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PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 401k Plan overview

Plan NamePENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II
Plan identification number 002

PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED has sponsored the creation of one or more 401k plans.

Company Name:PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
Employer identification number (EIN):222625848
NAIC Classification:551112
NAIC Description:Offices of Other Holding Companies

Additional information about PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

Jurisdiction of Incorporation: New Jersey Division of Revenue and Enterprise Services
Incorporation Date:
Company Identification Number: 0100267099

More information about PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-07-01
0022019-07-01

Plan Statistics for PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II

401k plan membership statisitcs for PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II

Measure Date Value
2022: PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2022 401k membership
Market value of plan assets2022-12-313,250,944,198
Acturial value of plan assets2022-12-313,024,479,059
Funding target for retired participants and beneficiaries receiving payment2022-12-311,124,858,637
Number of terminated vested participants2022-12-31780
Fundng target for terminated vested participants2022-12-3133,927,009
Active participant vested funding target2022-12-311,266,676,287
Number of active participants2022-12-319,939
Total funding liabilities for active participants2022-12-311,297,910,150
Total participant count2022-12-3112,143
Total funding target for all participants2022-12-312,456,695,796
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31427,920,962
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-31427,920,962
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31490,012,294
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3193,602,182
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-3115,831,213
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-3115,831,213
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-0112,143
Total number of active participants reported on line 7a of the Form 55002022-01-0110,014
Number of retired or separated participants receiving benefits2022-01-011,575
Number of other retired or separated participants entitled to future benefits2022-01-011,355
Total of all active and inactive participants2022-01-0112,944
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0163
Total participants2022-01-0113,007
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2021 401k membership
Market value of plan assets2021-12-312,941,079,889
Acturial value of plan assets2021-12-312,844,046,652
Funding target for retired participants and beneficiaries receiving payment2021-12-31879,908,362
Number of terminated vested participants2021-12-31538
Fundng target for terminated vested participants2021-12-3125,748,208
Active participant vested funding target2021-12-311,303,940,642
Number of active participants2021-12-319,827
Total funding liabilities for active participants2021-12-311,349,066,427
Total participant count2021-12-3111,501
Total funding target for all participants2021-12-312,254,722,997
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31376,492,136
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-31376,492,136
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31427,920,962
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3188,414,459
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-0111,501
Total number of active participants reported on line 7a of the Form 55002021-01-019,939
Number of retired or separated participants receiving benefits2021-01-011,390
Number of other retired or separated participants entitled to future benefits2021-01-01771
Total of all active and inactive participants2021-01-0112,100
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0143
Total participants2021-01-0112,143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2020 401k membership
Market value of plan assets2020-12-312,667,063,945
Acturial value of plan assets2020-12-312,667,063,945
Funding target for retired participants and beneficiaries receiving payment2020-12-31720,059,369
Number of terminated vested participants2020-12-31350
Fundng target for terminated vested participants2020-12-3111,691,513
Active participant vested funding target2020-12-311,267,297,249
Number of active participants2020-12-319,973
Total funding liabilities for active participants2020-12-311,319,337,281
Total participant count2020-12-3111,220
Total funding target for all participants2020-12-312,051,088,163
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-31346,022,787
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-3146,863,362
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-31299,159,425
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31376,492,136
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3187,479,344
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-0111,220
Total number of active participants reported on line 7a of the Form 55002020-01-019,827
Number of retired or separated participants receiving benefits2020-01-011,108
Number of other retired or separated participants entitled to future benefits2020-01-01528
Total of all active and inactive participants2020-01-0111,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0138
Total participants2020-01-0111,501
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2019 401k membership
Market value of plan assets2019-12-312,266,550,443
Acturial value of plan assets2019-12-312,266,550,443
Funding target for retired participants and beneficiaries receiving payment2019-12-31596,350,732
Number of terminated vested participants2019-12-312
Fundng target for terminated vested participants2019-12-312,788,236
Active participant vested funding target2019-12-311,299,212,457
Number of active participants2019-12-3110,251
Total funding liabilities for active participants2019-12-311,360,429,152
Total participant count2019-12-3110,929
Total funding target for all participants2019-12-311,959,568,120
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31346,022,787
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-31346,022,787
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-31346,022,787
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3145,058,564
Net shortfall amortization installment of oustanding balance2019-12-3119,520,232
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-3148,789,411
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-3148,789,411
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-07-010
Total number of active participants reported on line 7a of the Form 55002019-07-019,973
Number of retired or separated participants receiving benefits2019-07-01879
Number of other retired or separated participants entitled to future benefits2019-07-01349
Total of all active and inactive participants2019-07-0111,201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0119
Total participants2019-07-0111,220

Financial Data on PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II

Measure Date Value
2022 : PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total transfer of assets from this plan2022-12-31$65,311,809
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-822,012,083
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$135,381,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$135,381,953
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$2,469,913,155
Value of total assets at beginning of year2022-12-31$3,492,619,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$0
Total interest from all sources2022-12-31$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 year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$6,346,156
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-957,394,036
Value of net assets at end of year (total assets less liabilities)2022-12-31$2,469,913,155
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$3,492,619,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$2,469,913,155
Value of interest in master investment trust accounts at beginning of year2022-12-31$3,492,619,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$129,035,797
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2022-12-31232667890
2021 : PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$446,230,000
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$111,840,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$111,840,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$3,492,619,000
Value of total assets at beginning of year2021-12-31$3,158,229,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$0
Total interest from all sources2021-12-31$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 year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$6,436,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$334,390,000
Value of net assets at end of year (total assets less liabilities)2021-12-31$3,492,619,000
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$3,158,229,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$3,492,619,000
Value of interest in master investment trust accounts at beginning of year2021-12-31$3,158,229,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$105,404,000
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2021-12-31232667890
2020 : PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$380,652,000
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$88,453,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$88,453,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$3,158,229,000
Value of total assets at beginning of year2020-12-31$2,866,030,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$0
Total interest from all sources2020-12-31$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 year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31Yes
Amount of non-exempt transactions with any party-in-interest2020-12-31$16,496
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$8,225,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$292,199,000
Value of net assets at end of year (total assets less liabilities)2020-12-31$3,158,229,000
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,866,030,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$3,158,229,000
Value of interest in master investment trust accounts at beginning of year2020-12-31$2,866,030,000
Net gain/loss from 103.12 investment entities2020-12-31$380,652,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$80,228,000
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2020-12-31232667890
2019 : PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total transfer of assets to this plan2019-12-31$2,705,542,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$199,371,000
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$38,883,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$38,883,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$2,866,030,000
Value of total assets at beginning of year2019-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$0
Total interest from all sources2019-12-31$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 year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2019-12-31$2,942,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$160,488,000
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,866,030,000
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$2,866,030,000
Value of interest in master investment trust accounts at beginning of year2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$35,941,000
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2019-12-31232667890

Form 5500 Responses for PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II

2022: PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED II 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01First time form 5500 has been submittedYes
2019-07-01Submission has been amendedNo
2019-07-01This submission is the final filingNo
2019-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2019-07-01Plan is a collectively bargained planYes
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes

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