INDIANAPOLIS POWER & LIGHT COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY
401k plan membership statisitcs for EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY
Measure | Date | Value |
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2022: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 817,152,045 |
Acturial value of plan assets | 2022-12-31 | 788,376,086 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 403,944,910 |
Number of terminated vested participants | 2022-12-31 | 135 |
Fundng target for terminated vested participants | 2022-12-31 | 13,351,128 |
Active participant vested funding target | 2022-12-31 | 159,661,709 |
Number of active participants | 2022-12-31 | 782 |
Total funding liabilities for active participants | 2022-12-31 | 170,315,525 |
Total participant count | 2022-12-31 | 2,161 |
Total funding target for all participants | 2022-12-31 | 587,611,563 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 98,242,770 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 98,242,770 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 102,300,196 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 5,707,677 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 2,134 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 737 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,172 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 129 |
Total of all active and inactive participants | 2022-01-01 | 2,038 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 79 |
Total participants | 2022-01-01 | 2,117 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 846,483,230 |
Acturial value of plan assets | 2021-12-31 | 761,834,907 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 407,061,828 |
Number of terminated vested participants | 2021-12-31 | 133 |
Fundng target for terminated vested participants | 2021-12-31 | 12,682,492 |
Active participant vested funding target | 2021-12-31 | 167,191,947 |
Number of active participants | 2021-12-31 | 838 |
Total funding liabilities for active participants | 2021-12-31 | 177,464,922 |
Total participant count | 2021-12-31 | 2,358 |
Total funding target for all participants | 2021-12-31 | 597,209,242 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 84,743,181 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 84,743,181 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 98,242,770 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 5,074,357 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 2,335 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 782 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,146 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 133 |
Total of all active and inactive participants | 2021-01-01 | 2,061 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 73 |
Total participants | 2021-01-01 | 2,134 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 3 |
2020: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 765,936,196 |
Acturial value of plan assets | 2020-12-31 | 723,610,735 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 411,332,955 |
Number of terminated vested participants | 2020-12-31 | 133 |
Fundng target for terminated vested participants | 2020-12-31 | 12,523,993 |
Active participant vested funding target | 2020-12-31 | 192,908,187 |
Number of active participants | 2020-12-31 | 848 |
Total funding liabilities for active participants | 2020-12-31 | 207,315,648 |
Total participant count | 2020-12-31 | 2,347 |
Total funding target for all participants | 2020-12-31 | 631,172,596 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 78,459,192 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 7,348,022 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 71,111,170 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 84,743,181 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 5,374,447 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 2,328 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 838 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,219 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 127 |
Total of all active and inactive participants | 2020-01-01 | 2,184 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 151 |
Total participants | 2020-01-01 | 2,335 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 1 |
2019: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 677,328,274 |
Acturial value of plan assets | 2019-12-31 | 699,295,838 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 395,518,935 |
Number of terminated vested participants | 2019-12-31 | 132 |
Fundng target for terminated vested participants | 2019-12-31 | 12,052,834 |
Active participant vested funding target | 2019-12-31 | 199,919,489 |
Number of active participants | 2019-12-31 | 914 |
Total funding liabilities for active participants | 2019-12-31 | 215,187,260 |
Total participant count | 2019-12-31 | 2,366 |
Total funding target for all participants | 2019-12-31 | 622,759,029 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 80,677,832 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 80,677,832 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 78,459,192 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 7,035,659 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 1,922,383 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 7,348,022 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 7,348,022 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 2,350 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 848 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,224 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 127 |
Total of all active and inactive participants | 2019-01-01 | 2,199 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 129 |
Total participants | 2019-01-01 | 2,328 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 4 |
2018: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 761,297,569 |
Acturial value of plan assets | 2018-12-31 | 723,202,507 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 369,539,745 |
Number of terminated vested participants | 2018-12-31 | 133 |
Fundng target for terminated vested participants | 2018-12-31 | 11,040,828 |
Active participant vested funding target | 2018-12-31 | 211,829,075 |
Number of active participants | 2018-12-31 | 968 |
Total funding liabilities for active participants | 2018-12-31 | 228,705,597 |
Total participant count | 2018-12-31 | 2,784 |
Total funding target for all participants | 2018-12-31 | 609,286,170 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 44,396,662 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 44,396,662 |
Present value of excess contributions | 2018-12-31 | 28,321,636 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 29,981,284 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 29,981,284 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 80,677,832 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 6,888,599 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 2,731 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 914 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,204 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 126 |
Total of all active and inactive participants | 2018-01-01 | 2,244 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 106 |
Total participants | 2018-01-01 | 2,350 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 2 |
2017: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 675,383,152 |
Acturial value of plan assets | 2017-12-31 | 683,397,397 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 351,946,230 |
Number of terminated vested participants | 2017-12-31 | 138 |
Fundng target for terminated vested participants | 2017-12-31 | 10,815,862 |
Active participant vested funding target | 2017-12-31 | 212,261,477 |
Number of active participants | 2017-12-31 | 998 |
Total funding liabilities for active participants | 2017-12-31 | 230,537,438 |
Total participant count | 2017-12-31 | 2,811 |
Total funding target for all participants | 2017-12-31 | 593,299,530 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 34,315,747 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 34,315,747 |
Present value of excess contributions | 2017-12-31 | 6,684,189 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 7,088,582 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 7,088,582 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 44,396,662 |
Total employer contributions | 2017-12-31 | 30,000,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 28,321,636 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 7,194,836 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 28,321,636 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 2,761 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 968 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,317 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 128 |
Total of all active and inactive participants | 2017-01-01 | 2,413 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 318 |
Total participants | 2017-01-01 | 2,731 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 2 |
2016: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 649,913,132 |
Acturial value of plan assets | 2016-12-31 | 674,005,060 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 340,534,502 |
Number of terminated vested participants | 2016-12-31 | 135 |
Fundng target for terminated vested participants | 2016-12-31 | 9,763,649 |
Active participant vested funding target | 2016-12-31 | 209,435,834 |
Number of active participants | 2016-12-31 | 1,022 |
Total funding liabilities for active participants | 2016-12-31 | 229,472,840 |
Total participant count | 2016-12-31 | 2,820 |
Total funding target for all participants | 2016-12-31 | 579,770,991 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 34,623,900 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 34,623,900 |
Present value of excess contributions | 2016-12-31 | 14,934,990 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 15,868,427 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 34,315,747 |
Total employer contributions | 2016-12-31 | 7,100,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 6,684,189 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 7,457,885 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 6,684,189 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 2,772 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 998 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,308 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 133 |
Total of all active and inactive participants | 2016-01-01 | 2,439 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 322 |
Total participants | 2016-01-01 | 2,761 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 3 |
2015: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 2,803 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 1,023 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,312 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 128 |
Total of all active and inactive participants | 2015-01-01 | 2,463 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 309 |
Total participants | 2015-01-01 | 2,772 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 2,856 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 1,059 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,315 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 125 |
Total of all active and inactive participants | 2014-01-01 | 2,499 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 304 |
Total participants | 2014-01-01 | 2,803 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 3,086 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 1,097 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,334 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 125 |
Total of all active and inactive participants | 2013-01-01 | 2,556 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 300 |
Total participants | 2013-01-01 | 2,856 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 2 |
2012: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 3,120 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 1,159 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,311 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 323 |
Total of all active and inactive participants | 2012-01-01 | 2,793 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 293 |
Total participants | 2012-01-01 | 3,086 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 4 |
2011: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 3,156 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 1,197 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,296 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 339 |
Total of all active and inactive participants | 2011-01-01 | 2,832 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 288 |
Total participants | 2011-01-01 | 3,120 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 1 |
2009: EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 3,188 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 1,266 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,293 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 351 |
Total of all active and inactive participants | 2009-01-01 | 2,910 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 276 |
Total participants | 2009-01-01 | 3,186 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|
2022 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $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 assets | 2022-12-31 | $16,017,551 |
Total of all expenses incurred | 2022-12-31 | $39,365,005 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $608,049,703 |
Value of total assets at beginning of year | 2022-12-31 | $817,152,045 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,215,526 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $78,682 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $4,966 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $0 |
Administrative expenses (other) incurred | 2022-12-31 | $-155,543 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $592,722 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $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 appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $1,238,987 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $604,644,737 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $813,766,726 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $3,400,000 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $3,385,319 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $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 trusts | 2022-12-31 | $-185,286,105 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Assets. Invements in employer securities at end of year | 2022-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $38,149,479 |
Contract administrator fees | 2022-12-31 | $53,400 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Aggregate proceeds on sale of assets | 2022-12-31 | $188,957,317 |
Aggregate carrying amount (costs) on sale of assets | 2022-12-31 | $172,939,766 |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2022-12-31 | 346565596 |
2021 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2021 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $-9,277,191 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $-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 assets | 2021-12-31 | $44,581,676 |
Total of all expenses incurred | 2021-12-31 | $64,663,367 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $817,152,045 |
Value of total assets at beginning of year | 2021-12-31 | $846,483,230 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $1,897,010 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $177,942 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $0 |
Administrative expenses (other) incurred | 2021-12-31 | $200,806 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $1,086,189 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $-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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $1,464,911 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $813,766,726 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $843,250,272 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $3,385,319 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,232,958 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $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 benefits | 2021-12-31 | $23,597,707 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Assets. Invements in employer securities at end of year | 2021-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2021-12-31 | $0 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $39,168,650 |
Contract administrator fees | 2021-12-31 | $53,351 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Aggregate proceeds on sale of assets | 2021-12-31 | $230,034,051 |
Aggregate carrying amount (costs) on sale of assets | 2021-12-31 | $185,452,375 |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2021-12-31 | 346565596 |
2020 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2020 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $75,040,096 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $44,841,905 |
Total of all expenses incurred | 2020-12-31 | $39,710,152 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $846,483,230 |
Value of total assets at beginning of year | 2020-12-31 | $765,936,195 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,669,468 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $120,178 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $1,532 |
Other income not declared elsewhere | 2020-12-31 | $2,726 |
Administrative expenses (other) incurred | 2020-12-31 | $193,141 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $1,059,359 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $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 appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $1,303,827 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $843,250,272 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $762,657,662 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $3,232,958 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $3,277,001 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $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 assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Assets. Invements in employer securities at end of year | 2020-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2020-12-31 | $0 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $38,040,684 |
Contract administrator fees | 2020-12-31 | $52,322 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Aggregate proceeds on sale of assets | 2020-12-31 | $283,216,862 |
Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $238,374,957 |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2020-12-31 | 346565596 |
2019 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2019 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $95,108,931 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $24,961,738 |
Total of all expenses incurred | 2019-12-31 | $35,910,501 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $765,936,195 |
Value of total assets at beginning of year | 2019-12-31 | $677,722,005 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $1,862,922 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,021,315 |
Administrative expenses professional fees incurred | 2019-12-31 | $89,445 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $1,532 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $1,576,737 |
Other income not declared elsewhere | 2019-12-31 | $690,836 |
Administrative expenses (other) incurred | 2019-12-31 | $390,455 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $690,554 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $1,335,984 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $543,977,252 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $762,657,662 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $3,277,001 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $3,443,993 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $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 year | 2019-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $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 assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Assets. Invements in employer securities at end of year | 2019-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2019-12-31 | $0 |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $34,047,579 |
Contract administrator fees | 2019-12-31 | $47,038 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Aggregate proceeds on sale of assets | 2019-12-31 | $1,172,105,871 |
Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $1,147,144,133 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2019-12-31 | 346565596 |
2018 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2018 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $1,468,594 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $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 assets | 2018-12-31 | $3,277,274 |
Total of all expenses incurred | 2018-12-31 | $63,697,914 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $677,722,005 |
Value of total assets at beginning of year | 2018-12-31 | $761,699,080 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,907,129 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $20,297,390 |
Administrative expenses professional fees incurred | 2018-12-31 | $174,297 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $1,576,737 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $1,722,141 |
Other income not declared elsewhere | 2018-12-31 | $3,368 |
Administrative expenses (other) incurred | 2018-12-31 | $202,094 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $393,731 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $1,459,230 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $543,977,252 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $628,056,149 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $3,443,993 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $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 benefits | 2018-12-31 | $24,238,174 |
Asset value of US Government securities at end of year | 2018-12-31 | $128,724,023 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $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 assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Assets. Invements in employer securities at end of year | 2018-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2018-12-31 | $0 |
Contributions received in cash from employer | 2018-12-31 | $0 |
Employer contributions (assets) at end of year | 2018-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $30,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $37,552,611 |
Contract administrator fees | 2018-12-31 | $71,508 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Aggregate proceeds on sale of assets | 2018-12-31 | $515,139,337 |
Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $511,862,063 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2018-12-31 | 346565596 |
2017 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2017 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $2,831,788 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $2,958,388 |
Total of all expenses incurred | 2017-12-31 | $37,248,927 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $761,699,080 |
Value of total assets at beginning of year | 2017-12-31 | $675,753,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $2,127,399 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $16,229,947 |
Administrative expenses professional fees incurred | 2017-12-31 | $117,072 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $1,722,141 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $693,201 |
Other income not declared elsewhere | 2017-12-31 | $4,681 |
Administrative expenses (other) incurred | 2017-12-31 | $505,451 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $382,794 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Investment advisory and management fees | 2017-12-31 | $1,434,341 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $628,056,149 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $613,352,013 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $2 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $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 year | 2017-12-31 | $101,920,790 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $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 assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Assets. Invements in employer securities at end of year | 2017-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2017-12-31 | $0 |
Contributions received in cash from employer | 2017-12-31 | $30,000,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $30,000,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $7,100,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $35,121,528 |
Contract administrator fees | 2017-12-31 | $70,535 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Aggregate proceeds on sale of assets | 2017-12-31 | $68,957,813 |
Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $65,999,425 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2017-12-31 | 346565596 |
2016 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2016 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $246,889 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $1,228,747 |
Total of all expenses incurred | 2016-12-31 | $36,685,980 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $675,753,458 |
Value of total assets at beginning of year | 2016-12-31 | $650,300,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,409,649 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $14,998,914 |
Administrative expenses professional fees incurred | 2016-12-31 | $121,550 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $693,201 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $668,711 |
Other income not declared elsewhere | 2016-12-31 | $35,865 |
Administrative expenses (other) incurred | 2016-12-31 | $872,508 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $358,889 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $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 appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $1,349,190 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $613,352,013 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $580,561,928 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2016-12-31 | $2 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2016-12-31 | $3,026 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2016-12-31 | $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 year | 2016-12-31 | $54,608,242 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $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 assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Assets. Invements in employer securities at end of year | 2016-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2016-12-31 | $0 |
Contributions received in cash from employer | 2016-12-31 | $7,100,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $7,100,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $15,900,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $34,276,331 |
Contract administrator fees | 2016-12-31 | $66,401 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Aggregate proceeds on sale of assets | 2016-12-31 | $15,115,299 |
Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $13,886,552 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2016-12-31 | 346565596 |
2015 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2015 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-3,322,536 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $2,649,750 |
Total of all expenses incurred | 2015-12-31 | $35,218,348 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $650,300,058 |
Value of total assets at beginning of year | 2015-12-31 | $675,437,739 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,915,332 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $14,308,911 |
Administrative expenses professional fees incurred | 2015-12-31 | $70,869 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $668,711 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $656,119 |
Other income not declared elsewhere | 2015-12-31 | $49,004 |
Administrative expenses (other) incurred | 2015-12-31 | $462,891 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $355,353 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $1,315,747 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $580,561,928 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $582,557,365 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $3,026 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $561 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $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 year | 2015-12-31 | $0 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $310,312 |
Asset value of US Government securities at end of year | 2015-12-31 | $53,166,393 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $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 entities | 2015-12-31 | $-152,356 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Assets. Invements in employer securities at end of year | 2015-12-31 | $0 |
Assets. Invements in employer securities at beginning of year | 2015-12-31 | $0 |
Contributions received in cash from employer | 2015-12-31 | $15,900,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $15,900,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $25,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $33,303,016 |
Contract administrator fees | 2015-12-31 | $65,825 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Aggregate proceeds on sale of assets | 2015-12-31 | $69,563,132 |
Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $66,913,382 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2015-12-31 | 346565596 |
2014 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2014 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $12,650,593 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $1,187,095 |
Total of all expenses incurred | 2014-12-31 | $34,074,022 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $675,437,739 |
Value of total assets at beginning of year | 2014-12-31 | $612,241,655 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $1,683,085 |
Total interest from all sources | 2014-12-31 | $-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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $108,728 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $40,599,767 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $656,119 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $3,353,042 |
Other income not declared elsewhere | 2014-12-31 | $50,289 |
Administrative expenses (other) incurred | 2014-12-31 | $238,336 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $360,326 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $1,273,488 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $582,557,365 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $215,975,690 |
Income. Interest from US Government securities | 2014-12-31 | $18,291 |
Income. Interest from corporate debt instruments | 2014-12-31 | $-1,108,491 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $561 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $53,442,801 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $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 year | 2014-12-31 | $310,312 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $7,749,831 |
Asset value of US Government securities at end of year | 2014-12-31 | $66,913,382 |
Asset value of US Government securities at beginning of year | 2014-12-31 | $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 entities | 2014-12-31 | $300,339 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $25,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $25,000,000 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $54,100,000 |
Income. Dividends from preferred stock | 2014-12-31 | $84,078 |
Income. Dividends from common stock | 2014-12-31 | $13,534,347 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $32,390,937 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2014-12-31 | $159,393,248 |
Contract administrator fees | 2014-12-31 | $62,533 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $45,874,985 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $456,466,496 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $455,279,401 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2014-12-31 | 356565596 |
2013 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2013 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $-4,121,889 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $-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 assets | 2013-12-31 | $16,337,906 |
Total of all expenses incurred | 2013-12-31 | $56,092,268 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $612,241,655 |
Value of total assets at beginning of year | 2013-12-31 | $493,128,406 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,962,799 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $1,807,855 |
Administrative expenses professional fees incurred | 2013-12-31 | $183,944 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $40,599,767 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $9,561,825 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $3,353,042 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $2,230,613 |
Other income not declared elsewhere | 2013-12-31 | $102,140 |
Administrative expenses (other) incurred | 2013-12-31 | $1,262,655 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $483,198 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $1,376,409 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $215,975,690 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $50,325,670 |
Income. Interest from US Government securities | 2013-12-31 | $434,363 |
Income. Interest from corporate debt instruments | 2013-12-31 | $7,226,477 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $70,091,205 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $53,442,801 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $31,000,361 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $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 year | 2013-12-31 | $7,749,831 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $35,497,759 |
Asset value of US Government securities at end of year | 2013-12-31 | $31,752,291 |
Asset value of US Government securities at beginning of year | 2013-12-31 | $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 trusts | 2013-12-31 | $29,629,770 |
Net gain/loss from 103.12 investment entities | 2013-12-31 | $5,851,771 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $101,700,000 |
Employer contributions (assets) at end of year | 2013-12-31 | $54,100,000 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $2,000,000 |
Income. Dividends from common stock | 2013-12-31 | $1,994,626 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $53,129,469 |
Asset. Corporate debt instrument debt (other) at end of year | 2013-12-31 | $159,393,248 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2013-12-31 | $148,573,024 |
Contract administrator fees | 2013-12-31 | $139,791 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2013-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $45,874,985 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $118,678,308 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $826,912,210 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $810,574,304 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2013-12-31 | 356565596 |
2012 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $16,826,759 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $6,755,335 |
Total of all expenses incurred | 2012-12-31 | $33,188,833 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $493,128,406 |
Value of total assets at beginning of year | 2012-12-31 | $441,071,311 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,199,442 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $794,174 |
Administrative expenses professional fees incurred | 2012-12-31 | $195,322 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $717,514 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $9,561,825 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $537,743 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $2,230,613 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $2,091,440 |
Other income not declared elsewhere | 2012-12-31 | $266,468 |
Administrative expenses (other) incurred | 2012-12-31 | $1,231,007 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $756,863 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $1,652,041 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $50,325,670 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $35,490,907 |
Interest earned on other investments | 2012-12-31 | $-1,821 |
Income. Interest from US Government securities | 2012-12-31 | $779,129 |
Income. Interest from corporate debt instruments | 2012-12-31 | $7,047,396 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $70,091,205 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $60,777,459 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $31,000,361 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $15,164,857 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $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 year | 2012-12-31 | $35,497,759 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $32,403,110 |
Asset value of US Government securities at end of year | 2012-12-31 | $25,169,641 |
Asset value of US Government securities at beginning of year | 2012-12-31 | $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 trusts | 2012-12-31 | $9,154,451 |
Net gain/loss from 103.12 investment entities | 2012-12-31 | $3,412,740 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $31,100,000 |
Employer contributions (assets) at end of year | 2012-12-31 | $2,000,000 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $19,200,000 |
Income. Dividends from preferred stock | 2012-12-31 | $61,196 |
Income. Dividends from common stock | 2012-12-31 | $3,323,508 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $29,989,391 |
Asset. Corporate debt instrument debt (other) at end of year | 2012-12-31 | $148,573,024 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $121,684,561 |
Contract administrator fees | 2012-12-31 | $121,072 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $118,678,308 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $119,492,276 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $515,405,911 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $508,650,576 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2012-12-31 | 356565596 |
2011 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $2,267,723 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 assets | 2011-12-31 | $-187,578 |
Total of all expenses incurred | 2011-12-31 | $32,204,864 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $441,071,311 |
Value of total assets at beginning of year | 2011-12-31 | $424,019,796 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $2,703,985 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2011-12-31 | $654,467 |
Administrative expenses professional fees incurred | 2011-12-31 | $158,801 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $717,514 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $728,335 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2011-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $537,743 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $2,091,440 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $1,526,296 |
Other income not declared elsewhere | 2011-12-31 | $364,842 |
Administrative expenses (other) incurred | 2011-12-31 | $845,813 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $570,598 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $1,366,652 |
Total non interest bearing cash at end of year | 2011-12-31 | $19,200,000 |
Total non interest bearing cash at beginning of year | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $1,584,343 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $35,490,907 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $35,419,372 |
Interest earned on other investments | 2011-12-31 | $95,687 |
Income. Interest from US Government securities | 2011-12-31 | $959,720 |
Income. Interest from corporate debt instruments | 2011-12-31 | $6,824,360 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $60,777,459 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $36,401,201 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $15,164,857 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $69,218,322 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $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 year | 2011-12-31 | $32,403,110 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $16,024,160 |
Asset value of US Government securities at end of year | 2011-12-31 | $33,511,444 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $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 trusts | 2011-12-31 | $-346,909 |
Net gain/loss from 103.12 investment entities | 2011-12-31 | $-1,019,927 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $41,445,000 |
Income. Dividends from preferred stock | 2011-12-31 | $80,212 |
Income. Dividends from common stock | 2011-12-31 | $2,410,395 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $29,500,879 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $121,684,561 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $66,845,428 |
Contract administrator fees | 2011-12-31 | $115,028 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2011-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $119,492,276 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $144,033,590 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $570,856,744 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $571,044,322 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2011-12-31 | 356565596 |
2010 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $25,634,533 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $6,149,407 |
Total of all expenses incurred | 2010-12-31 | $32,292,402 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $424,019,796 |
Value of total assets at beginning of year | 2010-12-31 | $374,759,958 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,013,238 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2010-12-31 | $593,694 |
Administrative expenses professional fees incurred | 2010-12-31 | $174,007 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $728,335 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $344,179 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $2,000,000 |
If this is an individual account plan, was there a blackout period | 2010-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $1,526,296 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $1,736,553 |
Other income not declared elsewhere | 2010-12-31 | $100,363 |
Administrative expenses (other) incurred | 2010-12-31 | $948,586 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $1,366,652 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $519,961 |
Total non interest bearing cash at end of year | 2010-12-31 | $15,100,000 |
Total non interest bearing cash at beginning of year | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $1,797,526 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $35,419,372 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $0 |
Interest earned on other investments | 2010-12-31 | $3,750 |
Income. Interest from US Government securities | 2010-12-31 | $1,577,634 |
Income. Interest from corporate debt instruments | 2010-12-31 | $5,332,541 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $36,401,201 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $31,365,027 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $69,218,322 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $15,573,264 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $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 year | 2010-12-31 | $16,024,160 |
Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $15,869,424 |
Asset value of US Government securities at end of year | 2010-12-31 | $38,723,092 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $52,841,644 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $5,036,174 |
Net gain/loss from 103.12 investment entities | 2010-12-31 | $1,045,186 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $32,631,205 |
Income. Dividends from preferred stock | 2010-12-31 | $45,871 |
Income. Dividends from common stock | 2010-12-31 | $2,546,734 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $29,279,164 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $66,845,428 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $70,204,651 |
Contract administrator fees | 2010-12-31 | $93,119 |
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2010-12-31 | No |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $144,033,590 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $175,825,216 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | Yes |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $729,938,156 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $723,788,749 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | ERNST & YOUNG LLP |
Accountancy firm EIN | 2010-12-31 | 356565596 |
2009 : EMPLOYEES' RETIREMENT PLAN OF INDIANAPOLIS POWER & LIGHT COMPANY 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |