DTE ENERGY CORPORATE SERVICES, LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan DTE ENERGY COMPANY RETIREMENT PLAN
Measure | Date | Value |
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2022: DTE ENERGY COMPANY RETIREMENT PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 4,856,774,309 |
Acturial value of plan assets | 2022-12-31 | 4,618,498,750 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 2,496,609,864 |
Number of terminated vested participants | 2022-12-31 | 1,329 |
Fundng target for terminated vested participants | 2022-12-31 | 94,626,701 |
Active participant vested funding target | 2022-12-31 | 995,794,424 |
Number of active participants | 2022-12-31 | 4,321 |
Total funding liabilities for active participants | 2022-12-31 | 1,021,209,116 |
Total participant count | 2022-12-31 | 15,482 |
Total funding target for all participants | 2022-12-31 | 3,612,445,681 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 686,265,974 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 55,952,278 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 630,313,696 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 686,348,584 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 61,872,453 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 15,482 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 3,868 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 7,888 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,171 |
Total of all active and inactive participants | 2022-01-01 | 12,927 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 1,917 |
Total participants | 2022-01-01 | 14,844 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: DTE ENERGY COMPANY RETIREMENT PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 4,826,273,235 |
Acturial value of plan assets | 2021-12-31 | 4,343,645,912 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 2,475,217,102 |
Number of terminated vested participants | 2021-12-31 | 1,415 |
Fundng target for terminated vested participants | 2021-12-31 | 96,958,583 |
Active participant vested funding target | 2021-12-31 | 1,051,471,087 |
Number of active participants | 2021-12-31 | 4,767 |
Total funding liabilities for active participants | 2021-12-31 | 1,076,909,140 |
Total participant count | 2021-12-31 | 16,182 |
Total funding target for all participants | 2021-12-31 | 3,649,084,825 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 652,798,677 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 67,047,590 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 585,751,087 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 686,265,974 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 64,247,391 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 55,952,278 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 55,952,278 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 16,041 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 4,321 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 8,031 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,255 |
Total of all active and inactive participants | 2021-01-01 | 13,607 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 1,875 |
Total participants | 2021-01-01 | 15,482 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: DTE ENERGY COMPANY RETIREMENT PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 4,404,436,738 |
Acturial value of plan assets | 2020-12-31 | 4,172,304,511 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 2,456,595,336 |
Number of terminated vested participants | 2020-12-31 | 1,475 |
Fundng target for terminated vested participants | 2020-12-31 | 103,659,655 |
Active participant vested funding target | 2020-12-31 | 992,174,716 |
Number of active participants | 2020-12-31 | 5,041 |
Total funding liabilities for active participants | 2020-12-31 | 1,010,272,513 |
Total participant count | 2020-12-31 | 16,638 |
Total funding target for all participants | 2020-12-31 | 3,570,527,504 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 623,930,566 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 87,530,667 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 536,399,899 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 652,798,677 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 62,257,335 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 51,021,670 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 67,047,590 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 67,047,590 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 16,508 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 4,767 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 8,159 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,348 |
Total of all active and inactive participants | 2020-01-01 | 14,274 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 1,767 |
Total participants | 2020-01-01 | 16,041 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: DTE ENERGY COMPANY RETIREMENT PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 3,843,605,656 |
Acturial value of plan assets | 2019-12-31 | 4,015,240,720 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 2,453,774,325 |
Number of terminated vested participants | 2019-12-31 | 1,520 |
Fundng target for terminated vested participants | 2019-12-31 | 104,811,432 |
Active participant vested funding target | 2019-12-31 | 1,063,136,554 |
Number of active participants | 2019-12-31 | 5,386 |
Total funding liabilities for active participants | 2019-12-31 | 1,084,036,206 |
Total participant count | 2019-12-31 | 17,091 |
Total funding target for all participants | 2019-12-31 | 3,642,621,963 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 650,446,517 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 87,140,906 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 563,305,611 |
Present value of excess contributions | 2019-12-31 | 91,719,178 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 87,776,285 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 87,776,285 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 623,930,566 |
Total employer contributions | 2019-12-31 | 60,617,674 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 55,418,360 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 77,922,879 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 251,311,809 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 142,949,027 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 87,530,667 |
Additional cash requirement | 2019-12-31 | 55,418,360 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 55,418,360 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 16,962 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 5,041 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 8,244 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,414 |
Total of all active and inactive participants | 2019-01-01 | 14,699 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 1,809 |
Total participants | 2019-01-01 | 16,508 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: DTE ENERGY COMPANY RETIREMENT PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 4,216,841,188 |
Acturial value of plan assets | 2018-12-31 | 3,955,159,373 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 2,296,766,890 |
Number of terminated vested participants | 2018-12-31 | 1,586 |
Fundng target for terminated vested participants | 2018-12-31 | 107,676,912 |
Active participant vested funding target | 2018-12-31 | 1,049,368,730 |
Number of active participants | 2018-12-31 | 5,673 |
Total funding liabilities for active participants | 2018-12-31 | 1,069,802,038 |
Total participant count | 2018-12-31 | 17,446 |
Total funding target for all participants | 2018-12-31 | 3,474,245,840 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 578,703,616 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 162,400,000 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 416,303,616 |
Present value of excess contributions | 2018-12-31 | 137,881,028 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 161,830,963 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 161,830,963 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 650,446,517 |
Total employer contributions | 2018-12-31 | 97,792,370 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 91,719,178 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 76,614,372 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 169,532,984 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 87,140,906 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 87,140,906 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 91,719,178 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 17,446 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 5,386 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 8,273 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,455 |
Total of all active and inactive participants | 2018-01-01 | 15,114 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1,848 |
Total participants | 2018-01-01 | 16,962 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
2017: DTE ENERGY COMPANY RETIREMENT PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 3,693,677,198 |
Acturial value of plan assets | 2017-12-31 | 3,774,980,669 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 2,133,362,438 |
Number of terminated vested participants | 2017-12-31 | 1,626 |
Fundng target for terminated vested participants | 2017-12-31 | 100,890,704 |
Active participant vested funding target | 2017-12-31 | 1,136,343,066 |
Number of active participants | 2017-12-31 | 6,173 |
Total funding liabilities for active participants | 2017-12-31 | 1,161,783,790 |
Total participant count | 2017-12-31 | 17,795 |
Total funding target for all participants | 2017-12-31 | 3,396,036,932 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 394,802,632 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 109,500,000 |
Amount remaining of prefunding balance | 2017-12-31 | 285,302,632 |
Present value of excess contributions | 2017-12-31 | 255,700,180 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 272,516,831 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 272,516,831 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 578,703,616 |
Total employer contributions | 2017-12-31 | 170,971,766 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 159,931,206 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 89,417,969 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 199,759,879 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 184,450,178 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 162,400,000 |
Additional cash requirement | 2017-12-31 | 22,050,178 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 159,931,206 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 17,693 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 5,673 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 8,264 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,519 |
Total of all active and inactive participants | 2017-01-01 | 15,456 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 1,873 |
Total participants | 2017-01-01 | 17,329 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: DTE ENERGY COMPANY RETIREMENT PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 3,369,619,638 |
Acturial value of plan assets | 2016-12-31 | 3,550,721,980 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,998,769,732 |
Number of terminated vested participants | 2016-12-31 | 1,680 |
Fundng target for terminated vested participants | 2016-12-31 | 96,578,048 |
Active participant vested funding target | 2016-12-31 | 1,126,276,295 |
Number of active participants | 2016-12-31 | 6,547 |
Total funding liabilities for active participants | 2016-12-31 | 1,156,576,613 |
Total participant count | 2016-12-31 | 18,165 |
Total funding target for all participants | 2016-12-31 | 3,251,924,393 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 553,552,500 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 152,615,532 |
Amount remaining of prefunding balance | 2016-12-31 | 400,936,968 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 394,802,632 |
Total employer contributions | 2016-12-31 | 330,000,000 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 308,354,035 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 95,116,773 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 96,005,045 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 162,153,855 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 109,500,000 |
Additional cash requirement | 2016-12-31 | 52,653,855 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 308,354,035 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 18,068 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 6,173 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 8,076 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,559 |
Total of all active and inactive participants | 2016-01-01 | 15,808 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1,885 |
Total participants | 2016-01-01 | 17,693 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 4 |
2015: DTE ENERGY COMPANY RETIREMENT PLAN 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 18,398 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 6,547 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 7,988 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,607 |
Total of all active and inactive participants | 2015-01-01 | 16,142 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1,926 |
Total participants | 2015-01-01 | 18,068 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: DTE ENERGY COMPANY RETIREMENT PLAN 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 18,751 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 6,836 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 8,015 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,644 |
Total of all active and inactive participants | 2014-01-01 | 16,495 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1,903 |
Total participants | 2014-01-01 | 18,398 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 5 |
2013: DTE ENERGY COMPANY RETIREMENT PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 19,063 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 7,059 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 8,086 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,695 |
Total of all active and inactive participants | 2013-01-01 | 16,840 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1,911 |
Total participants | 2013-01-01 | 18,751 |
2012: DTE ENERGY COMPANY RETIREMENT PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 19,313 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 7,372 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 7,998 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,735 |
Total of all active and inactive participants | 2012-01-01 | 17,105 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1,958 |
Total participants | 2012-01-01 | 19,063 |
2011: DTE ENERGY COMPANY RETIREMENT PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 19,412 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 7,611 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 7,935 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,829 |
Total of all active and inactive participants | 2011-01-01 | 17,375 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 1,938 |
Total participants | 2011-01-01 | 19,313 |
2010: DTE ENERGY COMPANY RETIREMENT PLAN 2010 401k membership |
---|
Total participants, beginning-of-year | 2010-01-01 | 19,531 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 7,641 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 7,965 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,856 |
Total of all active and inactive participants | 2010-01-01 | 17,462 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 1,950 |
Total participants | 2010-01-01 | 19,412 |
2009: DTE ENERGY COMPANY RETIREMENT PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 19,669 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 7,932 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 7,823 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,825 |
Total of all active and inactive participants | 2009-01-01 | 17,580 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 1,951 |
Total participants | 2009-01-01 | 19,531 |
Measure | Date | Value |
---|
2022 : DTE ENERGY COMPANY RETIREMENT PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total transfer of assets from this plan | 2022-12-31 | $7,716,089 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $1,574,485 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $2,937,594 |
Total income from all sources (including contributions) | 2022-12-31 | $-1,001,805,715 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $474,978,488 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $468,179,105 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $3,786,759,699 |
Value of total assets at beginning of year | 2022-12-31 | $5,272,623,100 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $6,799,383 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $1,524,927 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $25,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $3,432,664 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $1,574,485 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $2,937,594 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-1,476,784,203 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $3,785,185,214 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $5,269,685,506 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $3,786,759,699 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $5,272,623,100 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $468,179,105 |
Contract administrator fees | 2022-12-31 | $1,841,792 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | GJC CPA'S & ADVISORS |
Accountancy firm EIN | 2022-12-31 | 382029668 |
2021 : DTE ENERGY COMPANY RETIREMENT PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total transfer of assets from this plan | 2021-12-31 | $10,399,670 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $2,937,594 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $4,460,601 |
Total income from all sources (including contributions) | 2021-12-31 | $455,394,242 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $382,598,836 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $377,747,905 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $5,272,623,100 |
Value of total assets at beginning of year | 2021-12-31 | $5,211,750,371 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $4,850,931 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $775,494 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $1,930,267 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $2,937,594 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $4,460,601 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $72,795,406 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $5,269,685,506 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $5,207,289,770 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $5,272,623,100 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $5,211,750,371 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $377,747,905 |
Contract administrator fees | 2021-12-31 | $2,145,170 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2021-12-31 | 382029668 |
2020 : DTE ENERGY COMPANY RETIREMENT PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets to this plan | 2020-12-31 | $2,124,077,145 |
Total transfer of assets from this plan | 2020-12-31 | $2,137,167,359 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $4,460,601 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $2,833,007 |
Total income from all sources (including contributions) | 2020-12-31 | $787,867,964 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $301,054,990 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $297,182,641 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $5,211,750,371 |
Value of total assets at beginning of year | 2020-12-31 | $4,736,400,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,872,349 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $304,930 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $1,515,875 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $4,460,601 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $2,833,007 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $486,812,974 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $5,207,289,770 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $4,733,567,010 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $10,980 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $5,211,750,371 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $4,674,700,017 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $61,700,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $297,182,641 |
Contract administrator fees | 2020-12-31 | $2,040,564 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2020-12-31 | 382029668 |
2019 : DTE ENERGY COMPANY RETIREMENT PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $11,451,041 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,833,007 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $2,833,007 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,188,711 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $3,188,711 |
Total income from all sources (including contributions) | 2019-12-31 | $925,397,578 |
Total income from all sources (including contributions) | 2019-12-31 | $925,397,578 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $296,594,275 |
Total of all expenses incurred | 2019-12-31 | $296,594,275 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $285,559,908 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $285,559,908 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $61,700,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $61,700,000 |
Value of total assets at end of year | 2019-12-31 | $4,736,400,017 |
Value of total assets at end of year | 2019-12-31 | $4,736,400,017 |
Value of total assets at beginning of year | 2019-12-31 | $4,119,403,459 |
Value of total assets at beginning of year | 2019-12-31 | $4,119,403,459 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $11,034,367 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $275,531 |
Administrative expenses professional fees incurred | 2019-12-31 | $275,531 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
Value of fidelity bond cover | 2019-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | Yes |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $2,694,981 |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $2,694,981 |
Administrative expenses (other) incurred | 2019-12-31 | $8,787,444 |
Administrative expenses (other) incurred | 2019-12-31 | $8,787,444 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $2,833,007 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $2,833,007 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $3,188,711 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $3,188,711 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $628,803,303 |
Value of net income/loss | 2019-12-31 | $628,803,303 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,733,567,010 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $4,733,567,010 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,116,214,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $4,116,214,748 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $4,674,700,017 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $4,674,700,017 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $4,019,403,459 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $4,019,403,459 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $61,700,000 |
Contributions received in cash from employer | 2019-12-31 | $61,700,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $61,700,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $61,700,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $100,000,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $100,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $285,559,908 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $285,559,908 |
Contract administrator fees | 2019-12-31 | $1,971,392 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm name | 2019-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2019-12-31 | 382029668 |
Accountancy firm EIN | 2019-12-31 | 382029668 |
2018 : DTE ENERGY COMPANY RETIREMENT PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total transfer of assets from this plan | 2018-12-31 | $13,301,682 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $3,188,711 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $20,102,773 |
Total income from all sources (including contributions) | 2018-12-31 | $-98,376,123 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $264,309,227 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $257,680,159 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $100,000,000 |
Value of total assets at end of year | 2018-12-31 | $4,119,403,459 |
Value of total assets at beginning of year | 2018-12-31 | $4,512,304,553 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $6,629,068 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $301,956 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $2,694,981 |
Administrative expenses (other) incurred | 2018-12-31 | $4,569,659 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $3,188,711 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $4,051,571 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-362,685,350 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $4,116,214,748 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $4,492,201,780 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $4,019,403,459 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $4,337,304,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $100,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $100,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $174,999,988 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $257,680,159 |
Contract administrator fees | 2018-12-31 | $1,757,453 |
Liabilities. Value of benefit claims payable at end of year | 2018-12-31 | $0 |
Liabilities. Value of benefit claims payable at beginning of year | 2018-12-31 | $16,051,202 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2018-12-31 | 382029668 |
2017 : DTE ENERGY COMPANY RETIREMENT PLAN 2017 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $20,102,773 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $18,350,341 |
Total income from all sources (including contributions) | 2017-12-31 | $830,097,176 |
Total of all expenses incurred | 2017-12-31 | $271,532,683 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $254,645,260 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $174,999,988 |
Value of total assets at end of year | 2017-12-31 | $4,512,304,553 |
Value of total assets at beginning of year | 2017-12-31 | $3,951,987,628 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $16,887,423 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $1,569,752 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Administrative expenses (other) incurred | 2017-12-31 | $15,317,671 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $4,051,571 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $3,082,442 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Income. Non cash contributions | 2017-12-31 | $174,999,988 |
Value of net income/loss | 2017-12-31 | $558,564,493 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $4,492,201,780 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $3,933,637,287 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $4,337,304,565 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $3,766,987,628 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Employer contributions (assets) at end of year | 2017-12-31 | $174,999,988 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $185,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $254,645,260 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2017-12-31 | $16,051,202 |
Liabilities. Value of benefit claims payable at beginning of year | 2017-12-31 | $15,267,899 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2017-12-31 | 382029668 |
2016 : DTE ENERGY COMPANY RETIREMENT PLAN 2016 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $18,350,341 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $19,707,393 |
Total income from all sources (including contributions) | 2016-12-31 | $583,080,090 |
Total of all expenses incurred | 2016-12-31 | $239,211,213 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $226,471,505 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $330,000,000 |
Value of total assets at end of year | 2016-12-31 | $3,951,987,628 |
Value of total assets at beginning of year | 2016-12-31 | $3,609,475,803 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $12,739,708 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $1,736,504 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Administrative expenses (other) incurred | 2016-12-31 | $11,003,204 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $3,082,442 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $4,903,497 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $343,868,877 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $3,933,637,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,589,768,410 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $3,766,987,628 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $3,609,475,803 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $330,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $185,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $226,471,505 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2016-12-31 | $15,267,899 |
Liabilities. Value of benefit claims payable at beginning of year | 2016-12-31 | $14,803,896 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2016-12-31 | 382029668 |
2015 : DTE ENERGY COMPANY RETIREMENT PLAN 2015 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $19,707,393 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $17,849,740 |
Total income from all sources (including contributions) | 2015-12-31 | $-54,864,243 |
Total of all expenses incurred | 2015-12-31 | $239,252,885 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $227,952,051 |
Value of total assets at end of year | 2015-12-31 | $3,609,475,803 |
Value of total assets at beginning of year | 2015-12-31 | $3,901,735,278 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $11,300,834 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $1,718,708 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Administrative expenses (other) incurred | 2015-12-31 | $8,921,944 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $4,903,497 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $3,285,631 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-294,117,128 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,589,768,410 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $3,883,885,538 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $660,182 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $3,609,475,803 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $3,756,735,278 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Employer contributions (assets) at beginning of year | 2015-12-31 | $145,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $227,952,051 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2015-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2015-12-31 | $14,803,896 |
Liabilities. Value of benefit claims payable at beginning of year | 2015-12-31 | $14,564,109 |
Did the plan have assets held for investment | 2015-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2015-12-31 | 382029668 |
2014 : DTE ENERGY COMPANY RETIREMENT PLAN 2014 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $17,849,740 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $17,678,737 |
Total income from all sources (including contributions) | 2014-12-31 | $436,829,566 |
Total of all expenses incurred | 2014-12-31 | $226,413,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $211,147,136 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $145,000,000 |
Value of total assets at end of year | 2014-12-31 | $3,901,735,278 |
Value of total assets at beginning of year | 2014-12-31 | $3,691,148,022 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $15,266,177 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $1,818,898 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Administrative expenses (other) incurred | 2014-12-31 | $13,447,279 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $3,285,631 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $3,368,020 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $210,416,253 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $3,883,885,538 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $3,673,469,285 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $3,756,735,278 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $3,546,148,022 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $145,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $145,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $145,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $211,147,136 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2014-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2014-12-31 | $14,564,109 |
Liabilities. Value of benefit claims payable at beginning of year | 2014-12-31 | $14,310,717 |
Did the plan have assets held for investment | 2014-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2014-12-31 | 382029668 |
2013 : DTE ENERGY COMPANY RETIREMENT PLAN 2013 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $17,678,737 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $17,186,758 |
Total income from all sources (including contributions) | 2013-12-31 | $622,703,961 |
Total of all expenses incurred | 2013-12-31 | $217,264,001 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $205,443,778 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $179,900,000 |
Value of total assets at end of year | 2013-12-31 | $3,691,148,022 |
Value of total assets at beginning of year | 2013-12-31 | $3,285,216,083 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,820,223 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $460,719 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $453,511 |
Administrative expenses (other) incurred | 2013-12-31 | $9,200,899 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $3,368,020 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $2,321,308 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $405,439,960 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $3,673,469,285 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $3,268,029,325 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $2,158,605 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $3,546,148,022 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $3,034,762,652 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $179,900,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $145,000,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $249,999,920 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $205,443,778 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2013-12-31 | $14,310,717 |
Liabilities. Value of benefit claims payable at beginning of year | 2013-12-31 | $14,865,450 |
Did the plan have assets held for investment | 2013-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2013-12-31 | 382029668 |
2012 : DTE ENERGY COMPANY RETIREMENT PLAN 2012 401k financial data |
---|
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $17,186,758 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $16,720,372 |
Total income from all sources (including contributions) | 2012-12-31 | $735,195,018 |
Total of all expenses incurred | 2012-12-31 | $232,463,576 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $212,391,127 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $404,999,920 |
Value of total assets at end of year | 2012-12-31 | $3,285,216,083 |
Value of total assets at beginning of year | 2012-12-31 | $2,782,018,255 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $20,072,449 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $2,196,229 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $453,511 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $495,945 |
Administrative expenses (other) incurred | 2012-12-31 | $9,476,209 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $2,321,308 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $2,191,761 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $502,731,442 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $3,268,029,325 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $2,765,297,883 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $8,400,011 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $3,034,762,652 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $2,701,522,310 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $404,999,920 |
Employer contributions (assets) at end of year | 2012-12-31 | $249,999,920 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $80,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $212,391,127 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2012-12-31 | $14,865,450 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $14,528,611 |
Did the plan have assets held for investment | 2012-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2012-12-31 | 382029668 |
2011 : DTE ENERGY COMPANY RETIREMENT PLAN 2011 401k financial data |
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Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $16,720,372 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $14,640,528 |
Total income from all sources (including contributions) | 2011-12-31 | $67,117,889 |
Total of all expenses incurred | 2011-12-31 | $225,317,419 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $214,445,009 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $80,000,000 |
Value of total assets at end of year | 2011-12-31 | $2,782,018,255 |
Value of total assets at beginning of year | 2011-12-31 | $2,938,137,941 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $10,872,410 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $567,319 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $495,945 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $762,846 |
Administrative expenses (other) incurred | 2011-12-31 | $2,867,162 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $2,191,761 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $2,337,536 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-158,199,530 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $2,765,297,883 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $2,923,497,413 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $7,437,929 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $2,701,522,310 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $2,737,375,095 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $80,000,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $80,000,000 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $200,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $214,445,009 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $14,528,611 |
Liabilities. Value of benefit claims payable at beginning of year | 2011-12-31 | $12,302,992 |
Did the plan have assets held for investment | 2011-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2011-12-31 | 382029668 |
2010 : DTE ENERGY COMPANY RETIREMENT PLAN 2010 401k financial data |
---|
Total transfer of assets from this plan | 2010-12-31 | $1,962,926 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $14,640,528 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $11,856,017 |
Total income from all sources (including contributions) | 2010-12-31 | $495,713,089 |
Total of all expenses incurred | 2010-12-31 | $207,421,723 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $196,880,196 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $200,000,000 |
Value of total assets at end of year | 2010-12-31 | $2,875,720,271 |
Value of total assets at beginning of year | 2010-12-31 | $2,586,607,320 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $10,541,527 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $627,133 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $25,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $762,846 |
Administrative expenses (other) incurred | 2010-12-31 | $1,054,925 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $2,337,536 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $288,291,366 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $2,861,079,743 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $2,574,751,303 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $8,859,469 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $2,674,957,425 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $2,386,607,320 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $200,000,000 |
Employer contributions (assets) at end of year | 2010-12-31 | $200,000,000 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $200,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $196,880,196 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Liabilities. Value of benefit claims payable at end of year | 2010-12-31 | $12,302,992 |
Liabilities. Value of benefit claims payable at beginning of year | 2010-12-31 | $11,856,017 |
Did the plan have assets held for investment | 2010-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | GEORGE JOHNSON & COMPANY |
Accountancy firm EIN | 2010-12-31 | 382029668 |