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RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 401k Plan overview

Plan NameRETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE
Plan identification number 001

RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

EDISON ELECTRIC INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:EDISON ELECTRIC INSTITUTE
Employer identification number (EIN):130659550
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01COURTNEY PETERSON2023-10-04
0012021-01-01COURTNEY PETERSON2022-10-11
0012020-01-01THERESA OLIVA2021-08-09
0012019-01-01THERESA OLIVA2020-10-11
0012018-01-01THERESA OLIVA2019-10-10
0012017-01-01
0012016-01-01
0012015-01-01
0012014-01-01MARY MILLER
0012013-01-01FILED WITH AN AUTHORIZED SIGNATURE
0012012-01-01FILED WITH AUTHORIZED SIGNATURE
0012011-01-01MARY MILLER
0012010-01-01JOHN SCHLENKER
0012009-01-01MARY MILLER MARY MILLER2010-10-13

Plan Statistics for RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

401k plan membership statisitcs for RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

Measure Date Value
2022: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2022 401k membership
Market value of plan assets2022-12-31154,725,004
Acturial value of plan assets2022-12-31145,601,674
Funding target for retired participants and beneficiaries receiving payment2022-12-3175,660,999
Number of terminated vested participants2022-12-3155
Fundng target for terminated vested participants2022-12-316,342,503
Active participant vested funding target2022-12-3119,859,781
Number of active participants2022-12-3157
Total funding liabilities for active participants2022-12-3119,929,869
Total participant count2022-12-31359
Total funding target for all participants2022-12-31101,933,371
Balance at beginning of prior year after applicable adjustments2022-12-3146,353,109
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3146,353,109
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3151,424,139
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3113,745
Net shortfall amortization installment of oustanding balance2022-12-317,755,836
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3113,745
Carryover balance elected to use to offset funding requirement2022-12-3113,745
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01359
Total number of active participants reported on line 7a of the Form 55002022-01-0152
Number of retired or separated participants receiving benefits2022-01-01209
Number of other retired or separated participants entitled to future benefits2022-01-0154
Total of all active and inactive participants2022-01-01315
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0136
Total participants2022-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2021 401k membership
Market value of plan assets2021-12-31145,835,844
Acturial value of plan assets2021-12-31133,343,429
Funding target for retired participants and beneficiaries receiving payment2021-12-3172,166,144
Number of terminated vested participants2021-12-3156
Fundng target for terminated vested participants2021-12-316,212,515
Active participant vested funding target2021-12-3122,657,194
Number of active participants2021-12-3162
Total funding liabilities for active participants2021-12-3122,730,680
Total participant count2021-12-31363
Total funding target for all participants2021-12-31101,109,339
Balance at beginning of prior year after applicable adjustments2021-12-3141,064,058
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3141,064,058
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3146,353,109
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3115,153
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3114,922
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3114,922
Net shortfall amortization installment of oustanding balance2021-12-3114,119,019
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3114,922
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3114,922
Contributions allocatedtoward minimum required contributions for current year2021-12-3114,922
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01363
Total number of active participants reported on line 7a of the Form 55002021-01-0157
Number of retired or separated participants receiving benefits2021-01-01210
Number of other retired or separated participants entitled to future benefits2021-01-0155
Total of all active and inactive participants2021-01-01322
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0137
Total participants2021-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2020 401k membership
Market value of plan assets2020-12-31135,366,655
Acturial value of plan assets2020-12-31128,664,468
Funding target for retired participants and beneficiaries receiving payment2020-12-3171,971,405
Number of terminated vested participants2020-12-3157
Fundng target for terminated vested participants2020-12-316,921,031
Active participant vested funding target2020-12-3124,793,134
Number of active participants2020-12-3168
Total funding liabilities for active participants2020-12-3124,910,424
Total participant count2020-12-31364
Total funding target for all participants2020-12-31103,802,860
Balance at beginning of prior year after applicable adjustments2020-12-3134,415,067
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3134,415,067
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-319
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-319
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3141,064,058
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3115,317
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3115,090
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3115,090
Net shortfall amortization installment of oustanding balance2020-12-3116,202,450
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-3115,090
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-3115,090
Contributions allocatedtoward minimum required contributions for current year2020-12-3115,090
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01364
Total number of active participants reported on line 7a of the Form 55002020-01-0162
Number of retired or separated participants receiving benefits2020-01-01210
Number of other retired or separated participants entitled to future benefits2020-01-0156
Total of all active and inactive participants2020-01-01328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0135
Total participants2020-01-01363
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2019 401k membership
Market value of plan assets2019-12-31119,039,094
Acturial value of plan assets2019-12-31123,982,745
Funding target for retired participants and beneficiaries receiving payment2019-12-3166,447,974
Number of terminated vested participants2019-12-3161
Fundng target for terminated vested participants2019-12-318,534,205
Active participant vested funding target2019-12-3126,986,611
Number of active participants2019-12-3175
Total funding liabilities for active participants2019-12-3127,137,321
Total participant count2019-12-31365
Total funding target for all participants2019-12-31102,119,500
Balance at beginning of prior year after applicable adjustments2019-12-3136,142,687
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3136,142,687
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-313
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-313
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3134,415,067
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-3116,435
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-3116,195
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3116,186
Net shortfall amortization installment of oustanding balance2019-12-3112,551,822
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3116,186
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-3116,186
Contributions allocatedtoward minimum required contributions for current year2019-12-3116,195
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01365
Total number of active participants reported on line 7a of the Form 55002019-01-0168
Number of retired or separated participants receiving benefits2019-01-01204
Number of other retired or separated participants entitled to future benefits2019-01-0157
Total of all active and inactive participants2019-01-01329
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0135
Total participants2019-01-01364
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2018 401k membership
Market value of plan assets2018-12-31130,843,863
Acturial value of plan assets2018-12-31122,353,988
Funding target for retired participants and beneficiaries receiving payment2018-12-3160,792,033
Number of terminated vested participants2018-12-3162
Fundng target for terminated vested participants2018-12-317,902,983
Active participant vested funding target2018-12-3131,087,574
Number of active participants2018-12-3186
Total funding liabilities for active participants2018-12-3131,249,552
Total participant count2018-12-31372
Total funding target for all participants2018-12-3199,944,568
Balance at beginning of prior year after applicable adjustments2018-12-3131,311,346
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-3131,311,346
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3136,142,687
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3118,867
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3118,580
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3118,577
Net shortfall amortization installment of oustanding balance2018-12-3113,733,267
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-3118,577
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-3118,577
Contributions allocatedtoward minimum required contributions for current year2018-12-3118,580
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01372
Total number of active participants reported on line 7a of the Form 55002018-01-0175
Number of retired or separated participants receiving benefits2018-01-01197
Number of other retired or separated participants entitled to future benefits2018-01-0161
Total of all active and inactive participants2018-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0132
Total participants2018-01-01365
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2017 401k membership
Market value of plan assets2017-12-31118,334,885
Acturial value of plan assets2017-12-31119,606,344
Funding target for retired participants and beneficiaries receiving payment2017-12-3153,833,324
Number of terminated vested participants2017-12-3167
Fundng target for terminated vested participants2017-12-317,974,561
Active participant vested funding target2017-12-3132,314,122
Number of active participants2017-12-3194
Total funding liabilities for active participants2017-12-3132,511,690
Total participant count2017-12-31377
Total funding target for all participants2017-12-3194,319,575
Balance at beginning of prior year after applicable adjustments2017-12-3128,792,042
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3128,792,042
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3131,311,346
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-3124,593
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3123,726
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3123,726
Net shortfall amortization installment of oustanding balance2017-12-316,024,577
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-3123,726
Additional cash requirement2017-12-3123,726
Contributions allocatedtoward minimum required contributions for current year2017-12-3123,726
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01377
Total number of active participants reported on line 7a of the Form 55002017-01-0186
Number of retired or separated participants receiving benefits2017-01-01193
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-01341
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0131
Total participants2017-01-01372
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2016 401k membership
Market value of plan assets2016-12-31111,743,340
Acturial value of plan assets2016-12-31117,647,574
Funding target for retired participants and beneficiaries receiving payment2016-12-3146,558,295
Number of terminated vested participants2016-12-3161
Fundng target for terminated vested participants2016-12-316,323,580
Active participant vested funding target2016-12-3134,985,075
Number of active participants2016-12-31115
Total funding liabilities for active participants2016-12-3135,222,762
Total participant count2016-12-31384
Total funding target for all participants2016-12-3188,104,637
Balance at beginning of prior year after applicable adjustments2016-12-3129,109,334
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-3129,109,334
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-311,497,628
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-311,591,829
Balance of carryovers at beginning of current year2016-12-3128,792,042
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-311,777,472
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-311,677,118
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,428,013
Net shortfall amortization installment of oustanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-311,677,118
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-311,677,118
Contributions allocatedtoward minimum required contributions for current year2016-12-311,677,118
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01384
Total number of active participants reported on line 7a of the Form 55002016-01-0194
Number of retired or separated participants receiving benefits2016-01-01185
Number of other retired or separated participants entitled to future benefits2016-01-0166
Total of all active and inactive participants2016-01-01345
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0132
Total participants2016-01-01377
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2015 401k membership
Total participants, beginning-of-year2015-01-01434
Total number of active participants reported on line 7a of the Form 55002015-01-01115
Number of retired or separated participants receiving benefits2015-01-01178
Number of other retired or separated participants entitled to future benefits2015-01-0159
Total of all active and inactive participants2015-01-01352
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0132
Total participants2015-01-01384
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2014 401k membership
Total participants, beginning-of-year2014-01-01437
Total number of active participants reported on line 7a of the Form 55002014-01-01126
Number of retired or separated participants receiving benefits2014-01-01167
Number of other retired or separated participants entitled to future benefits2014-01-01111
Total of all active and inactive participants2014-01-01404
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0130
Total participants2014-01-01434
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2013 401k membership
Total participants, beginning-of-year2013-01-01442
Total number of active participants reported on line 7a of the Form 55002013-01-01134
Number of retired or separated participants receiving benefits2013-01-01161
Number of other retired or separated participants entitled to future benefits2013-01-01116
Total of all active and inactive participants2013-01-01411
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0127
Total participants2013-01-01438
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2012 401k membership
Total participants, beginning-of-year2012-01-01447
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-01155
Number of other retired or separated participants entitled to future benefits2012-01-01119
Total of all active and inactive participants2012-01-01416
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0126
Total participants2012-01-01442
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2011 401k membership
Total participants, beginning-of-year2011-01-01458
Total number of active participants reported on line 7a of the Form 55002011-01-01154
Number of retired or separated participants receiving benefits2011-01-01148
Number of other retired or separated participants entitled to future benefits2011-01-01120
Total of all active and inactive participants2011-01-01422
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0125
Total participants2011-01-01447
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-019
2010: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2010 401k membership
Total participants, beginning-of-year2010-01-01469
Total number of active participants reported on line 7a of the Form 55002010-01-01173
Number of retired or separated participants receiving benefits2010-01-01141
Number of other retired or separated participants entitled to future benefits2010-01-01123
Total of all active and inactive participants2010-01-01437
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0121
Total participants2010-01-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-017
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2009 401k membership
Total participants, beginning-of-year2009-01-01471
Total number of active participants reported on line 7a of the Form 55002009-01-01183
Number of retired or separated participants receiving benefits2009-01-01136
Number of other retired or separated participants entitled to future benefits2009-01-01128
Total of all active and inactive participants2009-01-01447
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0122
Total participants2009-01-01469
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-018

Financial Data on RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

Measure Date Value
2022 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-25,991,843
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$7,084,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,030,025
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$121,649,073
Value of total assets at beginning of year2022-12-31$154,725,004
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$54,063
Total interest from all sources2022-12-31$45,260
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$4,356,944
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$4,356,944
Administrative expenses professional fees incurred2022-12-31$44,194
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$416
Total non interest bearing cash at end of year2022-12-31$574,707
Total non interest bearing cash at beginning of year2022-12-31$565,116
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-33,075,931
Value of net assets at end of year (total assets less liabilities)2022-12-31$121,649,073
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$154,725,004
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$119,259,920
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$151,883,589
Value of interest in pooled separate accounts at end of year2022-12-31$1,814,446
Value of interest in pooled separate accounts at beginning of year2022-12-31$2,276,299
Interest earned on other investments2022-12-31$45,260
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-30,063,594
Net investment gain/loss from pooled separate accounts2022-12-31$-330,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,030,025
Contract administrator fees2022-12-31$9,453
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$15,615,531
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$6,726,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$6,664,093
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,153
Value of total assets at end of year2021-12-31$154,725,004
Value of total assets at beginning of year2021-12-31$145,835,845
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$62,279
Total interest from all sources2021-12-31$38,816
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$6,607,652
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$6,607,652
Administrative expenses professional fees incurred2021-12-31$48,104
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Other income not declared elsewhere2021-12-31$15
Administrative expenses (other) incurred2021-12-31$431
Total non interest bearing cash at end of year2021-12-31$565,116
Total non interest bearing cash at beginning of year2021-12-31$534,657
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$8,889,159
Value of net assets at end of year (total assets less liabilities)2021-12-31$154,725,004
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$145,835,845
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$151,883,589
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$142,762,949
Value of interest in pooled separate accounts at end of year2021-12-31$2,276,299
Value of interest in pooled separate accounts at beginning of year2021-12-31$2,538,239
Interest earned on other investments2021-12-31$38,816
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$9,016,847
Net investment gain/loss from pooled separate accounts2021-12-31$-62,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$15,153
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$6,664,093
Contract administrator fees2021-12-31$13,744
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$17,043,509
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$6,574,319
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,511,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$15,317
Value of total assets at end of year2020-12-31$145,835,845
Value of total assets at beginning of year2020-12-31$135,366,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$62,586
Total interest from all sources2020-12-31$54,768
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,526,242
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,526,242
Administrative expenses professional fees incurred2020-12-31$47,188
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$476
Total non interest bearing cash at end of year2020-12-31$534,657
Total non interest bearing cash at beginning of year2020-12-31$516,996
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$10,469,190
Value of net assets at end of year (total assets less liabilities)2020-12-31$145,835,845
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$135,366,655
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$142,762,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$132,256,222
Value of interest in pooled separate accounts at end of year2020-12-31$2,538,239
Value of interest in pooled separate accounts at beginning of year2020-12-31$2,593,437
Interest earned on other investments2020-12-31$54,768
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$13,306,614
Net investment gain/loss from pooled separate accounts2020-12-31$140,568
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$15,317
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,511,733
Contract administrator fees2020-12-31$14,922
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$22,451,646
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$6,125,336
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,062,467
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$16,435
Value of total assets at end of year2019-12-31$135,366,655
Value of total assets at beginning of year2019-12-31$119,040,345
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$62,869
Total interest from all sources2019-12-31$73,063
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,370,158
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,370,158
Administrative expenses professional fees incurred2019-12-31$47,262
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,251
Other income not declared elsewhere2019-12-31$1,136
Administrative expenses (other) incurred2019-12-31$517
Total non interest bearing cash at end of year2019-12-31$516,996
Total non interest bearing cash at beginning of year2019-12-31$454,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$16,326,310
Value of net assets at end of year (total assets less liabilities)2019-12-31$135,366,655
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$119,040,345
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$132,256,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$115,940,270
Value of interest in pooled separate accounts at end of year2019-12-31$2,593,437
Value of interest in pooled separate accounts at beginning of year2019-12-31$2,644,530
Interest earned on other investments2019-12-31$73,063
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$17,859,593
Net investment gain/loss from pooled separate accounts2019-12-31$131,261
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$16,435
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,062,467
Contract administrator fees2019-12-31$15,090
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-6,100,002
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,704,767
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,639,944
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$18,867
Value of total assets at end of year2018-12-31$119,040,345
Value of total assets at beginning of year2018-12-31$130,845,114
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$64,823
Total interest from all sources2018-12-31$84,690
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,182,516
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$4,182,516
Administrative expenses professional fees incurred2018-12-31$48,064
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,251
Other income not declared elsewhere2018-12-31$4,774
Administrative expenses (other) incurred2018-12-31$573
Total non interest bearing cash at end of year2018-12-31$454,294
Total non interest bearing cash at beginning of year2018-12-31$438,137
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,804,769
Value of net assets at end of year (total assets less liabilities)2018-12-31$119,040,345
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$130,845,114
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$115,940,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$127,499,537
Value of interest in pooled separate accounts at end of year2018-12-31$2,644,530
Value of interest in pooled separate accounts at beginning of year2018-12-31$2,906,189
Interest earned on other investments2018-12-31$84,690
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-10,307,201
Net investment gain/loss from pooled separate accounts2018-12-31$-83,648
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$18,867
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,639,944
Contract administrator fees2018-12-31$16,186
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$17,875,681
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$5,379,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$5,311,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$24,593
Value of total assets at end of year2017-12-31$130,845,114
Value of total assets at beginning of year2017-12-31$118,349,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$68,274
Total interest from all sources2017-12-31$69,101
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$4,233,965
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$4,233,965
Administrative expenses professional fees incurred2017-12-31$49,097
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,251
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$10,872
Other income not declared elsewhere2017-12-31$4,973
Administrative expenses (other) incurred2017-12-31$600
Total non interest bearing cash at end of year2017-12-31$438,137
Total non interest bearing cash at beginning of year2017-12-31$400,349
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$12,495,713
Value of net assets at end of year (total assets less liabilities)2017-12-31$130,845,114
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$118,349,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$127,499,537
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$114,745,792
Value of interest in pooled separate accounts at end of year2017-12-31$2,906,189
Value of interest in pooled separate accounts at beginning of year2017-12-31$3,092,034
Interest earned on other investments2017-12-31$69,101
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,511,724
Net investment gain/loss from pooled separate accounts2017-12-31$31,325
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$24,593
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$100,354
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$5,311,694
Contract administrator fees2017-12-31$18,577
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$11,379,800
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,774,352
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,700,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,777,472
Value of total assets at end of year2016-12-31$118,349,401
Value of total assets at beginning of year2016-12-31$111,743,953
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$74,194
Total interest from all sources2016-12-31$74,939
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$3,842,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$3,842,790
Administrative expenses professional fees incurred2016-12-31$49,709
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$10,872
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$614
Other income not declared elsewhere2016-12-31$214
Administrative expenses (other) incurred2016-12-31$759
Total non interest bearing cash at end of year2016-12-31$400,349
Total non interest bearing cash at beginning of year2016-12-31$335,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$6,605,448
Value of net assets at end of year (total assets less liabilities)2016-12-31$118,349,401
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$111,743,953
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$114,745,792
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$108,051,353
Value of interest in pooled separate accounts at end of year2016-12-31$3,092,034
Value of interest in pooled separate accounts at beginning of year2016-12-31$3,356,416
Interest earned on other investments2016-12-31$74,939
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,647,985
Net investment gain/loss from pooled separate accounts2016-12-31$36,400
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$1,777,472
Employer contributions (assets) at end of year2016-12-31$100,354
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,700,158
Contract administrator fees2016-12-31$23,726
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$263,407
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,415,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,335,570
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,549,200
Value of total assets at end of year2015-12-31$111,743,953
Value of total assets at beginning of year2015-12-31$117,896,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$79,941
Total interest from all sources2015-12-31$73,001
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,104,120
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$5,104,120
Administrative expenses professional fees incurred2015-12-31$51,672
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$614
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,074
Other income not declared elsewhere2015-12-31$16,347
Administrative expenses (other) incurred2015-12-31$837
Total non interest bearing cash at end of year2015-12-31$335,570
Total non interest bearing cash at beginning of year2015-12-31$308,788
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-6,152,104
Value of net assets at end of year (total assets less liabilities)2015-12-31$111,743,953
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$117,896,057
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$108,051,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$113,848,637
Value of interest in pooled separate accounts at end of year2015-12-31$3,356,416
Value of interest in pooled separate accounts at beginning of year2015-12-31$3,737,558
Interest earned on other investments2015-12-31$73,001
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-6,418,637
Net investment gain/loss from pooled separate accounts2015-12-31$-60,624
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$1,549,200
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,335,570
Contract administrator fees2015-12-31$27,432
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,550,463
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,066,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,981,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,455,334
Value of total assets at end of year2014-12-31$117,896,057
Value of total assets at beginning of year2014-12-31$112,412,344
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$85,078
Total interest from all sources2014-12-31$86,253
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$3,865,426
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$3,865,426
Administrative expenses professional fees incurred2014-12-31$53,490
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,074
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$832
Other income not declared elsewhere2014-12-31$2,374
Administrative expenses (other) incurred2014-12-31$801
Total non interest bearing cash at end of year2014-12-31$308,788
Total non interest bearing cash at beginning of year2014-12-31$287,370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$5,483,713
Value of net assets at end of year (total assets less liabilities)2014-12-31$117,896,057
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$112,412,344
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$113,848,637
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$107,461,952
Value of interest in pooled separate accounts at end of year2014-12-31$3,737,558
Value of interest in pooled separate accounts at beginning of year2014-12-31$3,997,408
Interest earned on other investments2014-12-31$86,253
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$664,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$664,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,998,220
Net investment gain/loss from pooled separate accounts2014-12-31$142,856
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,455,334
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,981,672
Contract administrator fees2014-12-31$30,787
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$17,657,137
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$3,875,818
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,786,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,544,899
Value of total assets at end of year2013-12-31$112,412,344
Value of total assets at beginning of year2013-12-31$98,631,025
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$89,365
Total interest from all sources2013-12-31$85,380
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,748,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$2,748,757
Administrative expenses professional fees incurred2013-12-31$54,385
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$832
Other income not declared elsewhere2013-12-31$198
Administrative expenses (other) incurred2013-12-31$911
Total non interest bearing cash at end of year2013-12-31$287,370
Total non interest bearing cash at beginning of year2013-12-31$266,060
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,781,319
Value of net assets at end of year (total assets less liabilities)2013-12-31$112,412,344
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$98,631,025
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$107,461,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$93,762,767
Value of interest in pooled separate accounts at end of year2013-12-31$3,997,408
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,602,198
Interest earned on other investments2013-12-31$85,380
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$664,782
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$12,458,718
Net investment gain/loss from pooled separate accounts2013-12-31$-180,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,544,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,786,453
Contract administrator fees2013-12-31$34,069
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$13,213,713
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$3,700,235
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,605,965
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,801,072
Value of total assets at end of year2012-12-31$98,631,025
Value of total assets at beginning of year2012-12-31$89,117,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$94,270
Total interest from all sources2012-12-31$121,745
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,718,553
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$2,718,553
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$1,274
Total non interest bearing cash at end of year2012-12-31$266,060
Total non interest bearing cash at beginning of year2012-12-31$246,314
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,513,478
Value of net assets at end of year (total assets less liabilities)2012-12-31$98,631,025
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$89,117,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$94,270
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$93,762,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$83,975,554
Value of interest in pooled separate accounts at end of year2012-12-31$4,602,198
Value of interest in pooled separate accounts at beginning of year2012-12-31$4,895,679
Interest earned on other investments2012-12-31$121,745
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,445,307
Net investment gain/loss from pooled separate accounts2012-12-31$125,762
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,801,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,605,965
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,859,160
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,404,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,310,837
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,108,224
Value of total assets at end of year2011-12-31$89,117,547
Value of total assets at beginning of year2011-12-31$86,662,534
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$93,310
Total interest from all sources2011-12-31$152,869
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,649,501
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$2,649,501
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$0
Total non interest bearing cash at end of year2011-12-31$246,314
Total non interest bearing cash at beginning of year2011-12-31$239,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,455,013
Value of net assets at end of year (total assets less liabilities)2011-12-31$89,117,547
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$86,662,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$93,310
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$83,975,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$81,286,484
Value of interest in pooled separate accounts at end of year2011-12-31$4,895,679
Value of interest in pooled separate accounts at beginning of year2011-12-31$4,927,312
Interest earned on other investments2011-12-31$152,869
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$209,590
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$209,590
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-2,249,860
Net investment gain/loss from pooled separate accounts2011-12-31$198,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,108,224
Employer contributions (assets) at beginning of year2011-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,310,837
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$14,701,380
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,242,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,009,115
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,473,557
Value of total assets at end of year2010-12-31$86,662,534
Value of total assets at beginning of year2010-12-31$75,203,916
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$233,647
Total interest from all sources2010-12-31$2,158,069
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$5,791,924
Other income not declared elsewhere2010-12-31$239,148
Total non interest bearing cash at end of year2010-12-31$239,148
Total non interest bearing cash at beginning of year2010-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$11,458,618
Value of net assets at end of year (total assets less liabilities)2010-12-31$86,662,534
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$75,203,916
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$198,625
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$81,286,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Value of interest in pooled separate accounts at end of year2010-12-31$4,927,312
Value of interest in pooled separate accounts at beginning of year2010-12-31$68,699,739
Interest earned on other investments2010-12-31$2,158,069
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$209,590
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$185,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$4,239,208
Net investment gain or loss from common/collective trusts2010-12-31$4,591,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$3,473,557
Employer contributions (assets) at end of year2010-12-31$0
Employer contributions (assets) at beginning of year2010-12-31$526,443
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,009,115
Contract administrator fees2010-12-31$35,022
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31LARSONALLEN LLP
Accountancy firm EIN2010-12-31410746749

Form 5500 Responses for RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE

2022: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan benefit arrangement – InsuranceYes
2010: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan benefit arrangement – InsuranceYes
2009: RETIREMENT INCOME PLAN FOR EMPLOYEES OF EDISON ELECTRIC INSTITUTE 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered18
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered19
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered22
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered23
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered24
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered28
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered35
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered37
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered39
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered41
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered43
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AXA EQUITABLE LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66944 )
Policy contract number6718
Policy instance 1
Insurance contract or identification number6718
Number of Individuals Covered44
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?Yes
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

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