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PEOPLES ENERGY EMPLOYEE THRIFT PLAN 401k Plan overview

Plan NamePEOPLES ENERGY EMPLOYEE THRIFT PLAN
Plan identification number 004

PEOPLES ENERGY EMPLOYEE THRIFT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • 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.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.

401k Sponsoring company profile

PEOPLES ENERGY LLC has sponsored the creation of one or more 401k plans.

Company Name:PEOPLES ENERGY LLC
Employer identification number (EIN):275133141
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEOPLES ENERGY EMPLOYEE THRIFT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0042016-01-01LISA R. GEORGE
0042015-01-01LISA R. GEORGE
0042014-01-01LISA R. GEORGE
0042013-01-01LINDA M. KALLAS WILLIAM J. GUC2014-10-13
0042012-01-01LINDA M. KALLAS WILLIAM J. GUC2013-10-10
0042011-01-01LINDA M. KALLAS WILLIAM J. GUC2012-10-01

Plan Statistics for PEOPLES ENERGY EMPLOYEE THRIFT PLAN

401k plan membership statisitcs for PEOPLES ENERGY EMPLOYEE THRIFT PLAN

Measure Date Value
2016: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-011,052
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-010
Number of participants with account balances2016-01-010
2015: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-011,044
Total number of active participants reported on line 7a of the Form 55002015-01-01967
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0177
Total of all active and inactive participants2015-01-011,044
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-011,052
Number of participants with account balances2015-01-011,051
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-016
2014: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-011,039
Total number of active participants reported on line 7a of the Form 55002014-01-01966
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0173
Total of all active and inactive participants2014-01-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-015
Total participants2014-01-011,044
Number of participants with account balances2014-01-011,043
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01957
Total number of active participants reported on line 7a of the Form 55002013-01-01964
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0175
Total of all active and inactive participants2013-01-011,039
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-011,040
Number of participants with account balances2013-01-011,039
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01907
Total number of active participants reported on line 7a of the Form 55002012-01-01887
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-0169
Total of all active and inactive participants2012-01-01956
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01957
Number of participants with account balances2012-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-011,143
Total number of active participants reported on line 7a of the Form 55002011-01-01820
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0185
Total of all active and inactive participants2011-01-01905
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-012
Total participants2011-01-01907
Number of participants with account balances2011-01-01899
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013

Financial Data on PEOPLES ENERGY EMPLOYEE THRIFT PLAN

Measure Date Value
2016 : PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-09-14$0
Total transfer of assets from this plan2016-09-14$129,514,530
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-14$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-09-14$0
Total income from all sources (including contributions)2016-09-14$11,536,676
Total loss/gain on sale of assets2016-09-14$970,682
Total of all expenses incurred2016-09-14$8,459,043
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-09-14$8,446,345
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-09-14$4,854,596
Value of total assets at end of year2016-09-14$0
Value of total assets at beginning of year2016-09-14$126,436,897
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-09-14$12,698
Total interest from all sources2016-09-14$141,877
Total dividends received (eg from common stock, registered investment company shares)2016-09-14$267,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-09-14No
Total dividends received from registered investment company shares (eg mutual funds)2016-09-14$60,713
Was this plan covered by a fidelity bond2016-09-14Yes
Value of fidelity bond cover2016-09-14$15,000,000
If this is an individual account plan, was there a blackout period2016-09-14Yes
Were there any nonexempt tranactions with any party-in-interest2016-09-14No
Contributions received from participants2016-09-14$3,718,916
Participant contributions at end of year2016-09-14$0
Participant contributions at beginning of year2016-09-14$5,309,143
Income. Received or receivable in cash from other sources (including rollovers)2016-09-14$16,440
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-14No
Value of net income/loss2016-09-14$3,077,633
Value of net assets at end of year (total assets less liabilities)2016-09-14$0
Value of net assets at beginning of year (total assets less liabilities)2016-09-14$126,436,897
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-09-14No
Were any loans by the plan or fixed income obligations due to the plan in default2016-09-14No
Were any leases to which the plan was party in default or uncollectible2016-09-14No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-09-14$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-09-14$25,722,096
Interest on participant loans2016-09-14$141,873
Interest earned on other investments2016-09-14$4
Value of interest in common/collective trusts at end of year2016-09-14$0
Value of interest in common/collective trusts at beginning of year2016-09-14$86,937,040
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-09-14$1,141,110
Net investment gain or loss from common/collective trusts2016-09-14$4,160,907
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-09-14No
Was there a failure to transmit to the plan any participant contributions2016-09-14No
Has the plan failed to provide any benefit when due under the plan2016-09-14No
Contributions received in cash from employer2016-09-14$1,119,240
Employer contributions (assets) at end of year2016-09-14$0
Employer contributions (assets) at beginning of year2016-09-14$724,414
Income. Dividends from common stock2016-09-14$206,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-09-14$8,446,345
Contract administrator fees2016-09-14$12,698
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-09-14Yes
Assets. Corporate common stocks other than exployer securities at end of year2016-09-14$0
Assets. Corporate common stocks other than exployer securities at beginning of year2016-09-14$7,744,204
Did the plan have assets held for investment2016-09-14No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-09-14No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-09-14Yes
Aggregate proceeds on sale of assets2016-09-14$1,648,226
Aggregate carrying amount (costs) on sale of assets2016-09-14$677,544
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-09-14Yes
Opinion of an independent qualified public accountant for this plan2016-09-14Disclaimer
Accountancy firm name2016-09-14SCHENCK SC
Accountancy firm EIN2016-09-14391173131
2015 : PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$47,772
Total unrealized appreciation/depreciation of assets2015-12-31$47,772
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$557,910
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$8,631,666
Total loss/gain on sale of assets2015-12-31$-33,746
Total of all expenses incurred2015-12-31$9,320,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,309,548
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$7,702,834
Value of total assets at end of year2015-12-31$126,436,897
Value of total assets at beginning of year2015-12-31$127,684,116
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,427
Total interest from all sources2015-12-31$211,765
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$751,393
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$491,741
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$15,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$5,249,273
Participant contributions at end of year2015-12-31$5,309,143
Participant contributions at beginning of year2015-12-31$5,289,337
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$80,606
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Income. Non cash contributions2015-12-31$0
Value of net income/loss2015-12-31$-689,309
Value of net assets at end of year (total assets less liabilities)2015-12-31$126,436,897
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$127,684,116
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$25,722,096
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$26,752,529
Interest on participant loans2015-12-31$211,762
Interest earned on other investments2015-12-31$3
Value of interest in common/collective trusts at end of year2015-12-31$86,937,040
Value of interest in common/collective trusts at beginning of year2015-12-31$86,741,464
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-800,266
Net investment gain or loss from common/collective trusts2015-12-31$751,914
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$2,372,955
Employer contributions (assets) at end of year2015-12-31$724,414
Employer contributions (assets) at beginning of year2015-12-31$587,943
Income. Dividends from common stock2015-12-31$259,652
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,309,548
Contract administrator fees2015-12-31$11,427
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$7,744,204
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$8,312,843
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
Aggregate proceeds on sale of assets2015-12-31$823,011
Aggregate carrying amount (costs) on sale of assets2015-12-31$856,757
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31SCHENCK, SC
Accountancy firm EIN2015-12-31391173131
2014 : PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,500,904
Total unrealized appreciation/depreciation of assets2014-12-31$2,500,904
Total transfer of assets from this plan2014-12-31$143,738
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$18,595,621
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$5,522,748
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$5,511,291
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$7,156,764
Value of total assets at end of year2014-12-31$127,684,116
Value of total assets at beginning of year2014-12-31$114,754,981
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$11,457
Total interest from all sources2014-12-31$216,868
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$796,076
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$506,506
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$15,000,000
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
Contributions received from participants2014-12-31$4,899,235
Participant contributions at end of year2014-12-31$5,289,337
Participant contributions at beginning of year2014-12-31$5,377,404
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$0
Administrative expenses (other) incurred2014-12-31$11,457
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$35
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$13,072,873
Value of net assets at end of year (total assets less liabilities)2014-12-31$127,684,116
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$114,754,981
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$26,752,529
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$22,892,237
Interest on participant loans2014-12-31$216,868
Value of interest in common/collective trusts at end of year2014-12-31$86,741,464
Value of interest in common/collective trusts at beginning of year2014-12-31$80,052,832
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$847,506
Net investment gain or loss from common/collective trusts2014-12-31$7,077,503
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$2,257,529
Employer contributions (assets) at end of year2014-12-31$587,943
Employer contributions (assets) at beginning of year2014-12-31$432,564
Income. Dividends from common stock2014-12-31$289,570
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$5,511,291
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$8,312,843
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$5,999,909
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31SCHENCK SC
Accountancy firm EIN2014-12-31391173131
2013 : PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$16,518,687
Total unrealized appreciation/depreciation of assets2013-12-31$16,518,687
Total transfer of assets from this plan2013-12-31$74,976
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$23,845,505
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,887,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,879,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$6,472,015
Value of total assets at end of year2013-12-31$114,754,981
Value of total assets at beginning of year2013-12-31$96,872,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$8,545
Total interest from all sources2013-12-31$205,545
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$649,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$350,877
Administrative expenses professional fees incurred2013-12-31$8,545
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$15,000,000
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
Contributions received from participants2013-12-31$4,410,825
Participant contributions at end of year2013-12-31$5,377,404
Participant contributions at beginning of year2013-12-31$4,886,928
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,172
Total non interest bearing cash at end of year2013-12-31$35
Total non interest bearing cash at beginning of year2013-12-31$123,014
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$17,957,744
Value of net assets at end of year (total assets less liabilities)2013-12-31$114,754,981
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$96,872,213
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$22,892,237
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,879,193
Interest on participant loans2013-12-31$205,545
Value of interest in common/collective trusts at end of year2013-12-31$80,052,832
Value of interest in common/collective trusts at beginning of year2013-12-31$68,598,259
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$2,060,018
Employer contributions (assets) at end of year2013-12-31$432,564
Employer contributions (assets) at beginning of year2013-12-31$220,449
Income. Dividends from common stock2013-12-31$298,381
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,879,216
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$5,999,909
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$6,164,370
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31SCHENCK, SC
Accountancy firm EIN2013-12-31391173131
2012 : PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$7,401,764
Total unrealized appreciation/depreciation of assets2012-12-31$7,401,764
Total transfer of assets from this plan2012-12-31$144,699
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$14,099,918
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,334,711
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,329,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,732,882
Value of total assets at end of year2012-12-31$96,872,213
Value of total assets at beginning of year2012-12-31$87,251,705
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$4,919
Total interest from all sources2012-12-31$205,816
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$719,376
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
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
Contributions received from participants2012-12-31$3,931,584
Participant contributions at end of year2012-12-31$4,886,928
Participant contributions at beginning of year2012-12-31$4,833,498
Other income not declared elsewhere2012-12-31$40,080
Total non interest bearing cash at end of year2012-12-31$123,014
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$9,765,207
Value of net assets at end of year (total assets less liabilities)2012-12-31$96,872,213
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$87,251,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$16,879,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,379,883
Interest on participant loans2012-12-31$205,816
Value of interest in common/collective trusts at end of year2012-12-31$68,598,259
Value of interest in common/collective trusts at beginning of year2012-12-31$62,364,854
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$1,801,298
Employer contributions (assets) at end of year2012-12-31$220,449
Employer contributions (assets) at beginning of year2012-12-31$155,457
Income. Dividends from common stock2012-12-31$719,376
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,329,792
Contract administrator fees2012-12-31$4,919
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$6,164,370
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$6,518,013
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHENCK SC
Accountancy firm EIN2012-12-31391173131
2011 : PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$1,552,197
Total unrealized appreciation/depreciation of assets2011-12-31$1,552,197
Total transfer of assets from this plan2011-12-31$130,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$7,617,605
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$6,542,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$6,534,451
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,329,000
Value of total assets at end of year2011-12-31$87,251,705
Value of total assets at beginning of year2011-12-31$86,307,871
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$8,467
Total interest from all sources2011-12-31$233,599
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$607,615
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
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
Contributions received from participants2011-12-31$3,603,234
Participant contributions at end of year2011-12-31$4,833,498
Participant contributions at beginning of year2011-12-31$4,493,774
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$42,545
Other income not declared elsewhere2011-12-31$33,686
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,074,687
Value of net assets at end of year (total assets less liabilities)2011-12-31$87,251,705
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$86,307,871
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,379,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$12,076,414
Interest on participant loans2011-12-31$233,598
Interest earned on other investments2011-12-31$1
Value of interest in common/collective trusts at end of year2011-12-31$62,364,854
Value of interest in common/collective trusts at beginning of year2011-12-31$63,314,014
Net investment gain or loss from common/collective trusts2011-12-31$-138,492
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$1,683,221
Employer contributions (assets) at end of year2011-12-31$155,457
Employer contributions (assets) at beginning of year2011-12-31$128,050
Income. Dividends from common stock2011-12-31$607,615
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$6,534,451
Contract administrator fees2011-12-31$8,467
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$6,518,013
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$6,295,619
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31SCHENCK SC
Accountancy firm EIN2011-12-31391173131

Form 5500 Responses for PEOPLES ENERGY EMPLOYEE THRIFT PLAN

2016: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingYes
2016-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEOPLES ENERGY EMPLOYEE THRIFT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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