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Share Name | Share Symbol | Market | Type |
---|---|---|---|
BorgWarner Inc | NYSE:BWA | NYSE | Common Stock |
Price Change | % Change | Share Price | High Price | Low Price | Open Price | Shares Traded | Last Trade | |
---|---|---|---|---|---|---|---|---|
0.81 | 2.27% | 36.44 | 36.72 | 36.04 | 36.18 | 4,825,566 | 01:00:00 |
x
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Annual Report pursuant to Section 15(d) of the Securities and Exchange Act of 1934
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q
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Transition Report pursuant to Section 15(d) of the Securities Exchange Act of 1934
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A.
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Full title of the plan and the address of the plan, if different from that of the issuer named below:
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B.
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Name of issuer of the securities held pursuant to the plan and the address of its principal executive office:
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Page
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Financial Statements:
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Supplemental Schedule:
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Note:
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All other schedules required by section 2520.103-10 of the Department of Labor's Rules and Regulations for Reporting and Disclosure under the Employee Retirement Income Security Act of 1974 have been omitted due to the absence of conditions under which they are required.
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2017
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2016
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NET ASSETS:
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Investments at fair value
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$
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1,146,408
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$
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924,698
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Assets receivable from plan merger
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—
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49,548
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Participant contributions receivable
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240
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201
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Company contributions receivable
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223
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206
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Notes receivable from participants
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11,553
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11,426
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Total assets
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1,158,424
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986,079
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Accrued liabilities
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46
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65
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NET ASSETS AVAILABLE FOR BENEFITS
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$
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1,158,378
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$
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986,014
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See accompanying notes to financial statements.
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1.
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DESCRIPTION OF PLAN
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2.
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SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES
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3.
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EXEMPT PARTIES-IN-INTEREST TRANSACTIONS
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4.
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TAX STATUS
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Level 1:
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Observable inputs such as quoted prices for identical assets or liabilities in active markets;
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Level 2:
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Inputs, other than quoted prices in active markets, that are observable either directly or indirectly; and
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Level 3:
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Unobservable inputs in which there is little or no market data, which require the reporting entity to develop its own assumptions.
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Basis of Fair Value Measurements
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||||||||||||
(in thousands)
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Balance at December 31, 2017
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Quote Prices in Active Market for Identical Items
(Level 1)
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Significant Other Observable Inputs
(Level 2)
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Significant Unobservable Inputs
(Level 3)
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||||||||
BorgWarner Inc. Common Stock
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$
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154,636
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$
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154,636
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$
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—
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$
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—
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Mutual Funds
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144,405
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144,405
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—
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—
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||||
Money Market Fund
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711
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—
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711
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|
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|||||
Total Investments in the Fair Value Hierarchy
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299,752
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299,041
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711
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|
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—
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Collective Trust Funds
(a)
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736,061
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—
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—
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—
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Common Trust Fund
(a)
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110,595
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—
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—
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—
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Investments Measured at Net Asset Value
(a)
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846,656
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—
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—
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—
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Total Investments at Fair Value
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$
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1,146,408
|
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$
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299,041
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$
|
711
|
|
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$
|
—
|
|
|
|
|
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Basis of Fair Value Measurements
|
||||||||||||
(in thousands)
|
|
Balance at December 31, 2016
|
|
Quote Prices in Active Market for Identical Items
(Level 1)
|
|
Significant Other Observable Inputs
(Level 2)
|
|
Significant Unobservable Inputs
(Level 3)
|
||||||||
BorgWarner Inc. Common Stock
|
|
$
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135,500
|
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$
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135,500
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$
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—
|
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$
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—
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Mutual Funds
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153,436
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153,436
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—
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—
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Money Market Fund
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610
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—
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610
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|||||
Total Investments in the Fair Value Hierarchy
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289,546
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288,936
|
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610
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|
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—
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Collective Trust Funds
(a)
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520,830
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—
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—
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—
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Common Trust Fund
(a)
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114,322
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—
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—
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—
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Investments Measured at Net Asset Value
(a)
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635,152
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—
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—
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—
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Total Investments at Fair Value
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$
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924,698
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$
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288,936
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$
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610
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$
|
—
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6.
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SUBSEQUENT EVENTS
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(b)
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(c)
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(d)
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(e)
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(a)
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Identity of Issue,
Borrower, Lessor, or
Similar Party
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Description of Investment Including Maturity Date, Rate of Interest, Collateral, Par, or Maturity Value and Number of Shares Outstanding
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Cost**
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Current
Value
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Artisan Global Opp Tr T1
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Common/Collective Trust - 245,509
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$
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5,183
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C&S Real Estate Sec Cl Z
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Registered Investment Company - 208,803
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3,255
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NT Collective TIPS NL T2
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Common/Collective Trust - 30,181
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3,217
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*
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Vanguard Fed Money Mkt
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Registered Investment Company - 711,019
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711
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*
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Vanguard Md-Cap Index Fund Ins
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Registered Investment Company - 1,998,112
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84,560
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*
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Vanguard Total Intl Stk Inst
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Registered Investment Company - 463,741
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56,590
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NT Col Agg Bd Idx NL Tr 2
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Common/Collective Trust - 323,842
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42,906
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NT C SP500 DC NL T3
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Common/Collective Trust - 1,098,270
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260,367
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NT C Rus 2k In NL T3
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Common/Collective Trust - 210,634
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48,587
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*
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Vanguard Retirement Savings Trust III
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Common/Collective Trust - 110,595,764
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110,595
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*
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Vanguard Tgt Retire 2015 Tr II
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Common/Collective Trust - 585,207
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18,984
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||
*
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Vanguard Tgt Retire 2020 Tr II
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Common/Collective Trust - 1,915,487
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|
|
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63,058
|
|
||
*
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Vanguard Tgt Retire 2025 Tr II
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|
Common/Collective Trust - 1,616,547
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|
|
|
53,184
|
|
||
*
|
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Vanguard Tgt Retire 2030 Tr II
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|
Common/Collective Trust - 2,081,039
|
|
|
|
67,988
|
|
||
*
|
|
Vanguard Tgt Retire 2035 Tr II
|
|
Common/Collective Trust - 1,519,997
|
|
|
|
50,434
|
|
||
*
|
|
Vanguard Tgt Retire 2040 Tr II
|
|
Common/Collective Trust - 1,297,360
|
|
|
|
44,435
|
|
||
*
|
|
Vanguard Tgt Retire 2045 Tr II
|
|
Common/Collective Trust - 808,854
|
|
|
|
27,873
|
|
||
*
|
|
Vanguard Tgt Retire 2050 Tr II
|
|
Common/Collective Trust - 540,222
|
|
|
|
18,697
|
|
||
*
|
|
Vanguard Tgt Retire 2055 Tr II
|
|
Common/Collective Trust - 231,969
|
|
|
|
10,754
|
|
||
*
|
|
Vanguard Tgt Retire 2060 Tr II
|
|
Common/Collective Trust - 51,141
|
|
|
|
1,869
|
|
||
*
|
|
Vanguard Tgt Retire 2065 Tr II
|
|
Common/Collective Trust - 807
|
|
|
|
18
|
|
||
*
|
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Vanguard Tgt Retire Inc Tr II
|
|
Common/Collective Trust - 544,800
|
|
|
|
18,507
|
|
||
*
|
|
BorgWarner Co Stock Fund
|
|
Company Stock Fund - 3,026,731
|
|
|
|
154,636
|
|
||
*
|
|
Participant loans
|
|
Participant loans, interest rates generally ranging from 4.25% to 9.25%; loan terms generally ranging from 6 months to 5 years
|
|
—
|
|
|
11,553
|
|
|
|
|
|
|
|
|
|
|
$
|
1,157,961
|
|
|
|
|
|
|
|
|
|
|
|
*
|
Denotes party-in-interest.
|
**
|
Cost information is not required for participant-directed investments and, therefore, is not included.
|
Plan Name: BorgWarner Inc. Retirement Savings Plan
|
||
|
|
|
By:
|
|
/s/ Thomas J. McGill
|
Name:
|
|
Thomas J. McGill
|
Title:
|
|
Member of Employee Benefits Committee
|
|
|
|
By:
|
|
/s/ Ronald T. Hundzinski
|
Name:
|
|
Ronald T. Hundzinski
|
Title:
|
|
Member of Employee Benefits Committee
|
|
|
|
By:
|
|
/s/ Richard D. Greb
|
Name:
|
|
Richard D. Greb
|
Title:
|
|
Member of Employee Benefits Committee
|
|
|
|
By:
|
|
/s/ Tonit Calaway
|
Name:
|
|
Tonit Calaway
|
Title:
|
|
Chairperson of Employee Benefits Committee
|
|
|
|
|
Exhibit
Number
|
|
Exhibit Description
|
|
23.1
|
|
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1 Year BorgWarner Chart |
1 Month BorgWarner Chart |
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