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EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 401k Plan overview

Plan NameEMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY
Plan identification number 001

EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).

401k Sponsoring company profile

FLORIDA PUBLIC UTILITIES COMPANY has sponsored the creation of one or more 401k plans.

Company Name:FLORIDA PUBLIC UTILITIES COMPANY
Employer identification number (EIN):590539080
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01GEORGE NAVO
0012023-01-01
0012023-01-01MICHAEL GALTMAN
0012022-01-01
0012022-01-01MICHAEL GALTMAN
0012021-01-01
0012021-01-01MICHAEL GALTMAN
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01BETH W. COOPER BETH W. COOPER2018-10-12
0012016-01-01BETH W. COOPER
0012015-01-01BETH W. COOPER
0012014-01-01BETH W. COOPER
0012013-01-01MATTHEW M. KIM
0012012-01-01MATTHEW M. KIM
0012011-01-01MATTHEW M. KIM
0012009-01-01GEORGE BACHMAN GEORGE BACHMAN2010-10-07

Financial Data on EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY

Measure Date Value
2023 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$20,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$20,370
Total income from all sources (including contributions)2023-12-31$6,868,566
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$3,628,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,233,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$0
Value of total assets at end of year2023-12-31$49,443,019
Value of total assets at beginning of year2023-12-31$46,203,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$395,490
Total interest from all sources2023-12-31$13,318
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$1,052,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$1,052,212
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$5,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$20,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$20,370
Other income not declared elsewhere2023-12-31$12,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$3,239,598
Value of net assets at end of year (total assets less liabilities)2023-12-31$49,422,649
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$46,183,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$48,875,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$40,859,305
Value of interest in pooled separate accounts at end of year2023-12-31$11,222
Value of interest in pooled separate accounts at beginning of year2023-12-31$4,945,790
Interest earned on other investments2023-12-31$13,318
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$556,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$398,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,563,393
Net investment gain/loss from pooled separate accounts2023-12-31$227,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,233,478
Contract administrator fees2023-12-31$58,350
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31390859910
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$20,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$20,370
Total income from all sources (including contributions)2023-01-01$6,868,566
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$3,628,968
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$3,233,478
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$0
Value of total assets at end of year2023-01-01$49,443,019
Value of total assets at beginning of year2023-01-01$46,203,421
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$395,490
Total interest from all sources2023-01-01$13,318
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$1,052,212
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2023-01-01$1,052,212
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$5,000,000
If this is an individual account plan, was there a blackout period2023-01-01No
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-01-01$20,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-01-01$20,370
Other income not declared elsewhere2023-01-01$12,319
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$3,239,598
Value of net assets at end of year (total assets less liabilities)2023-01-01$49,422,649
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$46,183,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-01-01$48,875,676
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-01-01$40,859,305
Value of interest in pooled separate accounts at end of year2023-01-01$11,222
Value of interest in pooled separate accounts at beginning of year2023-01-01$4,945,790
Interest earned on other investments2023-01-01$13,318
Value of interest in master investment trust accounts at beginning of year2023-01-01$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-01-01$556,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-01-01$398,326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-01-01$5,563,393
Net investment gain/loss from pooled separate accounts2023-01-01$227,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01Yes
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$3,233,478
Contract administrator fees2023-01-01$58,350
Did the plan have assets held for investment2023-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BAKER TILLY US, LLP
Accountancy firm EIN2023-01-01390859910
2022 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$20,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$18,643
Total income from all sources (including contributions)2022-12-31$-8,967,779
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$3,543,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,157,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$208,019
Value of total assets at end of year2022-12-31$46,203,421
Value of total assets at beginning of year2022-12-31$58,712,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$385,962
Total interest from all sources2022-12-31$8,805
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,495,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,495,918
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$20,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$18,643
Other income not declared elsewhere2022-12-31$-43,553
Administrative expenses (other) incurred2022-12-31$1,727
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
Income. Non cash contributions2022-12-31$8,019
Value of net income/loss2022-12-31$-12,510,966
Value of net assets at end of year (total assets less liabilities)2022-12-31$46,183,051
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$58,694,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$339,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$40,859,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$0
Value of interest in pooled separate accounts at end of year2022-12-31$4,945,790
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest earned on other investments2022-12-31$8,805
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$58,712,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$398,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-8,425,093
Net investment gain/loss from pooled separate accounts2022-12-31$-2,211,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$200,000
Employer contributions (assets) at end of year2022-12-31$0
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$3,157,225
Contract administrator fees2022-12-31$45,139
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Disclaimer
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$20,370
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$18,643
Total income from all sources (including contributions)2022-01-01$-8,967,779
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$3,543,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$3,157,225
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$208,019
Value of total assets at end of year2022-01-01$46,203,421
Value of total assets at beginning of year2022-01-01$58,712,660
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$385,962
Total interest from all sources2022-01-01$8,805
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$1,495,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Total dividends received from registered investment company shares (eg mutual funds)2022-01-01$1,495,918
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$5,000,000
If this is an individual account plan, was there a blackout period2022-01-01No
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-01-01$20,370
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-01-01$18,643
Other income not declared elsewhere2022-01-01$-43,553
Administrative expenses (other) incurred2022-01-01$1,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Income. Non cash contributions2022-01-01$8,019
Value of net income/loss2022-01-01$-12,510,966
Value of net assets at end of year (total assets less liabilities)2022-01-01$46,183,051
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$58,694,017
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$339,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-01-01$40,859,305
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-01-01$0
Value of interest in pooled separate accounts at end of year2022-01-01$4,945,790
Value of interest in pooled separate accounts at beginning of year2022-01-01$0
Interest earned on other investments2022-01-01$8,805
Value of interest in master investment trust accounts at end of year2022-01-01$0
Value of interest in master investment trust accounts at beginning of year2022-01-01$58,712,660
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-01-01$398,326
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-01-01$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-01-01$-8,425,093
Net investment gain/loss from pooled separate accounts2022-01-01$-2,211,875
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01Yes
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$200,000
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$3,157,225
Contract administrator fees2022-01-01$45,139
Did the plan have assets held for investment2022-01-01Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-013
Accountancy firm name2022-01-01BAKER TILLY US, LLP
Accountancy firm EIN2022-01-01390859910
2021 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 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$18,643
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,349
Total income from all sources (including contributions)2021-12-31$5,545,668
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$3,471,227
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$3,097,355
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$925,668
Value of total assets at end of year2021-12-31$58,712,660
Value of total assets at beginning of year2021-12-31$56,637,925
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$373,872
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$5,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$18,643
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$18,349
Other income not declared elsewhere2021-12-31$0
Administrative expenses (other) incurred2021-12-31$373,872
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$2,074,441
Value of net assets at end of year (total assets less liabilities)2021-12-31$58,694,017
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$56,619,576
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$58,712,660
Value of interest in master investment trust accounts at beginning of year2021-12-31$55,966,178
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$925,668
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$671,747
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$3,097,355
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 plan2021-12-31Disclaimer
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 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$18,349
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$30,024
Total income from all sources (including contributions)2020-12-31$8,898,728
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,476,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,091,906
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,921,400
Value of total assets at end of year2020-12-31$56,637,925
Value of total assets at beginning of year2020-12-31$51,227,518
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$384,740
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$5,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$18,349
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$30,024
Administrative expenses (other) incurred2020-12-31$384,740
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$5,422,082
Value of net assets at end of year (total assets less liabilities)2020-12-31$56,619,576
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$51,197,494
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$55,966,178
Value of interest in master investment trust accounts at beginning of year2020-12-31$49,703,120
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$1,921,400
Employer contributions (assets) at end of year2020-12-31$671,747
Employer contributions (assets) at beginning of year2020-12-31$1,524,398
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,091,906
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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2019 401k financial data
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$30,024
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$8,262
Total income from all sources (including contributions)2019-12-31$10,648,040
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$3,422,620
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,033,357
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$2,301,890
Value of total assets at end of year2019-12-31$51,227,518
Value of total assets at beginning of year2019-12-31$43,980,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$389,263
Total interest from all sources2019-12-31$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
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$30,024
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$8,262
Administrative expenses (other) incurred2019-12-31$389,263
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$7,225,420
Value of net assets at end of year (total assets less liabilities)2019-12-31$51,197,494
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$43,972,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in master investment trust accounts at end of year2019-12-31$49,703,120
Value of interest in master investment trust accounts at beginning of year2019-12-31$43,600,820
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,301,890
Employer contributions (assets) at end of year2019-12-31$1,524,398
Employer contributions (assets) at beginning of year2019-12-31$379,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,033,357
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
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 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$8,262
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,442
Total income from all sources (including contributions)2018-12-31$-1,672,842
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,238,400
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,886,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,079,260
Value of total assets at end of year2018-12-31$43,980,336
Value of total assets at beginning of year2018-12-31$48,900,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$351,711
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$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$8,262
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$17,442
Administrative expenses (other) incurred2018-12-31$351,711
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,911,242
Value of net assets at end of year (total assets less liabilities)2018-12-31$43,972,074
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$48,883,316
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$43,600,820
Value of interest in master investment trust accounts at beginning of year2018-12-31$48,395,984
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
Contributions received in cash from employer2018-12-31$1,079,260
Employer contributions (assets) at end of year2018-12-31$379,516
Employer contributions (assets) at beginning of year2018-12-31$504,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,886,689
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 name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 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$17,442
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$14,790
Total income from all sources (including contributions)2017-12-31$7,815,404
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,210,002
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,849,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,432,284
Value of total assets at end of year2017-12-31$48,900,758
Value of total assets at beginning of year2017-12-31$44,292,704
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$360,588
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$5,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$17,442
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$14,790
Administrative expenses (other) incurred2017-12-31$360,588
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$4,605,402
Value of net assets at end of year (total assets less liabilities)2017-12-31$48,883,316
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$44,277,914
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$48,395,984
Value of interest in master investment trust accounts at beginning of year2017-12-31$43,272,378
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$1,432,284
Employer contributions (assets) at end of year2017-12-31$504,774
Employer contributions (assets) at beginning of year2017-12-31$1,020,326
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,849,414
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 name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$14,790
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$13,784
Total income from all sources (including contributions)2016-12-31$4,825,902
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,252,322
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,912,481
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,143,664
Value of total assets at end of year2016-12-31$44,292,704
Value of total assets at beginning of year2016-12-31$42,718,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$339,841
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$14,790
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$13,784
Administrative expenses (other) incurred2016-12-31$339,841
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$1,573,580
Value of net assets at end of year (total assets less liabilities)2016-12-31$44,277,914
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$42,704,334
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
Value of interest in master investment trust accounts at end of year2016-12-31$43,272,378
Value of interest in master investment trust accounts at beginning of year2016-12-31$42,207,118
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$2,143,664
Employer contributions (assets) at end of year2016-12-31$1,020,326
Employer contributions (assets) at beginning of year2016-12-31$511,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,912,481
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 name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$13,784
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$387,885
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$3,167,827
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,867,991
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,565,726
Value of total assets at end of year2015-12-31$42,718,118
Value of total assets at beginning of year2015-12-31$45,484,276
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$299,836
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$13,784
Administrative expenses (other) incurred2015-12-31$299,836
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,779,942
Value of net assets at end of year (total assets less liabilities)2015-12-31$42,704,334
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,484,276
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$42,207,118
Value of interest in master investment trust accounts at beginning of year2015-12-31$45,076,765
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$1,565,726
Employer contributions (assets) at end of year2015-12-31$511,000
Employer contributions (assets) at beginning of year2015-12-31$407,511
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,867,991
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$18,975
Total income from all sources (including contributions)2014-12-31$3,073,714
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,082,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,863,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,588,587
Value of total assets at end of year2014-12-31$45,484,276
Value of total assets at beginning of year2014-12-31$45,511,791
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$218,382
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$18,975
Administrative expenses (other) incurred2014-12-31$218,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-8,540
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,484,276
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$45,492,816
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$45,076,765
Value of interest in master investment trust accounts at beginning of year2014-12-31$44,337,112
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$1,588,587
Employer contributions (assets) at end of year2014-12-31$407,511
Employer contributions (assets) at beginning of year2014-12-31$1,174,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,863,872
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 name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$18,975
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$17,850
Total income from all sources (including contributions)2013-12-31$6,545,847
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,989,454
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,777,329
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,806,230
Value of total assets at end of year2013-12-31$45,511,791
Value of total assets at beginning of year2013-12-31$41,954,273
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$212,125
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
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$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$18,975
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$17,850
Administrative expenses (other) incurred2013-12-31$212,125
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$3,556,393
Value of net assets at end of year (total assets less liabilities)2013-12-31$45,492,816
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,936,423
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$44,337,112
Value of interest in master investment trust accounts at beginning of year2013-12-31$41,954,273
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$1,806,230
Employer contributions (assets) at end of year2013-12-31$1,174,679
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,777,329
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 name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$17,850
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$38,924
Total income from all sources (including contributions)2012-12-31$5,765,995
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,957,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,786,290
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,239,825
Value of total assets at end of year2012-12-31$41,954,273
Value of total assets at beginning of year2012-12-31$39,166,936
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$171,294
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$17,850
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$38,924
Administrative expenses (other) incurred2012-12-31$171,294
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,808,411
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,936,423
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$39,128,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$41,954,273
Value of interest in master investment trust accounts at beginning of year2012-12-31$37,835,966
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$1,239,825
Employer contributions (assets) at beginning of year2012-12-31$1,330,970
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,786,290
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-1,116,683
Total unrealized appreciation/depreciation of assets2011-12-31$-1,116,683
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$38,924
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,201,028
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,710,839
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,576,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,207,495
Value of total assets at end of year2011-12-31$39,166,936
Value of total assets at beginning of year2011-12-31$40,637,823
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$133,956
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$39,293
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$38,924
Administrative expenses (other) incurred2011-12-31$38,924
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-1,509,811
Value of net assets at end of year (total assets less liabilities)2011-12-31$39,128,012
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,637,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$55,739
Value of interest in pooled separate accounts at beginning of year2011-12-31$38,370,812
Value of interest in master investment trust accounts at end of year2011-12-31$37,835,966
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,830,608
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,830,608
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,207,495
Employer contributions (assets) at end of year2011-12-31$1,330,970
Employer contributions (assets) at beginning of year2011-12-31$436,403
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,576,883
Did the plan have assets held for investment2011-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$5,830,592
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$1,996,800
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,996,600
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,225,274
Value of total assets at end of year2010-12-31$40,637,823
Value of total assets at beginning of year2010-12-31$36,804,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$200
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Administrative expenses (other) incurred2010-12-31$200
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,833,792
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,637,823
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,804,031
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in pooled separate accounts at end of year2010-12-31$38,370,812
Value of interest in pooled separate accounts at beginning of year2010-12-31$33,397,348
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,830,608
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3,029,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3,029,781
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$0
Net investment gain/loss from pooled separate accounts2010-12-31$4,605,318
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,225,274
Employer contributions (assets) at end of year2010-12-31$436,403
Employer contributions (assets) at beginning of year2010-12-31$376,902
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,996,600
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD, LLC
Accountancy firm EIN2010-12-31232932984
2009 : EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY

2023: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: EMPLOYEES' PENSION PLAN OF FLORIDA PUBLIC UTILITIES COMPANY 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017409
Policy instance 1
Insurance contract or identification number017409
Number of Individuals Covered419
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number017409
Policy instance 1
Insurance contract or identification number017409
Number of Individuals Covered426
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA-12941
Policy instance 1
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSA 12941
Policy instance 1

Potentially related plans

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