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PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 401k Plan overview

Plan NamePENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY
Plan identification number 002

PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SOUTHERN INDIANA GAS & ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.

Company Name:SOUTHERN INDIANA GAS & ELECTRIC COMPANY
Employer identification number (EIN):350672570
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022021-07-01
0022020-07-01
0022019-07-01
0022018-07-01
0022017-07-01SCOTT CRUTCHER
0022016-07-01SCOTT CRUTCHER
0022015-07-01SCOTT CRUTCHER
0022014-07-01SCOTT CRUTCHER
0022013-07-01SCOTT CRUTCHER
0022012-07-01SCOTT CRUTCHER
0022011-07-01SCOTT CRUTCHER
0022010-07-01SCOTT CRUTCHER
0022009-07-01SCOTT CRUTCHER
0022009-07-01FRED COX

Plan Statistics for PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY

401k plan membership statisitcs for PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY

Measure Date Value
2022: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2022 401k membership
Market value of plan assets2022-06-3075,916,926
Acturial value of plan assets2022-06-3068,325,234
Funding target for retired participants and beneficiaries receiving payment2022-06-3027,325,158
Number of terminated vested participants2022-06-3097
Fundng target for terminated vested participants2022-06-307,196,996
Active participant vested funding target2022-06-3020,652,930
Number of active participants2022-06-3095
Total funding liabilities for active participants2022-06-3021,055,833
Total participant count2022-06-30418
Total funding target for all participants2022-06-3055,577,987
Balance at beginning of prior year after applicable adjustments2022-06-300
Prefunding balance at beginning of prior year after applicable adjustments2022-06-3015,573,569
Carryover balanced portion elected for use to offset prior years funding requirement2022-06-300
Prefunding balanced used to offset prior years funding requirement2022-06-301,876,384
Amount remaining of carryover balance2022-06-300
Amount remaining of prefunding balance2022-06-3013,697,185
Present value of excess contributions2022-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-06-300
Reductions in caryover balances due to elections or deemed elections2022-06-300
Reductions in prefunding balances due to elections or deemed elections2022-06-303,273,344
Balance of carryovers at beginning of current year2022-06-300
Balance of prefunding at beginning of current year2022-06-3014,087,838
Total employer contributions2022-06-300
Total employee contributions2022-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2022-06-300
Contributions made to avoid restrictions adjusted to valuation date2022-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-06-300
Liquidity shortfalls end of Q12022-06-300
Liquidity shortfalls end of Q22022-06-300
Liquidity shortfalls end of Q32022-06-300
Liquidity shortfalls end of Q42022-06-300
Unpaid minimum required contributions for all prior years2022-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-06-300
Remaining amount of unpaid minimum required contributions2022-06-300
Minimum required contributions for current year target normal cost2022-06-301,084,649
Net shortfall amortization installment of oustanding balance2022-06-301,340,591
Waiver amortization installment2022-06-300
Total funding amount beforereflecting carryover/prefunding balances2022-06-301,228,713
Carryover balance elected to use to offset funding requirement2022-06-300
Prefunding balance elected to use to offset funding requirement2022-06-301,533,924
Additional cash requirement2022-06-300
Contributions allocatedtoward minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for current year2022-06-300
Unpaid minimum required contributions for all years2022-06-300
2021: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2021 401k membership
Total participants, beginning-of-year2021-07-01418
Total number of active participants reported on line 7a of the Form 55002021-07-0168
Number of retired or separated participants receiving benefits2021-07-01169
Number of other retired or separated participants entitled to future benefits2021-07-0187
Total of all active and inactive participants2021-07-01324
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-07-0142
Total participants2021-07-01366
Market value of plan assets2021-06-3071,492,852
Acturial value of plan assets2021-06-3071,757,255
Funding target for retired participants and beneficiaries receiving payment2021-06-3028,603,801
Number of terminated vested participants2021-06-30102
Fundng target for terminated vested participants2021-06-305,927,327
Active participant vested funding target2021-06-3025,645,902
Number of active participants2021-06-30121
Total funding liabilities for active participants2021-06-3026,176,101
Total participant count2021-06-30458
Total funding target for all participants2021-06-3060,707,229
Balance at beginning of prior year after applicable adjustments2021-06-300
Prefunding balance at beginning of prior year after applicable adjustments2021-06-3019,785,009
Carryover balanced portion elected for use to offset prior years funding requirement2021-06-300
Prefunding balanced used to offset prior years funding requirement2021-06-303,520,539
Amount remaining of carryover balance2021-06-300
Amount remaining of prefunding balance2021-06-3016,264,470
Present value of excess contributions2021-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-06-300
Reductions in caryover balances due to elections or deemed elections2021-06-300
Reductions in prefunding balances due to elections or deemed elections2021-06-301,535,027
Balance of carryovers at beginning of current year2021-06-300
Balance of prefunding at beginning of current year2021-06-3015,573,569
Total employer contributions2021-06-300
Total employee contributions2021-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2021-06-300
Contributions made to avoid restrictions adjusted to valuation date2021-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-06-300
Liquidity shortfalls end of Q12021-06-300
Liquidity shortfalls end of Q22021-06-300
Liquidity shortfalls end of Q32021-06-300
Liquidity shortfalls end of Q42021-06-300
Unpaid minimum required contributions for all prior years2021-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-06-300
Remaining amount of unpaid minimum required contributions2021-06-300
Minimum required contributions for current year target normal cost2021-06-301,451,684
Net shortfall amortization installment of oustanding balance2021-06-304,523,543
Waiver amortization installment2021-06-300
Total funding amount beforereflecting carryover/prefunding balances2021-06-301,876,384
Carryover balance elected to use to offset funding requirement2021-06-300
Prefunding balance elected to use to offset funding requirement2021-06-301,876,384
Additional cash requirement2021-06-300
Contributions allocatedtoward minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for current year2021-06-300
Unpaid minimum required contributions for all years2021-06-300
2020: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2020 401k membership
Total participants, beginning-of-year2020-07-01458
Total number of active participants reported on line 7a of the Form 55002020-07-0195
Number of retired or separated participants receiving benefits2020-07-01179
Number of other retired or separated participants entitled to future benefits2020-07-0190
Total of all active and inactive participants2020-07-01364
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-07-0154
Total participants2020-07-01418
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-07-010
Market value of plan assets2020-06-3078,286,514
Acturial value of plan assets2020-06-3077,349,083
Funding target for retired participants and beneficiaries receiving payment2020-06-3030,069,046
Number of terminated vested participants2020-06-30106
Fundng target for terminated vested participants2020-06-306,471,004
Active participant vested funding target2020-06-3029,118,423
Number of active participants2020-06-30139
Total funding liabilities for active participants2020-06-3029,699,817
Total participant count2020-06-30488
Total funding target for all participants2020-06-3066,239,867
Balance at beginning of prior year after applicable adjustments2020-06-300
Prefunding balance at beginning of prior year after applicable adjustments2020-06-3022,167,597
Carryover balanced portion elected for use to offset prior years funding requirement2020-06-300
Prefunding balanced used to offset prior years funding requirement2020-06-303,671,749
Amount remaining of carryover balance2020-06-300
Amount remaining of prefunding balance2020-06-3018,495,848
Present value of excess contributions2020-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-06-300
Reductions in caryover balances due to elections or deemed elections2020-06-300
Reductions in prefunding balances due to elections or deemed elections2020-06-300
Balance of carryovers at beginning of current year2020-06-300
Balance of prefunding at beginning of current year2020-06-3019,785,009
Total employer contributions2020-06-300
Total employee contributions2020-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2020-06-300
Contributions made to avoid restrictions adjusted to valuation date2020-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-06-300
Liquidity shortfalls end of Q12020-06-300
Liquidity shortfalls end of Q22020-06-300
Liquidity shortfalls end of Q32020-06-300
Liquidity shortfalls end of Q42020-06-300
Unpaid minimum required contributions for all prior years2020-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-06-300
Remaining amount of unpaid minimum required contributions2020-06-300
Minimum required contributions for current year target normal cost2020-06-301,681,592
Net shortfall amortization installment of oustanding balance2020-06-308,675,793
Waiver amortization installment2020-06-300
Total funding amount beforereflecting carryover/prefunding balances2020-06-303,520,539
Carryover balance elected to use to offset funding requirement2020-06-300
Prefunding balance elected to use to offset funding requirement2020-06-303,520,539
Additional cash requirement2020-06-300
Contributions allocatedtoward minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for current year2020-06-300
Unpaid minimum required contributions for all years2020-06-300
2019: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2019 401k membership
Total participants, beginning-of-year2019-07-01488
Total number of active participants reported on line 7a of the Form 55002019-07-01121
Number of retired or separated participants receiving benefits2019-07-01183
Number of other retired or separated participants entitled to future benefits2019-07-0193
Total of all active and inactive participants2019-07-01397
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-07-0161
Total participants2019-07-01458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-07-010
Market value of plan assets2019-06-3086,276,432
Acturial value of plan assets2019-06-3083,661,466
Funding target for retired participants and beneficiaries receiving payment2019-06-3028,822,738
Number of terminated vested participants2019-06-30111
Fundng target for terminated vested participants2019-06-306,702,791
Active participant vested funding target2019-06-3034,830,517
Number of active participants2019-06-30166
Total funding liabilities for active participants2019-06-3035,511,482
Total participant count2019-06-30521
Total funding target for all participants2019-06-3071,037,011
Balance at beginning of prior year after applicable adjustments2019-06-300
Prefunding balance at beginning of prior year after applicable adjustments2019-06-3023,639,980
Carryover balanced portion elected for use to offset prior years funding requirement2019-06-300
Prefunding balanced used to offset prior years funding requirement2019-06-303,220,307
Amount remaining of carryover balance2019-06-300
Amount remaining of prefunding balance2019-06-3020,419,673
Present value of excess contributions2019-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-06-300
Reductions in caryover balances due to elections or deemed elections2019-06-300
Reductions in prefunding balances due to elections or deemed elections2019-06-300
Balance of carryovers at beginning of current year2019-06-300
Balance of prefunding at beginning of current year2019-06-3022,167,597
Total employer contributions2019-06-300
Total employee contributions2019-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2019-06-300
Contributions made to avoid restrictions adjusted to valuation date2019-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-06-300
Liquidity shortfalls end of Q12019-06-300
Liquidity shortfalls end of Q22019-06-300
Liquidity shortfalls end of Q32019-06-300
Liquidity shortfalls end of Q42019-06-300
Unpaid minimum required contributions for all prior years2019-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-06-300
Remaining amount of unpaid minimum required contributions2019-06-300
Minimum required contributions for current year target normal cost2019-06-301,908,656
Net shortfall amortization installment of oustanding balance2019-06-309,543,142
Waiver amortization installment2019-06-300
Total funding amount beforereflecting carryover/prefunding balances2019-06-303,671,749
Carryover balance elected to use to offset funding requirement2019-06-300
Prefunding balance elected to use to offset funding requirement2019-06-303,671,749
Additional cash requirement2019-06-300
Contributions allocatedtoward minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for current year2019-06-300
Unpaid minimum required contributions for all years2019-06-300
2018: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2018 401k membership
Total participants, beginning-of-year2018-07-01521
Total number of active participants reported on line 7a of the Form 55002018-07-01139
Number of retired or separated participants receiving benefits2018-07-01190
Number of other retired or separated participants entitled to future benefits2018-07-01103
Total of all active and inactive participants2018-07-01432
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-07-0156
Total participants2018-07-01488
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-07-010
Market value of plan assets2018-06-3086,076,074
Acturial value of plan assets2018-06-3084,898,117
Funding target for retired participants and beneficiaries receiving payment2018-06-3028,899,065
Number of terminated vested participants2018-06-30118
Fundng target for terminated vested participants2018-06-306,566,721
Active participant vested funding target2018-06-3033,189,508
Number of active participants2018-06-30180
Total funding liabilities for active participants2018-06-3033,864,069
Total participant count2018-06-30550
Total funding target for all participants2018-06-3069,329,855
Balance at beginning of prior year after applicable adjustments2018-06-300
Prefunding balance at beginning of prior year after applicable adjustments2018-06-3023,155,250
Carryover balanced portion elected for use to offset prior years funding requirement2018-06-300
Prefunding balanced used to offset prior years funding requirement2018-06-302,059,426
Amount remaining of carryover balance2018-06-300
Amount remaining of prefunding balance2018-06-3021,095,824
Present value of excess contributions2018-06-300
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-06-300
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-06-300
Reductions in caryover balances due to elections or deemed elections2018-06-300
Reductions in prefunding balances due to elections or deemed elections2018-06-300
Balance of carryovers at beginning of current year2018-06-300
Balance of prefunding at beginning of current year2018-06-3023,639,980
Total employer contributions2018-06-300
Total employee contributions2018-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2018-06-300
Contributions made to avoid restrictions adjusted to valuation date2018-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-06-300
Liquidity shortfalls end of Q12018-06-300
Liquidity shortfalls end of Q22018-06-300
Liquidity shortfalls end of Q32018-06-300
Liquidity shortfalls end of Q42018-06-300
Unpaid minimum required contributions for all prior years2018-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-06-300
Remaining amount of unpaid minimum required contributions2018-06-300
Minimum required contributions for current year target normal cost2018-06-301,854,005
Net shortfall amortization installment of oustanding balance2018-06-308,071,718
Waiver amortization installment2018-06-300
Total funding amount beforereflecting carryover/prefunding balances2018-06-303,220,307
Carryover balance elected to use to offset funding requirement2018-06-300
Prefunding balance elected to use to offset funding requirement2018-06-303,220,307
Additional cash requirement2018-06-300
Contributions allocatedtoward minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for current year2018-06-300
Unpaid minimum required contributions for all years2018-06-300
2017: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2017 401k membership
Total participants, beginning-of-year2017-07-01550
Total number of active participants reported on line 7a of the Form 55002017-07-01166
Number of retired or separated participants receiving benefits2017-07-01194
Number of other retired or separated participants entitled to future benefits2017-07-01107
Total of all active and inactive participants2017-07-01467
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-07-0154
Total participants2017-07-01521
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-07-010
Market value of plan assets2017-06-3087,331,481
Acturial value of plan assets2017-06-3091,956,154
Funding target for retired participants and beneficiaries receiving payment2017-06-3028,896,997
Number of terminated vested participants2017-06-30129
Fundng target for terminated vested participants2017-06-306,736,620
Active participant vested funding target2017-06-3034,222,318
Number of active participants2017-06-30202
Total funding liabilities for active participants2017-06-3035,026,142
Total participant count2017-06-30586
Total funding target for all participants2017-06-3070,659,759
Balance at beginning of prior year after applicable adjustments2017-06-300
Prefunding balance at beginning of prior year after applicable adjustments2017-06-3018,124,935
Carryover balanced portion elected for use to offset prior years funding requirement2017-06-300
Prefunding balanced used to offset prior years funding requirement2017-06-30850,512
Amount remaining of carryover balance2017-06-300
Amount remaining of prefunding balance2017-06-3017,274,423
Present value of excess contributions2017-06-305,455,685
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-06-305,751,269
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-06-305,751,269
Reductions in caryover balances due to elections or deemed elections2017-06-300
Reductions in prefunding balances due to elections or deemed elections2017-06-300
Balance of carryovers at beginning of current year2017-06-300
Balance of prefunding at beginning of current year2017-06-3023,155,250
Total employer contributions2017-06-300
Total employee contributions2017-06-300
Contributions allocated toward unpaid minimum require contributions from prior years2017-06-300
Contributions made to avoid restrictions adjusted to valuation date2017-06-300
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-06-300
Liquidity shortfalls end of Q12017-06-300
Liquidity shortfalls end of Q22017-06-300
Liquidity shortfalls end of Q32017-06-300
Liquidity shortfalls end of Q42017-06-300
Unpaid minimum required contributions for all prior years2017-06-300
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-06-300
Remaining amount of unpaid minimum required contributions2017-06-300
Minimum required contributions for current year target normal cost2017-06-301,748,309
Net shortfall amortization installment of oustanding balance2017-06-301,858,855
Waiver amortization installment2017-06-300
Total funding amount beforereflecting carryover/prefunding balances2017-06-302,059,426
Carryover balance elected to use to offset funding requirement2017-06-300
Prefunding balance elected to use to offset funding requirement2017-06-302,059,426
Additional cash requirement2017-06-300
Contributions allocatedtoward minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for current year2017-06-300
Unpaid minimum required contributions for all years2017-06-300
2016: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2016 401k membership
Total participants, beginning-of-year2016-07-01586
Total number of active participants reported on line 7a of the Form 55002016-07-01180
Number of retired or separated participants receiving benefits2016-07-01198
Number of other retired or separated participants entitled to future benefits2016-07-01116
Total of all active and inactive participants2016-07-01494
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-07-0156
Total participants2016-07-01550
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-07-010
2015: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2015 401k membership
Total participants, beginning-of-year2015-07-01619
Total number of active participants reported on line 7a of the Form 55002015-07-01202
Number of retired or separated participants receiving benefits2015-07-01199
Number of other retired or separated participants entitled to future benefits2015-07-01127
Total of all active and inactive participants2015-07-01528
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-07-0158
Total participants2015-07-01586
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-07-010
2014: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2014 401k membership
Total participants, beginning-of-year2014-07-01644
Total number of active participants reported on line 7a of the Form 55002014-07-01221
Number of retired or separated participants receiving benefits2014-07-01208
Number of other retired or separated participants entitled to future benefits2014-07-01132
Total of all active and inactive participants2014-07-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-07-0158
Total participants2014-07-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-07-010
2013: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2013 401k membership
Total participants, beginning-of-year2013-07-01711
Total number of active participants reported on line 7a of the Form 55002013-07-01245
Number of retired or separated participants receiving benefits2013-07-01208
Number of other retired or separated participants entitled to future benefits2013-07-01135
Total of all active and inactive participants2013-07-01588
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-07-0156
Total participants2013-07-01644
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-07-010
2012: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2012 401k membership
Total participants, beginning-of-year2012-07-01730
Total number of active participants reported on line 7a of the Form 55002012-07-01292
Number of retired or separated participants receiving benefits2012-07-01211
Number of other retired or separated participants entitled to future benefits2012-07-01154
Total of all active and inactive participants2012-07-01657
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-07-0154
Total participants2012-07-01711
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-07-010
2011: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2011 401k membership
Total participants, beginning-of-year2011-07-01739
Total number of active participants reported on line 7a of the Form 55002011-07-01318
Number of retired or separated participants receiving benefits2011-07-01206
Number of other retired or separated participants entitled to future benefits2011-07-01152
Total of all active and inactive participants2011-07-01676
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-07-0154
Total participants2011-07-01730
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-07-010
2010: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2010 401k membership
Total participants, beginning-of-year2010-07-01745
Total number of active participants reported on line 7a of the Form 55002010-07-01328
Number of retired or separated participants receiving benefits2010-07-01203
Number of other retired or separated participants entitled to future benefits2010-07-01157
Total of all active and inactive participants2010-07-01688
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-07-0151
Total participants2010-07-01739
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-07-010
2009: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2009 401k membership
Total participants, beginning-of-year2009-07-01736
Total number of active participants reported on line 7a of the Form 55002009-07-01336
Number of retired or separated participants receiving benefits2009-07-01189
Number of other retired or separated participants entitled to future benefits2009-07-01166
Total of all active and inactive participants2009-07-01691
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-07-0154
Total participants2009-07-01745
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-07-011

Financial Data on PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY

Measure Date Value
2022 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-06-30$0
Total income from all sources (including contributions)2022-06-30$-10,368,000
Total loss/gain on sale of assets2022-06-30$0
Total of all expenses incurred2022-06-30$13,425,000
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-06-30$13,103,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-06-30$0
Value of total assets at end of year2022-06-30$52,131,000
Value of total assets at beginning of year2022-06-30$75,924,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-06-30$322,000
Total interest from all sources2022-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2022-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-06-30No
Administrative expenses professional fees incurred2022-06-30$168,000
Was this plan covered by a fidelity bond2022-06-30Yes
Value of fidelity bond cover2022-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-06-30Yes
Amount of non-exempt transactions with any party-in-interest2022-06-30$6,667
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-06-30$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-06-30$6,000
Administrative expenses (other) incurred2022-06-30$52,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Value of net income/loss2022-06-30$-23,793,000
Value of net assets at end of year (total assets less liabilities)2022-06-30$52,131,000
Value of net assets at beginning of year (total assets less liabilities)2022-06-30$75,924,000
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2022-06-30No
Were any leases to which the plan was party in default or uncollectible2022-06-30No
Investment advisory and management fees2022-06-30$31,000
Value of interest in master investment trust accounts at end of year2022-06-30$51,664,000
Value of interest in master investment trust accounts at beginning of year2022-06-30$73,990,000
Value of interest in common/collective trusts at end of year2022-06-30$467,000
Value of interest in common/collective trusts at beginning of year2022-06-30$1,928,000
Net investment gain or loss from common/collective trusts2022-06-30$1,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-06-30No
Was there a failure to transmit to the plan any participant contributions2022-06-30No
Has the plan failed to provide any benefit when due under the plan2022-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-06-30$13,103,000
Contract administrator fees2022-06-30$71,000
Did the plan have assets held for investment2022-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-06-30No
Opinion of an independent qualified public accountant for this plan2022-06-30Unqualified
Accountancy firm name2022-06-30MCCONNELL & JONES LLP
Accountancy firm EIN2022-06-30760488832
2021 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-06-30$0
Total income from all sources (including contributions)2021-06-30$17,897,000
Total loss/gain on sale of assets2021-06-30$0
Total of all expenses incurred2021-06-30$13,465,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-06-30$12,907,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-06-30$0
Value of total assets at end of year2021-06-30$75,924,000
Value of total assets at beginning of year2021-06-30$71,492,852
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-06-30$558,852
Total interest from all sources2021-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2021-06-30$771,000
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-06-30$771,000
Administrative expenses professional fees incurred2021-06-30$184,000
Was this plan covered by a fidelity bond2021-06-30Yes
Value of fidelity bond cover2021-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-06-30$0
Were there any nonexempt tranactions with any party-in-interest2021-06-30Yes
Amount of non-exempt transactions with any party-in-interest2021-06-30$6,667
Assets. Other investments not covered elsewhere at end of year2021-06-30$0
Assets. Other investments not covered elsewhere at beginning of year2021-06-30$10,449,963
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-06-30$6,000
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-06-30$0
Administrative expenses (other) incurred2021-06-30$288,000
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Value of net income/loss2021-06-30$4,431,148
Value of net assets at end of year (total assets less liabilities)2021-06-30$75,924,000
Value of net assets at beginning of year (total assets less liabilities)2021-06-30$71,492,852
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-06-30No
Were any leases to which the plan was party in default or uncollectible2021-06-30No
Investment advisory and management fees2021-06-30$32,852
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-06-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-06-30$56,032,077
Value of interest in master investment trust accounts at end of year2021-06-30$73,990,000
Value of interest in master investment trust accounts at beginning of year2021-06-30$0
Value of interest in common/collective trusts at end of year2021-06-30$1,928,000
Value of interest in common/collective trusts at beginning of year2021-06-30$5,010,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-06-30$11,205,000
Net investment gain or loss from common/collective trusts2021-06-30$389,000
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-06-30Yes
Was there a failure to transmit to the plan any participant contributions2021-06-30No
Has the plan failed to provide any benefit when due under the plan2021-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-06-30$12,907,000
Contract administrator fees2021-06-30$54,000
Did the plan have assets held for investment2021-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-06-30No
Opinion of an independent qualified public accountant for this plan2021-06-30Unqualified
Accountancy firm name2021-06-30MCCONNELL & JONES LLP
Accountancy firm EIN2021-06-30760488832
2020 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2020 401k financial data
Total income from all sources (including contributions)2020-06-30$3,698,857
Total of all expenses incurred2020-06-30$10,492,519
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-06-30$10,272,942
Value of total assets at end of year2020-06-30$71,492,852
Value of total assets at beginning of year2020-06-30$78,286,514
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-06-30$219,577
Total dividends received (eg from common stock, registered investment company shares)2020-06-30$1,069,658
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2020-06-30$1,069,658
Administrative expenses professional fees incurred2020-06-30$52,196
Was this plan covered by a fidelity bond2020-06-30Yes
Value of fidelity bond cover2020-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2020-06-30No
Assets. Other investments not covered elsewhere at end of year2020-06-30$10,449,963
Assets. Other investments not covered elsewhere at beginning of year2020-06-30$0
Other income not declared elsewhere2020-06-30$886,724
Administrative expenses (other) incurred2020-06-30$137,254
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Value of net income/loss2020-06-30$-6,793,662
Value of net assets at end of year (total assets less liabilities)2020-06-30$71,492,852
Value of net assets at beginning of year (total assets less liabilities)2020-06-30$78,286,514
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2020-06-30No
Were any leases to which the plan was party in default or uncollectible2020-06-30No
Investment advisory and management fees2020-06-30$30,127
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-06-30$56,032,077
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-06-30$62,629,258
Value of interest in common/collective trusts at end of year2020-06-30$5,010,812
Value of interest in common/collective trusts at beginning of year2020-06-30$15,657,256
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-06-30$1,962,922
Net investment gain or loss from common/collective trusts2020-06-30$-220,447
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-06-30Yes
Was there a failure to transmit to the plan any participant contributions2020-06-30No
Has the plan failed to provide any benefit when due under the plan2020-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-06-30$10,272,942
Did the plan have assets held for investment2020-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-06-30Yes
Opinion of an independent qualified public accountant for this plan2020-06-30Disclaimer
Accountancy firm name2020-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2020-06-30351346211
2019 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2019 401k financial data
Total income from all sources (including contributions)2019-06-30$5,147,655
Total of all expenses incurred2019-06-30$13,138,520
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-06-30$12,909,789
Value of total assets at end of year2019-06-30$78,286,514
Value of total assets at beginning of year2019-06-30$86,277,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-06-30$228,731
Total dividends received (eg from common stock, registered investment company shares)2019-06-30$1,249,172
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2019-06-30$1,249,172
Administrative expenses professional fees incurred2019-06-30$15,250
Was this plan covered by a fidelity bond2019-06-30Yes
Value of fidelity bond cover2019-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-06-30$0
Were there any nonexempt tranactions with any party-in-interest2019-06-30No
Other income not declared elsewhere2019-06-30$399
Administrative expenses (other) incurred2019-06-30$169,506
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Value of net income/loss2019-06-30$-7,990,865
Value of net assets at end of year (total assets less liabilities)2019-06-30$78,286,514
Value of net assets at beginning of year (total assets less liabilities)2019-06-30$86,277,379
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2019-06-30No
Were any leases to which the plan was party in default or uncollectible2019-06-30No
Investment advisory and management fees2019-06-30$43,975
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-06-30$62,629,258
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-06-30$69,022,114
Value of interest in common/collective trusts at end of year2019-06-30$15,657,256
Value of interest in common/collective trusts at beginning of year2019-06-30$17,255,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-06-30$2,841,230
Net investment gain or loss from common/collective trusts2019-06-30$1,056,854
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-06-30Yes
Was there a failure to transmit to the plan any participant contributions2019-06-30No
Has the plan failed to provide any benefit when due under the plan2019-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-06-30$12,909,789
Did the plan have assets held for investment2019-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-06-30Yes
Opinion of an independent qualified public accountant for this plan2019-06-30Disclaimer
Accountancy firm name2019-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2019-06-30351346211
2018 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2018 401k financial data
Total income from all sources (including contributions)2018-06-30$7,112,083
Total of all expenses incurred2018-06-30$6,910,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-06-30$6,612,609
Value of total assets at end of year2018-06-30$86,277,379
Value of total assets at beginning of year2018-06-30$86,076,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-06-30$298,169
Total dividends received (eg from common stock, registered investment company shares)2018-06-30$1,166,378
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2018-06-30$1,166,378
Administrative expenses professional fees incurred2018-06-30$215,191
Was this plan covered by a fidelity bond2018-06-30Yes
Value of fidelity bond cover2018-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-06-30$0
Were there any nonexempt tranactions with any party-in-interest2018-06-30No
Administrative expenses (other) incurred2018-06-30$37,950
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Value of net income/loss2018-06-30$201,305
Value of net assets at end of year (total assets less liabilities)2018-06-30$86,277,379
Value of net assets at beginning of year (total assets less liabilities)2018-06-30$86,076,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2018-06-30No
Were any leases to which the plan was party in default or uncollectible2018-06-30No
Investment advisory and management fees2018-06-30$45,028
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-06-30$69,022,114
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-06-30$66,063,109
Value of interest in common/collective trusts at end of year2018-06-30$17,255,265
Value of interest in common/collective trusts at beginning of year2018-06-30$20,012,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-06-30$5,837,593
Net investment gain or loss from common/collective trusts2018-06-30$108,112
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-06-30Yes
Was there a failure to transmit to the plan any participant contributions2018-06-30No
Has the plan failed to provide any benefit when due under the plan2018-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-06-30$6,612,609
Did the plan have assets held for investment2018-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-06-30Yes
Opinion of an independent qualified public accountant for this plan2018-06-30Disclaimer
Accountancy firm name2018-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2018-06-30351346211
2017 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2017 401k financial data
Total transfer of assets from this plan2017-06-30$345,927
Total income from all sources (including contributions)2017-06-30$10,242,387
Total of all expenses incurred2017-06-30$11,151,867
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-06-30$10,967,778
Value of total assets at end of year2017-06-30$86,076,074
Value of total assets at beginning of year2017-06-30$87,331,481
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-06-30$184,089
Total dividends received (eg from common stock, registered investment company shares)2017-06-30$1,165,298
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2017-06-30$1,165,298
Administrative expenses professional fees incurred2017-06-30$102,067
Was this plan covered by a fidelity bond2017-06-30Yes
Value of fidelity bond cover2017-06-30$10,000,000
Were there any nonexempt tranactions with any party-in-interest2017-06-30No
Administrative expenses (other) incurred2017-06-30$74,772
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Value of net income/loss2017-06-30$-909,480
Value of net assets at end of year (total assets less liabilities)2017-06-30$86,076,074
Value of net assets at beginning of year (total assets less liabilities)2017-06-30$87,331,481
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2017-06-30No
Were any leases to which the plan was party in default or uncollectible2017-06-30No
Investment advisory and management fees2017-06-30$7,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-06-30$66,063,109
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-06-30$60,600,454
Value of interest in common/collective trusts at end of year2017-06-30$20,012,965
Value of interest in common/collective trusts at beginning of year2017-06-30$26,731,027
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-06-30$9,205,264
Net investment gain or loss from common/collective trusts2017-06-30$-128,175
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-06-30Yes
Was there a failure to transmit to the plan any participant contributions2017-06-30No
Has the plan failed to provide any benefit when due under the plan2017-06-30No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-06-30$10,967,778
Did the plan have assets held for investment2017-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-06-30Yes
Opinion of an independent qualified public accountant for this plan2017-06-30Disclaimer
Accountancy firm name2017-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2017-06-30351346211
2016 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2016 401k financial data
Total income from all sources (including contributions)2016-06-30$7,490,065
Total of all expenses incurred2016-06-30$9,927,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$9,698,084
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$6,800,000
Value of total assets at end of year2016-06-30$87,331,481
Value of total assets at beginning of year2016-06-30$89,768,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$229,012
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$907,136
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2016-06-30$907,136
Administrative expenses professional fees incurred2016-06-30$148,302
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Administrative expenses (other) incurred2016-06-30$73,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$-2,437,031
Value of net assets at end of year (total assets less liabilities)2016-06-30$87,331,481
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$89,768,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$7,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-06-30$60,600,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-06-30$55,386,079
Value of interest in common/collective trusts at end of year2016-06-30$26,731,027
Value of interest in common/collective trusts at beginning of year2016-06-30$34,382,433
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-06-30$-1,191,844
Net investment gain or loss from common/collective trusts2016-06-30$974,773
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30Yes
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$6,800,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$9,698,084
Did the plan have assets held for investment2016-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2016-06-30351346211
2015 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2015 401k financial data
Total income from all sources (including contributions)2015-06-30$11,833,731
Total of all expenses incurred2015-06-30$6,870,067
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$6,801,156
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$9,300,000
Value of total assets at end of year2015-06-30$89,768,512
Value of total assets at beginning of year2015-06-30$84,804,848
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$68,911
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$744,106
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2015-06-30$744,106
Administrative expenses professional fees incurred2015-06-30$14,727
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-06-30$0
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Other income not declared elsewhere2015-06-30$2,253,502
Administrative expenses (other) incurred2015-06-30$46,934
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$4,963,664
Value of net assets at end of year (total assets less liabilities)2015-06-30$89,768,512
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$84,804,848
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$7,250
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-06-30$55,386,079
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-06-30$41,347,819
Value of interest in common/collective trusts at end of year2015-06-30$34,382,433
Value of interest in common/collective trusts at beginning of year2015-06-30$43,457,029
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-06-30$-2,355,159
Net investment gain or loss from common/collective trusts2015-06-30$1,891,282
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30Yes
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$9,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$6,801,156
Did the plan have assets held for investment2015-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2015-06-30351346211
2014 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2014 401k financial data
Total income from all sources (including contributions)2014-06-30$14,382,860
Total of all expenses incurred2014-06-30$20,826,046
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$20,608,975
Value of total assets at end of year2014-06-30$84,804,848
Value of total assets at beginning of year2014-06-30$91,248,034
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$217,071
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$858,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2014-06-30$858,092
Administrative expenses professional fees incurred2014-06-30$17,550
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-06-30$0
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Other income not declared elsewhere2014-06-30$102,668
Administrative expenses (other) incurred2014-06-30$191,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$-6,443,186
Value of net assets at end of year (total assets less liabilities)2014-06-30$84,804,848
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$91,248,034
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$8,188
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-06-30$41,347,819
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-06-30$44,000,041
Value of interest in common/collective trusts at end of year2014-06-30$43,457,029
Value of interest in common/collective trusts at beginning of year2014-06-30$45,547,593
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-06-30$6,810,306
Net investment gain or loss from common/collective trusts2014-06-30$6,611,794
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30Yes
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Employer contributions (assets) at beginning of year2014-06-30$1,700,400
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$20,608,975
Did the plan have assets held for investment2014-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30Yes
Opinion of an independent qualified public accountant for this plan2014-06-30Disclaimer
Accountancy firm name2014-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2014-06-30351346211
2013 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2013 401k financial data
Total income from all sources (including contributions)2013-06-30$13,118,648
Total of all expenses incurred2013-06-30$5,741,167
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$5,543,018
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$3,400,800
Value of total assets at end of year2013-06-30$91,248,034
Value of total assets at beginning of year2013-06-30$83,870,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$198,149
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$957,625
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2013-06-30$957,625
Administrative expenses professional fees incurred2013-06-30$7,146
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Other income not declared elsewhere2013-06-30$123,891
Administrative expenses (other) incurred2013-06-30$182,620
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$7,377,481
Value of net assets at end of year (total assets less liabilities)2013-06-30$91,248,034
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$83,870,553
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$8,383
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-06-30$44,000,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-06-30$40,174,769
Value of interest in common/collective trusts at end of year2013-06-30$45,547,593
Value of interest in common/collective trusts at beginning of year2013-06-30$41,529,784
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-06-30$3,805,599
Net investment gain or loss from common/collective trusts2013-06-30$4,830,733
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30Yes
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$3,400,800
Employer contributions (assets) at end of year2013-06-30$1,700,400
Employer contributions (assets) at beginning of year2013-06-30$2,166,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$5,543,018
Did the plan have assets held for investment2013-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30Yes
Opinion of an independent qualified public accountant for this plan2013-06-30Disclaimer
Accountancy firm name2013-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2013-06-30351346211
2012 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2012 401k financial data
Total income from all sources (including contributions)2012-06-30$6,282,648
Total of all expenses incurred2012-06-30$2,739,467
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$2,617,637
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$4,204,300
Value of total assets at end of year2012-06-30$83,870,553
Value of total assets at beginning of year2012-06-30$80,327,372
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$121,830
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$868,294
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2012-06-30$868,294
Administrative expenses professional fees incurred2012-06-30$77,836
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Other income not declared elsewhere2012-06-30$1,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$3,543,181
Value of net assets at end of year (total assets less liabilities)2012-06-30$83,870,553
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$80,327,372
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$43,994
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-06-30$40,174,769
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-06-30$40,601,980
Value of interest in common/collective trusts at end of year2012-06-30$41,529,784
Value of interest in common/collective trusts at beginning of year2012-06-30$37,883,392
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-06-30$-1,310,450
Net investment gain or loss from common/collective trusts2012-06-30$2,519,158
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30Yes
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$4,204,300
Employer contributions (assets) at end of year2012-06-30$2,166,000
Employer contributions (assets) at beginning of year2012-06-30$1,842,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$2,617,637
Did the plan have assets held for investment2012-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30Yes
Opinion of an independent qualified public accountant for this plan2012-06-30Disclaimer
Accountancy firm name2012-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2012-06-30351346211
2011 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2011 401k financial data
Total income from all sources (including contributions)2011-06-30$28,016,068
Total of all expenses incurred2011-06-30$2,683,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$2,429,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$15,902,000
Value of total assets at end of year2011-06-30$80,327,372
Value of total assets at beginning of year2011-06-30$54,994,701
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$253,903
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$946,979
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Total dividends received from registered investment company shares (eg mutual funds)2011-06-30$946,979
Administrative expenses professional fees incurred2011-06-30$119,076
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Administrative expenses (other) incurred2011-06-30$97,766
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$25,332,671
Value of net assets at end of year (total assets less liabilities)2011-06-30$80,327,372
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$54,994,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Investment advisory and management fees2011-06-30$37,061
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-06-30$40,601,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-06-30$26,842,992
Value of interest in common/collective trusts at end of year2011-06-30$37,883,392
Value of interest in common/collective trusts at beginning of year2011-06-30$27,551,709
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-06-30$5,382,840
Net investment gain or loss from common/collective trusts2011-06-30$5,784,249
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30Yes
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$15,902,000
Employer contributions (assets) at end of year2011-06-30$1,842,000
Employer contributions (assets) at beginning of year2011-06-30$600,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$2,429,494
Did the plan have assets held for investment2011-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30Yes
Opinion of an independent qualified public accountant for this plan2011-06-30Disclaimer
Accountancy firm name2011-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2011-06-30351346211
2010 : PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2010 401k financial data
Total income from all sources (including contributions)2010-06-30$11,366,808
Total of all expenses incurred2010-06-30$2,453,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-06-30$2,247,596
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-06-30$5,000,000
Value of total assets at end of year2010-06-30$54,994,701
Value of total assets at beginning of year2010-06-30$46,081,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-06-30$205,680
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-06-30No
Administrative expenses professional fees incurred2010-06-30$20,639
Was this plan covered by a fidelity bond2010-06-30Yes
Value of fidelity bond cover2010-06-30$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0
Were there any nonexempt tranactions with any party-in-interest2010-06-30No
Administrative expenses (other) incurred2010-06-30$154,287
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Value of net income/loss2010-06-30$8,913,532
Value of net assets at end of year (total assets less liabilities)2010-06-30$54,994,701
Value of net assets at beginning of year (total assets less liabilities)2010-06-30$46,081,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2010-06-30No
Were any leases to which the plan was party in default or uncollectible2010-06-30No
Investment advisory and management fees2010-06-30$30,754
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-06-30$26,842,992
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-06-30$26,722,493
Value of interest in common/collective trusts at end of year2010-06-30$27,551,709
Value of interest in common/collective trusts at beginning of year2010-06-30$15,371,676
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-06-30$3,666,714
Net investment gain or loss from common/collective trusts2010-06-30$2,700,094
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-06-30Yes
Was there a failure to transmit to the plan any participant contributions2010-06-30No
Has the plan failed to provide any benefit when due under the plan2010-06-30No
Contributions received in cash from employer2010-06-30$5,000,000
Employer contributions (assets) at end of year2010-06-30$600,000
Employer contributions (assets) at beginning of year2010-06-30$3,987,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-06-30$2,247,596
Did the plan have assets held for investment2010-06-30Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-06-30Yes
Opinion of an independent qualified public accountant for this plan2010-06-30Disclaimer
Accountancy firm name2010-06-30HARDING SHYMANSKI AND COMPANY, PSC
Accountancy firm EIN2010-06-30351346211

Form 5500 Responses for PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY

2021: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2021 form 5500 responses
2021-07-01Type of plan entitySingle employer plan
2021-07-01Submission has been amendedNo
2021-07-01This submission is the final filingNo
2021-07-01This return/report is a short plan year return/report (less than 12 months)No
2021-07-01Plan is a collectively bargained planNo
2021-07-01Plan funding arrangement – TrustYes
2021-07-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2020 form 5500 responses
2020-07-01Type of plan entitySingle employer plan
2020-07-01Submission has been amendedNo
2020-07-01This submission is the final filingNo
2020-07-01This return/report is a short plan year return/report (less than 12 months)No
2020-07-01Plan is a collectively bargained planNo
2020-07-01Plan funding arrangement – TrustYes
2020-07-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2019 form 5500 responses
2019-07-01Type of plan entitySingle employer plan
2019-07-01Plan funding arrangement – TrustYes
2019-07-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2018 form 5500 responses
2018-07-01Type of plan entitySingle employer plan
2018-07-01Plan funding arrangement – TrustYes
2018-07-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2017 form 5500 responses
2017-07-01Type of plan entitySingle employer plan
2017-07-01Plan funding arrangement – TrustYes
2017-07-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PENSION PLAN FOR HOURLY EMPLOYEES OF SOUTHERN INDIANA GAS & ELECTRIC COMPANY 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedYes
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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