?>
Logo

WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 401k Plan overview

Plan NameWESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN
Plan identification number 002

WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

JOINT BOARD OF TRUSTEES, IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NE has sponsored the creation of one or more 401k plans.

Company Name:JOINT BOARD OF TRUSTEES, IBEW LOCAL UNION NO 5 & WESTERN PA CHAPTER NE
Employer identification number (EIN):251368983
NAIC Classification:238210
NAIC Description:Electrical Contractors and Other Wiring Installation Contractors

Form 5500 Filing Information

Submission information for form 5500 for 401k plan WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01THOMAS R. MCINTYRE2023-07-25
0022021-01-01THOMAS R. MCINTYRE2022-07-20
0022020-01-01THOMAS R. MCINTYRE2021-07-23
0022019-01-01THOMAS R. MCINTYRE2020-07-27
0022018-01-01THOMAS R. MCINTYRE2019-07-22
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01ALBERT JOHNSON, EXECUTIVE SECRETARY
0022011-01-01ALBERT JOHNSON, EXECUTIVE SECRETARY
0022009-01-01ALBERT JOHNSON, EXECUTIVE SECRETARY

Plan Statistics for WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN

401k plan membership statisitcs for WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN

Measure Date Value
2022: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-013,448
Total number of active participants reported on line 7a of the Form 55002022-01-013,460
Number of retired or separated participants receiving benefits2022-01-0140
Number of other retired or separated participants entitled to future benefits2022-01-01136
Total of all active and inactive participants2022-01-013,636
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0154
Total participants2022-01-013,690
Number of participants with account balances2022-01-013,229
Number of employers contributing to the scheme2022-01-01129
2021: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-013,074
Total number of active participants reported on line 7a of the Form 55002021-01-013,236
Number of retired or separated participants receiving benefits2021-01-0144
Number of other retired or separated participants entitled to future benefits2021-01-01122
Total of all active and inactive participants2021-01-013,402
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0146
Total participants2021-01-013,448
Number of participants with account balances2021-01-013,144
Number of employers contributing to the scheme2021-01-01158
2020: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-013,267
Total number of active participants reported on line 7a of the Form 55002020-01-013,067
Number of retired or separated participants receiving benefits2020-01-0146
Number of other retired or separated participants entitled to future benefits2020-01-0194
Total of all active and inactive participants2020-01-013,207
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0134
Total participants2020-01-013,241
Number of participants with account balances2020-01-013,074
Number of employers contributing to the scheme2020-01-01191
2019: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-013,440
Total number of active participants reported on line 7a of the Form 55002019-01-013,040
Number of retired or separated participants receiving benefits2019-01-0151
Number of other retired or separated participants entitled to future benefits2019-01-01138
Total of all active and inactive participants2019-01-013,229
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0138
Total participants2019-01-013,267
Number of participants with account balances2019-01-013,137
Number of employers contributing to the scheme2019-01-01160
2018: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-013,354
Total number of active participants reported on line 7a of the Form 55002018-01-013,335
Number of retired or separated participants receiving benefits2018-01-0110
Number of other retired or separated participants entitled to future benefits2018-01-0170
Total of all active and inactive participants2018-01-013,415
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0125
Total participants2018-01-013,440
Number of participants with account balances2018-01-013,171
Number of employers contributing to the scheme2018-01-01162
2017: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-013,178
Total number of active participants reported on line 7a of the Form 55002017-01-013,235
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0162
Total of all active and inactive participants2017-01-013,306
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0148
Total participants2017-01-013,354
Number of participants with account balances2017-01-013,354
Number of employers contributing to the scheme2017-01-01174
2016: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-013,050
Total number of active participants reported on line 7a of the Form 55002016-01-013,133
Number of retired or separated participants receiving benefits2016-01-017
Number of other retired or separated participants entitled to future benefits2016-01-0124
Total of all active and inactive participants2016-01-013,164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0114
Total participants2016-01-013,178
Number of participants with account balances2016-01-013,178
Number of employers contributing to the scheme2016-01-01203
2015: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-013,111
Total number of active participants reported on line 7a of the Form 55002015-01-013,016
Number of retired or separated participants receiving benefits2015-01-016
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-013,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-016
Total participants2015-01-013,050
Number of participants with account balances2015-01-013,050
Number of employers contributing to the scheme2015-01-01179
2014: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-013,282
Total number of active participants reported on line 7a of the Form 55002014-01-013,087
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0113
Total of all active and inactive participants2014-01-013,106
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-013,111
Number of participants with account balances2014-01-013,111
Number of employers contributing to the scheme2014-01-01177
2013: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-013,304
Total number of active participants reported on line 7a of the Form 55002013-01-013,258
Number of retired or separated participants receiving benefits2013-01-019
Total of all active and inactive participants2013-01-013,267
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0115
Total participants2013-01-013,282
Number of participants with account balances2013-01-013,116
Number of employers contributing to the scheme2013-01-01158
2012: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-013,324
Total number of active participants reported on line 7a of the Form 55002012-01-013,278
Number of retired or separated participants receiving benefits2012-01-016
Total of all active and inactive participants2012-01-013,284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0120
Total participants2012-01-013,304
Number of participants with account balances2012-01-013,153
Number of employers contributing to the scheme2012-01-01189
2011: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-013,205
Total number of active participants reported on line 7a of the Form 55002011-01-013,305
Number of retired or separated participants receiving benefits2011-01-015
Total of all active and inactive participants2011-01-013,310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0114
Total participants2011-01-013,324
Number of participants with account balances2011-01-013,165
Number of employers contributing to the scheme2011-01-01195
2009: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-013,257
Total number of active participants reported on line 7a of the Form 55002009-01-013,388
Number of retired or separated participants receiving benefits2009-01-014
Total of all active and inactive participants2009-01-013,392
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-016
Total participants2009-01-013,398
Number of participants with account balances2009-01-013,398
Number of employers contributing to the scheme2009-01-01153

Financial Data on WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN

Measure Date Value
2022 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2022 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$85,909
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$46,998
Total income from all sources (including contributions)2022-12-31$-45,622,069
Total of all expenses incurred2022-12-31$31,619,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$30,814,295
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,952,673
Value of total assets at end of year2022-12-31$400,635,562
Value of total assets at beginning of year2022-12-31$477,837,932
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$804,917
Total interest from all sources2022-12-31$164,877
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$9,344,381
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$9,344,381
Administrative expenses professional fees incurred2022-12-31$84,657
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$2,500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Participant contributions at end of year2022-12-31$4,230,685
Participant contributions at beginning of year2022-12-31$4,338,865
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$250,215
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$45,269
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$46,612
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$85,270
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$46,241
Other income not declared elsewhere2022-12-31$1,250
Administrative expenses (other) incurred2022-12-31$42,659
Liabilities. Value of operating payables at end of year2022-12-31$639
Liabilities. Value of operating payables at beginning of year2022-12-31$757
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-77,241,281
Value of net assets at end of year (total assets less liabilities)2022-12-31$400,549,653
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$477,790,934
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$477,908
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$200,093,268
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$246,653,037
Interest on participant loans2022-12-31$164,761
Value of interest in common/collective trusts at end of year2022-12-31$191,142,418
Value of interest in common/collective trusts at beginning of year2022-12-31$221,957,017
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$2,353,718
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$2,509,771
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$2,509,771
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$116
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-49,723,838
Net investment gain or loss from common/collective trusts2022-12-31$-32,361,412
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$26,702,458
Employer contributions (assets) at end of year2022-12-31$2,770,204
Employer contributions (assets) at beginning of year2022-12-31$2,332,630
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$30,814,295
Contract administrator fees2022-12-31$199,693
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2022-12-31470900880
2021 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$46,998
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$107,164
Total income from all sources (including contributions)2021-12-31$74,952,121
Total of all expenses incurred2021-12-31$34,338,996
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$33,463,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$24,784,161
Value of total assets at end of year2021-12-31$477,837,932
Value of total assets at beginning of year2021-12-31$437,284,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$875,665
Total interest from all sources2021-12-31$153,238
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$17,801,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$17,801,240
Administrative expenses professional fees incurred2021-12-31$90,982
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$2,500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Participant contributions at end of year2021-12-31$4,338,865
Participant contributions at beginning of year2021-12-31$4,355,678
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$46,612
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$40,671
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$46,241
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$91,200
Other income not declared elsewhere2021-12-31$750
Administrative expenses (other) incurred2021-12-31$42,276
Liabilities. Value of operating payables at end of year2021-12-31$757
Liabilities. Value of operating payables at beginning of year2021-12-31$15,964
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$40,613,125
Value of net assets at end of year (total assets less liabilities)2021-12-31$477,790,934
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$437,177,809
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$551,953
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$246,653,037
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$225,383,779
Interest on participant loans2021-12-31$153,187
Value of interest in common/collective trusts at end of year2021-12-31$221,957,017
Value of interest in common/collective trusts at beginning of year2021-12-31$203,063,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$2,509,771
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$2,105,999
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$2,105,999
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$51
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$13,222,279
Net investment gain or loss from common/collective trusts2021-12-31$18,990,453
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$24,784,161
Employer contributions (assets) at end of year2021-12-31$2,332,630
Employer contributions (assets) at beginning of year2021-12-31$2,335,031
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$33,463,331
Contract administrator fees2021-12-31$190,454
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2021-12-31470900880
2020 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$107,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$131,747
Total income from all sources (including contributions)2020-12-31$83,016,587
Total of all expenses incurred2020-12-31$22,554,670
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$22,163,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$21,964,656
Value of total assets at end of year2020-12-31$437,284,973
Value of total assets at beginning of year2020-12-31$376,847,639
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$390,907
Total interest from all sources2020-12-31$128,814
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$10,230,951
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$10,230,951
Administrative expenses professional fees incurred2020-12-31$79,787
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$2,500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Participant contributions at end of year2020-12-31$4,355,678
Participant contributions at beginning of year2020-12-31$4,392,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$40,671
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$16,680
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$91,200
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$53,910
Other income not declared elsewhere2020-12-31$285,432
Administrative expenses (other) incurred2020-12-31$31,851
Liabilities. Value of operating payables at end of year2020-12-31$15,964
Liabilities. Value of operating payables at beginning of year2020-12-31$77,837
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$60,461,917
Value of net assets at end of year (total assets less liabilities)2020-12-31$437,177,809
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$376,715,892
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$108,620
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$225,383,779
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$178,601,096
Interest on participant loans2020-12-31$128,744
Value of interest in common/collective trusts at end of year2020-12-31$203,063,815
Value of interest in common/collective trusts at beginning of year2020-12-31$189,232,746
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$2,105,999
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$2,673,532
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$2,673,532
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$70
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$21,821,067
Net investment gain or loss from common/collective trusts2020-12-31$28,585,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$21,964,656
Employer contributions (assets) at end of year2020-12-31$2,335,031
Employer contributions (assets) at beginning of year2020-12-31$1,930,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$22,163,763
Contract administrator fees2020-12-31$170,649
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CALIBRE CPA GROUP PLLC
Accountancy firm EIN2020-12-31470900880
2019 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$131,747
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$157,216
Total income from all sources (including contributions)2019-12-31$87,396,103
Total of all expenses incurred2019-12-31$24,491,859
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$23,895,608
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$25,101,297
Value of total assets at end of year2019-12-31$376,847,639
Value of total assets at beginning of year2019-12-31$313,968,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$596,251
Total interest from all sources2019-12-31$172,000
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,673,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$6,673,378
Administrative expenses professional fees incurred2019-12-31$92,174
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$2,500,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Participant contributions at end of year2019-12-31$4,392,743
Participant contributions at beginning of year2019-12-31$3,962,941
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$16,680
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$12,994
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$53,910
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$81,124
Other income not declared elsewhere2019-12-31$2,000
Administrative expenses (other) incurred2019-12-31$38,092
Liabilities. Value of operating payables at end of year2019-12-31$77,837
Liabilities. Value of operating payables at beginning of year2019-12-31$76,092
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$62,904,244
Value of net assets at end of year (total assets less liabilities)2019-12-31$376,715,892
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$313,811,648
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$280,117
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$178,601,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$143,102,836
Interest on participant loans2019-12-31$171,954
Value of interest in common/collective trusts at end of year2019-12-31$189,232,746
Value of interest in common/collective trusts at beginning of year2019-12-31$162,477,480
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$2,673,532
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$2,240,457
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$2,240,457
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$46
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$28,303,222
Net investment gain or loss from common/collective trusts2019-12-31$27,144,206
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$25,101,297
Employer contributions (assets) at end of year2019-12-31$1,930,842
Employer contributions (assets) at beginning of year2019-12-31$2,172,156
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$23,895,608
Contract administrator fees2019-12-31$185,868
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2019-12-31470900880
2018 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$157,216
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$60,567
Total income from all sources (including contributions)2018-12-31$10,144,705
Total of all expenses incurred2018-12-31$22,009,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$21,426,104
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$24,372,034
Value of total assets at end of year2018-12-31$313,968,864
Value of total assets at beginning of year2018-12-31$325,737,445
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$583,831
Total interest from all sources2018-12-31$14,557
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$11,802,276
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$11,802,276
Administrative expenses professional fees incurred2018-12-31$85,366
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$2,500,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Participant contributions at end of year2018-12-31$3,962,941
Participant contributions at beginning of year2018-12-31$3,420,680
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$12,994
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$10,739
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$81,124
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$57,873
Administrative expenses (other) incurred2018-12-31$47,255
Liabilities. Value of operating payables at end of year2018-12-31$76,092
Liabilities. Value of operating payables at beginning of year2018-12-31$2,694
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-11,865,230
Value of net assets at end of year (total assets less liabilities)2018-12-31$313,811,648
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$325,676,878
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$277,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$143,102,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$153,118,385
Interest on participant loans2018-12-31$11,244
Value of interest in common/collective trusts at end of year2018-12-31$162,477,480
Value of interest in common/collective trusts at beginning of year2018-12-31$164,645,815
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$2,240,457
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$2,417,408
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$2,417,408
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$3,313
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-21,443,650
Net investment gain or loss from common/collective trusts2018-12-31$-4,600,512
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$24,372,034
Employer contributions (assets) at end of year2018-12-31$2,172,156
Employer contributions (assets) at beginning of year2018-12-31$2,124,418
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$21,426,104
Contract administrator fees2018-12-31$173,400
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CALIBRE CPA GROUP, PLLC
Accountancy firm EIN2018-12-31470900880
2017 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2017 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$60,567
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$52,251
Total income from all sources (including contributions)2017-12-31$62,232,686
Total of all expenses incurred2017-12-31$24,853,493
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$24,400,691
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$21,056,449
Value of total assets at end of year2017-12-31$325,737,445
Value of total assets at beginning of year2017-12-31$288,349,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$452,802
Total interest from all sources2017-12-31$76,213
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$11,076,332
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$11,076,332
Administrative expenses professional fees incurred2017-12-31$78,335
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$2,500,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Participant contributions at end of year2017-12-31$3,420,680
Participant contributions at beginning of year2017-12-31$2,765,793
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$10,739
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$11,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$57,873
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$33,371
Other income not declared elsewhere2017-12-31$375,789
Administrative expenses (other) incurred2017-12-31$45,807
Liabilities. Value of operating payables at end of year2017-12-31$2,694
Liabilities. Value of operating payables at beginning of year2017-12-31$18,880
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$37,379,193
Value of net assets at end of year (total assets less liabilities)2017-12-31$325,676,878
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$288,297,685
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$176,210
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$153,118,385
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$132,524,924
Interest on participant loans2017-12-31$74,540
Value of interest in common/collective trusts at end of year2017-12-31$164,645,815
Value of interest in common/collective trusts at beginning of year2017-12-31$148,236,066
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$2,417,408
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$3,050,122
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$3,050,122
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$1,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$12,538,426
Net investment gain or loss from common/collective trusts2017-12-31$17,109,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$21,056,449
Employer contributions (assets) at end of year2017-12-31$2,124,418
Employer contributions (assets) at beginning of year2017-12-31$1,673,272
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$24,400,691
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$88,652
Contract administrator fees2017-12-31$152,450
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2017-12-31208078757
2016 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2016 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$52,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$94,629
Total income from all sources (including contributions)2016-12-31$35,856,514
Total of all expenses incurred2016-12-31$22,186,181
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$21,929,670
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$20,465,998
Value of total assets at end of year2016-12-31$288,349,936
Value of total assets at beginning of year2016-12-31$274,721,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$256,511
Total interest from all sources2016-12-31$57,801
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,118,374
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$5,118,374
Administrative expenses professional fees incurred2016-12-31$81,059
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$2,500,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Participant contributions at end of year2016-12-31$2,765,793
Participant contributions at beginning of year2016-12-31$1,882,431
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$11,107
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$33,371
Other income not declared elsewhere2016-12-31$539,841
Administrative expenses (other) incurred2016-12-31$42,982
Liabilities. Value of operating payables at end of year2016-12-31$18,880
Liabilities. Value of operating payables at beginning of year2016-12-31$94,629
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$13,670,333
Value of net assets at end of year (total assets less liabilities)2016-12-31$288,297,685
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$274,627,352
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$5,126
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$132,524,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$127,137,860
Interest on participant loans2016-12-31$57,294
Value of interest in common/collective trusts at end of year2016-12-31$148,236,066
Value of interest in common/collective trusts at beginning of year2016-12-31$141,372,263
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$3,050,122
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$2,485,181
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$2,485,181
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$5,038,122
Net investment gain or loss from common/collective trusts2016-12-31$4,636,378
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$20,465,998
Employer contributions (assets) at end of year2016-12-31$1,673,272
Employer contributions (assets) at beginning of year2016-12-31$1,749,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$21,929,670
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$88,652
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$88,287
Contract administrator fees2016-12-31$127,344
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Value of buildings and other operty used in plan operation at beginning of year2016-12-31$6,825
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2016-12-31208078757
2015 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$94,629
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$37,817
Total income from all sources (including contributions)2015-12-31$14,731,823
Total of all expenses incurred2015-12-31$23,752,897
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$23,287,717
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$19,574,390
Value of total assets at end of year2015-12-31$274,721,981
Value of total assets at beginning of year2015-12-31$283,686,243
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$465,180
Total interest from all sources2015-12-31$10,777
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$7,349,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$7,349,240
Administrative expenses professional fees incurred2015-12-31$76,232
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$2,500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Participant contributions at end of year2015-12-31$1,882,431
Other income not declared elsewhere2015-12-31$533,323
Administrative expenses (other) incurred2015-12-31$37,248
Liabilities. Value of operating payables at end of year2015-12-31$94,629
Liabilities. Value of operating payables at beginning of year2015-12-31$37,817
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-9,021,074
Value of net assets at end of year (total assets less liabilities)2015-12-31$274,627,352
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$283,648,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$231,195
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$127,137,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$128,657,876
Interest on participant loans2015-12-31$10,583
Value of interest in common/collective trusts at end of year2015-12-31$141,372,263
Value of interest in common/collective trusts at beginning of year2015-12-31$150,806,244
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$2,485,181
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$2,263,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$2,263,128
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$194
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-7,297,527
Net investment gain or loss from common/collective trusts2015-12-31$-5,438,380
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$19,574,390
Employer contributions (assets) at end of year2015-12-31$1,749,134
Employer contributions (assets) at beginning of year2015-12-31$1,864,323
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$23,287,717
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$88,287
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$88,208
Contract administrator fees2015-12-31$120,505
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2015-12-31$6,825
Assets. Value of buildings and other operty used in plan operation at beginning of year2015-12-31$6,464
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31SALTER & COMPANY, LLC
Accountancy firm EIN2015-12-31208078757
2014 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$4,007,363
Total unrealized appreciation/depreciation of assets2014-12-31$4,007,363
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$37,817
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$27,112
Total income from all sources (including contributions)2014-12-31$33,374,146
Total loss/gain on sale of assets2014-12-31$1,014,047
Total of all expenses incurred2014-12-31$22,789,856
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$22,386,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$20,299,122
Value of total assets at end of year2014-12-31$283,686,243
Value of total assets at beginning of year2014-12-31$273,091,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$402,877
Total interest from all sources2014-12-31$120
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$7,515,108
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$35,814
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$2,500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other income not declared elsewhere2014-12-31$538,386
Administrative expenses (other) incurred2014-12-31$33,667
Liabilities. Value of operating payables at end of year2014-12-31$37,817
Liabilities. Value of operating payables at beginning of year2014-12-31$27,112
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$10,584,290
Value of net assets at end of year (total assets less liabilities)2014-12-31$283,648,426
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$273,064,136
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$207,645
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$128,657,876
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$122,631,360
Value of interest in common/collective trusts at end of year2014-12-31$150,806,244
Value of interest in common/collective trusts at beginning of year2014-12-31$147,034,557
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$2,263,128
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$1,934,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$1,934,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$120
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$20,299,122
Employer contributions (assets) at end of year2014-12-31$1,864,323
Employer contributions (assets) at beginning of year2014-12-31$1,395,926
Income. Dividends from common stock2014-12-31$7,515,108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$22,386,979
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$88,208
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$88,188
Contract administrator fees2014-12-31$125,751
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2014-12-31$6,464
Assets. Value of buildings and other operty used in plan operation at beginning of year2014-12-31$6,373
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$56,543,719
Aggregate carrying amount (costs) on sale of assets2014-12-31$55,529,672
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31HOLSINGER, P.C.
Accountancy firm EIN2014-12-31232939307
2013 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$29,541,620
Total unrealized appreciation/depreciation of assets2013-12-31$29,541,620
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$27,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,443
Total income from all sources (including contributions)2013-12-31$57,216,684
Total loss/gain on sale of assets2013-12-31$3,410,731
Total of all expenses incurred2013-12-31$21,037,225
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$20,554,536
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$19,517,246
Value of total assets at end of year2013-12-31$273,091,248
Value of total assets at beginning of year2013-12-31$236,902,120
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$482,689
Total interest from all sources2013-12-31$111
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$4,167,820
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$34,488
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$2,500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other income not declared elsewhere2013-12-31$579,156
Administrative expenses (other) incurred2013-12-31$38,693
Liabilities. Value of operating payables at end of year2013-12-31$27,112
Liabilities. Value of operating payables at beginning of year2013-12-31$17,443
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$36,179,459
Value of net assets at end of year (total assets less liabilities)2013-12-31$273,064,136
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$236,884,677
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$288,675
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$122,631,360
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$102,299,549
Value of interest in common/collective trusts at end of year2013-12-31$147,034,557
Value of interest in common/collective trusts at beginning of year2013-12-31$131,623,045
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$1,934,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,593,598
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,593,598
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$111
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$19,517,246
Employer contributions (assets) at end of year2013-12-31$1,395,926
Employer contributions (assets) at beginning of year2013-12-31$1,286,967
Income. Dividends from common stock2013-12-31$4,167,820
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$20,554,536
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$88,188
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$88,142
Contract administrator fees2013-12-31$120,833
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2013-12-31$6,373
Assets. Value of buildings and other operty used in plan operation at beginning of year2013-12-31$10,819
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$66,238,168
Aggregate carrying amount (costs) on sale of assets2013-12-31$62,827,437
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31HOLSINGER, P.C.
Accountancy firm EIN2013-12-31232939307
2012 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$17,624,546
Total unrealized appreciation/depreciation of assets2012-12-31$17,624,546
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,443
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$27,211
Total income from all sources (including contributions)2012-12-31$42,386,726
Total loss/gain on sale of assets2012-12-31$4,088,766
Total of all expenses incurred2012-12-31$20,640,583
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$20,057,888
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$18,129,716
Value of total assets at end of year2012-12-31$236,902,120
Value of total assets at beginning of year2012-12-31$215,165,745
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$582,695
Total interest from all sources2012-12-31$252
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,106,221
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$40,878
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$2,500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other income not declared elsewhere2012-12-31$437,225
Administrative expenses (other) incurred2012-12-31$44,442
Liabilities. Value of operating payables at end of year2012-12-31$17,443
Liabilities. Value of operating payables at beginning of year2012-12-31$27,211
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$21,746,143
Value of net assets at end of year (total assets less liabilities)2012-12-31$236,884,677
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$215,138,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$349,275
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$102,299,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$93,451,386
Value of interest in common/collective trusts at end of year2012-12-31$131,623,045
Value of interest in common/collective trusts at beginning of year2012-12-31$118,319,611
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,593,598
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$1,924,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$1,924,742
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$18,129,716
Employer contributions (assets) at end of year2012-12-31$1,286,967
Employer contributions (assets) at beginning of year2012-12-31$1,374,418
Income. Dividends from common stock2012-12-31$2,106,221
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$20,057,888
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$88,142
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$87,996
Contract administrator fees2012-12-31$148,100
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2012-12-31$10,819
Assets. Value of buildings and other operty used in plan operation at beginning of year2012-12-31$7,592
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$119,005,278
Aggregate carrying amount (costs) on sale of assets2012-12-31$114,916,512
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31RC HOLSINGER ASSOCIATES, P.C.
Accountancy firm EIN2012-12-31232939307
2011 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-7,457,826
Total unrealized appreciation/depreciation of assets2011-12-31$-7,457,826
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$27,211
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$323,565
Total income from all sources (including contributions)2011-12-31$11,588,536
Total loss/gain on sale of assets2011-12-31$-1,456,896
Total of all expenses incurred2011-12-31$18,763,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$18,190,589
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$17,317,554
Value of total assets at end of year2011-12-31$215,165,745
Value of total assets at beginning of year2011-12-31$222,637,430
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$573,278
Total interest from all sources2011-12-31$561
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,705,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$40,144
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$2,500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other income not declared elsewhere2011-12-31$479,853
Administrative expenses (other) incurred2011-12-31$43,849
Liabilities. Value of operating payables at end of year2011-12-31$27,211
Liabilities. Value of operating payables at beginning of year2011-12-31$323,565
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-7,175,331
Value of net assets at end of year (total assets less liabilities)2011-12-31$215,138,534
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$222,313,865
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$350,614
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$93,451,386
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$101,358,956
Value of interest in common/collective trusts at end of year2011-12-31$118,319,611
Value of interest in common/collective trusts at beginning of year2011-12-31$118,256,360
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$1,924,742
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,600,310
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,600,310
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$17,317,554
Employer contributions (assets) at end of year2011-12-31$1,374,418
Employer contributions (assets) at beginning of year2011-12-31$1,323,839
Income. Dividends from common stock2011-12-31$2,705,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$18,190,589
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$87,996
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$87,874
Contract administrator fees2011-12-31$138,671
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Value of buildings and other operty used in plan operation at end of year2011-12-31$7,592
Assets. Value of buildings and other operty used in plan operation at beginning of year2011-12-31$10,091
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$95,710,801
Aggregate carrying amount (costs) on sale of assets2011-12-31$97,167,697
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31RC HOLSINGER ASSOCIATES, PC
Accountancy firm EIN2011-12-31232939307
2010 : WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$19,181,766
Total unrealized appreciation/depreciation of assets2010-12-31$19,181,766
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$323,565
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$322,924
Total income from all sources (including contributions)2010-12-31$37,254,457
Total loss/gain on sale of assets2010-12-31$1,015,705
Total of all expenses incurred2010-12-31$17,582,272
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$17,012,333
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$15,086,403
Value of total assets at end of year2010-12-31$222,637,430
Value of total assets at beginning of year2010-12-31$202,964,603
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$569,939
Total interest from all sources2010-12-31$1,239
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,547,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$48,467
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$421,427
Administrative expenses (other) incurred2010-12-31$40,485
Liabilities. Value of operating payables at end of year2010-12-31$323,565
Liabilities. Value of operating payables at beginning of year2010-12-31$322,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$19,672,185
Value of net assets at end of year (total assets less liabilities)2010-12-31$222,313,865
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$202,641,679
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$358,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$118,266,451
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$107,077,785
Value of interest in common/collective trusts at end of year2010-12-31$101,358,956
Value of interest in common/collective trusts at beginning of year2010-12-31$92,617,998
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,600,310
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,737,639
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,737,639
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,239
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$15,086,403
Employer contributions (assets) at end of year2010-12-31$1,323,839
Employer contributions (assets) at beginning of year2010-12-31$1,443,457
Income. Dividends from common stock2010-12-31$1,547,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$17,012,333
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$87,874
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$87,724
Contract administrator fees2010-12-31$122,967
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$48,471,371
Aggregate carrying amount (costs) on sale of assets2010-12-31$47,455,666
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31RC HOLSINGER ASSOCIATES, PC
Accountancy firm EIN2010-12-31232939307

Form 5500 Responses for WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN

2022: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulti-employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulti-employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2020 form 5500 responses
2020-01-01Type of plan entityMulti-employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulti-employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulti-employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulti-employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulti-employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulti-employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulti-employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulti-employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulti-employer plan
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulti-employer plan
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: WESTERN PENNSYLVANIA ELECTRICAL EMPLOYEES DEFERRED COMPENSATION PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulti-employer plan
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3