $0
Contract Administrator Fees $0
Investment Advisory and management fees $130,284
Other Administrative Fees $825,716
Net Income $221,639,258
Transfers of Assets to this Plan $0
Transfers of Assets from this Plan $0

Asset and Liability Statement

12/31/2019 12/31/2018 Change YOY
Total Assets $1,114,705,509 $893,068,223 24.82%
Total noninterest-bearing cash $52,594 $7,569 594.86%
Receivables $0 $17,879 -100.00%
Employer Contributions $0 $1,465 -100.00%
Participant Contributions $0 $6,014 -100.00%
Other Contributions $0 $10,400 -100.00%
General Investments $62,369,267 $61,352,555 1.66%
Interest-bearing cash $62,311,878 $61,198,649 1.82%
U.S. Government Securities $57,389 $153,906 -62.71%
Corporate Debt Instruments $47,720 $223,221 -78.62%
Preferred $0 $0 0.0%
All Other $47,720 $223,221 -78.62%
Corporate Stocks $14,745,085 $12,638,355 16.67%
Preferred $693,365 $556,004 24.71%
Common $14,051,720 $12,082,351 16.30%
Partnership/joint venture interests $0 $0 0.0%
Real estate (other than employer real property) $0 $0 0.0%
Loans (other than to participants) $0 $0 0.0%
Participants Loans $13,263,856 $13,120,621 1.09%
Value of interest in common/collective trusts $441,137,582 $354,382,400 24.48%
Value of interest in pooled separate accounts $0 $0 0.0%
Value of interest in master trust investment accounts $0 $0 0.0%
Value of interest in 103-12 investment entities $0 $0 0.0%
Value of interest in registered investment companies $480,823,837 $387,565,069 24.06%
Value of funds held in insurance co. general account $0 $0 0.0%
Other Investments $301 $3,908 -92.30%
Employer-related Investments $102,265,267 $63,756,646 60.40%
Employer Securities $102,265,267 $63,756,646 60.40%
Employer Real Property $0 $0 0.0%
Buildings and other property used in plan operation $0 $0 0.0%
Total Liabilities $32 $2,004 -98.40%
Benefit Claims Payable (1) $0 $1,914 -100.00%
Operating Payables (1) $0 $0 0.0%
Acquisition Indebtedness (1) $0 $0 0.0%
Other liabilities (1) $32 $90 -64.44%
Net Assets $1,114,705,477 $893,066,219 24.82%

Service Providers

Persons Receiving Only Eligible Indirect Compensation

  • Fidelity Investments Institutional

Other Service Providers Receiving Direct or Indirect Compensation

Name Nature of Service Relationship to Plan Sponsor Direct Compensation Paid by Plan Indirect Compensation Paid by Plan Total Compensation
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees, Securities brokerage commissions and fees Recordkeeper $421,491 $0 $421,491
Strategic Advisors, Inc. Investment advisory (plan) Advisor $130,284 $0 $130,284
Moss Adams Consulting (general) Auditor $105,500 $0 $105,500
Pricewaterhousecoopers LLP Consulting (general) Consultant $55,940 $0 $55,940
Total $713,215 $0 $713,215

Indirect Compensation

Name Source of Indirect Compensation* Nature of Service Description of Indirect Compensation Indirect Compensation Paid by Plan
Fidelity Investments Institutional Abf Sm Cap Val Inst - Dst Asset Ma Sub-transfer agency fees 0.04% $0
Fidelity Investments Institutional Invesco Dividend Income Fund A Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Amg Yacktman Focused N Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Aqr Managed Futures Fund Cl N Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Champlain Mid Cap Advisor Share Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Invesco Oppenheimer Global Opport Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional American Balanced Class F1 Sub-transfer agency fees 0.37% $0
Fidelity Investments Institutional American Century Diversifd Bond Cl Sub-transfer agency fees 0.05% $0
Fidelity Investments Institutional Baron Partners Fund Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Blackrock Technologyopportunities Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Causeway Emerging Markets Fund In Sub-transfer agency fees 0.15% $0
Fidelity Investments Institutional Cohen & Steers Real Estate Securit Sub-transfer agency fees 0.15% $0
Fidelity Investments Institutional Columbia High Yield Bond Cl A Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Columbia Seligman Global Technolgy Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Dfa Short Term Government Port Sub-transfer agency fees 0.02% $0
Fidelity Investments Institutional Dfa Us Micro Cap Prtf Instl Sub-transfer agency fees 0.02% $0
Fidelity Investments Institutional Dfa One Year Fixed Income Prtf Ins Sub-transfer agency fees 0.02% $0
Fidelity Investments Institutional Dfa International Small Company Po Sub-transfer agency fees 0.02% $0
Fidelity Investments Institutional Dfa Int'L Small Cap Value Sub-transfer agency fees 0.02% $0
Fidelity Investments Institutional Dfa Us Small Cap Value Prtf Instl Sub-transfer agency fees 0.02% $0
Fidelity Investments Institutional Dfa International Value Prtf Instl Sub-transfer agency fees 0.02% $0
Fidelity Investments Institutional Doubleline Shiller Enhanced Cap Cl Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Eaton Vance Global Macro Abslte Rt Sub-transfer agency fees $16.00 $0
Fidelity Investments Institutional Fmi International Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Fmi Common Stock Fund Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Seafarer Overseas Growth & Income Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Alps Corecomm Mngmnt Compt Comm Sm Sub-transfer agency fees 0.08% $0
Fidelity Investments Institutional Firsthand Technologyopportunities Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Guggenheim Macro Opportuntities In Sub-transfer agency fees 0.15% $0
Fidelity Investments Institutional Guggenheim Smid Cap Value A Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Harding Loevner Intl Equity Port I Sub-transfer agency fees 0.15% $0
Fidelity Investments Institutional Oakmark Intl Investor Cl Sub-transfer agency fees 0.35% $0
Fidelity Investments Institutional Intrepid Endurance Fund Investor C Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Europac Internatnl Dividend Inc Cl Sub-transfer agency fees 0.08% $0
Fidelity Investments Institutional Ivy Mid Cap Income Opportunities C Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Janus Henderson Triton T Sub-transfer agency fees 0.35% $0
Fidelity Investments Institutional Jpmorgan Small Cap Equity Class A Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Lazard Global Listedinfrastructure Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Lord Abbett Short Duration Income Sub-transfer agency fees 0.37% $0
Fidelity Investments Institutional Lord Abbett Floating Rate Fd Cl A Sub-transfer agency fees 0.37% $0
Fidelity Investments Institutional Jackson Square Smid Cap Growth Fd Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Metropolitan West Tot Return Bond Sub-transfer agency fees 0.35% $0
Fidelity Investments Institutional Morgan Stanley Instlshort Dur Inco Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Morgan Stanley Discovery Port Cl A Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Morgan Stanley Global Opportunity Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Morgan Stanley Instlinterntl Opp C Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Neuberger Berman Real Estate Trust Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Riskpro Pfg Aggressive 30 Fd R Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Riskpro Pfg 30 Fund Cl R Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Riskpro Aggressive 30 Fund Cl R Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Riskpro Pfg Equity 30 Fund Cl R Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Riskpro Pfg Balanced 20 30 Cl R Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Riskpro Dynamic 20 30 Fund Cl R Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Riskpro Dynamic 15 25 Fund Cl R Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Riskpro Pfg Global 30 Fd Cl R Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Pimco Total Return Class A Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Parnassus Endeavor Fund Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Parnassus Mid Cap Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Parnassus Core Equity Investor Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Pimco Real Estate Real Return Stra Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Pimco Stocksplus Internatl Ushdg A Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Pimco Income Fund Cl A Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional T Rowe Price Growth Stock Sub-transfer agency fees 0.15% $0
Fidelity Investments Institutional Akre Focus Fund Retail Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Ultra Emerging Mrktspro Fd Invt Cl Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Pgim Shrt Dur Hgh Yld Inc Fd Cl A Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Motley Fool Global Opportunities I Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional T Rowe Price Mid Cap Growth Sub-transfer agency fees 0.15% $0
Fidelity Investments Institutional Rydex Nasdaq 100 Inv Class Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Tcw Emerging Markets Income Cl N Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Tcw Total Return Bond Class N Sub-transfer agency fees 0.38% $0
Fidelity Investments Institutional Third Avenue Value Instl Class Sub-transfer agency fees 0.35% $0
Fidelity Investments Institutional Performance Trust Strategic Bond F Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Victory Sycamore Established Value Sub-transfer agency fees 0.10% $0
Fidelity Investments Institutional Crm Mid Cap Value Investor Shares Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Wasatch Core Growth Institutional Sub-transfer agency fees 0.10% $0
Fidelity Investments Institutional Wcm Alternatives Event Driven Invs Sub-transfer agency fees 0.40% $0
Fidelity Investments Institutional Western Asset Core Bond Fund Cl I Sub-transfer agency fees 0.15% $0
Fidelity Investments Institutional Western Asset Core Bond Fund Cl A Sub-transfer agency fees 0.40% $0
*As outlined by the Form 5500 Instructions for service providers with indirect compensation.

Service Providers Who Fail or Refuse to Provide Information

There are no service providers who failed or refused to provide information.

Termination Information on Accountants and Enrolled Actuaries

There is no termination information for this plan.

Investments

Investments

Name of Investment Investment Manager Type of Investment Dollar Value
Fid Growth Co Pool Fidelity Management Trust Company DFE: Common/Collective Trust $99,877,951
Fiam Blend Td 2030 Q Fiam Trust Company DFE: Common/Collective Trust $67,943,560
Fiam Blend Td 2025 Q Fiam Trust Company DFE: Common/Collective Trust $59,659,484
Fiam Blend Td 2020 Q Fiam Trust Company DFE: Common/Collective Trust $59,518,792
Fiam Blend Td 2035 Q Fiam Trust Company DFE: Common/Collective Trust $32,731,034
Mip Cl 2 Fidelity Management Trust Company DFE: Common/Collective Trust $30,739,400
Fiam Blend Td 2040 Q Fiam Trust Company DFE: Common/Collective Trust $27,403,435
Fiam Blend Td 2045 Q Fiam Trust Company DFE: Common/Collective Trust $14,728,867
Fiam Blend Td 2050 Q Fiam Trust Company DFE: Common/Collective Trust $14,379,434
Fiam Blend Td 2015 Q Fiam Trust Company DFE: Common/Collective Trust $9,731,299
Fiam Blend Td 2055 Q Fiam Trust Company DFE: Common/Collective Trust $8,894,429
Fiam Blend Td 2010 Q Fiam Trust Company DFE: Common/Collective Trust $7,246,265
Fiam Blend Td Inc Q Fiam Trust Company DFE: Common/Collective Trust $4,788,319
Fiam Blend Td 2060 Q Fiam Trust Company DFE: Common/Collective Trust $1,965,976
Fiam Blend Td 2005 Q Fiam Trust Company DFE: Common/Collective Trust $1,529,337
Total $441,137,582

Insurance Information

Insurance Information

There are no insurance carriers listed for this plan.