Meritor Acquisition and 2022 Financial Results slide image

Meritor Acquisition and 2022 Financial Results

Table of Contents The reconciliation of Level 3 assets was as follows: Fair Value Measurements Using Significant Unobservable Inputs (Level 3) Insurance In millions Balance at December 31, 2020 Actual return on plan assets Annuity Real Assets Private Markets Total $ 556 S 31 $ 251 $ 838 Unrealized (losses) gains on assets still held at the reporting date (42) 2 Purchases, sales and settlements, net Balance at December 31, 2021 114 74 (9) (9) 514 33 356 903 Actual return on plan assets Unrealized (losses) gains on assets still held at the reporting date Purchases, sales and settlements, net Assumption of Meritor's plan assets Balance at December 31, 2022 Level 3 Assets (178) (2) 39 (141) (23) (13) (36) 92 92 $ 428 $ 8 S 382 $ 818 The investments in an insurance annuity contract, venture capital, private equity and real estate, for which quoted market prices are not available, are valued at their estimated fair value as determined by applicable investment managers or by quarterly financial statements of the funds. These financial statements are audited at least annually. In conjunction with our investment consultant and actuary, we monitor the fair value of the insurance contract as periodically reported by our insurer and their counterparty risk. The fair value of all real estate properties, held in the partnerships, are valued at least once per year by an independent professional real estate valuation firm. Fair value generally represents the fund's proportionate share of the net assets of the investment partnerships as reported by the general partners of the underlying partnerships. Some securities with no readily available market are initially valued at cost, utilizing independent professional valuation firms as well as market comparisons with subsequent adjustments to values which reflect either the basis of meaningful third-party transactions in the private market or the fair value deemed appropriate by the general partners of the underlying investment partnerships. In such instances, consideration is also given to the financial condition and operating results of the issuer, the amount that the investment partnerships can reasonably expect to realize upon the sale of the securities and any other factors deemed relevant. The estimated fair values are subject to uncertainty and therefore may differ from the values that would have been used had a ready market for such investments existed and such differences could be material. Estimated Future Contributions and Benefit Payments We plan to contribute approximately $106 million to our defined benefit pension plans in 2023.The table below presents expected future benefit payments under our pension plans: In millions Expected benefit payments Other Pension Plans 2023 2024 Qualified and Non-Qualified Pension Plans 2025 2026 2027 2028-2032 $ 367 $ 351 $ 357 $ 361 $ 363 $ 1,841 We also sponsor defined contribution plans for certain hourly and salaried employees. Our contributions to these plans were $10 million, $92 million and $85 million for the years ended December 31, 2022, 2021 and 2020. Other Postretirement Benefits Our OPEB plans provide various health care and life insurance benefits to eligible employees, who retire and satisfy certain age and service requirements, and their dependents. The plans are contributory and contain cost-sharing features such as caps, deductibles, coinsurance and spousal contributions. Employer contributions are limited by formulas in each plan. Retiree contributions for health care benefits are adjusted annually, and we reserve the right to change benefits covered under these plans. There were no plan assets for OPEB plans as our policy is to fund benefits and expenses for these plans as claims and premiums are incurred. 103
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