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EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 401k Plan overview

Plan NameEMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY
Plan identification number 001

EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

INDIANAPOLIS POWER & LIGHT COMPANY has sponsored the creation of one or more 401k plans.

Company Name:INDIANAPOLIS POWER & LIGHT COMPANY
Employer identification number (EIN):350413620
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01MATTHEW H. ROACH
0012016-01-01EDWARD J. KUNZ
0012015-01-01EDWARD J. KUNZ
0012015-01-01
0012014-01-01EDWARD J. KUNZ
0012013-01-01EDWARD J. KUNZ EDWARD J. KUNZ2014-10-13
0012012-01-01EDWARD J. KUNZ EDWARD J. KUNZ2013-10-13
0012011-01-01EDWARD J. KUNZ EDWARD J. KUNZ2012-10-11
0012009-01-01CONNIE R. HORWITZ CONNIE R. HORWITZ2010-10-15

Plan Statistics for EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY

401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY

Measure Date Value
2022: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2022 401k membership
Market value of plan assets2022-12-31817,152,045
Acturial value of plan assets2022-12-31788,376,086
Funding target for retired participants and beneficiaries receiving payment2022-12-31403,944,910
Number of terminated vested participants2022-12-31135
Fundng target for terminated vested participants2022-12-3113,351,128
Active participant vested funding target2022-12-31159,661,709
Number of active participants2022-12-31782
Total funding liabilities for active participants2022-12-31170,315,525
Total participant count2022-12-312,161
Total funding target for all participants2022-12-31587,611,563
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3198,242,770
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3198,242,770
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31102,300,196
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-315,707,677
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-012,134
Total number of active participants reported on line 7a of the Form 55002022-01-01737
Number of retired or separated participants receiving benefits2022-01-011,172
Number of other retired or separated participants entitled to future benefits2022-01-01129
Total of all active and inactive participants2022-01-012,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0179
Total participants2022-01-012,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-011
2021: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2021 401k membership
Market value of plan assets2021-12-31846,483,230
Acturial value of plan assets2021-12-31761,834,907
Funding target for retired participants and beneficiaries receiving payment2021-12-31407,061,828
Number of terminated vested participants2021-12-31133
Fundng target for terminated vested participants2021-12-3112,682,492
Active participant vested funding target2021-12-31167,191,947
Number of active participants2021-12-31838
Total funding liabilities for active participants2021-12-31177,464,922
Total participant count2021-12-312,358
Total funding target for all participants2021-12-31597,209,242
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3184,743,181
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3184,743,181
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3198,242,770
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-315,074,357
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-012,335
Total number of active participants reported on line 7a of the Form 55002021-01-01782
Number of retired or separated participants receiving benefits2021-01-011,146
Number of other retired or separated participants entitled to future benefits2021-01-01133
Total of all active and inactive participants2021-01-012,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0173
Total participants2021-01-012,134
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-013
2020: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2020 401k membership
Market value of plan assets2020-12-31765,936,196
Acturial value of plan assets2020-12-31723,610,735
Funding target for retired participants and beneficiaries receiving payment2020-12-31411,332,955
Number of terminated vested participants2020-12-31133
Fundng target for terminated vested participants2020-12-3112,523,993
Active participant vested funding target2020-12-31192,908,187
Number of active participants2020-12-31848
Total funding liabilities for active participants2020-12-31207,315,648
Total participant count2020-12-312,347
Total funding target for all participants2020-12-31631,172,596
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3178,459,192
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-317,348,022
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3171,111,170
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3184,743,181
Total employer contributions2020-12-310
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-310
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-315,374,447
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-012,328
Total number of active participants reported on line 7a of the Form 55002020-01-01838
Number of retired or separated participants receiving benefits2020-01-011,219
Number of other retired or separated participants entitled to future benefits2020-01-01127
Total of all active and inactive participants2020-01-012,184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01151
Total participants2020-01-012,335
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2019 401k membership
Market value of plan assets2019-12-31677,328,274
Acturial value of plan assets2019-12-31699,295,838
Funding target for retired participants and beneficiaries receiving payment2019-12-31395,518,935
Number of terminated vested participants2019-12-31132
Fundng target for terminated vested participants2019-12-3112,052,834
Active participant vested funding target2019-12-31199,919,489
Number of active participants2019-12-31914
Total funding liabilities for active participants2019-12-31215,187,260
Total participant count2019-12-312,366
Total funding target for all participants2019-12-31622,759,029
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3180,677,832
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3180,677,832
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3178,459,192
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-317,035,659
Net shortfall amortization installment of oustanding balance2019-12-311,922,383
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,348,022
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-317,348,022
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-012,350
Total number of active participants reported on line 7a of the Form 55002019-01-01848
Number of retired or separated participants receiving benefits2019-01-011,224
Number of other retired or separated participants entitled to future benefits2019-01-01127
Total of all active and inactive participants2019-01-012,199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01129
Total participants2019-01-012,328
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2018 401k membership
Market value of plan assets2018-12-31761,297,569
Acturial value of plan assets2018-12-31723,202,507
Funding target for retired participants and beneficiaries receiving payment2018-12-31369,539,745
Number of terminated vested participants2018-12-31133
Fundng target for terminated vested participants2018-12-3111,040,828
Active participant vested funding target2018-12-31211,829,075
Number of active participants2018-12-31968
Total funding liabilities for active participants2018-12-31228,705,597
Total participant count2018-12-312,784
Total funding target for all participants2018-12-31609,286,170
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3144,396,662
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-3144,396,662
Present value of excess contributions2018-12-3128,321,636
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3129,981,284
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-3129,981,284
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-3180,677,832
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-316,888,599
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-012,731
Total number of active participants reported on line 7a of the Form 55002018-01-01914
Number of retired or separated participants receiving benefits2018-01-011,204
Number of other retired or separated participants entitled to future benefits2018-01-01126
Total of all active and inactive participants2018-01-012,244
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01106
Total participants2018-01-012,350
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2017 401k membership
Market value of plan assets2017-12-31675,383,152
Acturial value of plan assets2017-12-31683,397,397
Funding target for retired participants and beneficiaries receiving payment2017-12-31351,946,230
Number of terminated vested participants2017-12-31138
Fundng target for terminated vested participants2017-12-3110,815,862
Active participant vested funding target2017-12-31212,261,477
Number of active participants2017-12-31998
Total funding liabilities for active participants2017-12-31230,537,438
Total participant count2017-12-312,811
Total funding target for all participants2017-12-31593,299,530
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3134,315,747
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3134,315,747
Present value of excess contributions2017-12-316,684,189
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-317,088,582
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-317,088,582
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-3144,396,662
Total employer contributions2017-12-3130,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3128,321,636
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-317,194,836
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-3128,321,636
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-012,761
Total number of active participants reported on line 7a of the Form 55002017-01-01968
Number of retired or separated participants receiving benefits2017-01-011,317
Number of other retired or separated participants entitled to future benefits2017-01-01128
Total of all active and inactive participants2017-01-012,413
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01318
Total participants2017-01-012,731
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2016 401k membership
Market value of plan assets2016-12-31649,913,132
Acturial value of plan assets2016-12-31674,005,060
Funding target for retired participants and beneficiaries receiving payment2016-12-31340,534,502
Number of terminated vested participants2016-12-31135
Fundng target for terminated vested participants2016-12-319,763,649
Active participant vested funding target2016-12-31209,435,834
Number of active participants2016-12-311,022
Total funding liabilities for active participants2016-12-31229,472,840
Total participant count2016-12-312,820
Total funding target for all participants2016-12-31579,770,991
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3134,623,900
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-3134,623,900
Present value of excess contributions2016-12-3114,934,990
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3115,868,427
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-3134,315,747
Total employer contributions2016-12-317,100,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-316,684,189
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-317,457,885
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-316,684,189
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-012,772
Total number of active participants reported on line 7a of the Form 55002016-01-01998
Number of retired or separated participants receiving benefits2016-01-011,308
Number of other retired or separated participants entitled to future benefits2016-01-01133
Total of all active and inactive participants2016-01-012,439
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01322
Total participants2016-01-012,761
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-013
2015: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2015 401k membership
Total participants, beginning-of-year2015-01-012,803
Total number of active participants reported on line 7a of the Form 55002015-01-011,023
Number of retired or separated participants receiving benefits2015-01-011,312
Number of other retired or separated participants entitled to future benefits2015-01-01128
Total of all active and inactive participants2015-01-012,463
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01309
Total participants2015-01-012,772
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-012
2014: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2014 401k membership
Total participants, beginning-of-year2014-01-012,856
Total number of active participants reported on line 7a of the Form 55002014-01-011,059
Number of retired or separated participants receiving benefits2014-01-011,315
Number of other retired or separated participants entitled to future benefits2014-01-01125
Total of all active and inactive participants2014-01-012,499
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01304
Total participants2014-01-012,803
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2013 401k membership
Total participants, beginning-of-year2013-01-013,086
Total number of active participants reported on line 7a of the Form 55002013-01-011,097
Number of retired or separated participants receiving benefits2013-01-011,334
Number of other retired or separated participants entitled to future benefits2013-01-01125
Total of all active and inactive participants2013-01-012,556
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01300
Total participants2013-01-012,856
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-012
2012: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2012 401k membership
Total participants, beginning-of-year2012-01-013,120
Total number of active participants reported on line 7a of the Form 55002012-01-011,159
Number of retired or separated participants receiving benefits2012-01-011,311
Number of other retired or separated participants entitled to future benefits2012-01-01323
Total of all active and inactive participants2012-01-012,793
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01293
Total participants2012-01-013,086
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-014
2011: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2011 401k membership
Total participants, beginning-of-year2011-01-013,156
Total number of active participants reported on line 7a of the Form 55002011-01-011,197
Number of retired or separated participants receiving benefits2011-01-011,296
Number of other retired or separated participants entitled to future benefits2011-01-01339
Total of all active and inactive participants2011-01-012,832
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01288
Total participants2011-01-013,120
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-011
2009: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2009 401k membership
Total participants, beginning-of-year2009-01-013,188
Total number of active participants reported on line 7a of the Form 55002009-01-011,266
Number of retired or separated participants receiving benefits2009-01-011,293
Number of other retired or separated participants entitled to future benefits2009-01-01351
Total of all active and inactive participants2009-01-012,910
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01276
Total participants2009-01-013,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY

Measure Date Value
2022 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$592,722
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$1,086,189
Total income from all sources (including contributions)2022-12-31$-169,243,870
Total loss/gain on sale of assets2022-12-31$16,017,551
Total of all expenses incurred2022-12-31$39,365,005
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$38,149,479
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$608,049,703
Value of total assets at beginning of year2022-12-31$817,152,045
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,215,526
Total interest from all sources2022-12-31$24,684
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$78,682
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,966
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$-155,543
Liabilities. Value of operating payables at end of year2022-12-31$592,722
Liabilities. Value of operating payables at beginning of year2022-12-31$1,086,189
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-208,608,875
Value of net assets at end of year (total assets less liabilities)2022-12-31$607,456,981
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$816,065,856
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$1,238,987
Value of interest in common/collective trusts at end of year2022-12-31$604,644,737
Value of interest in common/collective trusts at beginning of year2022-12-31$813,766,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,400,000
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,385,319
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,385,319
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$24,684
Net investment gain or loss from common/collective trusts2022-12-31$-185,286,105
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Assets. Invements in employer securities at end of year2022-12-31$0
Assets. Invements in employer securities at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$38,149,479
Contract administrator fees2022-12-31$53,400
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
Aggregate proceeds on sale of assets2022-12-31$188,957,317
Aggregate carrying amount (costs) on sale of assets2022-12-31$172,939,766
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31ERNST & YOUNG LLP
Accountancy firm EIN2022-12-31346565596
2021 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-9,277,191
Total unrealized appreciation/depreciation of assets2021-12-31$-9,277,191
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,086,189
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$1,059,359
Total income from all sources (including contributions)2021-12-31$35,305,352
Total loss/gain on sale of assets2021-12-31$44,581,676
Total of all expenses incurred2021-12-31$64,663,367
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$62,766,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$817,152,045
Value of total assets at beginning of year2021-12-31$846,483,230
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,897,010
Total interest from all sources2021-12-31$867
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$177,942
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Administrative expenses (other) incurred2021-12-31$200,806
Liabilities. Value of operating payables at end of year2021-12-31$1,086,189
Liabilities. Value of operating payables at beginning of year2021-12-31$1,059,359
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-29,358,015
Value of net assets at end of year (total assets less liabilities)2021-12-31$816,065,856
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$845,423,871
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$1,464,911
Value of interest in common/collective trusts at end of year2021-12-31$813,766,726
Value of interest in common/collective trusts at beginning of year2021-12-31$843,250,272
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,385,319
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$3,232,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$3,232,958
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$867
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$23,597,707
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Assets. Invements in employer securities at end of year2021-12-31$0
Assets. Invements in employer securities at beginning of year2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$39,168,650
Contract administrator fees2021-12-31$53,351
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
Aggregate proceeds on sale of assets2021-12-31$230,034,051
Aggregate carrying amount (costs) on sale of assets2021-12-31$185,452,375
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31ERNST & YOUNG LLP
Accountancy firm EIN2021-12-31346565596
2020 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$75,040,096
Total unrealized appreciation/depreciation of assets2020-12-31$75,040,096
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,059,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$690,554
Total income from all sources (including contributions)2020-12-31$119,888,382
Total loss/gain on sale of assets2020-12-31$44,841,905
Total of all expenses incurred2020-12-31$39,710,152
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$38,040,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$0
Value of total assets at end of year2020-12-31$846,483,230
Value of total assets at beginning of year2020-12-31$765,936,195
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,669,468
Total interest from all sources2020-12-31$3,655
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$120,178
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,532
Other income not declared elsewhere2020-12-31$2,726
Administrative expenses (other) incurred2020-12-31$193,141
Liabilities. Value of operating payables at end of year2020-12-31$1,059,359
Liabilities. Value of operating payables at beginning of year2020-12-31$690,554
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$80,178,230
Value of net assets at end of year (total assets less liabilities)2020-12-31$845,423,871
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$765,245,641
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$1,303,827
Value of interest in common/collective trusts at end of year2020-12-31$843,250,272
Value of interest in common/collective trusts at beginning of year2020-12-31$762,657,662
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$3,232,958
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,277,001
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,277,001
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,655
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Assets. Invements in employer securities at end of year2020-12-31$0
Assets. Invements in employer securities at beginning of year2020-12-31$0
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$38,040,684
Contract administrator fees2020-12-31$52,322
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
Aggregate proceeds on sale of assets2020-12-31$283,216,862
Aggregate carrying amount (costs) on sale of assets2020-12-31$238,374,957
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31ERNST & YOUNG LLP
Accountancy firm EIN2020-12-31346565596
2019 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$95,108,931
Total unrealized appreciation/depreciation of assets2019-12-31$95,108,931
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$690,554
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$393,731
Total income from all sources (including contributions)2019-12-31$123,827,868
Total loss/gain on sale of assets2019-12-31$24,961,738
Total of all expenses incurred2019-12-31$35,910,501
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$34,047,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$765,936,195
Value of total assets at beginning of year2019-12-31$677,722,005
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,862,922
Total interest from all sources2019-12-31$38,806
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$3,021,315
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$3,021,315
Administrative expenses professional fees incurred2019-12-31$89,445
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,576,737
Other income not declared elsewhere2019-12-31$690,836
Administrative expenses (other) incurred2019-12-31$390,455
Liabilities. Value of operating payables at end of year2019-12-31$690,554
Liabilities. Value of operating payables at beginning of year2019-12-31$393,731
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$87,917,367
Value of net assets at end of year (total assets less liabilities)2019-12-31$765,245,641
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$677,328,274
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$1,335,984
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$543,977,252
Value of interest in common/collective trusts at end of year2019-12-31$762,657,662
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,277,001
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$3,443,993
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$3,443,993
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$38,806
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$128,724,023
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$6,242
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Assets. Invements in employer securities at end of year2019-12-31$0
Assets. Invements in employer securities at beginning of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$34,047,579
Contract administrator fees2019-12-31$47,038
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
Aggregate proceeds on sale of assets2019-12-31$1,172,105,871
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,147,144,133
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31ERNST & YOUNG LLP
Accountancy firm EIN2019-12-31346565596
2018 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,468,594
Total unrealized appreciation/depreciation of assets2018-12-31$1,468,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$393,731
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$382,794
Total income from all sources (including contributions)2018-12-31$-20,290,098
Total loss/gain on sale of assets2018-12-31$3,277,274
Total of all expenses incurred2018-12-31$63,697,914
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$61,790,785
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$677,722,005
Value of total assets at beginning of year2018-12-31$761,699,080
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,907,129
Total interest from all sources2018-12-31$65,154
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$20,297,390
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$20,297,390
Administrative expenses professional fees incurred2018-12-31$174,297
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,576,737
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,722,141
Other income not declared elsewhere2018-12-31$3,368
Administrative expenses (other) incurred2018-12-31$202,094
Liabilities. Value of operating payables at end of year2018-12-31$393,731
Liabilities. Value of operating payables at beginning of year2018-12-31$382,794
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-83,988,012
Value of net assets at end of year (total assets less liabilities)2018-12-31$677,328,274
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$761,316,286
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$1,459,230
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$543,977,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$628,056,149
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$3,443,993
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$65,154
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$24,238,174
Asset value of US Government securities at end of year2018-12-31$128,724,023
Asset value of US Government securities at beginning of year2018-12-31$101,920,790
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-45,401,878
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
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
Assets. Invements in employer securities at end of year2018-12-31$0
Assets. Invements in employer securities at beginning of year2018-12-31$0
Contributions received in cash from employer2018-12-31$0
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$37,552,611
Contract administrator fees2018-12-31$71,508
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
Aggregate proceeds on sale of assets2018-12-31$515,139,337
Aggregate carrying amount (costs) on sale of assets2018-12-31$511,862,063
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31ERNST & YOUNG LLP
Accountancy firm EIN2018-12-31346565596
2017 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$2,831,788
Total unrealized appreciation/depreciation of assets2017-12-31$2,831,788
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$382,794
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$358,889
Total income from all sources (including contributions)2017-12-31$123,170,644
Total loss/gain on sale of assets2017-12-31$2,958,388
Total of all expenses incurred2017-12-31$37,248,927
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$35,121,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$30,000,000
Value of total assets at end of year2017-12-31$761,699,080
Value of total assets at beginning of year2017-12-31$675,753,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,127,399
Total interest from all sources2017-12-31$744
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$16,229,947
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$16,229,947
Administrative expenses professional fees incurred2017-12-31$117,072
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,722,141
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$693,201
Other income not declared elsewhere2017-12-31$4,681
Administrative expenses (other) incurred2017-12-31$505,451
Liabilities. Value of operating payables at end of year2017-12-31$382,794
Liabilities. Value of operating payables at beginning of year2017-12-31$358,889
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$85,921,717
Value of net assets at end of year (total assets less liabilities)2017-12-31$761,316,286
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$675,394,569
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$1,434,341
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$628,056,149
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$613,352,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$2
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$2
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$744
Asset value of US Government securities at end of year2017-12-31$101,920,790
Asset value of US Government securities at beginning of year2017-12-31$54,608,242
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$71,145,096
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
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
Assets. Invements in employer securities at end of year2017-12-31$0
Assets. Invements in employer securities at beginning of year2017-12-31$0
Contributions received in cash from employer2017-12-31$30,000,000
Employer contributions (assets) at end of year2017-12-31$30,000,000
Employer contributions (assets) at beginning of year2017-12-31$7,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$35,121,528
Contract administrator fees2017-12-31$70,535
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
Aggregate proceeds on sale of assets2017-12-31$68,957,813
Aggregate carrying amount (costs) on sale of assets2017-12-31$65,999,425
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31ERNST & YOUNG LLP
Accountancy firm EIN2017-12-31346565596
2016 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$246,889
Total unrealized appreciation/depreciation of assets2016-12-31$246,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$358,889
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$355,353
Total income from all sources (including contributions)2016-12-31$62,135,844
Total loss/gain on sale of assets2016-12-31$1,228,747
Total of all expenses incurred2016-12-31$36,685,980
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$34,276,331
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,100,000
Value of total assets at end of year2016-12-31$675,753,458
Value of total assets at beginning of year2016-12-31$650,300,058
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,409,649
Total interest from all sources2016-12-31$123
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$14,998,914
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$14,998,914
Administrative expenses professional fees incurred2016-12-31$121,550
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$693,201
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$668,711
Other income not declared elsewhere2016-12-31$35,865
Administrative expenses (other) incurred2016-12-31$872,508
Liabilities. Value of operating payables at end of year2016-12-31$358,889
Liabilities. Value of operating payables at beginning of year2016-12-31$355,353
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$25,449,864
Value of net assets at end of year (total assets less liabilities)2016-12-31$675,394,569
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$649,944,705
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$1,349,190
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$613,352,013
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$580,561,928
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$2
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$3,026
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$3,026
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$123
Asset value of US Government securities at end of year2016-12-31$54,608,242
Asset value of US Government securities at beginning of year2016-12-31$53,166,393
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$38,525,306
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Assets. Invements in employer securities at end of year2016-12-31$0
Assets. Invements in employer securities at beginning of year2016-12-31$0
Contributions received in cash from employer2016-12-31$7,100,000
Employer contributions (assets) at end of year2016-12-31$7,100,000
Employer contributions (assets) at beginning of year2016-12-31$15,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$34,276,331
Contract administrator fees2016-12-31$66,401
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
Aggregate proceeds on sale of assets2016-12-31$15,115,299
Aggregate carrying amount (costs) on sale of assets2016-12-31$13,886,552
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31ERNST & YOUNG LLP
Accountancy firm EIN2016-12-31346565596
2015 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-3,322,536
Total unrealized appreciation/depreciation of assets2015-12-31$-3,322,536
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$355,353
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$360,326
Total income from all sources (including contributions)2015-12-31$10,085,640
Total loss/gain on sale of assets2015-12-31$2,649,750
Total of all expenses incurred2015-12-31$35,218,348
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$33,303,016
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$15,900,000
Value of total assets at end of year2015-12-31$650,300,058
Value of total assets at beginning of year2015-12-31$675,437,739
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,915,332
Total interest from all sources2015-12-31$9
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$14,308,911
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$14,308,911
Administrative expenses professional fees incurred2015-12-31$70,869
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$668,711
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$656,119
Other income not declared elsewhere2015-12-31$49,004
Administrative expenses (other) incurred2015-12-31$462,891
Liabilities. Value of operating payables at end of year2015-12-31$355,353
Liabilities. Value of operating payables at beginning of year2015-12-31$360,326
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-25,132,708
Value of net assets at end of year (total assets less liabilities)2015-12-31$649,944,705
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$675,077,413
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$1,315,747
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$580,561,928
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$582,557,365
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$3,026
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$561
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$561
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$9
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$310,312
Asset value of US Government securities at end of year2015-12-31$53,166,393
Asset value of US Government securities at beginning of year2015-12-31$66,913,382
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-19,347,142
Net gain/loss from 103.12 investment entities2015-12-31$-152,356
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Assets. Invements in employer securities at end of year2015-12-31$0
Assets. Invements in employer securities at beginning of year2015-12-31$0
Contributions received in cash from employer2015-12-31$15,900,000
Employer contributions (assets) at end of year2015-12-31$15,900,000
Employer contributions (assets) at beginning of year2015-12-31$25,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$33,303,016
Contract administrator fees2015-12-31$65,825
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$69,563,132
Aggregate carrying amount (costs) on sale of assets2015-12-31$66,913,382
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 name2015-12-31ERNST & YOUNG LLP
Accountancy firm EIN2015-12-31346565596
2014 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$12,650,593
Total unrealized appreciation/depreciation of assets2014-12-31$12,650,593
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$360,326
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$483,198
Total income from all sources (including contributions)2014-12-31$97,392,978
Total loss/gain on sale of assets2014-12-31$1,187,095
Total of all expenses incurred2014-12-31$34,074,022
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$32,390,937
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$25,000,000
Value of total assets at end of year2014-12-31$675,437,739
Value of total assets at beginning of year2014-12-31$612,241,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,683,085
Total interest from all sources2014-12-31$-1,090,034
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$13,618,425
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$108,728
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$40,599,767
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$656,119
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$3,353,042
Other income not declared elsewhere2014-12-31$50,289
Administrative expenses (other) incurred2014-12-31$238,336
Liabilities. Value of operating payables at end of year2014-12-31$360,326
Liabilities. Value of operating payables at beginning of year2014-12-31$483,198
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$63,318,956
Value of net assets at end of year (total assets less liabilities)2014-12-31$675,077,413
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$611,758,457
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$1,273,488
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$582,557,365
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$215,975,690
Income. Interest from US Government securities2014-12-31$18,291
Income. Interest from corporate debt instruments2014-12-31$-1,108,491
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$561
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$53,442,801
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$53,442,801
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$166
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$310,312
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$7,749,831
Asset value of US Government securities at end of year2014-12-31$66,913,382
Asset value of US Government securities at beginning of year2014-12-31$31,752,291
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$45,676,271
Net gain/loss from 103.12 investment entities2014-12-31$300,339
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$25,000,000
Employer contributions (assets) at end of year2014-12-31$25,000,000
Employer contributions (assets) at beginning of year2014-12-31$54,100,000
Income. Dividends from preferred stock2014-12-31$84,078
Income. Dividends from common stock2014-12-31$13,534,347
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$32,390,937
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$159,393,248
Contract administrator fees2014-12-31$62,533
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$45,874,985
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 appraiser2014-12-31Yes
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$456,466,496
Aggregate carrying amount (costs) on sale of assets2014-12-31$455,279,401
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31ERNST & YOUNG LLP
Accountancy firm EIN2014-12-31356565596
2013 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$-4,121,889
Total unrealized appreciation/depreciation of assets2013-12-31$-4,121,889
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$483,198
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$756,863
Total income from all sources (including contributions)2013-12-31$175,479,182
Total loss/gain on sale of assets2013-12-31$16,337,906
Total of all expenses incurred2013-12-31$56,092,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$53,129,469
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$101,700,000
Value of total assets at end of year2013-12-31$612,241,655
Value of total assets at beginning of year2013-12-31$493,128,406
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,962,799
Total interest from all sources2013-12-31$7,664,005
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$3,802,481
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$1,807,855
Administrative expenses professional fees incurred2013-12-31$183,944
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$40,599,767
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$9,561,825
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$3,353,042
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$2,230,613
Other income not declared elsewhere2013-12-31$102,140
Administrative expenses (other) incurred2013-12-31$1,262,655
Liabilities. Value of operating payables at end of year2013-12-31$483,198
Liabilities. Value of operating payables at beginning of year2013-12-31$756,863
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$119,386,914
Value of net assets at end of year (total assets less liabilities)2013-12-31$611,758,457
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$492,371,543
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$1,376,409
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$215,975,690
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$50,325,670
Income. Interest from US Government securities2013-12-31$434,363
Income. Interest from corporate debt instruments2013-12-31$7,226,477
Value of interest in common/collective trusts at beginning of year2013-12-31$70,091,205
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$53,442,801
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$31,000,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$31,000,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$3,165
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$7,749,831
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$35,497,759
Asset value of US Government securities at end of year2013-12-31$31,752,291
Asset value of US Government securities at beginning of year2013-12-31$25,169,641
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$14,512,998
Net investment gain or loss from common/collective trusts2013-12-31$29,629,770
Net gain/loss from 103.12 investment entities2013-12-31$5,851,771
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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$101,700,000
Employer contributions (assets) at end of year2013-12-31$54,100,000
Employer contributions (assets) at beginning of year2013-12-31$2,000,000
Income. Dividends from common stock2013-12-31$1,994,626
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$53,129,469
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$159,393,248
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$148,573,024
Contract administrator fees2013-12-31$139,791
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. Corporate common stocks other than exployer securities at end of year2013-12-31$45,874,985
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$118,678,308
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 appraiser2013-12-31Yes
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$826,912,210
Aggregate carrying amount (costs) on sale of assets2013-12-31$810,574,304
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 name2013-12-31ERNST & YOUNG LLP
Accountancy firm EIN2013-12-31356565596
2012 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$16,826,759
Total unrealized appreciation/depreciation of assets2012-12-31$16,826,759
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$756,863
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$570,598
Total income from all sources (including contributions)2012-12-31$85,059,663
Total loss/gain on sale of assets2012-12-31$6,755,335
Total of all expenses incurred2012-12-31$33,188,833
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$29,989,391
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$31,100,000
Value of total assets at end of year2012-12-31$493,128,406
Value of total assets at beginning of year2012-12-31$441,071,311
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,199,442
Total interest from all sources2012-12-31$7,829,040
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$4,178,878
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$794,174
Administrative expenses professional fees incurred2012-12-31$195,322
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$717,514
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$9,561,825
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$537,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$2,230,613
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,091,440
Other income not declared elsewhere2012-12-31$266,468
Administrative expenses (other) incurred2012-12-31$1,231,007
Liabilities. Value of operating payables at end of year2012-12-31$756,863
Liabilities. Value of operating payables at beginning of year2012-12-31$570,598
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$51,870,830
Value of net assets at end of year (total assets less liabilities)2012-12-31$492,371,543
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$440,500,713
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$1,652,041
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$50,325,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$35,490,907
Interest earned on other investments2012-12-31$-1,821
Income. Interest from US Government securities2012-12-31$779,129
Income. Interest from corporate debt instruments2012-12-31$7,047,396
Value of interest in common/collective trusts at end of year2012-12-31$70,091,205
Value of interest in common/collective trusts at beginning of year2012-12-31$60,777,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$31,000,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$15,164,857
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$15,164,857
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$4,336
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$35,497,759
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$32,403,110
Asset value of US Government securities at end of year2012-12-31$25,169,641
Asset value of US Government securities at beginning of year2012-12-31$33,511,444
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$5,535,992
Net investment gain or loss from common/collective trusts2012-12-31$9,154,451
Net gain/loss from 103.12 investment entities2012-12-31$3,412,740
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$31,100,000
Employer contributions (assets) at end of year2012-12-31$2,000,000
Employer contributions (assets) at beginning of year2012-12-31$19,200,000
Income. Dividends from preferred stock2012-12-31$61,196
Income. Dividends from common stock2012-12-31$3,323,508
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$29,989,391
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$148,573,024
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$121,684,561
Contract administrator fees2012-12-31$121,072
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. Corporate common stocks other than exployer securities at end of year2012-12-31$118,678,308
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$119,492,276
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 appraiser2012-12-31Yes
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$515,405,911
Aggregate carrying amount (costs) on sale of assets2012-12-31$508,650,576
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 name2012-12-31ERNST & YOUNG LLP
Accountancy firm EIN2012-12-31356565596
2011 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$2,267,723
Total unrealized appreciation/depreciation of assets2011-12-31$2,267,723
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$570,598
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$1,366,652
Total income from all sources (including contributions)2011-12-31$50,052,433
Total loss/gain on sale of assets2011-12-31$-187,578
Total of all expenses incurred2011-12-31$32,204,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$29,500,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$41,445,000
Value of total assets at end of year2011-12-31$441,071,311
Value of total assets at beginning of year2011-12-31$424,019,796
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,703,985
Total interest from all sources2011-12-31$7,890,117
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$3,145,074
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$654,467
Administrative expenses professional fees incurred2011-12-31$158,801
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$717,514
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$728,335
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$537,743
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,091,440
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$1,526,296
Other income not declared elsewhere2011-12-31$364,842
Administrative expenses (other) incurred2011-12-31$845,813
Liabilities. Value of operating payables at end of year2011-12-31$570,598
Liabilities. Value of operating payables at beginning of year2011-12-31$1,366,652
Total non interest bearing cash at end of year2011-12-31$19,200,000
Total non interest bearing cash at beginning of year2011-12-31$15,100,000
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$17,847,569
Value of net assets at end of year (total assets less liabilities)2011-12-31$440,500,713
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$422,653,144
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$1,584,343
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$35,490,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$35,419,372
Interest earned on other investments2011-12-31$95,687
Income. Interest from US Government securities2011-12-31$959,720
Income. Interest from corporate debt instruments2011-12-31$6,824,360
Value of interest in common/collective trusts at end of year2011-12-31$60,777,459
Value of interest in common/collective trusts at beginning of year2011-12-31$36,401,201
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$15,164,857
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$69,218,322
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$69,218,322
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$10,350
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$32,403,110
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$16,024,160
Asset value of US Government securities at end of year2011-12-31$33,511,444
Asset value of US Government securities at beginning of year2011-12-31$38,723,092
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-3,505,909
Net investment gain or loss from common/collective trusts2011-12-31$-346,909
Net gain/loss from 103.12 investment entities2011-12-31$-1,019,927
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$41,445,000
Income. Dividends from preferred stock2011-12-31$80,212
Income. Dividends from common stock2011-12-31$2,410,395
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$29,500,879
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$121,684,561
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$66,845,428
Contract administrator fees2011-12-31$115,028
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. Corporate common stocks other than exployer securities at end of year2011-12-31$119,492,276
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$144,033,590
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 appraiser2011-12-31Yes
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$570,856,744
Aggregate carrying amount (costs) on sale of assets2011-12-31$571,044,322
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 name2011-12-31ERNST & YOUNG LLP
Accountancy firm EIN2011-12-31356565596
2010 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$25,634,533
Total unrealized appreciation/depreciation of assets2010-12-31$25,634,533
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$1,366,652
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$519,961
Total income from all sources (including contributions)2010-12-31$80,705,549
Total loss/gain on sale of assets2010-12-31$6,149,407
Total of all expenses incurred2010-12-31$32,292,402
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$29,279,164
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$32,631,205
Value of total assets at end of year2010-12-31$424,019,796
Value of total assets at beginning of year2010-12-31$374,759,958
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$3,013,238
Total interest from all sources2010-12-31$6,922,382
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,186,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$593,694
Administrative expenses professional fees incurred2010-12-31$174,007
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$728,335
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$344,179
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$2,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$1,526,296
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$1,736,553
Other income not declared elsewhere2010-12-31$100,363
Administrative expenses (other) incurred2010-12-31$948,586
Liabilities. Value of operating payables at end of year2010-12-31$1,366,652
Liabilities. Value of operating payables at beginning of year2010-12-31$519,961
Total non interest bearing cash at end of year2010-12-31$15,100,000
Total non interest bearing cash at beginning of year2010-12-31$11,000,000
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$48,413,147
Value of net assets at end of year (total assets less liabilities)2010-12-31$422,653,144
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$374,239,997
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$1,797,526
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$35,419,372
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest earned on other investments2010-12-31$3,750
Income. Interest from US Government securities2010-12-31$1,577,634
Income. Interest from corporate debt instruments2010-12-31$5,332,541
Value of interest in common/collective trusts at end of year2010-12-31$36,401,201
Value of interest in common/collective trusts at beginning of year2010-12-31$31,365,027
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$69,218,322
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$15,573,264
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$15,573,264
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$8,457
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$16,024,160
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$15,869,424
Asset value of US Government securities at end of year2010-12-31$38,723,092
Asset value of US Government securities at beginning of year2010-12-31$52,841,644
Net investment gain or loss from common/collective trusts2010-12-31$5,036,174
Net gain/loss from 103.12 investment entities2010-12-31$1,045,186
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$32,631,205
Income. Dividends from preferred stock2010-12-31$45,871
Income. Dividends from common stock2010-12-31$2,546,734
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$29,279,164
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$66,845,428
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$70,204,651
Contract administrator fees2010-12-31$93,119
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
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$144,033,590
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$175,825,216
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 appraiser2010-12-31Yes
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$729,938,156
Aggregate carrying amount (costs) on sale of assets2010-12-31$723,788,749
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31ERNST & YOUNG LLP
Accountancy firm EIN2010-12-31356565596
2009 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY

2022: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 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 filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedYes
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: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 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: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 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: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 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: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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