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Plan Name | ESSENTIAL UTILITIES, INC. PENSION PLAN |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
Company Name: | ESSENTIAL UTILITIES, INC. |
Employer identification number (EIN): | 231702594 |
NAIC Classification: | 221300 |
Additional information about ESSENTIAL UTILITIES, INC.
Jurisdiction of Incorporation: | California Department of State |
Incorporation Date: | 1983-06-03 |
Company Identification Number: | C1202595 |
Legal Registered Office Address: |
3194 D Airport Loop Dr Costa Mesa United States of America (USA) 92626 |
More information about ESSENTIAL UTILITIES, INC.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | STEPHEN EAGLAND | |||
001 | 2016-01-01 | STEPHEN EAGLAND | |||
001 | 2015-01-01 | KAREN HEISLER | KAREN HEISLER | 2016-10-13 | |
001 | 2014-01-01 | CHRISTOPHER LUNING | CHRISTOPHER LUNING | 2015-10-13 | |
001 | 2013-01-01 | SUSAN BROUSSARD | SUSAN BROUSSARD | 2014-10-14 | |
001 | 2012-01-01 | SUSAN BROUSSARD | SUSAN BROUSSARD | 2013-10-14 | |
001 | 2011-01-01 | SUSAN BROUSSARD | |||
001 | 2009-01-01 | ROY STAHL |
Measure | Date | Value |
---|---|---|
2022: ESSENTIAL UTILITIES, INC. PENSION PLAN 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 457,364,774 |
Acturial value of plan assets | 2022-12-31 | 447,488,791 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 191,168,448 |
Number of terminated vested participants | 2022-12-31 | 397 |
Fundng target for terminated vested participants | 2022-12-31 | 19,026,787 |
Active participant vested funding target | 2022-12-31 | 100,648,428 |
Number of active participants | 2022-12-31 | 692 |
Total funding liabilities for active participants | 2022-12-31 | 107,239,041 |
Total participant count | 2022-12-31 | 2,533 |
Total funding target for all participants | 2022-12-31 | 317,434,276 |
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 | 66,228,477 |
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 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 66,228,477 |
Present value of excess contributions | 2022-12-31 | 18,870,130 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 19,919,309 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 19,900,000 |
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 | 90,863,813 |
Total employer contributions | 2022-12-31 | 20,342,980 |
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 | 18,606,403 |
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 | 4,680,906 |
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 | 18,606,403 |
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 | 2,533 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 579 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,177 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 380 |
Total of all active and inactive participants | 2022-01-01 | 2,136 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 300 |
Total participants | 2022-01-01 | 2,436 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: ESSENTIAL UTILITIES, INC. PENSION PLAN 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 441,344,384 |
Acturial value of plan assets | 2021-12-31 | 412,372,396 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 190,962,530 |
Number of terminated vested participants | 2021-12-31 | 410 |
Fundng target for terminated vested participants | 2021-12-31 | 20,552,183 |
Active participant vested funding target | 2021-12-31 | 104,056,707 |
Number of active participants | 2021-12-31 | 769 |
Total funding liabilities for active participants | 2021-12-31 | 109,860,088 |
Total participant count | 2021-12-31 | 2,647 |
Total funding target for all participants | 2021-12-31 | 321,374,801 |
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 | 66,176,009 |
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 | 10,156,000 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 56,020,009 |
Present value of excess contributions | 2021-12-31 | 13,804,418 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 15,403,517 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 987,575 |
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 | 66,228,477 |
Total employer contributions | 2021-12-31 | 20,390,277 |
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 | 18,870,130 |
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 | 5,639,188 |
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 | 0 |
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 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 18,870,130 |
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 | 2,647 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 701 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,150 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 388 |
Total of all active and inactive participants | 2021-01-01 | 2,239 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 294 |
Total participants | 2021-01-01 | 2,533 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: ESSENTIAL UTILITIES, INC. PENSION PLAN 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 279,975,853 |
Acturial value of plan assets | 2020-12-31 | 271,289,260 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 131,994,976 |
Number of terminated vested participants | 2020-12-31 | 147 |
Fundng target for terminated vested participants | 2020-12-31 | 9,989,733 |
Active participant vested funding target | 2020-12-31 | 74,966,539 |
Number of active participants | 2020-12-31 | 347 |
Total funding liabilities for active participants | 2020-12-31 | 79,402,558 |
Total participant count | 2020-12-31 | 1,288 |
Total funding target for all participants | 2020-12-31 | 221,387,267 |
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 | 61,759,091 |
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 | 7,600,000 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 54,159,091 |
Present value of excess contributions | 2020-12-31 | 11,661,358 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 13,305,225 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 1,900,000 |
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 | 66,176,009 |
Total employer contributions | 2020-12-31 | 14,774,721 |
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 | 13,804,418 |
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 | 5,664,430 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 16,274,016 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 7,740,376 |
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 | 10,156,000 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 13,804,418 |
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 | 1,288 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 779 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,186 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 400 |
Total of all active and inactive participants | 2020-01-01 | 2,365 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 282 |
Total participants | 2020-01-01 | 2,647 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: ESSENTIAL UTILITIES, INC. PENSION PLAN 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 247,302,499 |
Acturial value of plan assets | 2019-12-31 | 262,530,485 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 128,884,625 |
Number of terminated vested participants | 2019-12-31 | 167 |
Fundng target for terminated vested participants | 2019-12-31 | 10,604,960 |
Active participant vested funding target | 2019-12-31 | 79,268,813 |
Number of active participants | 2019-12-31 | 388 |
Total funding liabilities for active participants | 2019-12-31 | 84,081,434 |
Total participant count | 2019-12-31 | 1,347 |
Total funding target for all participants | 2019-12-31 | 223,571,019 |
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 | 67,069,167 |
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 | 6,700,000 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 60,369,167 |
Present value of excess contributions | 2019-12-31 | 5,594,075 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 5,259,549 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 5,000,000 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
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 | 61,759,091 |
Total employer contributions | 2019-12-31 | 13,542,222 |
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 | 12,444,792 |
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 | 3,882,120 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 22,799,625 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 8,383,434 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 7,600,000 |
Additional cash requirement | 2019-12-31 | 783,434 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 12,444,792 |
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 | 1,347 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 347 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 617 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 147 |
Total of all active and inactive participants | 2019-01-01 | 1,111 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 177 |
Total participants | 2019-01-01 | 1,288 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: ESSENTIAL UTILITIES, INC. PENSION PLAN 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 282,572,912 |
Acturial value of plan assets | 2018-12-31 | 268,568,200 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 126,344,347 |
Number of terminated vested participants | 2018-12-31 | 176 |
Fundng target for terminated vested participants | 2018-12-31 | 11,864,651 |
Active participant vested funding target | 2018-12-31 | 85,074,647 |
Number of active participants | 2018-12-31 | 436 |
Total funding liabilities for active participants | 2018-12-31 | 90,044,610 |
Total participant count | 2018-12-31 | 1,393 |
Total funding target for all participants | 2018-12-31 | 228,253,608 |
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 | 54,394,358 |
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 | 4,500,000 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 49,894,358 |
Present value of excess contributions | 2018-12-31 | 9,358,141 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 10,291,386 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 10,000,000 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
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 | 67,069,167 |
Total employer contributions | 2018-12-31 | 8,442,057 |
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 | 7,848,964 |
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 | 4,351,536 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 26,754,575 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 8,954,889 |
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 | 6,700,000 |
Additional cash requirement | 2018-12-31 | 2,254,889 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 7,848,964 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 1,393 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 388 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 618 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 166 |
Total of all active and inactive participants | 2018-01-01 | 1,172 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 175 |
Total participants | 2018-01-01 | 1,347 |
2017: ESSENTIAL UTILITIES, INC. PENSION PLAN 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 257,566,547 |
Acturial value of plan assets | 2017-12-31 | 261,059,105 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 119,045,871 |
Number of terminated vested participants | 2017-12-31 | 187 |
Fundng target for terminated vested participants | 2017-12-31 | 10,671,881 |
Active participant vested funding target | 2017-12-31 | 84,165,274 |
Number of active participants | 2017-12-31 | 470 |
Total funding liabilities for active participants | 2017-12-31 | 89,082,623 |
Total participant count | 2017-12-31 | 1,446 |
Total funding target for all participants | 2017-12-31 | 218,800,375 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 40,556,709 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 40,556,709 |
Present value of excess contributions | 2017-12-31 | 9,894,208 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 10,495,776 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 10,495,776 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 54,394,358 |
Total employer contributions | 2017-12-31 | 12,483,956 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 11,541,238 |
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 |
Unpaid minimum required contributions for all prior years | 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 | 4,690,282 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 12,135,628 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 6,683,097 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 4,500,000 |
Additional cash requirement | 2017-12-31 | 2,183,097 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 11,541,238 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 1,446 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 436 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 610 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 175 |
Total of all active and inactive participants | 2017-01-01 | 1,221 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 172 |
Total participants | 2017-01-01 | 1,393 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: ESSENTIAL UTILITIES, INC. PENSION PLAN 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 246,588,971 |
Acturial value of plan assets | 2016-12-31 | 257,617,326 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 114,559,806 |
Number of terminated vested participants | 2016-12-31 | 198 |
Fundng target for terminated vested participants | 2016-12-31 | 12,790,067 |
Active participant vested funding target | 2016-12-31 | 85,799,945 |
Number of active participants | 2016-12-31 | 512 |
Total funding liabilities for active participants | 2016-12-31 | 90,884,901 |
Total participant count | 2016-12-31 | 1,493 |
Total funding target for all participants | 2016-12-31 | 218,234,774 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 33,425,693 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 33,425,693 |
Present value of excess contributions | 2016-12-31 | 6,844,887 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 7,274,746 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 7,274,746 |
Reductions in prefunding balances due to elections or deemed elections | 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 | 40,556,709 |
Total employer contributions | 2016-12-31 | 15,421,150 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 14,335,581 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 4,441,373 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 4,441,373 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 4,441,373 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 14,335,581 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 1,493 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 470 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 621 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 187 |
Total of all active and inactive participants | 2016-01-01 | 1,278 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 168 |
Total participants | 2016-01-01 | 1,446 |
2015: ESSENTIAL UTILITIES, INC. PENSION PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 1,522 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 512 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 620 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 191 |
Total of all active and inactive participants | 2015-01-01 | 1,323 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 170 |
Total participants | 2015-01-01 | 1,493 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: ESSENTIAL UTILITIES, INC. PENSION PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 1,771 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 551 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 613 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 197 |
Total of all active and inactive participants | 2014-01-01 | 1,361 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 161 |
Total participants | 2014-01-01 | 1,522 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: ESSENTIAL UTILITIES, INC. PENSION PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 1,798 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 595 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 585 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 426 |
Total of all active and inactive participants | 2013-01-01 | 1,606 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 165 |
Total participants | 2013-01-01 | 1,771 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: ESSENTIAL UTILITIES, INC. PENSION PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 1,670 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 636 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 565 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 440 |
Total of all active and inactive participants | 2012-01-01 | 1,641 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 157 |
Total participants | 2012-01-01 | 1,798 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: ESSENTIAL UTILITIES, INC. PENSION PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 1,761 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 641 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 527 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 416 |
Total of all active and inactive participants | 2011-01-01 | 1,584 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 159 |
Total participants | 2011-01-01 | 1,743 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: ESSENTIAL UTILITIES, INC. PENSION PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 1,790 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 704 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 488 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 435 |
Total of all active and inactive participants | 2009-01-01 | 1,627 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 148 |
Total participants | 2009-01-01 | 1,775 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|---|---|
2022 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2022 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2022-12-31 | $-43,502,540 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-43,502,540 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $73,765 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $42,500 |
Total income from all sources (including contributions) | 2022-12-31 | $-66,942,015 |
Total loss/gain on sale of assets | 2022-12-31 | $-7,324,841 |
Total of all expenses incurred | 2022-12-31 | $38,155,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $36,442,204 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $20,342,980 |
Value of total assets at end of year | 2022-12-31 | $352,769,631 |
Value of total assets at beginning of year | 2022-12-31 | $457,835,742 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,713,157 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $506,753 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $336,030 |
Administrative expenses professional fees incurred | 2022-12-31 | $344,961 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $46,974 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $83,656 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $73,765 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $42,500 |
Administrative expenses (other) incurred | 2022-12-31 | $227,449 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $5,508,704 |
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 | $-105,097,376 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $352,695,866 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $457,793,242 |
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 |
Investment advisory and management fees | 2022-12-31 | $1,140,747 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $282,672,229 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $411,562,926 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $31,669,634 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $0 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $-36,964,367 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2022-12-31 | $18,037,814 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $20,290,179 |
Contributions received in cash from employer | 2022-12-31 | $20,342,980 |
Employer contributions (assets) at end of year | 2022-12-31 | $20,342,980 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $20,390,277 |
Income. Dividends from common stock | 2022-12-31 | $170,723 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $36,442,204 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2022-12-31 | $42,240,978 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $49,565,819 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2022-12-31 | 251408703 |
2021 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $15,696,017 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $15,696,017 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $42,500 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $592,870 |
Total income from all sources (including contributions) | 2021-12-31 | $50,953,845 |
Total loss/gain on sale of assets | 2021-12-31 | $2,599,022 |
Total of all expenses incurred | 2021-12-31 | $34,142,500 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $32,355,336 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $20,390,277 |
Value of total assets at end of year | 2021-12-31 | $457,835,742 |
Value of total assets at beginning of year | 2021-12-31 | $441,574,767 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,787,164 |
Total interest from all sources | 2021-12-31 | $822 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $389,514 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $288,157 |
Administrative expenses professional fees incurred | 2021-12-31 | $946,263 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $83,656 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $251 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $42,500 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $592,870 |
Administrative expenses (other) incurred | 2021-12-31 | $232,121 |
Total non interest bearing cash at end of year | 2021-12-31 | $5,508,704 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $18,275,245 |
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 | $16,811,345 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $457,793,242 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $440,981,897 |
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 |
Investment advisory and management fees | 2021-12-31 | $608,780 |
Interest earned on other investments | 2021-12-31 | $172 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $411,562,926 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $390,904,425 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2021-12-31 | $650 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $11,878,193 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2021-12-31 | $20,290,179 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $17,620,125 |
Contributions received in cash from employer | 2021-12-31 | $20,390,277 |
Employer contributions (assets) at end of year | 2021-12-31 | $20,390,277 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $14,774,721 |
Income. Dividends from common stock | 2021-12-31 | $101,357 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $32,355,336 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2021-12-31 | $174,333,603 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $171,734,581 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2021-12-31 | 251408703 |
2020 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $30,035,898 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $30,035,898 |
Total transfer of assets to this plan | 2020-12-31 | $117,694,639 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $592,870 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $152,542 |
Total income from all sources (including contributions) | 2020-12-31 | $72,491,506 |
Total loss/gain on sale of assets | 2020-12-31 | $10,660,540 |
Total of all expenses incurred | 2020-12-31 | $29,443,376 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $27,887,434 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $16,712,224 |
Value of total assets at end of year | 2020-12-31 | $441,574,767 |
Value of total assets at beginning of year | 2020-12-31 | $280,391,670 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,555,942 |
Total interest from all sources | 2020-12-31 | $399,293 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $760,846 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $401,472 |
Administrative expenses professional fees incurred | 2020-12-31 | $1,137,935 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $251 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $5,337 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $592,870 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $152,542 |
Administrative expenses (other) incurred | 2020-12-31 | $240,727 |
Total non interest bearing cash at end of year | 2020-12-31 | $18,275,245 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $4,049,952 |
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 | $43,048,130 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $440,981,897 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $280,239,128 |
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 | $177,280 |
Interest earned on other investments | 2020-12-31 | $3,675 |
Income. Interest from US Government securities | 2020-12-31 | $75,365 |
Income. Interest from corporate debt instruments | 2020-12-31 | $293,638 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $390,904,425 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $245,481,505 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2020-12-31 | $26,615 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $13,922,705 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2020-12-31 | $17,620,125 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $17,312,654 |
Contributions received in cash from employer | 2020-12-31 | $16,712,224 |
Employer contributions (assets) at end of year | 2020-12-31 | $14,774,721 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $13,542,222 |
Income. Dividends from common stock | 2020-12-31 | $359,374 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $27,887,434 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2020-12-31 | $299,065,764 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $288,405,224 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2020-12-31 | 251408703 |
2019 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $34,248,233 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $34,248,233 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $152,542 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $138,302 |
Total income from all sources (including contributions) | 2019-12-31 | $57,030,883 |
Total loss/gain on sale of assets | 2019-12-31 | $4,214,385 |
Total of all expenses incurred | 2019-12-31 | $24,101,653 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $22,943,314 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $13,542,222 |
Value of total assets at end of year | 2019-12-31 | $280,391,670 |
Value of total assets at beginning of year | 2019-12-31 | $247,448,200 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,158,339 |
Total interest from all sources | 2019-12-31 | $61,875 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $327,775 |
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 | $954,236 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $5,337 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $3,682 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $152,542 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $138,302 |
Other income not declared elsewhere | 2019-12-31 | $6,554 |
Administrative expenses (other) incurred | 2019-12-31 | $107,760 |
Total non interest bearing cash at end of year | 2019-12-31 | $4,049,952 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $1,809,329 |
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 | $32,929,230 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $280,239,128 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $247,309,898 |
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 leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $96,343 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $245,481,505 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $224,924,962 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2019-12-31 | $61,875 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $4,629,839 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2019-12-31 | $17,312,654 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $12,268,170 |
Contributions received in cash from employer | 2019-12-31 | $13,542,222 |
Employer contributions (assets) at end of year | 2019-12-31 | $13,542,222 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $8,442,057 |
Income. Dividends from common stock | 2019-12-31 | $327,775 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $22,943,314 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2019-12-31 | $116,181,225 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $111,966,840 |
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 |
Accountancy firm name | 2019-12-31 | SCHNEIDER DOWNS & CO., INC. |
Accountancy firm EIN | 2019-12-31 | 251408703 |
2018 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-15,114,314 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-15,114,314 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $138,302 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $231,410 |
Total income from all sources (including contributions) | 2018-12-31 | $-7,446,471 |
Total loss/gain on sale of assets | 2018-12-31 | $-1,215,736 |
Total of all expenses incurred | 2018-12-31 | $27,848,068 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $26,978,084 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,442,057 |
Value of total assets at end of year | 2018-12-31 | $247,448,200 |
Value of total assets at beginning of year | 2018-12-31 | $282,835,847 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $869,984 |
Total interest from all sources | 2018-12-31 | $141,339 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $300,183 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $300,183 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $3,682 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $69,942 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $138,302 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $231,410 |
Administrative expenses (other) incurred | 2018-12-31 | $869,984 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,809,329 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $15,011,656 |
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 | $-35,294,539 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $247,309,898 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $282,604,437 |
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 common/collective trusts at end of year | 2018-12-31 | $224,924,962 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $238,799,422 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2018-12-31 | $141,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2018-12-31 | $12,268,170 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $16,470,872 |
Contributions received in cash from employer | 2018-12-31 | $8,442,057 |
Employer contributions (assets) at end of year | 2018-12-31 | $8,442,057 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $12,483,955 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $26,978,084 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2018-12-31 | $116,137,501 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $117,353,237 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | BAKER TILLY VIRCHOW KRAUSE |
Accountancy firm EIN | 2018-12-31 | 390859910 |
2017 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $30,773,040 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $30,773,040 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $231,410 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $565,619 |
Total income from all sources (including contributions) | 2017-12-31 | $47,418,783 |
Total loss/gain on sale of assets | 2017-12-31 | $3,362,503 |
Total of all expenses incurred | 2017-12-31 | $22,029,256 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $20,706,259 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $12,483,955 |
Value of total assets at end of year | 2017-12-31 | $282,835,846 |
Value of total assets at beginning of year | 2017-12-31 | $257,780,528 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $1,322,997 |
Total interest from all sources | 2017-12-31 | $175,580 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $623,705 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $623,705 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $17,969 |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $6,076,422 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $69,942 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $357,208 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $231,410 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $565,619 |
Administrative expenses (other) incurred | 2017-12-31 | $1,322,997 |
Total non interest bearing cash at end of year | 2017-12-31 | $15,011,656 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $272,856 |
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 |
Value of net income/loss | 2017-12-31 | $25,389,527 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $282,604,436 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $257,214,909 |
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 registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $26,854,624 |
Interest earned on other investments | 2017-12-31 | $28,141 |
Income. Interest from US Government securities | 2017-12-31 | $58,915 |
Income. Interest from corporate debt instruments | 2017-12-31 | $29,726 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $238,799,422 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $10,142,410 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $10,142,410 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2017-12-31 | $58,798 |
Asset value of US Government securities at end of year | 2017-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $25,652,627 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2017-12-31 | $16,470,871 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $20,632,192 |
Contributions received in cash from employer | 2017-12-31 | $12,483,955 |
Employer contributions (assets) at end of year | 2017-12-31 | $12,483,955 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $15,421,150 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $20,706,259 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $9,732,099 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $142,638,940 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2017-12-31 | $496,591,767 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $493,229,264 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | BAKER TILLY VIRCHOW KRAUSE |
Accountancy firm EIN | 2017-12-31 | 390859910 |
2016 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $13,667,140 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $13,667,140 |
Total transfer of assets to this plan | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $565,619 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $385,469 |
Total income from all sources (including contributions) | 2016-12-31 | $34,819,981 |
Total loss/gain on sale of assets | 2016-12-31 | $791,440 |
Total of all expenses incurred | 2016-12-31 | $23,968,977 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $21,764,621 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $15,421,150 |
Value of total assets at end of year | 2016-12-31 | $257,780,528 |
Value of total assets at beginning of year | 2016-12-31 | $246,749,374 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,204,356 |
Total interest from all sources | 2016-12-31 | $1,029,696 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,910,555 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $3,910,555 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $6,076,422 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $2,525,764 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $357,208 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $331,407 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $565,619 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $385,469 |
Administrative expenses (other) incurred | 2016-12-31 | $2,204,356 |
Total non interest bearing cash at end of year | 2016-12-31 | $272,856 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $278,118 |
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 | $10,851,004 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $257,214,909 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $246,363,905 |
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 registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $26,854,624 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $28,091,552 |
Interest earned on other investments | 2016-12-31 | $464,946 |
Income. Interest from US Government securities | 2016-12-31 | $169,329 |
Income. Interest from corporate debt instruments | 2016-12-31 | $377,880 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $10,142,410 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $11,001,618 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $11,001,618 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2016-12-31 | $17,541 |
Asset value of US Government securities at end of year | 2016-12-31 | $25,652,627 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $24,241,460 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2016-12-31 | $20,632,192 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $19,958,332 |
Contributions received in cash from employer | 2016-12-31 | $15,421,150 |
Employer contributions (assets) at end of year | 2016-12-31 | $15,421,150 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $8,144,571 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $21,764,621 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $9,732,099 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $9,503,895 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $142,638,940 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $142,672,657 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2016-12-31 | $183,994,519 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $183,203,079 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | BAKER TILLY VIRCHOW KRAUSE |
Accountancy firm EIN | 2016-12-31 | 390859910 |
2015 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-5,522,690 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-5,522,690 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $385,469 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $232,925 |
Total income from all sources (including contributions) | 2015-12-31 | $7,081,114 |
Total loss/gain on sale of assets | 2015-12-31 | $-305,594 |
Total of all expenses incurred | 2015-12-31 | $19,137,511 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $16,990,200 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $8,144,571 |
Value of total assets at end of year | 2015-12-31 | $246,749,374 |
Value of total assets at beginning of year | 2015-12-31 | $258,653,227 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,147,311 |
Total interest from all sources | 2015-12-31 | $988,110 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,776,717 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $3,776,717 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $2,525,764 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $4,254,615 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $331,407 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $343,220 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $385,469 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $232,925 |
Administrative expenses (other) incurred | 2015-12-31 | $2,147,311 |
Total non interest bearing cash at end of year | 2015-12-31 | $278,118 |
Total non interest bearing cash at beginning of year | 2015-12-31 | $247,436 |
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 | $-12,056,397 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $246,363,905 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $258,420,302 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $28,091,552 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $26,952,383 |
Interest earned on other investments | 2015-12-31 | $474,675 |
Income. Interest from US Government securities | 2015-12-31 | $173,737 |
Income. Interest from corporate debt instruments | 2015-12-31 | $337,874 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $11,001,618 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $22,923,348 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $22,923,348 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2015-12-31 | $1,824 |
Asset value of US Government securities at end of year | 2015-12-31 | $24,241,460 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $13,153,815 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2015-12-31 | $19,958,332 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $17,409,472 |
Contributions received in cash from employer | 2015-12-31 | $8,144,571 |
Employer contributions (assets) at end of year | 2015-12-31 | $8,144,571 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $13,756,460 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $16,990,200 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $9,503,895 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $9,447,584 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $142,672,657 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $150,164,894 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2015-12-31 | $205,411,329 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $205,716,923 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | BAKER TILLY VIRCHOW KRAUSE |
Accountancy firm EIN | 2015-12-31 | 390859910 |
2014 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $14,253,666 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $14,253,666 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $232,925 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $242,200 |
Total income from all sources (including contributions) | 2014-12-31 | $32,777,959 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $24,336,964 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $22,473,621 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $13,756,460 |
Value of total assets at end of year | 2014-12-31 | $258,653,227 |
Value of total assets at beginning of year | 2014-12-31 | $250,221,507 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,863,343 |
Total interest from all sources | 2014-12-31 | $982,221 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,785,612 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,088,492 |
Administrative expenses professional fees incurred | 2014-12-31 | $523,322 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2014-12-31 | $31,900 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $4,254,615 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $3,058,295 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $343,220 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $301,789 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $232,925 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $242,200 |
Administrative expenses (other) incurred | 2014-12-31 | $86,866 |
Total non interest bearing cash at end of year | 2014-12-31 | $247,436 |
Total non interest bearing cash at beginning of year | 2014-12-31 | $334,408 |
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 | $8,440,995 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $258,420,302 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $249,979,307 |
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 |
Investment advisory and management fees | 2014-12-31 | $1,253,155 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $26,952,383 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $28,901,801 |
Interest earned on other investments | 2014-12-31 | $346,188 |
Income. Interest from US Government securities | 2014-12-31 | $319,687 |
Income. Interest from corporate debt instruments | 2014-12-31 | $315,163 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $22,923,348 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $21,125,749 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $21,125,749 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $1,183 |
Asset value of US Government securities at end of year | 2014-12-31 | $13,153,815 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $12,739,874 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2014-12-31 | $17,409,472 |
Assets. Invements in employer securities at beginning of year | 2014-12-31 | $14,983,353 |
Contributions received in cash from employer | 2014-12-31 | $13,756,460 |
Employer contributions (assets) at end of year | 2014-12-31 | $13,756,460 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $17,874,998 |
Income. Dividends from common stock | 2014-12-31 | $2,697,120 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $22,473,621 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $9,447,584 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2014-12-31 | $6,392,627 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $150,164,894 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $144,476,713 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | BAKER TILLY VIRCHOW KRAUSE, LLP |
Accountancy firm EIN | 2014-12-31 | 390859910 |
2013 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $34,036,371 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $34,036,371 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $242,200 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $148,831 |
Total income from all sources (including contributions) | 2013-12-31 | $56,207,428 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $12,116,887 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $10,206,832 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $17,874,998 |
Value of total assets at end of year | 2013-12-31 | $250,221,507 |
Value of total assets at beginning of year | 2013-12-31 | $206,037,597 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $1,910,055 |
Total interest from all sources | 2013-12-31 | $957,395 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $3,338,664 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $691,104 |
Administrative expenses professional fees incurred | 2013-12-31 | $444,500 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2013-12-31 | $31,900 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $3,058,295 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $4,327,455 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $301,789 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $233,421 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $242,200 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $148,831 |
Administrative expenses (other) incurred | 2013-12-31 | $311,825 |
Total non interest bearing cash at end of year | 2013-12-31 | $334,408 |
Total non interest bearing cash at beginning of year | 2013-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $44,090,541 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $249,979,307 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $205,888,766 |
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 | $1,153,730 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $28,901,801 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $23,602,716 |
Interest earned on other investments | 2013-12-31 | $376,292 |
Income. Interest from US Government securities | 2013-12-31 | $340,952 |
Income. Interest from corporate debt instruments | 2013-12-31 | $240,151 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $21,125,749 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $24,225,191 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $24,225,191 |
Asset value of US Government securities at end of year | 2013-12-31 | $12,739,874 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $12,598,716 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2013-12-31 | $14,983,353 |
Assets. Invements in employer securities at beginning of year | 2013-12-31 | $12,596,016 |
Contributions received in cash from employer | 2013-12-31 | $17,874,998 |
Employer contributions (assets) at end of year | 2013-12-31 | $17,874,998 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $15,953,224 |
Income. Dividends from preferred stock | 2013-12-31 | $894 |
Income. Dividends from common stock | 2013-12-31 | $2,646,666 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $10,206,832 |
Asset. Corporate debt instrument preferred debt at end of year | 2013-12-31 | $6,392,627 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2013-12-31 | $7,583,498 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $144,476,713 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $104,917,360 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
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 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2013-12-31 | 232932984 |
2012 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $12,028,870 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $12,028,870 |
Total transfer of assets to this plan | 2012-12-31 | $18,824,117 |
Total transfer of assets from this plan | 2012-12-31 | $4,362,609 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $148,831 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $165,981 |
Total income from all sources (including contributions) | 2012-12-31 | $49,881,028 |
Total loss/gain on sale of assets | 2012-12-31 | $2,790,625 |
Total of all expenses incurred | 2012-12-31 | $10,741,984 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $9,200,071 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $31,000,413 |
Value of total assets at end of year | 2012-12-31 | $206,037,597 |
Value of total assets at beginning of year | 2012-12-31 | $166,915,704 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,541,913 |
Total interest from all sources | 2012-12-31 | $958,550 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $3,102,570 |
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 | $433,947 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $4,327,455 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $15,047,189 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $233,421 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $227,474 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $148,831 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $165,981 |
Administrative expenses (other) incurred | 2012-12-31 | $288,049 |
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 | $39,139,044 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $205,888,766 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $166,749,723 |
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 | $819,917 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $23,602,716 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $18,857,590 |
Interest earned on other investments | 2012-12-31 | $2,964 |
Income. Interest from US Government securities | 2012-12-31 | $350,961 |
Income. Interest from corporate debt instruments | 2012-12-31 | $603,049 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $24,225,191 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $15,714,604 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $15,714,604 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $1,576 |
Asset value of US Government securities at end of year | 2012-12-31 | $12,598,716 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $14,585,298 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2012-12-31 | $12,596,016 |
Assets. Invements in employer securities at beginning of year | 2012-12-31 | $10,609,498 |
Contributions received in cash from employer | 2012-12-31 | $15,953,224 |
Employer contributions (assets) at end of year | 2012-12-31 | $15,953,224 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $13,809,153 |
Income. Dividends from common stock | 2012-12-31 | $3,102,570 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $9,200,071 |
Asset. Corporate debt instrument preferred debt at end of year | 2012-12-31 | $7,583,498 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2012-12-31 | $4,977,115 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $104,917,360 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $88,134,972 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2012-12-31 | $240,581,998 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $237,791,373 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2012-12-31 | 232932984 |
2011 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2011 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2011-12-31 | $-12,257,659 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-12,257,659 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $165,981 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $171,033 |
Total income from all sources (including contributions) | 2011-12-31 | $12,801,828 |
Total loss/gain on sale of assets | 2011-12-31 | $7,913,846 |
Total of all expenses incurred | 2011-12-31 | $9,138,834 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $8,224,214 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $13,809,153 |
Value of total assets at end of year | 2011-12-31 | $166,915,704 |
Value of total assets at beginning of year | 2011-12-31 | $163,257,762 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $914,620 |
Total interest from all sources | 2011-12-31 | $578,679 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $2,757,809 |
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 | $245,260 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $451,294 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $227,474 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $218,487 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $165,981 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $171,033 |
Administrative expenses (other) incurred | 2011-12-31 | $126,255 |
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 | $3,662,994 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $166,749,723 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $163,086,729 |
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 | $543,105 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $18,857,590 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $24,774,092 |
Interest earned on other investments | 2011-12-31 | $5,235 |
Income. Interest from US Government securities | 2011-12-31 | $320,601 |
Income. Interest from corporate debt instruments | 2011-12-31 | $252,347 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $15,714,604 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $9,283,126 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $9,283,126 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $496 |
Asset value of US Government securities at end of year | 2011-12-31 | $14,585,298 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $12,775,631 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2011-12-31 | $10,609,498 |
Assets. Invements in employer securities at beginning of year | 2011-12-31 | $10,496,362 |
Contributions received in cash from employer | 2011-12-31 | $13,809,153 |
Employer contributions (assets) at end of year | 2011-12-31 | $13,809,153 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $13,440,543 |
Income. Dividends from common stock | 2011-12-31 | $2,757,809 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $8,224,214 |
Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $4,977,115 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $8,093,509 |
Contract administrator fees | 2011-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $88,134,972 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $83,724,718 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2011-12-31 | $294,145,061 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $286,231,215 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2011-12-31 | 232932984 |
2010 : ESSENTIAL UTILITIES, INC. PENSION PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of real estate assets | 2010-12-31 | $14,287,538 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $14,287,538 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $171,033 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $82,735 |
Total income from all sources (including contributions) | 2010-12-31 | $33,273,312 |
Total loss/gain on sale of assets | 2010-12-31 | $2,625,124 |
Total of all expenses incurred | 2010-12-31 | $9,106,462 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,913,572 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $13,453,755 |
Value of total assets at end of year | 2010-12-31 | $163,257,762 |
Value of total assets at beginning of year | 2010-12-31 | $139,002,614 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $1,192,890 |
Total interest from all sources | 2010-12-31 | $962,016 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,944,879 |
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 | $257,593 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $451,294 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $566,628 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $218,487 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $218,429 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $171,033 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $82,735 |
Administrative expenses (other) incurred | 2010-12-31 | $211,093 |
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 | $24,166,850 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $163,086,729 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $138,919,879 |
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 | $724,204 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $24,774,092 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $20,507,693 |
Interest earned on other investments | 2010-12-31 | $192,053 |
Income. Interest from US Government securities | 2010-12-31 | $406,144 |
Income. Interest from corporate debt instruments | 2010-12-31 | $362,956 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $344,145 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $9,283,126 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $14,915,755 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $14,915,755 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $863 |
Asset value of US Government securities at end of year | 2010-12-31 | $12,775,631 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $14,390,626 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
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 |
Assets. Invements in employer securities at end of year | 2010-12-31 | $10,496,362 |
Assets. Invements in employer securities at beginning of year | 2010-12-31 | $7,911,051 |
Contributions received in cash from employer | 2010-12-31 | $13,453,755 |
Employer contributions (assets) at end of year | 2010-12-31 | $13,440,543 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $11,019,721 |
Income. Dividends from common stock | 2010-12-31 | $1,944,879 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,913,572 |
Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $8,093,509 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $8,261,723 |
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 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $83,724,718 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $60,866,843 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
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 |
Aggregate proceeds on sale of assets | 2010-12-31 | $165,342,627 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $162,717,503 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PARENTEBEARD LLC |
Accountancy firm EIN | 2010-12-31 | 232932984 |
2022: ESSENTIAL UTILITIES, INC. PENSION PLAN 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: ESSENTIAL UTILITIES, INC. PENSION PLAN 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: ESSENTIAL UTILITIES, INC. PENSION PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: ESSENTIAL UTILITIES, INC. PENSION PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: ESSENTIAL UTILITIES, INC. PENSION PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: ESSENTIAL UTILITIES, INC. PENSION PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: ESSENTIAL UTILITIES, INC. PENSION PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: ESSENTIAL UTILITIES, INC. PENSION PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: ESSENTIAL UTILITIES, INC. PENSION PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: ESSENTIAL UTILITIES, INC. PENSION PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: ESSENTIAL UTILITIES, INC. PENSION PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: ESSENTIAL UTILITIES, INC. PENSION PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: ESSENTIAL UTILITIES, INC. PENSION PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |