SPIRE ALABAMA INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN
401k plan membership statisitcs for UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN
Measure | Date | Value |
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2022: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 25,736,557 |
Acturial value of plan assets | 2022-12-31 | 25,029,906 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 5,771,251 |
Number of terminated vested participants | 2022-12-31 | 16 |
Fundng target for terminated vested participants | 2022-12-31 | 494,912 |
Active participant vested funding target | 2022-12-31 | 18,965,219 |
Number of active participants | 2022-12-31 | 271 |
Total funding liabilities for active participants | 2022-12-31 | 20,228,600 |
Total participant count | 2022-12-31 | 362 |
Total funding target for all participants | 2022-12-31 | 26,494,763 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 6,694 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 7,033 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 4,450,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 4,142,198 |
Liquidity shortfalls end of Q1 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2022-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,237,730 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 1,464,857 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 1,373,100 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 1,373,100 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 4,142,198 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 321 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 252 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 49 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 18 |
Total of all active and inactive participants | 2022-01-01 | 319 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 40 |
Total participants | 2022-01-01 | 359 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 1 |
2021: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 24,153,662 |
Acturial value of plan assets | 2021-12-31 | 23,096,680 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 6,216,797 |
Number of terminated vested participants | 2021-12-31 | 15 |
Fundng target for terminated vested participants | 2021-12-31 | 418,792 |
Active participant vested funding target | 2021-12-31 | 19,110,634 |
Number of active participants | 2021-12-31 | 263 |
Total funding liabilities for active participants | 2021-12-31 | 20,605,134 |
Total participant count | 2021-12-31 | 360 |
Total funding target for all participants | 2021-12-31 | 27,240,723 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 26,348 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 27,797 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 2,200,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 2,118,004 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 1,276,539 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 4,144,043 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 2,111,310 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 2,111,310 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 2,118,004 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 313 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 271 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 35 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 15 |
Total of all active and inactive participants | 2021-01-01 | 321 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 41 |
Total participants | 2021-01-01 | 362 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 4 |
2020: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 23,077,533 |
Acturial value of plan assets | 2020-12-31 | 22,059,965 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 6,932,364 |
Number of terminated vested participants | 2020-12-31 | 11 |
Fundng target for terminated vested participants | 2020-12-31 | 403,235 |
Active participant vested funding target | 2020-12-31 | 16,872,786 |
Number of active participants | 2020-12-31 | 239 |
Total funding liabilities for active participants | 2020-12-31 | 18,321,806 |
Total participant count | 2020-12-31 | 340 |
Total funding target for all participants | 2020-12-31 | 25,657,405 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 502,310 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 502,310 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 2,026,362 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 2,225,699 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 1,900,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 1,827,561 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 1,134,399 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 3,597,440 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,801,213 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 1,801,213 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 1,827,561 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 290 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 263 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 36 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 14 |
Total of all active and inactive participants | 2020-01-01 | 313 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 47 |
Total participants | 2020-01-01 | 360 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 17,434,785 |
Acturial value of plan assets | 2019-12-31 | 18,957,929 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 7,514,571 |
Number of terminated vested participants | 2019-12-31 | 11 |
Fundng target for terminated vested participants | 2019-12-31 | 365,290 |
Active participant vested funding target | 2019-12-31 | 13,921,369 |
Number of active participants | 2019-12-31 | 240 |
Total funding liabilities for active participants | 2019-12-31 | 14,911,469 |
Total participant count | 2019-12-31 | 348 |
Total funding target for all participants | 2019-12-31 | 22,791,330 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 1,561,814 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 2,262,952 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 721,492 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 840,322 |
Amount remaining of prefunding balance | 2019-12-31 | 2,262,952 |
Present value of excess contributions | 2019-12-31 | 170,736 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 156,497 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 770,239 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 1,571,912 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 502,310 |
Total employer contributions | 2019-12-31 | 3,600,000 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 3,371,812 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 1,143,260 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 4,335,711 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,847,760 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 502,310 |
Additional cash requirement | 2019-12-31 | 1,345,450 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 3,371,812 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 348 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 239 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 41 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 10 |
Total of all active and inactive participants | 2019-01-01 | 290 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 50 |
Total participants | 2019-01-01 | 340 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 20,299,112 |
Acturial value of plan assets | 2018-12-31 | 20,299,112 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 7,433,191 |
Number of terminated vested participants | 2018-12-31 | 13 |
Fundng target for terminated vested participants | 2018-12-31 | 639,828 |
Active participant vested funding target | 2018-12-31 | 9,389,428 |
Number of active participants | 2018-12-31 | 200 |
Total funding liabilities for active participants | 2018-12-31 | 10,269,494 |
Total participant count | 2018-12-31 | 313 |
Total funding target for all participants | 2018-12-31 | 18,342,513 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 2,017,323 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 1,940,449 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 678,090 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 1,339,233 |
Amount remaining of prefunding balance | 2018-12-31 | 1,940,449 |
Present value of excess contributions | 2018-12-31 | 2,218,642 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 2,424,544 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 1,561,814 |
Balance of prefunding at beginning of current year | 2018-12-31 | 2,262,952 |
Total employer contributions | 2018-12-31 | 500,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 453,864 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 1,004,620 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 1,004,620 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 721,492 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 283,128 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 453,864 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 313 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 47 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 9 |
Total of all active and inactive participants | 2018-01-01 | 296 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 52 |
Total participants | 2018-01-01 | 348 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 18,726,032 |
Acturial value of plan assets | 2017-12-31 | 18,773,376 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 7,429,709 |
Number of terminated vested participants | 2017-12-31 | 12 |
Fundng target for terminated vested participants | 2017-12-31 | 1,485,480 |
Active participant vested funding target | 2017-12-31 | 8,991,834 |
Number of active participants | 2017-12-31 | 197 |
Total funding liabilities for active participants | 2017-12-31 | 9,744,863 |
Total participant count | 2017-12-31 | 320 |
Total funding target for all participants | 2017-12-31 | 18,660,052 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 4,356,724 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,791,900 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 646,942 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 3,709,782 |
Amount remaining of prefunding balance | 2017-12-31 | 1,791,900 |
Present value of excess contributions | 2017-12-31 | 481,520 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 521,438 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 2,000,000 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 2,017,323 |
Balance of prefunding at beginning of current year | 2017-12-31 | 1,940,449 |
Total employer contributions | 2017-12-31 | 2,500,000 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 2,262,044 |
Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 721,492 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 721,492 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 678,090 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 43,402 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 2,262,044 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 320 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 200 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 50 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 13 |
Total of all active and inactive participants | 2017-01-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 50 |
Total participants | 2017-01-01 | 313 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 1 |
2016: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 20,466,275 |
Acturial value of plan assets | 2016-12-31 | 21,416,929 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 8,073,623 |
Number of terminated vested participants | 2016-12-31 | 17 |
Fundng target for terminated vested participants | 2016-12-31 | 1,574,474 |
Active participant vested funding target | 2016-12-31 | 9,312,065 |
Number of active participants | 2016-12-31 | 217 |
Total funding liabilities for active participants | 2016-12-31 | 10,254,067 |
Total participant count | 2016-12-31 | 343 |
Total funding target for all participants | 2016-12-31 | 19,902,164 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 5,034,148 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,800,000 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 657,730 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 4,376,418 |
Amount remaining of prefunding balance | 2016-12-31 | 1,800,000 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 4,356,724 |
Balance of prefunding at beginning of current year | 2016-12-31 | 1,791,900 |
Total employer contributions | 2016-12-31 | 600,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 541,412 |
Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 706,834 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 706,834 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 646,942 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 59,892 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 541,412 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 343 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 197 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 54 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 12 |
Total of all active and inactive participants | 2016-01-01 | 263 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 57 |
Total participants | 2016-01-01 | 320 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 10 |
2015: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 342 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 217 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 16 |
Total of all active and inactive participants | 2015-01-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 54 |
Total participants | 2015-01-01 | 343 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 2 |
2014: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 348 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 226 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 56 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 7 |
Total of all active and inactive participants | 2014-01-01 | 289 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 53 |
Total participants | 2014-01-01 | 342 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 374 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 63 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 20 |
Total of all active and inactive participants | 2013-01-01 | 302 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 57 |
Total participants | 2013-01-01 | 359 |
Number of participants with account balances | 2013-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 386 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 67 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 8 |
Total of all active and inactive participants | 2012-01-01 | 315 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 59 |
Total participants | 2012-01-01 | 374 |
Number of participants with account balances | 2012-01-01 | 0 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 404 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 248 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 69 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 7 |
Total of all active and inactive participants | 2011-01-01 | 324 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 62 |
Total participants | 2011-01-01 | 386 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 4 |
2009: UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 442 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 272 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 82 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 9 |
Total of all active and inactive participants | 2009-01-01 | 363 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 63 |
Total participants | 2009-01-01 | 426 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 3 |
Measure | Date | Value |
---|
2022 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $27,295 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $21,713 |
Total income from all sources (including contributions) | 2022-12-31 | $-612,260 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $5,559,366 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $5,311,034 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $4,450,000 |
Value of total assets at end of year | 2022-12-31 | $19,579,688 |
Value of total assets at beginning of year | 2022-12-31 | $25,745,732 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $248,332 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Administrative expenses (other) incurred | 2022-12-31 | $248,332 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $27,295 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $21,713 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-6,171,626 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $19,552,393 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $25,724,019 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $16,379,688 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $25,020,732 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $4,450,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $3,200,000 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $725,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $5,311,034 |
Did the plan have assets held for investment | 2022-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2022-12-31 | 440160260 |
2021 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $21,713 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $14,123 |
Total income from all sources (including contributions) | 2021-12-31 | $4,328,696 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $2,752,174 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $2,511,694 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $2,200,000 |
Value of total assets at end of year | 2021-12-31 | $25,745,732 |
Value of total assets at beginning of year | 2021-12-31 | $24,161,620 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $240,480 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Administrative expenses (other) incurred | 2021-12-31 | $240,480 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $21,713 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $14,123 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $1,576,522 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $25,724,019 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $24,147,497 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $25,020,732 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $23,611,620 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $2,200,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $725,000 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $550,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $2,511,694 |
Did the plan have assets held for investment | 2021-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | FORVIS, LLP |
Accountancy firm EIN | 2021-12-31 | 440160260 |
2020 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $14,123 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $22,024 |
Total income from all sources (including contributions) | 2020-12-31 | $3,376,811 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $2,324,867 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $2,105,907 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $1,900,000 |
Value of total assets at end of year | 2020-12-31 | $24,161,620 |
Value of total assets at beginning of year | 2020-12-31 | $23,117,577 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $218,960 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Administrative expenses (other) incurred | 2020-12-31 | $218,960 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $14,123 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $22,024 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $1,051,944 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $24,147,497 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $23,095,553 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $23,611,620 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $19,817,577 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $1,900,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $550,000 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $3,300,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $2,105,907 |
Did the plan have assets held for investment | 2020-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | BKD, LLP |
Accountancy firm EIN | 2020-12-31 | 440160260 |
2019 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $22,024 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $22,024 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $24,660 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $24,660 |
Total income from all sources (including contributions) | 2019-12-31 | $7,203,011 |
Total income from all sources (including contributions) | 2019-12-31 | $7,203,011 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $1,537,123 |
Total of all expenses incurred | 2019-12-31 | $1,537,123 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,321,015 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,321,015 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,600,000 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $3,600,000 |
Value of total assets at end of year | 2019-12-31 | $23,117,577 |
Value of total assets at end of year | 2019-12-31 | $23,117,577 |
Value of total assets at beginning of year | 2019-12-31 | $17,454,325 |
Value of total assets at beginning of year | 2019-12-31 | $17,454,325 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $216,108 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $216,108 |
Total interest from all sources | 2019-12-31 | $0 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Administrative expenses (other) incurred | 2019-12-31 | $216,108 |
Administrative expenses (other) incurred | 2019-12-31 | $216,108 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $22,024 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $22,024 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $24,660 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $24,660 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $5,665,888 |
Value of net income/loss | 2019-12-31 | $5,665,888 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $23,095,553 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $23,095,553 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,429,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $17,429,665 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $19,817,577 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $19,817,577 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $16,954,325 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $16,954,325 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $3,600,000 |
Contributions received in cash from employer | 2019-12-31 | $3,600,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,300,000 |
Employer contributions (assets) at end of year | 2019-12-31 | $3,300,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $500,000 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,321,015 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,321,015 |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan have assets held for investment | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm name | 2019-12-31 | BKD, LLP |
Accountancy firm EIN | 2019-12-31 | 440160260 |
Accountancy firm EIN | 2019-12-31 | 440160260 |
2018 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $24,660 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $14,957 |
Total income from all sources (including contributions) | 2018-12-31 | $-1,049,554 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $1,906,039 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,759,795 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $500,000 |
Value of total assets at end of year | 2018-12-31 | $17,454,325 |
Value of total assets at beginning of year | 2018-12-31 | $20,400,215 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $146,244 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Administrative expenses (other) incurred | 2018-12-31 | $146,244 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $24,660 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $14,957 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-2,955,593 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $17,429,665 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $20,385,258 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $16,954,325 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $17,900,215 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $500,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $500,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $2,500,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,759,795 |
Did the plan have assets held for investment | 2018-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | BKD, LLP |
Accountancy firm EIN | 2018-12-31 | 440160260 |
2017 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $14,957 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $25,628 |
Total income from all sources (including contributions) | 2017-12-31 | $5,170,350 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $3,510,408 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $3,366,438 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $2,500,000 |
Value of total assets at end of year | 2017-12-31 | $20,400,215 |
Value of total assets at beginning of year | 2017-12-31 | $18,750,944 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $143,970 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $0 |
Administrative expenses (other) incurred | 2017-12-31 | $143,970 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $14,957 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $25,628 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $1,659,942 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $20,385,258 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $18,725,316 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $17,900,215 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $18,150,944 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $2,500,000 |
Employer contributions (assets) at end of year | 2017-12-31 | $2,500,000 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $600,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $3,366,438 |
Did the plan have assets held for investment | 2017-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | BKD, LLP |
Accountancy firm EIN | 2017-12-31 | 440160260 |
2016 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $25,628 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $17,330 |
Total income from all sources (including contributions) | 2016-12-31 | $2,016,205 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $3,739,835 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $3,617,023 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $600,000 |
Value of total assets at end of year | 2016-12-31 | $18,750,944 |
Value of total assets at beginning of year | 2016-12-31 | $20,466,276 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $122,812 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $17,330 |
Administrative expenses (other) incurred | 2016-12-31 | $122,812 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $25,628 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-1,723,630 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $18,725,316 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $20,448,946 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $18,150,944 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $20,466,276 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $600,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $600,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $3,617,023 |
Did the plan have assets held for investment | 2016-12-31 | No |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $17,330 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $33,330 |
Total income from all sources (including contributions) | 2015-12-31 | $1,997,170 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $3,293,356 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $3,036,403 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,000,000 |
Value of total assets at end of year | 2015-12-31 | $20,466,276 |
Value of total assets at beginning of year | 2015-12-31 | $21,778,462 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $256,953 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $17,239 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $17,330 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $33,330 |
Administrative expenses (other) incurred | 2015-12-31 | $214,960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-1,296,186 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $20,448,946 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,745,132 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $24,754 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $20,466,276 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $21,648,391 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2015-12-31 | $0 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $122,448 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $122,448 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $235,269 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $2,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $3,036,403 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $0 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $7,622 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BKD, LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $33,330 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $46,104 |
Total income from all sources (including contributions) | 2014-12-31 | $1,080,402 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $5,366,224 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $5,145,691 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $0 |
Value of total assets at end of year | 2014-12-31 | $21,778,462 |
Value of total assets at beginning of year | 2014-12-31 | $26,077,058 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $220,533 |
Total interest from all sources | 2014-12-31 | $284 |
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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $19,350 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $9 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $33,330 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $46,104 |
Administrative expenses (other) incurred | 2014-12-31 | $79,127 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-4,285,822 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,745,132 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $26,030,954 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $110,497 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $21,648,391 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $23,043,350 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $122,448 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $3,024,565 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $3,024,565 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2014-12-31 | $284 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $1,080,118 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $5,145,691 |
Contract administrator fees | 2014-12-31 | $11,559 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $7,622 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $9,134 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2014-12-31 | 454084437 |
2013 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $46,104 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $76,806 |
Total income from all sources (including contributions) | 2013-12-31 | $3,676,979 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,197,550 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $3,931,997 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $26,077,058 |
Value of total assets at beginning of year | 2013-12-31 | $26,628,331 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $265,553 |
Total interest from all sources | 2013-12-31 | $344 |
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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $18,300 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $9 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $44 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $46,104 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $76,806 |
Administrative expenses (other) incurred | 2013-12-31 | $92,407 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-520,571 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $26,030,954 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $26,551,525 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $140,241 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $23,043,350 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $25,860,318 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $3,024,565 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $762,196 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $762,196 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2013-12-31 | $344 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $3,676,635 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $3,931,997 |
Contract administrator fees | 2013-12-31 | $14,605 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $9,134 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $5,773 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2013-12-31 | 454084437 |
2012 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2012 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $1,496 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $1,496 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $76,806 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $35,326 |
Total income from all sources (including contributions) | 2012-12-31 | $3,061,541 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $2,180,958 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,891,923 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $26,628,331 |
Value of total assets at beginning of year | 2012-12-31 | $25,706,268 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $289,035 |
Total interest from all sources | 2012-12-31 | $480 |
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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $17,675 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $44 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $71 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $76,806 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $35,326 |
Administrative expenses (other) incurred | 2012-12-31 | $75,692 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $880,583 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $26,551,525 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $25,670,942 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $182,419 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $25,860,318 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $24,941,691 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $762,196 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $760,229 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $760,229 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $480 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $3,059,565 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,891,923 |
Contract administrator fees | 2012-12-31 | $13,249 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $5,773 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $4,277 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2012-12-31 | 454084437 |
2011 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2011 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-1,201 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-1,201 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $35,326 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $47,432 |
Total income from all sources (including contributions) | 2011-12-31 | $14,091 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $2,478,511 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $2,267,552 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $0 |
Value of total assets at end of year | 2011-12-31 | $25,706,268 |
Value of total assets at beginning of year | 2011-12-31 | $28,182,794 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $210,959 |
Total interest from all sources | 2011-12-31 | $636 |
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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $17,125 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $17,868 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $71 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $59 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $35,326 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $47,432 |
Administrative expenses (other) incurred | 2011-12-31 | $41,550 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-2,464,420 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $25,670,942 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $28,135,362 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $147,315 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $24,941,691 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $27,777,565 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $760,229 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $399,692 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $399,692 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2011-12-31 | $636 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $14,656 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $2,249,684 |
Contract administrator fees | 2011-12-31 | $4,969 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $4,277 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $5,478 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2011-12-31 | 454084437 |
2010 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2010 401k financial data |
---|
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-2,289 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-2,289 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $47,432 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $27,472 |
Total income from all sources (including contributions) | 2010-12-31 | $5,040,007 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $2,284,841 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $2,007,807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $1,750,000 |
Value of total assets at end of year | 2010-12-31 | $28,182,794 |
Value of total assets at beginning of year | 2010-12-31 | $25,407,668 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $277,034 |
Total interest from all sources | 2010-12-31 | $873 |
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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $17,100 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $13,956 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $59 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $221 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $47,432 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $27,472 |
Administrative expenses (other) incurred | 2010-12-31 | $80,399 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $2,755,166 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $28,135,362 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $25,380,196 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $174,239 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $27,777,565 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $20,088,529 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $399,692 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $5,311,151 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $5,311,151 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $873 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $3,291,423 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $1,750,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $1,993,851 |
Contract administrator fees | 2010-12-31 | $5,296 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $5,478 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $7,767 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | WARREN AVERETT KIMBROUGH & MARINO |
Accountancy firm EIN | 2010-12-31 | 631239864 |
2009 : UNITED STEELWORKERS - ALABAMA GAS CORPORATION PENSION PLAN 2009 401k financial data |
---|
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |