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RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 401k Plan overview

Plan NameRETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.
Plan identification number 001

RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. Benefits

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

401k Sponsoring company profile

PUGET SOUND ENERGY, INC. has sponsored the creation of one or more 401k plans.

Company Name:PUGET SOUND ENERGY, INC.
Employer identification number (EIN):910374630
NAIC Classification:221100

Additional information about PUGET SOUND ENERGY, INC.

Jurisdiction of Incorporation: Washington Secretary of State Corporations Division
Incorporation Date: 1960-09-12
Company Identification Number: 179010055
Legal Registered Office Address: 355 - 110TH AVENUE NE, EST 11

BELLEVUE
United States of America (USA)
98004

More information about PUGET SOUND ENERGY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01THOMAS HUNT THOMAS HUNT2018-10-01
0012016-01-01THOMAS HUNT
0012015-01-01THOMAS HUNT
0012014-01-01THOMAS HUNT THOMAS HUNT2015-08-19
0012013-01-01THOMAS HUNT
0012012-01-01THOMAS HUNT THOMAS HUNT2013-10-07
0012011-01-01THOMAS HUNT
0012010-01-01THOMAS HUNT
0012009-01-01THOMAS HUNT THOMAS HUNT2010-10-14

Plan Statistics for RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.

401k plan membership statisitcs for RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.

Measure Date Value
2022: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2022 401k membership
Market value of plan assets2022-12-31898,550,464
Acturial value of plan assets2022-12-31898,550,464
Funding target for retired participants and beneficiaries receiving payment2022-12-31298,219,484
Number of terminated vested participants2022-12-311,178
Fundng target for terminated vested participants2022-12-3169,303,105
Active participant vested funding target2022-12-31220,175,180
Number of active participants2022-12-311,990
Total funding liabilities for active participants2022-12-31220,409,480
Total participant count2022-12-315,447
Total funding target for all participants2022-12-31587,932,069
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3117,389,804
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3118,262,772
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3118,000,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3117,338,906
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3115,772,513
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-3117,338,906
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-015,389
Total number of active participants reported on line 7a of the Form 55002022-01-011,911
Number of retired or separated participants receiving benefits2022-01-011,965
Number of other retired or separated participants entitled to future benefits2022-01-011,056
Total of all active and inactive participants2022-01-014,932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01336
Total participants2022-01-015,268
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-019
2021: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2021 401k membership
Market value of plan assets2021-12-31837,885,849
Acturial value of plan assets2021-12-31837,885,849
Funding target for retired participants and beneficiaries receiving payment2021-12-31306,238,023
Number of terminated vested participants2021-12-311,211
Fundng target for terminated vested participants2021-12-3174,085,516
Active participant vested funding target2021-12-31248,028,321
Number of active participants2021-12-312,109
Total funding liabilities for active participants2021-12-31248,423,161
Total participant count2021-12-315,564
Total funding target for all participants2021-12-31628,746,700
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3117,353,950
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3118,296,269
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3118,000,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3117,389,804
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3117,353,646
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-3117,389,804
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-015,504
Total number of active participants reported on line 7a of the Form 55002021-01-011,990
Number of retired or separated participants receiving benefits2021-01-011,919
Number of other retired or separated participants entitled to future benefits2021-01-011,152
Total of all active and inactive participants2021-01-015,061
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01328
Total participants2021-01-015,389
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0115
2020: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2020 401k membership
Market value of plan assets2020-12-31753,042,538
Acturial value of plan assets2020-12-31753,042,538
Funding target for retired participants and beneficiaries receiving payment2020-12-31294,367,827
Number of terminated vested participants2020-12-311,235
Fundng target for terminated vested participants2020-12-3167,921,720
Active participant vested funding target2020-12-31227,644,857
Number of active participants2020-12-312,171
Total funding liabilities for active participants2020-12-31228,011,947
Total participant count2020-12-315,621
Total funding target for all participants2020-12-31590,301,494
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-3118,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-3117,353,950
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3116,256,653
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-3117,353,950
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-015,556
Total number of active participants reported on line 7a of the Form 55002020-01-012,109
Number of retired or separated participants receiving benefits2020-01-011,896
Number of other retired or separated participants entitled to future benefits2020-01-011,183
Total of all active and inactive participants2020-01-015,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01316
Total participants2020-01-015,504
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-015
2019: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2019 401k membership
Market value of plan assets2019-12-31657,556,825
Acturial value of plan assets2019-12-31657,556,825
Funding target for retired participants and beneficiaries receiving payment2019-12-31285,984,973
Number of terminated vested participants2019-12-311,263
Fundng target for terminated vested participants2019-12-3165,063,794
Active participant vested funding target2019-12-31218,061,073
Number of active participants2019-12-312,265
Total funding liabilities for active participants2019-12-31218,563,512
Total participant count2019-12-315,698
Total funding target for all participants2019-12-31569,612,279
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-3133,773,039
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3135,711,611
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3117,361,555
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-015,638
Total number of active participants reported on line 7a of the Form 55002019-01-012,171
Number of retired or separated participants receiving benefits2019-01-011,866
Number of other retired or separated participants entitled to future benefits2019-01-011,200
Total of all active and inactive participants2019-01-015,237
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01319
Total participants2019-01-015,556
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0113
2018: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2018 401k membership
Market value of plan assets2018-12-31704,360,132
Acturial value of plan assets2018-12-31704,360,132
Funding target for retired participants and beneficiaries receiving payment2018-12-31271,560,936
Number of terminated vested participants2018-12-311,314
Fundng target for terminated vested participants2018-12-3167,089,027
Active participant vested funding target2018-12-31214,876,850
Number of active participants2018-12-312,381
Total funding liabilities for active participants2018-12-31215,987,005
Total participant count2018-12-315,812
Total funding target for all participants2018-12-31554,636,968
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-3136,000,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-3133,773,039
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3115,672,944
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-3133,773,039
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-015,752
Total number of active participants reported on line 7a of the Form 55002018-01-012,265
Number of retired or separated participants receiving benefits2018-01-011,820
Number of other retired or separated participants entitled to future benefits2018-01-011,229
Total of all active and inactive participants2018-01-015,314
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01324
Total participants2018-01-015,638
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0120
2017: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2017 401k membership
Market value of plan assets2017-12-31639,511,257
Acturial value of plan assets2017-12-31639,511,257
Funding target for retired participants and beneficiaries receiving payment2017-12-31249,431,451
Number of terminated vested participants2017-12-311,365
Fundng target for terminated vested participants2017-12-3163,559,392
Active participant vested funding target2017-12-31202,206,146
Number of active participants2017-12-312,418
Total funding liabilities for active participants2017-12-31203,127,474
Total participant count2017-12-315,851
Total funding target for all participants2017-12-31516,118,317
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-3116,616,572
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3117,625,198
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3114,323,136
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-015,790
Total number of active participants reported on line 7a of the Form 55002017-01-012,381
Number of retired or separated participants receiving benefits2017-01-011,770
Number of other retired or separated participants entitled to future benefits2017-01-011,285
Total of all active and inactive participants2017-01-015,436
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01316
Total participants2017-01-015,752
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0112
2016: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2016 401k membership
Market value of plan assets2016-12-31622,115,280
Acturial value of plan assets2016-12-31622,115,280
Funding target for retired participants and beneficiaries receiving payment2016-12-31238,212,183
Number of terminated vested participants2016-12-311,391
Fundng target for terminated vested participants2016-12-3160,722,539
Active participant vested funding target2016-12-31210,760,775
Number of active participants2016-12-312,510
Total funding liabilities for active participants2016-12-31212,031,572
Total participant count2016-12-315,934
Total funding target for all participants2016-12-31510,966,294
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-3139,227,161
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-3141,682,781
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-3118,000,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3116,616,572
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3113,538,387
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-3116,616,572
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-015,874
Total number of active participants reported on line 7a of the Form 55002016-01-012,418
Number of retired or separated participants receiving benefits2016-01-011,721
Number of other retired or separated participants entitled to future benefits2016-01-011,332
Total of all active and inactive participants2016-01-015,471
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01319
Total participants2016-01-015,790
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0120
2015: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-015,955
Total number of active participants reported on line 7a of the Form 55002015-01-012,510
Number of retired or separated participants receiving benefits2015-01-011,687
Number of other retired or separated participants entitled to future benefits2015-01-011,358
Total of all active and inactive participants2015-01-015,555
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01319
Total participants2015-01-015,874
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0133
2014: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-016,023
Total number of active participants reported on line 7a of the Form 55002014-01-012,619
Number of retired or separated participants receiving benefits2014-01-011,658
Number of other retired or separated participants entitled to future benefits2014-01-011,355
Total of all active and inactive participants2014-01-015,632
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01323
Total participants2014-01-015,955
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0143
2013: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-016,072
Total number of active participants reported on line 7a of the Form 55002013-01-012,730
Number of retired or separated participants receiving benefits2013-01-011,598
Number of other retired or separated participants entitled to future benefits2013-01-011,364
Total of all active and inactive participants2013-01-015,692
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-01331
Total participants2013-01-016,023
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0162
2012: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-016,046
Total number of active participants reported on line 7a of the Form 55002012-01-012,834
Number of retired or separated participants receiving benefits2012-01-011,557
Number of other retired or separated participants entitled to future benefits2012-01-011,357
Total of all active and inactive participants2012-01-015,748
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-01324
Total participants2012-01-016,072
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0174
2011: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-015,991
Total number of active participants reported on line 7a of the Form 55002011-01-012,877
Number of retired or separated participants receiving benefits2011-01-011,508
Number of other retired or separated participants entitled to future benefits2011-01-011,337
Total of all active and inactive participants2011-01-015,722
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-01324
Total participants2011-01-016,046
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-0180
2010: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-015,902
Total number of active participants reported on line 7a of the Form 55002010-01-012,874
Number of retired or separated participants receiving benefits2010-01-011,481
Number of other retired or separated participants entitled to future benefits2010-01-011,305
Total of all active and inactive participants2010-01-015,660
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-01331
Total participants2010-01-015,991
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0186
2009: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-015,768
Total number of active participants reported on line 7a of the Form 55002009-01-012,822
Number of retired or separated participants receiving benefits2009-01-011,465
Number of other retired or separated participants entitled to future benefits2009-01-011,275
Total of all active and inactive participants2009-01-015,562
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-01333
Total participants2009-01-015,895
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0158

Financial Data on RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.

Measure Date Value
2022 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-180,844,434
Total unrealized appreciation/depreciation of assets2022-12-31$-180,844,434
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$33,226,831
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$30,471,589
Total income from all sources (including contributions)2022-12-31$-156,707,131
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$84,461,647
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$80,826,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$18,000,000
Value of total assets at end of year2022-12-31$696,949,314
Value of total assets at beginning of year2022-12-31$935,362,850
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$3,634,782
Total interest from all sources2022-12-31$6,137,303
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$422,353
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Assets. Other investments not covered elsewhere at end of year2022-12-31$5,189,682
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$6,340,797
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$601,318
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$4,040,503
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$6,915,185
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$33,226,831
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$30,471,589
Administrative expenses (other) incurred2022-12-31$474,232
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-241,168,778
Value of net assets at end of year (total assets less liabilities)2022-12-31$663,722,483
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$904,891,261
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$2,274,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$46,004,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$80,723,996
Income. Interest from corporate debt instruments2022-12-31$6,137,303
Value of interest in common/collective trusts at end of year2022-12-31$349,737,154
Value of interest in common/collective trusts at beginning of year2022-12-31$475,431,213
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$4,892,147
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$5,067,775
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$5,067,775
Asset value of US Government securities at end of year2022-12-31$70,521,014
Asset value of US Government securities at beginning of year2022-12-31$67,736,110
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$18,000,000
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$80,225,547
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$22,530,630
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$18,064,297
Contract administrator fees2022-12-31$463,312
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$194,033,454
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$275,083,477
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLARK NUBER P.S.
Accountancy firm EIN2022-12-31911194016
2021 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$95,846,505
Total unrealized appreciation/depreciation of assets2021-12-31$95,846,505
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$30,471,589
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$45,212,772
Total income from all sources (including contributions)2021-12-31$121,213,144
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$60,125,584
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$56,412,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$18,000,000
Value of total assets at end of year2021-12-31$935,362,850
Value of total assets at beginning of year2021-12-31$889,016,473
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,713,075
Total interest from all sources2021-12-31$7,366,639
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$298,658
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Assets. Other investments not covered elsewhere at end of year2021-12-31$6,340,797
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$5,917,852
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$581,220
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$6,915,185
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$2,103,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$30,471,589
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$45,212,772
Administrative expenses (other) incurred2021-12-31$473,344
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$1,264,696
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$61,087,560
Value of net assets at end of year (total assets less liabilities)2021-12-31$904,891,261
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$843,803,701
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$2,555,477
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$80,723,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,333,978
Income. Interest from corporate debt instruments2021-12-31$7,366,639
Value of interest in common/collective trusts at end of year2021-12-31$475,431,213
Value of interest in common/collective trusts at beginning of year2021-12-31$449,151,134
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$5,067,775
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$5,794,297
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$5,794,297
Asset value of US Government securities at end of year2021-12-31$67,736,110
Asset value of US Government securities at beginning of year2021-12-31$82,153,787
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$18,000,000
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$55,831,289
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$18,064,297
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$9,780,805
Contract administrator fees2021-12-31$385,596
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$275,083,477
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$247,516,389
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLARK NUBER P.S.
Accountancy firm EIN2021-12-31911194016
2020 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$103,692,106
Total unrealized appreciation/depreciation of assets2020-12-31$103,692,106
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$45,212,772
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$10,919,547
Total income from all sources (including contributions)2020-12-31$131,329,696
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$46,857,906
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$43,424,568
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$18,000,000
Value of total assets at end of year2020-12-31$889,016,473
Value of total assets at beginning of year2020-12-31$770,251,458
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,433,338
Total interest from all sources2020-12-31$9,637,590
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$146,636
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$5,917,852
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$6,289,373
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2020-12-31$649,084
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$2,103,535
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$80,985,976
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$45,212,772
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$10,919,547
Administrative expenses (other) incurred2020-12-31$461,148
Total non interest bearing cash at end of year2020-12-31$1,264,696
Total non interest bearing cash at beginning of year2020-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$84,471,790
Value of net assets at end of year (total assets less liabilities)2020-12-31$843,803,701
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$759,331,911
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Assets. partnership/joint venture interests at end of year2020-12-31$0
Assets. partnership/joint venture interests at beginning of year2020-12-31$0
Investment advisory and management fees2020-12-31$2,306,615
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,333,978
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$145,441,110
Income. Interest from corporate debt instruments2020-12-31$9,637,590
Value of interest in common/collective trusts at end of year2020-12-31$449,151,134
Value of interest in common/collective trusts at beginning of year2020-12-31$278,378,874
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$5,794,297
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$202,453
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$202,453
Asset value of US Government securities at end of year2020-12-31$82,153,787
Asset value of US Government securities at beginning of year2020-12-31$34,807,442
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$18,000,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$42,775,484
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$9,780,805
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$0
Contract administrator fees2020-12-31$518,939
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$247,516,389
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$224,146,230
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLARK NUBER P.S.
Accountancy firm EIN2020-12-31911194016
2019 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$124,555,860
Total unrealized appreciation/depreciation of assets2019-12-31$124,555,860
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$10,919,547
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$871,383
Total income from all sources (including contributions)2019-12-31$136,986,245
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$41,856,988
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$37,416,406
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$770,251,458
Value of total assets at beginning of year2019-12-31$665,074,037
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$4,440,582
Total interest from all sources2019-12-31$12,430,385
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$388,766
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$6,289,373
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$5,960,116
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$80,985,976
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$519,324
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$10,919,547
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$871,383
Administrative expenses (other) incurred2019-12-31$1,788,383
Total non interest bearing cash at end of year2019-12-31$0
Total non interest bearing cash at beginning of year2019-12-31$1,696,568
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$95,129,257
Value of net assets at end of year (total assets less liabilities)2019-12-31$759,331,911
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$664,202,654
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Assets. partnership/joint venture interests at end of year2019-12-31$0
Assets. partnership/joint venture interests at beginning of year2019-12-31$66,976,302
Investment advisory and management fees2019-12-31$1,951,037
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$145,441,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$103,660,627
Income. Interest from corporate debt instruments2019-12-31$12,430,385
Value of interest in common/collective trusts at end of year2019-12-31$278,378,874
Value of interest in common/collective trusts at beginning of year2019-12-31$289,610,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$202,453
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$701,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$701,713
Asset value of US Government securities at end of year2019-12-31$34,807,442
Asset value of US Government securities at beginning of year2019-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$18,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$37,416,406
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Contract administrator fees2019-12-31$312,396
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$224,146,230
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$177,948,908
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CLARK NUBER P.S.
Accountancy firm EIN2019-12-31911194016
2018 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-44,702,437
Total unrealized appreciation/depreciation of assets2018-12-31$-44,702,437
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$871,383
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$67,740,704
Total income from all sources (including contributions)2018-12-31$-615,033
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$46,680,096
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$43,444,314
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$36,000,000
Value of total assets at end of year2018-12-31$665,074,037
Value of total assets at beginning of year2018-12-31$779,238,487
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,235,782
Total interest from all sources2018-12-31$8,087,404
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$395,968
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Assets. Other investments not covered elsewhere at end of year2018-12-31$5,960,116
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$7,137,651
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$519,324
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$65,062,832
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$871,383
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$67,740,704
Administrative expenses (other) incurred2018-12-31$425,426
Total non interest bearing cash at end of year2018-12-31$1,696,568
Total non interest bearing cash at beginning of year2018-12-31$1,203,706
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-47,295,129
Value of net assets at end of year (total assets less liabilities)2018-12-31$664,202,654
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$711,497,783
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Assets. partnership/joint venture interests at end of year2018-12-31$66,976,302
Assets. partnership/joint venture interests at beginning of year2018-12-31$68,158,850
Investment advisory and management fees2018-12-31$2,039,298
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$103,660,627
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$117,795,799
Income. Interest from corporate debt instruments2018-12-31$8,087,404
Value of interest in common/collective trusts at end of year2018-12-31$289,610,479
Value of interest in common/collective trusts at beginning of year2018-12-31$224,401,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$701,713
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,003,961
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,003,961
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$50,380,807
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$36,000,000
Employer contributions (assets) at end of year2018-12-31$18,000,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$43,444,314
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$9,445,503
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$25,142,733
Contract administrator fees2018-12-31$375,090
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$177,948,908
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$209,504,769
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CLARK NUBER P.S.
Accountancy firm EIN2018-12-31911194016
2017 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$98,836,724
Total unrealized appreciation/depreciation of assets2017-12-31$98,836,724
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$67,740,704
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$26,116,633
Total income from all sources (including contributions)2017-12-31$108,802,212
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$44,452,905
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$41,446,300
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$779,238,487
Value of total assets at beginning of year2017-12-31$673,265,109
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$3,006,605
Total interest from all sources2017-12-31$2,459,224
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,506,264
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$503,626
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$7,137,651
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$7,262,417
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$65,062,832
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$16,222,622
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$67,740,704
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$26,116,633
Administrative expenses (other) incurred2017-12-31$399,372
Total non interest bearing cash at end of year2017-12-31$1,203,706
Total non interest bearing cash at beginning of year2017-12-31$19,559,955
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$64,349,307
Value of net assets at end of year (total assets less liabilities)2017-12-31$711,497,783
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$647,148,476
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Assets. partnership/joint venture interests at end of year2017-12-31$68,158,850
Assets. partnership/joint venture interests at beginning of year2017-12-31$65,274,812
Investment advisory and management fees2017-12-31$1,741,791
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$117,795,799
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$181,211,677
Income. Interest from corporate debt instruments2017-12-31$2,459,224
Value of interest in common/collective trusts at end of year2017-12-31$224,401,876
Value of interest in common/collective trusts at beginning of year2017-12-31$137,984,469
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,003,961
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$0
Asset value of US Government securities at end of year2017-12-31$50,380,807
Asset value of US Government securities at beginning of year2017-12-31$34,951,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$0
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$18,000,000
Income. Dividends from common stock2017-12-31$7,506,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$41,446,300
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$9,445,503
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$9,993,954
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$25,142,733
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$28,548,954
Contract administrator fees2017-12-31$361,816
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$209,504,769
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$154,254,953
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CLARK NUBER P.S.
Accountancy firm EIN2017-12-31911194016
2016 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$31,501,791
Total unrealized appreciation/depreciation of assets2016-12-31$31,501,791
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$26,116,633
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$16,374,984
Total income from all sources (including contributions)2016-12-31$59,384,030
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$42,029,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$39,441,904
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$18,000,000
Value of total assets at end of year2016-12-31$673,265,109
Value of total assets at beginning of year2016-12-31$646,169,057
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,587,723
Total interest from all sources2016-12-31$2,564,365
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$7,317,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$304,052
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$7,262,417
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$9,835,428
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$16,222,622
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$8,829,799
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$26,116,633
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$16,374,984
Administrative expenses (other) incurred2016-12-31$380,840
Total non interest bearing cash at end of year2016-12-31$19,559,955
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$17,354,403
Value of net assets at end of year (total assets less liabilities)2016-12-31$647,148,476
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$629,794,073
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Assets. partnership/joint venture interests at end of year2016-12-31$65,274,812
Assets. partnership/joint venture interests at beginning of year2016-12-31$64,924,473
Investment advisory and management fees2016-12-31$1,632,478
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$181,211,677
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$169,164,523
Income. Interest from corporate debt instruments2016-12-31$2,564,365
Value of interest in common/collective trusts at end of year2016-12-31$137,984,469
Value of interest in common/collective trusts at beginning of year2016-12-31$158,740,520
Asset value of US Government securities at end of year2016-12-31$34,951,296
Asset value of US Government securities at beginning of year2016-12-31$20,196,170
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$18,000,000
Employer contributions (assets) at end of year2016-12-31$18,000,000
Employer contributions (assets) at beginning of year2016-12-31$24,000,000
Income. Dividends from common stock2016-12-31$7,317,874
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$39,441,904
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$9,993,954
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$9,994,053
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$28,548,954
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$34,163,353
Contract administrator fees2016-12-31$270,353
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$154,254,953
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$146,320,738
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CLARK NUBER P.S.
Accountancy firm EIN2016-12-31911194016
2015 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-12,087,703
Total unrealized appreciation/depreciation of assets2015-12-31$-12,087,703
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$16,374,984
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$8,793,165
Total income from all sources (including contributions)2015-12-31$39,039,455
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$42,549,679
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$39,963,453
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$42,000,000
Value of total assets at end of year2015-12-31$646,169,057
Value of total assets at beginning of year2015-12-31$642,097,462
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$2,586,226
Total interest from all sources2015-12-31$2,627,470
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$6,499,688
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$305,039
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$9,835,428
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$11,629,512
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$8,829,799
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$1,004,848
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$16,374,984
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$8,793,165
Administrative expenses (other) incurred2015-12-31$339,150
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-3,510,224
Value of net assets at end of year (total assets less liabilities)2015-12-31$629,794,073
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$633,304,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Assets. partnership/joint venture interests at end of year2015-12-31$64,924,473
Assets. partnership/joint venture interests at beginning of year2015-12-31$65,250,886
Investment advisory and management fees2015-12-31$1,730,054
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$169,164,523
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$163,333,847
Income. Interest from corporate debt instruments2015-12-31$2,627,470
Value of interest in common/collective trusts at end of year2015-12-31$158,740,520
Value of interest in common/collective trusts at beginning of year2015-12-31$142,467,110
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$21,281,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$21,281,764
Asset value of US Government securities at end of year2015-12-31$20,196,170
Asset value of US Government securities at beginning of year2015-12-31$17,625,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$42,000,000
Employer contributions (assets) at end of year2015-12-31$24,000,000
Income. Dividends from common stock2015-12-31$6,499,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$39,963,453
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$9,994,053
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$11,361,087
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$34,163,353
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$33,697,546
Contract administrator fees2015-12-31$211,983
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$146,320,738
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$174,445,385
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CLARK NUBER P.S.
Accountancy firm EIN2015-12-31911194016
2014 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$11,083,151
Total unrealized appreciation/depreciation of assets2014-12-31$11,083,151
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$8,793,165
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$775,385
Total income from all sources (including contributions)2014-12-31$46,850,071
Total loss/gain on sale of assets2014-12-31$1,319,170
Total of all expenses incurred2014-12-31$35,821,597
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$33,216,795
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$18,000,000
Value of total assets at end of year2014-12-31$642,097,462
Value of total assets at beginning of year2014-12-31$623,051,208
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,604,802
Total interest from all sources2014-12-31$1,077,678
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$15,370,072
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$313,259
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$11,629,512
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$6,555,058
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$1,004,848
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$561,222
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$8,793,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$775,385
Administrative expenses (other) incurred2014-12-31$294,098
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$11,028,474
Value of net assets at end of year (total assets less liabilities)2014-12-31$633,304,297
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$622,275,823
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Assets. partnership/joint venture interests at end of year2014-12-31$65,250,886
Assets. partnership/joint venture interests at beginning of year2014-12-31$62,277,884
Investment advisory and management fees2014-12-31$1,797,289
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$163,333,847
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$232,378,981
Income. Interest from corporate debt instruments2014-12-31$1,077,678
Value of interest in common/collective trusts at end of year2014-12-31$142,467,110
Value of interest in common/collective trusts at beginning of year2014-12-31$114,667,013
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$21,281,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$7,053,859
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$7,053,859
Asset value of US Government securities at end of year2014-12-31$17,625,477
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$18,000,000
Income. Dividends from common stock2014-12-31$15,370,072
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$33,216,795
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$11,361,087
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$33,697,546
Contract administrator fees2014-12-31$200,156
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$174,445,385
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$199,557,191
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$234,296,524
Aggregate carrying amount (costs) on sale of assets2014-12-31$232,977,354
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CLARK NUBER P.S.
Accountancy firm EIN2014-12-31911194016
2013 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$32,553,607
Total unrealized appreciation/depreciation of assets2013-12-31$32,553,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$775,385
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$828,613
Total income from all sources (including contributions)2013-12-31$127,194,067
Total loss/gain on sale of assets2013-12-31$62,605,163
Total of all expenses incurred2013-12-31$41,230,749
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$38,452,883
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$20,400,000
Value of total assets at end of year2013-12-31$623,051,208
Value of total assets at beginning of year2013-12-31$537,141,118
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$2,777,866
Total interest from all sources2013-12-31$2,376
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$11,632,921
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$310,731
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Assets. Other investments not covered elsewhere at end of year2013-12-31$6,555,058
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$5,129,833
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$561,222
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$844,377
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$775,385
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$828,613
Administrative expenses (other) incurred2013-12-31$447,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$85,963,318
Value of net assets at end of year (total assets less liabilities)2013-12-31$622,275,823
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$536,312,505
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Assets. partnership/joint venture interests at end of year2013-12-31$62,277,884
Assets. partnership/joint venture interests at beginning of year2013-12-31$55,614,621
Investment advisory and management fees2013-12-31$1,835,670
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$232,378,981
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$192,938,054
Income. Interest from corporate debt instruments2013-12-31$2,376
Value of interest in common/collective trusts at end of year2013-12-31$114,667,013
Value of interest in common/collective trusts at beginning of year2013-12-31$104,619,092
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$7,053,859
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$6,018,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$6,018,864
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$20,400,000
Income. Dividends from common stock2013-12-31$11,632,921
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$38,452,883
Contract administrator fees2013-12-31$184,252
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$199,557,191
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$171,976,277
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$373,460,801
Aggregate carrying amount (costs) on sale of assets2013-12-31$310,855,638
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CLARK NUBER P.S.
Accountancy firm EIN2013-12-31911194016
2012 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$40,989,044
Total unrealized appreciation/depreciation of assets2012-12-31$40,989,044
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$828,613
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$575,870
Total income from all sources (including contributions)2012-12-31$88,378,920
Total loss/gain on sale of assets2012-12-31$11,412,820
Total of all expenses incurred2012-12-31$36,198,613
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$33,533,197
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$22,800,000
Value of total assets at end of year2012-12-31$537,141,118
Value of total assets at beginning of year2012-12-31$484,708,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$2,665,416
Total interest from all sources2012-12-31$32,517
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$13,144,539
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$323,280
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$36
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$5,129,833
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$4,346,140
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$844,377
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,936,453
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$828,613
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$575,870
Administrative expenses (other) incurred2012-12-31$446,598
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$52,180,307
Value of net assets at end of year (total assets less liabilities)2012-12-31$536,312,505
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$484,132,198
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Assets. partnership/joint venture interests at end of year2012-12-31$55,614,621
Assets. partnership/joint venture interests at beginning of year2012-12-31$45,318,851
Investment advisory and management fees2012-12-31$1,727,502
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$192,938,054
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$154,954,924
Income. Interest from corporate debt instruments2012-12-31$32,517
Value of interest in common/collective trusts at end of year2012-12-31$104,619,092
Value of interest in common/collective trusts at beginning of year2012-12-31$98,600,763
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$6,018,864
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$9,017,731
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$9,017,731
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$22,800,000
Income. Dividends from common stock2012-12-31$13,144,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$33,533,197
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$580,286
Contract administrator fees2012-12-31$168,036
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$171,976,277
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$169,952,884
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$233,913,395
Aggregate carrying amount (costs) on sale of assets2012-12-31$222,500,575
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31CLARK NUBER P.S.
Accountancy firm EIN2012-12-31911194016
2011 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-43,738,890
Total unrealized appreciation/depreciation of assets2011-12-31$-43,738,890
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$575,870
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$307,926
Total income from all sources (including contributions)2011-12-31$-16,552,320
Total loss/gain on sale of assets2011-12-31$12,608,142
Total of all expenses incurred2011-12-31$30,202,274
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$27,188,223
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$5,000,000
Value of total assets at end of year2011-12-31$484,708,068
Value of total assets at beginning of year2011-12-31$531,194,718
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$3,014,051
Total interest from all sources2011-12-31$87,570
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$9,490,858
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$408,769
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$36
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$282,446
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Assets. Other investments not covered elsewhere at end of year2011-12-31$4,346,140
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$4,417,425
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,936,453
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$2,805,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$575,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$307,926
Administrative expenses (other) incurred2011-12-31$209,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-46,754,594
Value of net assets at end of year (total assets less liabilities)2011-12-31$484,132,198
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$530,886,792
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Assets. partnership/joint venture interests at end of year2011-12-31$45,318,851
Assets. partnership/joint venture interests at beginning of year2011-12-31$35,481,057
Investment advisory and management fees2011-12-31$2,125,173
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$154,954,924
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$169,230,598
Income. Interest from corporate debt instruments2011-12-31$87,570
Value of interest in common/collective trusts at end of year2011-12-31$98,600,763
Value of interest in common/collective trusts at beginning of year2011-12-31$110,360,679
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$9,017,731
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$6,737,312
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$6,737,312
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$5,000,000
Income. Dividends from common stock2011-12-31$9,490,858
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$27,188,223
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$580,286
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,981,684
Contract administrator fees2011-12-31$270,735
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$169,952,884
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$199,898,477
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$263,654,181
Aggregate carrying amount (costs) on sale of assets2011-12-31$251,046,039
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PRICEWATERHOUSECOOPERS, LTD
Accountancy firm EIN2011-12-31134008324
2010 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$33,272,740
Total unrealized appreciation/depreciation of assets2010-12-31$33,272,740
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$307,926
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$2,743,685
Total income from all sources (including contributions)2010-12-31$70,749,507
Total loss/gain on sale of assets2010-12-31$13,014,890
Total of all expenses incurred2010-12-31$29,430,766
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$26,531,954
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$12,000,000
Value of total assets at end of year2010-12-31$531,194,718
Value of total assets at beginning of year2010-12-31$492,311,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,898,812
Total interest from all sources2010-12-31$842,562
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$11,619,315
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$461,333
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$282,446
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$537,914
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Assets. Other investments not covered elsewhere at end of year2010-12-31$4,417,425
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$3,879,019
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$2,805,040
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$4,801,712
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$307,926
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$2,743,685
Administrative expenses (other) incurred2010-12-31$206,261
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$41,318,741
Value of net assets at end of year (total assets less liabilities)2010-12-31$530,886,792
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$489,568,051
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$35,481,057
Assets. partnership/joint venture interests at beginning of year2010-12-31$23,214,277
Investment advisory and management fees2010-12-31$1,984,367
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$169,230,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$117,145,596
Income. Interest from corporate debt instruments2010-12-31$842,562
Value of interest in common/collective trusts at end of year2010-12-31$110,360,679
Value of interest in common/collective trusts at beginning of year2010-12-31$98,172,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$6,737,312
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$9,587,901
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$9,587,901
Asset value of US Government securities at beginning of year2010-12-31$39,712,182
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$12,000,000
Income. Dividends from common stock2010-12-31$11,619,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$26,531,954
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,981,684
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$11,531,229
Contract administrator fees2010-12-31$246,851
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$199,898,477
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$183,729,125
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$256,405,406
Aggregate carrying amount (costs) on sale of assets2010-12-31$243,390,516
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PRICEWATERHOUSECOOPERS, LTD
Accountancy firm EIN2010-12-31134008324
2009 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC.

2022: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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