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CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 401k Plan overview

Plan NameCASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED
Plan identification number 010

CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 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 414(k) arrangement - Benefits are based partly on the balance of the separate account of the participant (also include appropriate defined contribution pension feature codes).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

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 CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0102016-01-01SHEILA ROSTIAC
0102015-01-01SHEILA ROSTIAC
0102014-01-01JOHN F TIBERI
0102013-01-01JOHN F TIBERI
0102012-01-01JOHNTIBERI
0102011-01-01JOHN TIBERI
0102009-01-01CHRISTINE DE STEFANO

Plan Statistics for CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

401k plan membership statisitcs for CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

Measure Date Value
2016: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2016 401k membership
Market value of plan assets2016-12-31186,827,792
Acturial value of plan assets2016-12-31194,119,828
Funding target for retired participants and beneficiaries receiving payment2016-12-31635,372
Number of terminated vested participants2016-12-31614
Fundng target for terminated vested participants2016-12-314,920,665
Active participant vested funding target2016-12-31130,318,647
Number of active participants2016-12-314,535
Total funding liabilities for active participants2016-12-31130,318,647
Total participant count2016-12-315,164
Total funding target for all participants2016-12-31135,874,684
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3153,369,911
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3153,369,911
Present value of excess contributions2016-12-312,394,972
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,550,166
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3153,236,486
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3115,731,168
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-3110,722,510
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-3110,722,510
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015,164
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2015 401k membership
Total participants, beginning-of-year2015-01-014,645
Total number of active participants reported on line 7a of the Form 55002015-01-014,535
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-01614
Total of all active and inactive participants2015-01-015,161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-015,164
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2014 401k membership
Total participants, beginning-of-year2014-01-014,011
Total number of active participants reported on line 7a of the Form 55002014-01-014,205
Number of retired or separated participants receiving benefits2014-01-018
Number of other retired or separated participants entitled to future benefits2014-01-01430
Total of all active and inactive participants2014-01-014,643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-014,645
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2013 401k membership
Total participants, beginning-of-year2013-01-013,916
Total number of active participants reported on line 7a of the Form 55002013-01-013,589
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-01418
Total of all active and inactive participants2013-01-014,011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-014,011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2012 401k membership
Total participants, beginning-of-year2012-01-013,820
Total number of active participants reported on line 7a of the Form 55002012-01-013,523
Number of retired or separated participants receiving benefits2012-01-013
Number of other retired or separated participants entitled to future benefits2012-01-01390
Total of all active and inactive participants2012-01-013,916
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-013,916
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2011 401k membership
Total participants, beginning-of-year2011-01-013,843
Total number of active participants reported on line 7a of the Form 55002011-01-013,404
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01413
Total of all active and inactive participants2011-01-013,820
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-013,820
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2009 401k membership
Total participants, beginning-of-year2009-01-013,301
Total number of active participants reported on line 7a of the Form 55002009-01-013,493
Number of retired or separated participants receiving benefits2009-01-012
Number of other retired or separated participants entitled to future benefits2009-01-01346
Total of all active and inactive participants2009-01-013,841
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-013,841
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

Measure Date Value
2016 : CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total transfer of assets from this plan2016-12-31$199,887,000
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$14,974,000
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$2,073,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,073,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$0
Value of total assets at beginning of year2016-12-31$186,986,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2016-12-31$0
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,901,000
Value of net assets at end of year (total assets less liabilities)2016-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$186,986,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$0
Value of interest in master investment trust accounts at beginning of year2016-12-31$174,986,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$12,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,073,000
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2016-12-31232667890
2015 : CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$11,143,000
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$1,982,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,982,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$12,000,000
Value of total assets at end of year2015-12-31$186,986,000
Value of total assets at beginning of year2015-12-31$177,825,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$9,161,000
Value of net assets at end of year (total assets less liabilities)2015-12-31$186,986,000
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$177,825,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$174,986,000
Value of interest in master investment trust accounts at beginning of year2015-12-31$170,825,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$12,000,000
Employer contributions (assets) at end of year2015-12-31$12,000,000
Employer contributions (assets) at beginning of year2015-12-31$7,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,982,000
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2015-12-31232667890
2014 : CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$20,549,000
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,171,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,171,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,000,000
Value of total assets at end of year2014-12-31$177,825,000
Value of total assets at beginning of year2014-12-31$158,447,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$19,378,000
Value of net assets at end of year (total assets less liabilities)2014-12-31$177,825,000
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$158,447,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$170,825,000
Value of interest in master investment trust accounts at beginning of year2014-12-31$158,447,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$7,000,000
Employer contributions (assets) at end of year2014-12-31$7,000,000
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,171,000
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31KRONICK KALADA BERDY & CO. , P.C.
Accountancy firm EIN2014-12-31232667890
2013 : CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$24,536,000
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,784,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,784,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$158,447,000
Value of total assets at beginning of year2013-12-31$135,695,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$22,752,000
Value of net assets at end of year (total assets less liabilities)2013-12-31$158,447,000
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$135,695,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$158,447,000
Value of interest in master investment trust accounts at beginning of year2013-12-31$95,695,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$40,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,784,000
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2013-12-31232667890
2012 : CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$63,644,000
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,413,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,413,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$54,010,000
Value of total assets at end of year2012-12-31$135,695,000
Value of total assets at beginning of year2012-12-31$73,464,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$0
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$62,231,000
Value of net assets at end of year (total assets less liabilities)2012-12-31$135,695,000
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$73,464,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$95,695,000
Value of interest in master investment trust accounts at beginning of year2012-12-31$63,892,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$54,010,000
Employer contributions (assets) at end of year2012-12-31$40,000,000
Employer contributions (assets) at beginning of year2012-12-31$9,572,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,413,000
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2012-12-31232667890
2011 : CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$10,809,000
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,004,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,004,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$9,572,000
Value of total assets at end of year2011-12-31$73,464,000
Value of total assets at beginning of year2011-12-31$63,659,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$9,805,000
Value of net assets at end of year (total assets less liabilities)2011-12-31$73,464,000
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$63,659,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$63,892,000
Value of interest in master investment trust accounts at beginning of year2011-12-31$56,659,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$9,572,000
Employer contributions (assets) at end of year2011-12-31$9,572,000
Employer contributions (assets) at beginning of year2011-12-31$7,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,004,000
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2011-12-31232667890
2010 : CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$13,775,000
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$589,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$589,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,000,000
Value of total assets at end of year2010-12-31$63,659,000
Value of total assets at beginning of year2010-12-31$50,473,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$20,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$13,186,000
Value of net assets at end of year (total assets less liabilities)2010-12-31$63,659,000
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$50,473,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$56,659,000
Value of interest in master investment trust accounts at beginning of year2010-12-31$42,473,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,000,000
Employer contributions (assets) at end of year2010-12-31$7,000,000
Employer contributions (assets) at beginning of year2010-12-31$8,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$589,000
Did the plan have assets held for investment2010-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31KRONICK KALADA BERDY & CO., P.C.
Accountancy firm EIN2010-12-31232667890
2009 : CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

2016: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CASH BALANCE PENSION PLAN FOR REPRESENTED EMPLOYEES OF PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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