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Plan Name | RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. |
Plan identification number | 001 |
401k Plan Type | Defined Benefit Pension |
Plan Features/Benefits |
|
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.
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
001 | 2022-01-01 | ||||
001 | 2021-01-01 | ||||
001 | 2020-01-01 | ||||
001 | 2019-01-01 | ||||
001 | 2018-01-01 | ||||
001 | 2017-01-01 | THOMAS HUNT | THOMAS HUNT | 2018-10-01 | |
001 | 2016-01-01 | THOMAS HUNT | |||
001 | 2015-01-01 | THOMAS HUNT | |||
001 | 2014-01-01 | THOMAS HUNT | THOMAS HUNT | 2015-08-19 | |
001 | 2013-01-01 | THOMAS HUNT | |||
001 | 2012-01-01 | THOMAS HUNT | THOMAS HUNT | 2013-10-07 | |
001 | 2011-01-01 | THOMAS HUNT | |||
001 | 2010-01-01 | THOMAS HUNT | |||
001 | 2009-01-01 | THOMAS HUNT | THOMAS HUNT | 2010-10-14 |
Measure | Date | Value |
---|---|---|
2022: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2022 401k membership | ||
Market value of plan assets | 2022-12-31 | 898,550,464 |
Acturial value of plan assets | 2022-12-31 | 898,550,464 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 298,219,484 |
Number of terminated vested participants | 2022-12-31 | 1,178 |
Fundng target for terminated vested participants | 2022-12-31 | 69,303,105 |
Active participant vested funding target | 2022-12-31 | 220,175,180 |
Number of active participants | 2022-12-31 | 1,990 |
Total funding liabilities for active participants | 2022-12-31 | 220,409,480 |
Total participant count | 2022-12-31 | 5,447 |
Total funding target for all participants | 2022-12-31 | 587,932,069 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 17,389,804 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 18,262,772 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 18,000,000 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 17,338,906 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 15,772,513 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 17,338,906 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 5,389 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 1,911 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 1,965 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 1,056 |
Total of all active and inactive participants | 2022-01-01 | 4,932 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 336 |
Total participants | 2022-01-01 | 5,268 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 9 |
2021: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2021 401k membership | ||
Market value of plan assets | 2021-12-31 | 837,885,849 |
Acturial value of plan assets | 2021-12-31 | 837,885,849 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 306,238,023 |
Number of terminated vested participants | 2021-12-31 | 1,211 |
Fundng target for terminated vested participants | 2021-12-31 | 74,085,516 |
Active participant vested funding target | 2021-12-31 | 248,028,321 |
Number of active participants | 2021-12-31 | 2,109 |
Total funding liabilities for active participants | 2021-12-31 | 248,423,161 |
Total participant count | 2021-12-31 | 5,564 |
Total funding target for all participants | 2021-12-31 | 628,746,700 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 17,353,950 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 18,296,269 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 18,000,000 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 17,389,804 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 17,353,646 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 17,389,804 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 5,504 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,990 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 1,919 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 1,152 |
Total of all active and inactive participants | 2021-01-01 | 5,061 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 328 |
Total participants | 2021-01-01 | 5,389 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 15 |
2020: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2020 401k membership | ||
Market value of plan assets | 2020-12-31 | 753,042,538 |
Acturial value of plan assets | 2020-12-31 | 753,042,538 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 294,367,827 |
Number of terminated vested participants | 2020-12-31 | 1,235 |
Fundng target for terminated vested participants | 2020-12-31 | 67,921,720 |
Active participant vested funding target | 2020-12-31 | 227,644,857 |
Number of active participants | 2020-12-31 | 2,171 |
Total funding liabilities for active participants | 2020-12-31 | 228,011,947 |
Total participant count | 2020-12-31 | 5,621 |
Total funding target for all participants | 2020-12-31 | 590,301,494 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 18,000,000 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 17,353,950 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 16,256,653 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 17,353,950 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 5,556 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 2,109 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 1,896 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 1,183 |
Total of all active and inactive participants | 2020-01-01 | 5,188 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 316 |
Total participants | 2020-01-01 | 5,504 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 5 |
2019: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2019 401k membership | ||
Market value of plan assets | 2019-12-31 | 657,556,825 |
Acturial value of plan assets | 2019-12-31 | 657,556,825 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 285,984,973 |
Number of terminated vested participants | 2019-12-31 | 1,263 |
Fundng target for terminated vested participants | 2019-12-31 | 65,063,794 |
Active participant vested funding target | 2019-12-31 | 218,061,073 |
Number of active participants | 2019-12-31 | 2,265 |
Total funding liabilities for active participants | 2019-12-31 | 218,563,512 |
Total participant count | 2019-12-31 | 5,698 |
Total funding target for all participants | 2019-12-31 | 569,612,279 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 33,773,039 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 35,711,611 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 17,361,555 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 5,638 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 2,171 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 1,866 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 1,200 |
Total of all active and inactive participants | 2019-01-01 | 5,237 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 319 |
Total participants | 2019-01-01 | 5,556 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 13 |
2018: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2018 401k membership | ||
Market value of plan assets | 2018-12-31 | 704,360,132 |
Acturial value of plan assets | 2018-12-31 | 704,360,132 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 271,560,936 |
Number of terminated vested participants | 2018-12-31 | 1,314 |
Fundng target for terminated vested participants | 2018-12-31 | 67,089,027 |
Active participant vested funding target | 2018-12-31 | 214,876,850 |
Number of active participants | 2018-12-31 | 2,381 |
Total funding liabilities for active participants | 2018-12-31 | 215,987,005 |
Total participant count | 2018-12-31 | 5,812 |
Total funding target for all participants | 2018-12-31 | 554,636,968 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 0 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 36,000,000 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 33,773,039 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 15,672,944 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 33,773,039 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 5,752 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 2,265 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 1,820 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 1,229 |
Total of all active and inactive participants | 2018-01-01 | 5,314 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 324 |
Total participants | 2018-01-01 | 5,638 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 20 |
2017: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2017 401k membership | ||
Market value of plan assets | 2017-12-31 | 639,511,257 |
Acturial value of plan assets | 2017-12-31 | 639,511,257 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 249,431,451 |
Number of terminated vested participants | 2017-12-31 | 1,365 |
Fundng target for terminated vested participants | 2017-12-31 | 63,559,392 |
Active participant vested funding target | 2017-12-31 | 202,206,146 |
Number of active participants | 2017-12-31 | 2,418 |
Total funding liabilities for active participants | 2017-12-31 | 203,127,474 |
Total participant count | 2017-12-31 | 5,851 |
Total funding target for all participants | 2017-12-31 | 516,118,317 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 0 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 16,616,572 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 17,625,198 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 14,323,136 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 5,790 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 2,381 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 1,770 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 1,285 |
Total of all active and inactive participants | 2017-01-01 | 5,436 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 316 |
Total participants | 2017-01-01 | 5,752 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 12 |
2016: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2016 401k membership | ||
Market value of plan assets | 2016-12-31 | 622,115,280 |
Acturial value of plan assets | 2016-12-31 | 622,115,280 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 238,212,183 |
Number of terminated vested participants | 2016-12-31 | 1,391 |
Fundng target for terminated vested participants | 2016-12-31 | 60,722,539 |
Active participant vested funding target | 2016-12-31 | 210,760,775 |
Number of active participants | 2016-12-31 | 2,510 |
Total funding liabilities for active participants | 2016-12-31 | 212,031,572 |
Total participant count | 2016-12-31 | 5,934 |
Total funding target for all participants | 2016-12-31 | 510,966,294 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 0 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 39,227,161 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 41,682,781 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 18,000,000 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 16,616,572 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 13,538,387 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 16,616,572 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 5,874 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 2,418 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 1,721 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 1,332 |
Total of all active and inactive participants | 2016-01-01 | 5,471 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 319 |
Total participants | 2016-01-01 | 5,790 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 20 |
2015: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 5,955 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,510 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 1,687 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 1,358 |
Total of all active and inactive participants | 2015-01-01 | 5,555 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 319 |
Total participants | 2015-01-01 | 5,874 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 33 |
2014: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 6,023 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 2,619 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 1,658 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 1,355 |
Total of all active and inactive participants | 2014-01-01 | 5,632 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 323 |
Total participants | 2014-01-01 | 5,955 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 43 |
2013: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 6,072 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 2,730 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 1,598 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 1,364 |
Total of all active and inactive participants | 2013-01-01 | 5,692 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 331 |
Total participants | 2013-01-01 | 6,023 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 62 |
2012: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 6,046 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 2,834 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 1,557 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 1,357 |
Total of all active and inactive participants | 2012-01-01 | 5,748 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 324 |
Total participants | 2012-01-01 | 6,072 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 74 |
2011: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 5,991 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 2,877 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 1,508 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 1,337 |
Total of all active and inactive participants | 2011-01-01 | 5,722 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 324 |
Total participants | 2011-01-01 | 6,046 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 80 |
2010: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 5,902 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 2,874 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 1,481 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 1,305 |
Total of all active and inactive participants | 2010-01-01 | 5,660 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 331 |
Total participants | 2010-01-01 | 5,991 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 86 |
2009: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 5,768 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 2,822 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 1,465 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 1,275 |
Total of all active and inactive participants | 2009-01-01 | 5,562 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 333 |
Total participants | 2009-01-01 | 5,895 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 58 |
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) assets | 2022-12-31 | $-180,844,434 |
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $-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 assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $84,461,647 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $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 year | 2022-12-31 | $696,949,314 |
Value of total assets at beginning of year | 2022-12-31 | $935,362,850 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,634,782 |
Total interest from all sources | 2022-12-31 | $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 year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $422,353 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $5,189,682 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $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 year | 2022-12-31 | $4,040,503 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $6,915,185 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2022-12-31 | $33,226,831 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2022-12-31 | $30,471,589 |
Administrative expenses (other) incurred | 2022-12-31 | $474,232 |
Total non interest bearing cash at end of year | 2022-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2022-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-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) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2022-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2022-12-31 | $0 |
Investment advisory and management fees | 2022-12-31 | $2,274,885 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $46,004,730 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $80,723,996 |
Income. Interest from corporate debt instruments | 2022-12-31 | $6,137,303 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $349,737,154 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $475,431,213 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $4,892,147 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $5,067,775 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $5,067,775 |
Asset value of US Government securities at end of year | 2022-12-31 | $70,521,014 |
Asset value of US Government securities at beginning of year | 2022-12-31 | $67,736,110 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Contributions received in cash from employer | 2022-12-31 | $18,000,000 |
Employer contributions (assets) at end of year | 2022-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $80,225,547 |
Asset. Corporate debt instrument preferred debt at end of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2022-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2022-12-31 | $22,530,630 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2022-12-31 | $18,064,297 |
Contract administrator fees | 2022-12-31 | $463,312 |
Assets. Corporate common stocks other than exployer securities at end of year | 2022-12-31 | $194,033,454 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2022-12-31 | $275,083,477 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2022-12-31 | 911194016 |
2021 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2021 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2021-12-31 | $95,846,505 |
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $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 assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $60,125,584 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $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 year | 2021-12-31 | $935,362,850 |
Value of total assets at beginning of year | 2021-12-31 | $889,016,473 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,713,075 |
Total interest from all sources | 2021-12-31 | $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 year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $298,658 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $6,340,797 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $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 year | 2021-12-31 | $6,915,185 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $2,103,535 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $30,471,589 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $45,212,772 |
Administrative expenses (other) incurred | 2021-12-31 | $473,344 |
Total non interest bearing cash at end of year | 2021-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2021-12-31 | $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 appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $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) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2021-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2021-12-31 | $0 |
Investment advisory and management fees | 2021-12-31 | $2,555,477 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $80,723,996 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $85,333,978 |
Income. Interest from corporate debt instruments | 2021-12-31 | $7,366,639 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $475,431,213 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $449,151,134 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $5,067,775 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $5,794,297 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $5,794,297 |
Asset value of US Government securities at end of year | 2021-12-31 | $67,736,110 |
Asset value of US Government securities at beginning of year | 2021-12-31 | $82,153,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Contributions received in cash from employer | 2021-12-31 | $18,000,000 |
Employer contributions (assets) at end of year | 2021-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $55,831,289 |
Asset. Corporate debt instrument preferred debt at end of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2021-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2021-12-31 | $18,064,297 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2021-12-31 | $9,780,805 |
Contract administrator fees | 2021-12-31 | $385,596 |
Assets. Corporate common stocks other than exployer securities at end of year | 2021-12-31 | $275,083,477 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2021-12-31 | $247,516,389 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2021-12-31 | 911194016 |
2020 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2020 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $103,692,106 |
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $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 assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $46,857,906 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $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 year | 2020-12-31 | $889,016,473 |
Value of total assets at beginning of year | 2020-12-31 | $770,251,458 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,433,338 |
Total interest from all sources | 2020-12-31 | $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 year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $146,636 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $5,917,852 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $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 year | 2020-12-31 | $2,103,535 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $80,985,976 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $45,212,772 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $10,919,547 |
Administrative expenses (other) incurred | 2020-12-31 | $461,148 |
Total non interest bearing cash at end of year | 2020-12-31 | $1,264,696 |
Total non interest bearing cash at beginning of year | 2020-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $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) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $0 |
Investment advisory and management fees | 2020-12-31 | $2,306,615 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $85,333,978 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $145,441,110 |
Income. Interest from corporate debt instruments | 2020-12-31 | $9,637,590 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $449,151,134 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $278,378,874 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $5,794,297 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $202,453 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $202,453 |
Asset value of US Government securities at end of year | 2020-12-31 | $82,153,787 |
Asset value of US Government securities at beginning of year | 2020-12-31 | $34,807,442 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Contributions received in cash from employer | 2020-12-31 | $18,000,000 |
Employer contributions (assets) at end of year | 2020-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $42,775,484 |
Asset. Corporate debt instrument preferred debt at end of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2020-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2020-12-31 | $9,780,805 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2020-12-31 | $0 |
Contract administrator fees | 2020-12-31 | $518,939 |
Assets. Corporate common stocks other than exployer securities at end of year | 2020-12-31 | $247,516,389 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2020-12-31 | $224,146,230 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2020-12-31 | 911194016 |
2019 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2019 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $124,555,860 |
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $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 assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $41,856,988 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $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 year | 2019-12-31 | $770,251,458 |
Value of total assets at beginning of year | 2019-12-31 | $665,074,037 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $4,440,582 |
Total interest from all sources | 2019-12-31 | $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 year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $388,766 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $6,289,373 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $5,960,116 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $80,985,976 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $519,324 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $10,919,547 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $871,383 |
Administrative expenses (other) incurred | 2019-12-31 | $1,788,383 |
Total non interest bearing cash at end of year | 2019-12-31 | $0 |
Total non interest bearing cash at beginning of year | 2019-12-31 | $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 appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $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) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2019-12-31 | $0 |
Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $66,976,302 |
Investment advisory and management fees | 2019-12-31 | $1,951,037 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $145,441,110 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $103,660,627 |
Income. Interest from corporate debt instruments | 2019-12-31 | $12,430,385 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $278,378,874 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $289,610,479 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $202,453 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2019-12-31 | $701,713 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2019-12-31 | $701,713 |
Asset value of US Government securities at end of year | 2019-12-31 | $34,807,442 |
Asset value of US Government securities at beginning of year | 2019-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Employer contributions (assets) at end of year | 2019-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $18,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $37,416,406 |
Asset. Corporate debt instrument preferred debt at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at end of year | 2019-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2019-12-31 | $0 |
Contract administrator fees | 2019-12-31 | $312,396 |
Assets. Corporate common stocks other than exployer securities at end of year | 2019-12-31 | $224,146,230 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2019-12-31 | $177,948,908 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
Accountancy firm name | 2019-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2019-12-31 | 911194016 |
2018 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2018 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-44,702,437 |
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-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 assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $46,680,096 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $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 year | 2018-12-31 | $665,074,037 |
Value of total assets at beginning of year | 2018-12-31 | $779,238,487 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,235,782 |
Total interest from all sources | 2018-12-31 | $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 year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $395,968 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $5,960,116 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $7,137,651 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $519,324 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $65,062,832 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $871,383 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $67,740,704 |
Administrative expenses (other) incurred | 2018-12-31 | $425,426 |
Total non interest bearing cash at end of year | 2018-12-31 | $1,696,568 |
Total non interest bearing cash at beginning of year | 2018-12-31 | $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 appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-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) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2018-12-31 | $66,976,302 |
Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $68,158,850 |
Investment advisory and management fees | 2018-12-31 | $2,039,298 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $103,660,627 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $117,795,799 |
Income. Interest from corporate debt instruments | 2018-12-31 | $8,087,404 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $289,610,479 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $224,401,876 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2018-12-31 | $701,713 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2018-12-31 | $1,003,961 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2018-12-31 | $1,003,961 |
Asset value of US Government securities at end of year | 2018-12-31 | $0 |
Asset value of US Government securities at beginning of year | 2018-12-31 | $50,380,807 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $36,000,000 |
Employer contributions (assets) at end of year | 2018-12-31 | $18,000,000 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $43,444,314 |
Asset. Corporate debt instrument preferred debt at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2018-12-31 | $9,445,503 |
Asset. Corporate debt instrument debt (other) at end of year | 2018-12-31 | $0 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2018-12-31 | $25,142,733 |
Contract administrator fees | 2018-12-31 | $375,090 |
Assets. Corporate common stocks other than exployer securities at end of year | 2018-12-31 | $177,948,908 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2018-12-31 | $209,504,769 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
Accountancy firm name | 2018-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2018-12-31 | 911194016 |
2017 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2017 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $98,836,724 |
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $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 assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $44,452,905 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $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 year | 2017-12-31 | $779,238,487 |
Value of total assets at beginning of year | 2017-12-31 | $673,265,109 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,006,605 |
Total interest from all sources | 2017-12-31 | $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 year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $503,626 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $7,137,651 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $7,262,417 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $65,062,832 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $16,222,622 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $67,740,704 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2017-12-31 | $26,116,633 |
Administrative expenses (other) incurred | 2017-12-31 | $399,372 |
Total non interest bearing cash at end of year | 2017-12-31 | $1,203,706 |
Total non interest bearing cash at beginning of year | 2017-12-31 | $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 appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $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) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2017-12-31 | $68,158,850 |
Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $65,274,812 |
Investment advisory and management fees | 2017-12-31 | $1,741,791 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $117,795,799 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $181,211,677 |
Income. Interest from corporate debt instruments | 2017-12-31 | $2,459,224 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $224,401,876 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $137,984,469 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2017-12-31 | $1,003,961 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2017-12-31 | $0 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2017-12-31 | $0 |
Asset value of US Government securities at end of year | 2017-12-31 | $50,380,807 |
Asset value of US Government securities at beginning of year | 2017-12-31 | $34,951,296 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $0 |
Employer contributions (assets) at end of year | 2017-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $18,000,000 |
Income. Dividends from common stock | 2017-12-31 | $7,506,264 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $41,446,300 |
Asset. Corporate debt instrument preferred debt at end of year | 2017-12-31 | $9,445,503 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2017-12-31 | $9,993,954 |
Asset. Corporate debt instrument debt (other) at end of year | 2017-12-31 | $25,142,733 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2017-12-31 | $28,548,954 |
Contract administrator fees | 2017-12-31 | $361,816 |
Assets. Corporate common stocks other than exployer securities at end of year | 2017-12-31 | $209,504,769 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2017-12-31 | $154,254,953 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
Accountancy firm name | 2017-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2017-12-31 | 911194016 |
2016 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2016 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2016-12-31 | $31,501,791 |
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $42,029,627 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $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 year | 2016-12-31 | $673,265,109 |
Value of total assets at beginning of year | 2016-12-31 | $646,169,057 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,587,723 |
Total interest from all sources | 2016-12-31 | $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 year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $304,052 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $7,262,417 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $9,835,428 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $16,222,622 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $8,829,799 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2016-12-31 | $26,116,633 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2016-12-31 | $16,374,984 |
Administrative expenses (other) incurred | 2016-12-31 | $380,840 |
Total non interest bearing cash at end of year | 2016-12-31 | $19,559,955 |
Total non interest bearing cash at beginning of year | 2016-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $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) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2016-12-31 | $65,274,812 |
Assets. partnership/joint venture interests at beginning of year | 2016-12-31 | $64,924,473 |
Investment advisory and management fees | 2016-12-31 | $1,632,478 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $181,211,677 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $169,164,523 |
Income. Interest from corporate debt instruments | 2016-12-31 | $2,564,365 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $137,984,469 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $158,740,520 |
Asset value of US Government securities at end of year | 2016-12-31 | $34,951,296 |
Asset value of US Government securities at beginning of year | 2016-12-31 | $20,196,170 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $18,000,000 |
Employer contributions (assets) at end of year | 2016-12-31 | $18,000,000 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $24,000,000 |
Income. Dividends from common stock | 2016-12-31 | $7,317,874 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $39,441,904 |
Asset. Corporate debt instrument preferred debt at end of year | 2016-12-31 | $9,993,954 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2016-12-31 | $9,994,053 |
Asset. Corporate debt instrument debt (other) at end of year | 2016-12-31 | $28,548,954 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2016-12-31 | $34,163,353 |
Contract administrator fees | 2016-12-31 | $270,353 |
Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $154,254,953 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $146,320,738 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
Accountancy firm name | 2016-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2016-12-31 | 911194016 |
2015 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2015 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-12,087,703 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-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 assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $42,549,679 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $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 year | 2015-12-31 | $646,169,057 |
Value of total assets at beginning of year | 2015-12-31 | $642,097,462 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $2,586,226 |
Total interest from all sources | 2015-12-31 | $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 year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $305,039 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $9,835,428 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $11,629,512 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $8,829,799 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $1,004,848 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2015-12-31 | $16,374,984 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2015-12-31 | $8,793,165 |
Administrative expenses (other) incurred | 2015-12-31 | $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 appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-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) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2015-12-31 | $64,924,473 |
Assets. partnership/joint venture interests at beginning of year | 2015-12-31 | $65,250,886 |
Investment advisory and management fees | 2015-12-31 | $1,730,054 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $169,164,523 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $163,333,847 |
Income. Interest from corporate debt instruments | 2015-12-31 | $2,627,470 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $158,740,520 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $142,467,110 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2015-12-31 | $21,281,764 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2015-12-31 | $21,281,764 |
Asset value of US Government securities at end of year | 2015-12-31 | $20,196,170 |
Asset value of US Government securities at beginning of year | 2015-12-31 | $17,625,477 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $42,000,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $24,000,000 |
Income. Dividends from common stock | 2015-12-31 | $6,499,688 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $39,963,453 |
Asset. Corporate debt instrument preferred debt at end of year | 2015-12-31 | $9,994,053 |
Asset. Corporate debt instrument preferred debt at beginning of year | 2015-12-31 | $11,361,087 |
Asset. Corporate debt instrument debt (other) at end of year | 2015-12-31 | $34,163,353 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2015-12-31 | $33,697,546 |
Contract administrator fees | 2015-12-31 | $211,983 |
Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $146,320,738 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $174,445,385 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2015-12-31 | 911194016 |
2014 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2014 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $11,083,151 |
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 assets | 2014-12-31 | $1,319,170 |
Total of all expenses incurred | 2014-12-31 | $35,821,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $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 year | 2014-12-31 | $642,097,462 |
Value of total assets at beginning of year | 2014-12-31 | $623,051,208 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,604,802 |
Total interest from all sources | 2014-12-31 | $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 year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $313,259 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $11,629,512 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $6,555,058 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $1,004,848 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $561,222 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2014-12-31 | $8,793,165 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $775,385 |
Administrative expenses (other) incurred | 2014-12-31 | $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 appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2014-12-31 | $65,250,886 |
Assets. partnership/joint venture interests at beginning of year | 2014-12-31 | $62,277,884 |
Investment advisory and management fees | 2014-12-31 | $1,797,289 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $163,333,847 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $232,378,981 |
Income. Interest from corporate debt instruments | 2014-12-31 | $1,077,678 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $142,467,110 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $114,667,013 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2014-12-31 | $21,281,764 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2014-12-31 | $7,053,859 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2014-12-31 | $7,053,859 |
Asset value of US Government securities at end of year | 2014-12-31 | $17,625,477 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $18,000,000 |
Income. Dividends from common stock | 2014-12-31 | $15,370,072 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $33,216,795 |
Asset. Corporate debt instrument preferred debt at end of year | 2014-12-31 | $11,361,087 |
Asset. Corporate debt instrument debt (other) at end of year | 2014-12-31 | $33,697,546 |
Contract administrator fees | 2014-12-31 | $200,156 |
Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $174,445,385 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $199,557,191 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Aggregate proceeds on sale of assets | 2014-12-31 | $234,296,524 |
Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $232,977,354 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2014-12-31 | 911194016 |
2013 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2013 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $32,553,607 |
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 assets | 2013-12-31 | $62,605,163 |
Total of all expenses incurred | 2013-12-31 | $41,230,749 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $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 year | 2013-12-31 | $623,051,208 |
Value of total assets at beginning of year | 2013-12-31 | $537,141,118 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $2,777,866 |
Total interest from all sources | 2013-12-31 | $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 year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $310,731 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $25,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $6,555,058 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $5,129,833 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $561,222 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $844,377 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $775,385 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $828,613 |
Administrative expenses (other) incurred | 2013-12-31 | $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 appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $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) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2013-12-31 | $62,277,884 |
Assets. partnership/joint venture interests at beginning of year | 2013-12-31 | $55,614,621 |
Investment advisory and management fees | 2013-12-31 | $1,835,670 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $232,378,981 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $192,938,054 |
Income. Interest from corporate debt instruments | 2013-12-31 | $2,376 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $114,667,013 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $104,619,092 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $7,053,859 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $6,018,864 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $6,018,864 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $20,400,000 |
Income. Dividends from common stock | 2013-12-31 | $11,632,921 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $38,452,883 |
Contract administrator fees | 2013-12-31 | $184,252 |
Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $199,557,191 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $171,976,277 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Aggregate proceeds on sale of assets | 2013-12-31 | $373,460,801 |
Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $310,855,638 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2013-12-31 | 911194016 |
2012 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2012 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $40,989,044 |
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 assets | 2012-12-31 | $11,412,820 |
Total of all expenses incurred | 2012-12-31 | $36,198,613 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $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 year | 2012-12-31 | $537,141,118 |
Value of total assets at beginning of year | 2012-12-31 | $484,708,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $2,665,416 |
Total interest from all sources | 2012-12-31 | $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 year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $323,280 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2012-12-31 | $36 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $5,129,833 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $4,346,140 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $844,377 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $1,936,453 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $828,613 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $575,870 |
Administrative expenses (other) incurred | 2012-12-31 | $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 appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $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) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2012-12-31 | $55,614,621 |
Assets. partnership/joint venture interests at beginning of year | 2012-12-31 | $45,318,851 |
Investment advisory and management fees | 2012-12-31 | $1,727,502 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $192,938,054 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $154,954,924 |
Income. Interest from corporate debt instruments | 2012-12-31 | $32,517 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $104,619,092 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $98,600,763 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $6,018,864 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $9,017,731 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $9,017,731 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $22,800,000 |
Income. Dividends from common stock | 2012-12-31 | $13,144,539 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $33,533,197 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2012-12-31 | $580,286 |
Contract administrator fees | 2012-12-31 | $168,036 |
Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $171,976,277 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $169,952,884 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Aggregate proceeds on sale of assets | 2012-12-31 | $233,913,395 |
Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $222,500,575 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | CLARK NUBER P.S. |
Accountancy firm EIN | 2012-12-31 | 911194016 |
2011 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2011 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $-43,738,890 |
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $-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 assets | 2011-12-31 | $12,608,142 |
Total of all expenses incurred | 2011-12-31 | $30,202,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $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 year | 2011-12-31 | $484,708,068 |
Value of total assets at beginning of year | 2011-12-31 | $531,194,718 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,014,051 |
Total interest from all sources | 2011-12-31 | $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 year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $408,769 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2011-12-31 | $36 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2011-12-31 | $282,446 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $15,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $4,346,140 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $4,417,425 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $1,936,453 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $2,805,040 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $575,870 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $307,926 |
Administrative expenses (other) incurred | 2011-12-31 | $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 appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-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) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2011-12-31 | $45,318,851 |
Assets. partnership/joint venture interests at beginning of year | 2011-12-31 | $35,481,057 |
Investment advisory and management fees | 2011-12-31 | $2,125,173 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $154,954,924 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $169,230,598 |
Income. Interest from corporate debt instruments | 2011-12-31 | $87,570 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $98,600,763 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $110,360,679 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $9,017,731 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $6,737,312 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $6,737,312 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $5,000,000 |
Income. Dividends from common stock | 2011-12-31 | $9,490,858 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $27,188,223 |
Asset. Corporate debt instrument debt (other) at end of year | 2011-12-31 | $580,286 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2011-12-31 | $1,981,684 |
Contract administrator fees | 2011-12-31 | $270,735 |
Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $169,952,884 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $199,898,477 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $263,654,181 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $251,046,039 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | PRICEWATERHOUSECOOPERS, LTD |
Accountancy firm EIN | 2011-12-31 | 134008324 |
2010 : RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $33,272,740 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $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 assets | 2010-12-31 | $13,014,890 |
Total of all expenses incurred | 2010-12-31 | $29,430,766 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $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 year | 2010-12-31 | $531,194,718 |
Value of total assets at beginning of year | 2010-12-31 | $492,311,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $2,898,812 |
Total interest from all sources | 2010-12-31 | $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 year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $461,333 |
Assets. Corporate prefeered stocks other than exployer securities at end of year | 2010-12-31 | $282,446 |
Assets. Corporate prefeered stocks other than exployer securities at beginning of year | 2010-12-31 | $537,914 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $10,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $4,417,425 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $3,879,019 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $2,805,040 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $4,801,712 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $307,926 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $2,743,685 |
Administrative expenses (other) incurred | 2010-12-31 | $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 appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $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) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Assets. partnership/joint venture interests at end of year | 2010-12-31 | $35,481,057 |
Assets. partnership/joint venture interests at beginning of year | 2010-12-31 | $23,214,277 |
Investment advisory and management fees | 2010-12-31 | $1,984,367 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $169,230,598 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $117,145,596 |
Income. Interest from corporate debt instruments | 2010-12-31 | $842,562 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $110,360,679 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $98,172,781 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $6,737,312 |
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $9,587,901 |
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $9,587,901 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $39,712,182 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $12,000,000 |
Income. Dividends from common stock | 2010-12-31 | $11,619,315 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $26,531,954 |
Asset. Corporate debt instrument debt (other) at end of year | 2010-12-31 | $1,981,684 |
Asset. Corporate debt instrument debt (other) at beginning of year | 2010-12-31 | $11,531,229 |
Contract administrator fees | 2010-12-31 | $246,851 |
Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $199,898,477 |
Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $183,729,125 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $256,405,406 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $243,390,516 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | PRICEWATERHOUSECOOPERS, LTD |
Accountancy firm EIN | 2010-12-31 | 134008324 |
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 securities | 2009-12-31 | $0 |
2022: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | Yes |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | Yes |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | Yes |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | Yes |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | Yes |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | Yes |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: RETIREMENT PLAN FOR EMPLOYEES OF PUGET SOUND ENERGY, INC. 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | Yes |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |