2021-11-12T12:37:31-06:00 2020-12-31 PricewaterhouseCoopers LLP 300 Madison Avenue New York NY 10017 990 2020-01-01 510169382 GENERAL ELECTRIC INSURANCE PLAN TRUST % RICHARD MIDDLEBROOK GENE 2033732211 901 MAIN AVENUE NORWALK CT 06851 RICHARD MIDDLEBROOK CONTROLLER 2033732211 2021-11-10 true RICHARD MIDDLEBROOK 999009999 ROBERT W FRIZ P00438748 6464713000 2021-11-09 2 2020 2022-09-23 18:48:47Z X RICHARD MIDDLEBROOK 901 MAIN AVENUE NORWALK CT 06851 1551575469 false X N/A X 1987 CT PROVIDE BENEFITS TO ELIGIBLE MEMBERS TO PAY FOR MEDICAL&DENTAL EXPENSES,FLEXIBLE SPENDING ACCOUNTS, SHORT-TERM DISABILITY & LIFE ACCIDENTAL DEATH, DISMEMBERMENT INSURANCE BENEFITS. 5 5 0 0 14616 0 0 1310100908 1162468518 21582070 21889129 0 0 1331682978 1184357647 0 0 1418649807 1269396840 0 0 0 0 0 36848770 33917523 1455498577 1303314363 -123815599 -118956716 441854330 265293898 23726195 8977146 418128135 256316752 X IN ACCORDANCE WITH THE PLANS TERMS, THE PLAN PROVIDES BENEFITS TO PAY FOR: MEDICAL EXPENSES, DENTAL EXPENSES, FLEXIBLE SPENDING ACCOUNTS FOR OTHERWISE UNREIMBURSED MEDICAL AND DEPENDENT CARE EXPENSES, SHORT-TERM DISABILITY BENEFITS FOR NON-OCCUPATIONAL ILLNESS OR INJURY, AND LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE BENEFITS. false false 1269396840 1162468518 THE TRUST PROVIDES FUNDING FOR THE PAYMENT OF BENEFITS TO ELIGIBLE PERSONS. 1269396840 false false false false false false false false false false true false true false false false false false false true false false false false false false false false false false false false false false false false false false false true true false false true X 0 0 0 true true false false false false false false false X 5 5 false false false false false false false true true false false false true true true true true true true CA X RICHARD MIDDLEBROOK 2033732211 901 MAIN AVENUE NORWALK CT 06851 X X GREGORY BOULERIS TRUSTEE 1.0 0.0 X 0 0 0 VAIDHEESH KRISHNAMURTI TRUSTEE 1.0 0.0 X 0 0 0 SCOTT SILBERSTEIN TRUSTEE 1.0 0.0 X 0 0 0 HARSHAL CHAUDHARI TRUSTEE 1.0 0.0 X 0 0 0 RICHARD MIDDLEBROOK CONTROLLER 1.0 0.0 X 0 0 0 0 0 0 0 false false false STATE STREET GLOBAL ADVISORS 1600 SUMMER STREET STAMFORD CT 06905 INVESTMENT MGMT 818635 WARBURG PINCUS PRIVATE EQUITY 450 LEXINGTON AVENUE 32ND FLOOR NEW YORK NY 100173911 INVESTMENT MGMT 388503 STATE STREET BANK AND TRUST ONE LINCOLN STREET BOSTON MA 02111 CUSTODIAN 306991 KPMG LLP 515 BROADWAY ALBANY NY 12207 ACCOUNTING SERVICES 220000 PRICEWATERHOUSECOOPERS LLP 300 MADISON AVENUE NEW YORK NY 10017 TAX SERVICES 128828 6 0 EMPLOYER CONTRIBUTIONS 900099 813369112 813369112 PARTICIPANT CONTRIBUTIONS 900099 349099406 349099406 1162468518 1439679 18620 1421059 0 0 0 0 0 387667272 367217822 20449450 20449450 -4004 20453454 0 0 0 0 0 0 0 0 0 0 1184357647 1162468518 14616 21874513 0 0 0 1269396840 1269396840 0 0 0 0 0 0 0 0 0 0 0 967865 967865 0 0 0 0 0 0 0 0 0 0 0 0 0 ADMINISTRATIVE EXPENSES 32949658 32949658 1303314363 1269396840 33917523 3149501 13009077 8803601 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 311147909 151733269 21937600 16178925 0 0 0 0 96815719 84372627 441854330 265293898 9957449 8977146 0 0 0 0 0 0 0 0 0 0 0 0 0 0 13768746 0 23726195 8977146 X 418128135 256316752 0 0 0 0 418128135 256316752 441854330 265293898 -118956716 -42854667 X false false PRIVATE EQUITY SECURITIES 15222420 F REAL ESTATE SECURITIES 74219 F HEDGE FUND AND DERIVATIVES 882286 F 16178925 DUE FROM BROKERS 7127 COMPANY CONTRIBUTIONS 83270000 OTHER RECEIVABLE 1095500 84372627 Europe (Including Iceland and Greenland) 0 0 Investments 443677 0 0 0 0 443677 443677 true false true true true false PART VI, SECTION A, IN GENERAL-GOVERNING BODY AND MANAGEMENT GE INSURANCE PLAN TRUST ("GEIPT") IS A VOLUNTARY EMPLOYEES' BENEFICIARIES ASSOCIATION EXEMPT FROM INCOME TAX UNDER IRC SECTION 501(A) AS AN ORGANIZATION DESCRIBED IN IRC SECTION 501(C)(9). GEIPT FORMS PART OF FOUR HEALTH AND WELFARE PLANS SPONSORED BY GENERAL ELECTRIC COMPANY ("GE"). EACH OF THE FOUR PLANS INVESTS THEIR RESPECTIVE ASSETS IN GEIPT. STATE STREET GLOBAL ADVISORS ("SSGA"), A DIVISION OF STATE STREET BANK AND TRUST COMPANY, WAS APPOINTED INVESTMENT ADVISOR BY GEIPT AND MANAGES THE ASSETS ACCORDINGLY. PART VI, SECTION B, LINE 11-GOVERNING BODY AND MANAGEMENT EACH OF THE FOUR HEALTH AND WELFARE PLANS REFERENCED PREVIOUSLY ARE AUDITED BY INDEPENDENT AUDITORS (KPMG) ANNUALLY. AS PART OF EACH PLANS' AUDIT, GEIPT'S FINANCIAL POSITION IS AUDITED, HOWEVER, AN AUDIT OPINION IS NOT SEPARATELY ISSUED. THE SUPPORTING INFORMATION REQUIRED TO TIMELY AND ACCURATELY COMPLETE SUCH AUDIT IS CONCURRENTLY FURNISHED TO GEIPT'S PAID PREPARER, PRICEWATERHOUSECOOPERS LLP ("PWC"). FORM 990, AS PREPARED BY PWC, IS FURNISHED TO THE REPRESENTATIVES FROM GE. PWC REVIEWS THE FORM 990 (AND FORM 990-T, IF REQUIRED) WITH THESE INDIVIDUALS PRIOR TO SIGNATURE AND FILING. PART VI, SECTION B, LINES 12, 13 & 14 - GOVERNING BODY AND MANAGEMENT SSGA IS A REGISTERED INVESTMENT ADVISER UNDER THE INVESTMENT ADVISERS ACT OF 1940, AS AMENDED AND PROVIDES INVESTMENT MANAGEMENT SERVICES TO GEIPT. SSGA HAS ADOPTED POLICIES THAT EXTEND TO GEIPT COVERING, BUT NOT LIMITED TO, CONFLICTS OF INTEREST, INTEGRITY CONCERNS AND DOCUMENT RETENTION AND DESTRUCTION. SUCH POLICIES ARE ADMINISTERED BY SSGA'S COMPLIANCE DEPARTMENT. ALL EMPLOYEES OF GEIPT'S INVESTMENT ADVISER ARE REQUIRED TO COMPLY WITH SUCH POLICIES AND MUST CONFIRM, NO LESS THAN QUARTERLY, COMPLIANCE WITH THE CONFLICTS OF INTEREST POLICY. PART VI, SECTION B, LINE 15 - POLICIES GEIPT DOES NOT HAVE EMPLOYEES. PART VI, SECTION C, LINE 19 - DISCLOSURE NO DOCUMENTS AVAILABLE TO THE PUBLIC. PART VII, SECTION A - AVERAGE HOURS PER WEEK IN TOTAL, IT IS ESTIMATED THAT EACH BOARD MEMBER SPENDS LESS THAN ONE HOUR PER WEEK ON THE ACTIVITIES OF THIS ORGANIZATION. SUMMER STREET 2007 IPT PE INVTS LLC 901 MAIN AVENUE NORWALK CT 06851 510169382 HOLDING CO. DE GEIPT SUMMER STREET 2008 IPT PE INVTS LLC 901 MAIN AVENUE NORWALK CT 06851 510169382 HOLDING CO. DE GEIPT SUMMER ST IPT US PVT EQ INVTRS 2005 LLC 901 MAIN AVENUE NORWALK CT 06851 510169382 HOLDING CO. DE GEIPT GENERAL ELECTRIC PENSION TRUST 901 MAIN AVENUE NORWALK CT 06851 146015763 INVESTMENTS CT 401(A)TRUST N/A NA false GENERAL ELECTRIC COMPANY 5 NECCO STREET BOSTON MA 02210 140689340 TECH/FINANCL NY NA C false false false false false false true false false false false false false false false false false false false true