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RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 401k Plan overview

Plan NameRETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC
Plan identification number 006

RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 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).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

NRG AFFILIATE SERVICES INC has sponsored the creation of one or more 401k plans.

Company Name:NRG AFFILIATE SERVICES INC
Employer identification number (EIN):411960764
NAIC Classification:221100

Additional information about NRG AFFILIATE SERVICES INC

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 2000-01-11
Company Identification Number: 3157849
Legal Registered Office Address: Corporation Trust Center
1209 Orange St
Wilmington
United States of America (USA)
19801

More information about NRG AFFILIATE SERVICES INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0062022-01-01DONNA BRAMBLE2023-10-12
0062021-01-01ELIZABETH KORDUBA2022-10-14
0062020-01-01ELIZABETH KORDUBA2021-10-13
0062019-01-01ELIZABETH KORDUBA2020-10-15
0062018-01-01ELIZABETH KORDUBA2019-10-15
0062017-01-01
0062016-01-01ELIZABETH KORDUBA ELIZABETH KORDUBA2017-10-13
0062015-01-01ELIZABETH KORDUBA ELIZABETH KORDUBA2016-10-14
0062014-01-01PETER JOHNSON
0062013-01-01PETER JOHNSON PETER JOHNSON2014-10-14

Plan Statistics for RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC

401k plan membership statisitcs for RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC

Measure Date Value
2022: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2022 401k membership
Market value of plan assets2022-12-3128,016,867
Acturial value of plan assets2022-12-3128,016,867
Funding target for retired participants and beneficiaries receiving payment2022-12-317,823,565
Number of terminated vested participants2022-12-3137
Fundng target for terminated vested participants2022-12-312,289,166
Active participant vested funding target2022-12-3112,906,378
Number of active participants2022-12-3197
Total funding liabilities for active participants2022-12-3115,342,939
Total participant count2022-12-31187
Total funding target for all participants2022-12-3125,455,670
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3156,129
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-3156,129
Present value of excess contributions2022-12-31218,642
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31224,677
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-3160,541
Total employer contributions2022-12-31270,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31259,910
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-311,813,457
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31259,910
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01187
Total number of active participants reported on line 7a of the Form 55002022-01-0191
Number of retired or separated participants receiving benefits2022-01-0157
Number of other retired or separated participants entitled to future benefits2022-01-0113
Total of all active and inactive participants2022-01-01161
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-011
Total participants2022-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2021 401k membership
Market value of plan assets2021-12-3124,202,535
Acturial value of plan assets2021-12-3124,202,535
Funding target for retired participants and beneficiaries receiving payment2021-12-316,855,974
Number of terminated vested participants2021-12-3131
Fundng target for terminated vested participants2021-12-311,872,935
Active participant vested funding target2021-12-3112,951,006
Number of active participants2021-12-31112
Total funding liabilities for active participants2021-12-3115,332,458
Total participant count2021-12-31189
Total funding target for all participants2021-12-3124,061,367
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3147,900
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-3147,900
Present value of excess contributions2021-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-3156,129
Total employer contributions2021-12-312,400,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-312,381,454
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-312,247,851
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-312,162,812
Additional cash requirement2021-12-312,162,812
Contributions allocatedtoward minimum required contributions for current year2021-12-312,381,454
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01189
Total number of active participants reported on line 7a of the Form 55002021-01-0197
Number of retired or separated participants receiving benefits2021-01-0152
Number of other retired or separated participants entitled to future benefits2021-01-0137
Total of all active and inactive participants2021-01-01186
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2020 401k membership
Market value of plan assets2020-12-3118,737,310
Acturial value of plan assets2020-12-3118,737,310
Funding target for retired participants and beneficiaries receiving payment2020-12-314,850,349
Number of terminated vested participants2020-12-3122
Fundng target for terminated vested participants2020-12-31832,213
Active participant vested funding target2020-12-3111,367,125
Number of active participants2020-12-31128
Total funding liabilities for active participants2020-12-3113,368,234
Total participant count2020-12-31189
Total funding target for all participants2020-12-3119,050,796
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3139,214
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-3139,214
Present value of excess contributions2020-12-31304,181
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31317,991
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3147,900
Total employer contributions2020-12-312,518,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-312,487,374
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-312,185,834
Net shortfall amortization installment of oustanding balance2020-12-31361,386
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,391,367
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-312,391,367
Contributions allocatedtoward minimum required contributions for current year2020-12-312,487,374
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01189
Total number of active participants reported on line 7a of the Form 55002020-01-01112
Number of retired or separated participants receiving benefits2020-01-0146
Number of other retired or separated participants entitled to future benefits2020-01-0131
Total of all active and inactive participants2020-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01189
Number of participants with account balances2020-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2019 401k membership
Market value of plan assets2019-12-3113,302,442
Acturial value of plan assets2019-12-3113,302,442
Funding target for retired participants and beneficiaries receiving payment2019-12-313,237,948
Number of terminated vested participants2019-12-3119
Fundng target for terminated vested participants2019-12-31636,833
Active participant vested funding target2019-12-318,755,674
Number of active participants2019-12-31139
Total funding liabilities for active participants2019-12-3110,296,813
Total participant count2019-12-31189
Total funding target for all participants2019-12-3114,171,594
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-312,580,742
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-312,538,527
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-3142,215
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3139,214
Total employer contributions2019-12-312,542,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-312,510,044
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-311,950,600
Net shortfall amortization installment of oustanding balance2019-12-31908,366
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,205,863
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-312,205,863
Contributions allocatedtoward minimum required contributions for current year2019-12-312,510,044
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01189
Total number of active participants reported on line 7a of the Form 55002019-01-01128
Number of retired or separated participants receiving benefits2019-01-0139
Number of other retired or separated participants entitled to future benefits2019-01-0122
Total of all active and inactive participants2019-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01189
Number of participants with account balances2019-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2018 401k membership
Market value of plan assets2018-12-3114,597,593
Acturial value of plan assets2018-12-3114,597,593
Funding target for retired participants and beneficiaries receiving payment2018-12-311,784,906
Number of terminated vested participants2018-12-319
Fundng target for terminated vested participants2018-12-31478,320
Active participant vested funding target2018-12-319,394,857
Number of active participants2018-12-31160
Total funding liabilities for active participants2018-12-3111,003,651
Total participant count2018-12-31188
Total funding target for all participants2018-12-3113,266,877
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,271,697
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-311,811,999
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-31459,698
Present value of excess contributions2018-12-311,713,604
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,035,247
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-312,034,759
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-312,580,742
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-312,270,094
Net shortfall amortization installment of oustanding balance2018-12-311,250,026
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,538,527
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-312,538,527
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01188
Total number of active participants reported on line 7a of the Form 55002018-01-01139
Number of retired or separated participants receiving benefits2018-01-0131
Number of other retired or separated participants entitled to future benefits2018-01-0119
Total of all active and inactive participants2018-01-01189
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2017 401k membership
Market value of plan assets2017-12-3111,046,928
Acturial value of plan assets2017-12-3111,046,928
Funding target for retired participants and beneficiaries receiving payment2017-12-31561,890
Number of terminated vested participants2017-12-315
Fundng target for terminated vested participants2017-12-31214,656
Active participant vested funding target2017-12-317,538,080
Number of active participants2017-12-31172
Total funding liabilities for active participants2017-12-318,782,541
Total participant count2017-12-31188
Total funding target for all participants2017-12-319,559,087
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,258,000
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-312,184,918
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-3173,082
Present value of excess contributions2017-12-312,033,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,193,134
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-312,192,863
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,271,697
Total employer contributions2017-12-311,812,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-311,713,604
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,640,037
Net shortfall amortization installment of oustanding balance2017-12-31783,856
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,811,999
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-311,811,999
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-311,713,604
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01188
Total number of active participants reported on line 7a of the Form 55002017-01-01160
Number of retired or separated participants receiving benefits2017-01-0119
Number of other retired or separated participants entitled to future benefits2017-01-019
Total of all active and inactive participants2017-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01188
Number of participants with account balances2017-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2016 401k membership
Market value of plan assets2016-12-318,410,084
Acturial value of plan assets2016-12-318,410,084
Funding target for retired participants and beneficiaries receiving payment2016-12-31292,162
Number of terminated vested participants2016-12-311
Fundng target for terminated vested participants2016-12-3142,076
Active participant vested funding target2016-12-315,811,543
Number of active participants2016-12-31180
Total funding liabilities for active participants2016-12-316,741,614
Total participant count2016-12-31188
Total funding target for all participants2016-12-317,075,852
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-31500,000
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-31500,000
Present value of excess contributions2016-12-312,208,005
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,263,003
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-312,258,000
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,258,000
Total employer contributions2016-12-312,154,000
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,033,127
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-312,014,991
Net shortfall amortization installment of oustanding balance2016-12-31923,768
Total funding amount beforereflecting carryover/prefunding balances2016-12-312,184,918
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-312,184,918
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,033,127
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01188
Total number of active participants reported on line 7a of the Form 55002016-01-01172
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-015
Total of all active and inactive participants2016-01-01188
Total participants2016-01-01188
2015: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2015 401k membership
Total participants, beginning-of-year2015-01-01188
Total number of active participants reported on line 7a of the Form 55002015-01-01180
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-011
Total of all active and inactive participants2015-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2014 401k membership
Total participants, beginning-of-year2014-01-01169
Total number of active participants reported on line 7a of the Form 55002014-01-01183
Number of retired or separated participants receiving benefits2014-01-015
Total of all active and inactive participants2014-01-01188
Total participants2014-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-011
2013: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2013 401k membership
Total participants, beginning-of-year2013-01-01158
Total number of active participants reported on line 7a of the Form 55002013-01-01168
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01169
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01169

Financial Data on RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC

Measure Date Value
2022 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-6,545,347
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,510,025
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,371,369
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$270,000
Value of total assets at end of year2022-12-31$18,961,495
Value of total assets at beginning of year2022-12-31$28,016,867
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$138,656
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$25,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$138,656
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-9,055,372
Value of net assets at end of year (total assets less liabilities)2022-12-31$18,961,495
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$28,016,867
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in master investment trust accounts at end of year2022-12-31$18,691,495
Value of interest in master investment trust accounts at beginning of year2022-12-31$28,016,867
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$270,000
Employer contributions (assets) at end of year2022-12-31$270,000
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,371,369
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31WARREN AVERETT, LLC
Accountancy firm EIN2022-12-31454084437
2021 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$4,407,097
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$594,666
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$469,758
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$2,400,000
Value of total assets at end of year2021-12-31$28,016,867
Value of total assets at beginning of year2021-12-31$24,204,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$124,908
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$25,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$124,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$3,812,431
Value of net assets at end of year (total assets less liabilities)2021-12-31$28,016,867
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$24,204,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in master investment trust accounts at end of year2021-12-31$28,016,867
Value of interest in master investment trust accounts at beginning of year2021-12-31$24,004,436
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$2,400,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$200,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$469,758
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31WARREN AVERETT, LLC
Accountancy firm EIN2021-12-31454084437
2020 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$5,973,046
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$505,920
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$391,718
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,518,000
Value of total assets at end of year2020-12-31$24,204,436
Value of total assets at beginning of year2020-12-31$18,737,310
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$114,202
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$25,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$114,202
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$5,467,126
Value of net assets at end of year (total assets less liabilities)2020-12-31$24,204,436
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,737,310
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in master investment trust accounts at end of year2020-12-31$24,004,436
Value of interest in master investment trust accounts at beginning of year2020-12-31$18,737,310
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,518,000
Employer contributions (assets) at end of year2020-12-31$200,000
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$391,718
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31WARREN AVERETT, LLC
Accountancy firm EIN2020-12-31454084437
2019 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$5,835,773
Total income from all sources (including contributions)2019-12-31$5,835,773
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$400,905
Total of all expenses incurred2019-12-31$400,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$293,991
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$293,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,542,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,542,000
Value of total assets at end of year2019-12-31$18,737,310
Value of total assets at end of year2019-12-31$18,737,310
Value of total assets at beginning of year2019-12-31$13,302,442
Value of total assets at beginning of year2019-12-31$13,302,442
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$106,914
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$25,000,000
Value of fidelity bond cover2019-12-31$25,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$106,914
Administrative expenses (other) incurred2019-12-31$106,914
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,434,868
Value of net income/loss2019-12-31$5,434,868
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,737,310
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,737,310
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,302,442
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$13,302,442
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$18,737,310
Value of interest in master investment trust accounts at end of year2019-12-31$18,737,310
Value of interest in master investment trust accounts at beginning of year2019-12-31$13,302,442
Value of interest in master investment trust accounts at beginning of year2019-12-31$13,302,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,542,000
Contributions received in cash from employer2019-12-31$2,542,000
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$293,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$293,991
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm name2019-12-31WARREN AVERETT, LLC
Accountancy firm EIN2019-12-31454084437
Accountancy firm EIN2019-12-31454084437
2018 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-992,902
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$323,876
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$212,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$13,302,442
Value of total assets at beginning of year2018-12-31$14,619,220
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$111,742
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$25,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$111,742
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-1,316,778
Value of net assets at end of year (total assets less liabilities)2018-12-31$13,302,442
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$14,619,220
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in master investment trust accounts at end of year2018-12-31$13,302,442
Value of interest in master investment trust accounts at beginning of year2018-12-31$12,807,220
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$1,812,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$212,134
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31WARREN AVERETT, LLC
Accountancy firm EIN2018-12-31454084437
2017 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$3,757,434
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$212,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$93,942
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,812,000
Value of total assets at end of year2017-12-31$14,619,220
Value of total assets at beginning of year2017-12-31$11,073,870
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$118,142
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$118,142
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$3,545,350
Value of net assets at end of year (total assets less liabilities)2017-12-31$14,619,220
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$11,073,870
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in master investment trust accounts at end of year2017-12-31$12,807,220
Value of interest in master investment trust accounts at beginning of year2017-12-31$8,919,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$1,812,000
Employer contributions (assets) at end of year2017-12-31$1,812,000
Employer contributions (assets) at beginning of year2017-12-31$2,154,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$93,942
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31WARREN AVERETT, LLC
Accountancy firm EIN2017-12-31454084437
2016 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2016 401k financial data
Total income from all sources (including contributions)2016-12-31$2,754,675
Total of all expenses incurred2016-12-31$122,760
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$37,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,154,000
Value of total assets at end of year2016-12-31$11,073,870
Value of total assets at beginning of year2016-12-31$8,441,955
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$85,692
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$69,997
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Administrative expenses (other) incurred2016-12-31$11,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$2,631,915
Value of net assets at end of year (total assets less liabilities)2016-12-31$11,073,870
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$8,441,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$4,547
Value of interest in master investment trust accounts at end of year2016-12-31$8,919,870
Value of interest in master investment trust accounts at beginning of year2016-12-31$5,079,955
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$2,154,000
Employer contributions (assets) at end of year2016-12-31$2,154,000
Employer contributions (assets) at beginning of year2016-12-31$3,362,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$37,068
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31WARREN AVERETT, LLC
Accountancy firm EIN2016-12-31454084437
2015 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$4,049,218
Total of all expenses incurred2015-12-31$77,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$17,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,246,268
Value of total assets at end of year2015-12-31$8,441,955
Value of total assets at beginning of year2015-12-31$4,470,673
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$60,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$47,526
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Administrative expenses (other) incurred2015-12-31$10,716
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,971,282
Value of net assets at end of year (total assets less liabilities)2015-12-31$8,441,955
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$4,470,673
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$2,022
Value of interest in master investment trust accounts at end of year2015-12-31$5,079,955
Value of interest in master investment trust accounts at beginning of year2015-12-31$1,704,941
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$4,246,268
Employer contributions (assets) at end of year2015-12-31$3,362,000
Employer contributions (assets) at beginning of year2015-12-31$2,765,732
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$17,672
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31WARREN AVERETT, LLC
Accountancy firm EIN2015-12-31454084437
2014 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,828,874
Total of all expenses incurred2014-12-31$73,790
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,997
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,765,732
Value of total assets at end of year2014-12-31$4,470,673
Value of total assets at beginning of year2014-12-31$1,715,589
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$69,793
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$45,400
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$24,122
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,755,084
Value of net assets at end of year (total assets less liabilities)2014-12-31$4,470,673
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$1,715,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$271
Value of interest in master investment trust accounts at end of year2014-12-31$1,704,941
Value of interest in master investment trust accounts at beginning of year2014-12-31$29,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,765,732
Employer contributions (assets) at end of year2014-12-31$2,765,732
Employer contributions (assets) at beginning of year2014-12-31$1,686,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,997
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31No
Did the plan have assets held for investment2014-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2014-12-31580942047
2013 : RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$1,715,990
Total of all expenses incurred2013-12-31$401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$401
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,716,000
Value of total assets at end of year2013-12-31$1,715,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,715,589
Value of net assets at end of year (total assets less liabilities)2013-12-31$1,715,589
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$29,589
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$1,716,000
Employer contributions (assets) at end of year2013-12-31$1,686,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$401
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BABUSH NEIMAN KORNMAN & JOHNSON LLP
Accountancy firm EIN2013-12-31580942047

Form 5500 Responses for RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC

2022: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01First time form 5500 has been submittedYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes

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