?>
Logo

UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 401k Plan overview

Plan NameUNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN
Plan identification number 002

UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

UNITIL CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:UNITIL CORPORATION
Employer identification number (EIN):020381573
NAIC Classification:221500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01CHRISTINE VAUGHAN
0022017-01-01
0022016-01-01
0022015-01-01
0022014-01-01
0022013-01-01
0022012-01-01GEORGE E. LONG, JR.
0022011-01-01GEORGE E. LONG, JR.
0022009-01-01GEORGE LONG

Plan Statistics for UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN

401k plan membership statisitcs for UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01672
Total number of active participants reported on line 7a of the Form 55002022-01-01491
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-01173
Total of all active and inactive participants2022-01-01664
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0112
Total participants2022-01-01676
Number of participants with account balances2022-01-01676
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0113
2021: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01688
Total number of active participants reported on line 7a of the Form 55002021-01-01495
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-01168
Total of all active and inactive participants2021-01-01663
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01672
Number of participants with account balances2021-01-01672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-018
2020: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01650
Total number of active participants reported on line 7a of the Form 55002020-01-01497
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-01155
Total of all active and inactive participants2020-01-01652
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-017
Total participants2020-01-01659
Number of participants with account balances2020-01-01658
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-016
2019: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01653
Total number of active participants reported on line 7a of the Form 55002019-01-01486
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-01157
Total of all active and inactive participants2019-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-017
Total participants2019-01-01650
Number of participants with account balances2019-01-01650
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0110
2018: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01629
Total number of active participants reported on line 7a of the Form 55002018-01-01497
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-01152
Total of all active and inactive participants2018-01-01649
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-018
Total participants2018-01-01657
Number of participants with account balances2018-01-01656
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01635
Total number of active participants reported on line 7a of the Form 55002017-01-01467
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-01154
Total of all active and inactive participants2017-01-01621
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-018
Total participants2017-01-01629
Number of participants with account balances2017-01-01628
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01615
Total number of active participants reported on line 7a of the Form 55002016-01-01482
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-01144
Total of all active and inactive participants2016-01-01626
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-019
Total participants2016-01-01635
Number of participants with account balances2016-01-01630
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01623
Total number of active participants reported on line 7a of the Form 55002015-01-01477
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01137
Total of all active and inactive participants2015-01-01614
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0110
Total participants2015-01-01624
Number of participants with account balances2015-01-01615
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01590
Total number of active participants reported on line 7a of the Form 55002014-01-01466
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01130
Total of all active and inactive participants2014-01-01596
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-018
Total participants2014-01-01604
Number of participants with account balances2014-01-01593
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01576
Total number of active participants reported on line 7a of the Form 55002013-01-01460
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01122
Total of all active and inactive participants2013-01-01582
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-018
Total participants2013-01-01590
Number of participants with account balances2013-01-01572
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-017
2012: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01575
Total number of active participants reported on line 7a of the Form 55002012-01-01438
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01120
Total of all active and inactive participants2012-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-016
Total participants2012-01-01564
Number of participants with account balances2012-01-01537
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-0113
2011: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01551
Total number of active participants reported on line 7a of the Form 55002011-01-01437
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-01120
Total of all active and inactive participants2011-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01561
Number of participants with account balances2011-01-01533
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01458
Total number of active participants reported on line 7a of the Form 55002009-01-01408
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01109
Total of all active and inactive participants2009-01-01517
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-015
Total participants2009-01-01522
Number of participants with account balances2009-01-01467
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN

Measure Date Value
2022 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$1,118,396
Total unrealized appreciation/depreciation of assets2022-12-31$1,118,396
Total income from all sources (including contributions)2022-12-31$-7,639,887
Total loss/gain on sale of assets2022-12-31$331,707
Total of all expenses incurred2022-12-31$14,976,722
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$14,889,267
Value of total corrective distributions2022-12-31$1,639
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,823,356
Value of total assets at end of year2022-12-31$120,025,765
Value of total assets at beginning of year2022-12-31$142,642,374
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$85,816
Total interest from all sources2022-12-31$105,057
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,861,122
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$1,475,954
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$1,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$5,106,636
Participant contributions at end of year2022-12-31$2,241,720
Participant contributions at beginning of year2022-12-31$2,235,673
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,236,706
Other income not declared elsewhere2022-12-31$124,526
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-22,616,609
Value of net assets at end of year (total assets less liabilities)2022-12-31$120,025,765
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$142,642,374
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$93,212,584
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$114,920,222
Value of interest in pooled separate accounts at end of year2022-12-31$12,245,604
Value of interest in pooled separate accounts at beginning of year2022-12-31$13,127,204
Interest on participant loans2022-12-31$98,849
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$439,099
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$306,216
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$306,216
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$6,208
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-21,279,609
Net investment gain/loss from pooled separate accounts2022-12-31$275,558
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$11,886,758
Assets. Invements in employer securities at beginning of year2022-12-31$12,053,059
Contributions received in cash from employer2022-12-31$3,480,014
Income. Dividends from common stock2022-12-31$385,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$14,889,267
Contract administrator fees2022-12-31$25,816
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$2,726,198
Aggregate carrying amount (costs) on sale of assets2022-12-31$2,394,491
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$419,776
Total unrealized appreciation/depreciation of assets2021-12-31$419,776
Total income from all sources (including contributions)2021-12-31$27,204,251
Total loss/gain on sale of assets2021-12-31$195,046
Total of all expenses incurred2021-12-31$9,487,213
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$9,410,308
Value of total corrective distributions2021-12-31$5,426
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$8,843,090
Value of total assets at end of year2021-12-31$142,642,374
Value of total assets at beginning of year2021-12-31$124,925,336
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$71,479
Total interest from all sources2021-12-31$105,742
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,641,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$1,253,436
Administrative expenses professional fees incurred2021-12-31$500
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$1,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$4,942,827
Participant contributions at end of year2021-12-31$2,235,673
Participant contributions at beginning of year2021-12-31$2,121,882
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$560,418
Other income not declared elsewhere2021-12-31$149,442
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$17,717,038
Value of net assets at end of year (total assets less liabilities)2021-12-31$142,642,374
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$124,925,336
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$114,920,222
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$97,355,422
Value of interest in pooled separate accounts at end of year2021-12-31$13,127,204
Value of interest in pooled separate accounts at beginning of year2021-12-31$13,422,569
Income. Interest from loans (other than to participants)2021-12-31$105,718
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$306,216
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$462,980
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$462,980
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$15,626,791
Net investment gain/loss from pooled separate accounts2021-12-31$223,230
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$12,053,059
Assets. Invements in employer securities at beginning of year2021-12-31$11,562,483
Contributions received in cash from employer2021-12-31$3,339,845
Income. Dividends from common stock2021-12-31$387,698
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$9,410,308
Contract administrator fees2021-12-31$10,979
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,336,507
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,141,461
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER PLLC
Accountancy firm EIN2021-12-31034999945
2020 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$-3,802,381
Total unrealized appreciation/depreciation of assets2020-12-31$-3,802,381
Total income from all sources (including contributions)2020-12-31$19,190,455
Total loss/gain on sale of assets2020-12-31$-137,497
Total of all expenses incurred2020-12-31$6,570,195
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$6,468,854
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$8,361,756
Value of total assets at end of year2020-12-31$124,925,336
Value of total assets at beginning of year2020-12-31$112,305,076
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$101,341
Total interest from all sources2020-12-31$113,450
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,570,413
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$1,211,472
Administrative expenses professional fees incurred2020-12-31$16,520
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$1,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,609,136
Participant contributions at end of year2020-12-31$2,121,882
Participant contributions at beginning of year2020-12-31$2,022,989
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$591,961
Other income not declared elsewhere2020-12-31$97,727
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$12,620,260
Value of net assets at end of year (total assets less liabilities)2020-12-31$124,925,336
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$112,305,076
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$97,355,422
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$84,859,458
Value of interest in pooled separate accounts at end of year2020-12-31$13,422,569
Value of interest in pooled separate accounts at beginning of year2020-12-31$10,913,331
Interest on participant loans2020-12-31$111,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$462,980
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$463,361
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$463,361
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$1,492
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$12,732,768
Net investment gain/loss from pooled separate accounts2020-12-31$254,219
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$11,562,483
Assets. Invements in employer securities at beginning of year2020-12-31$14,045,937
Contributions received in cash from employer2020-12-31$3,160,659
Income. Dividends from common stock2020-12-31$358,941
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$6,468,854
Contract administrator fees2020-12-31$24,821
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$516,091
Aggregate carrying amount (costs) on sale of assets2020-12-31$653,588
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2020-12-31043499945
2019 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,420,460
Total unrealized appreciation/depreciation of assets2019-12-31$2,420,460
Total income from all sources (including contributions)2019-12-31$26,223,567
Total loss/gain on sale of assets2019-12-31$297,455
Total of all expenses incurred2019-12-31$6,710,639
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$6,646,595
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,252,340
Value of total assets at end of year2019-12-31$112,305,076
Value of total assets at beginning of year2019-12-31$92,792,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,044
Total interest from all sources2019-12-31$127,464
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,682,344
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,327,105
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$3,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,202,894
Participant contributions at end of year2019-12-31$2,022,989
Participant contributions at beginning of year2019-12-31$2,176,346
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$206,539
Other income not declared elsewhere2019-12-31$67,481
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$19,512,928
Value of net assets at end of year (total assets less liabilities)2019-12-31$112,305,076
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$92,792,148
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$84,859,458
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$67,045,020
Value of interest in pooled separate accounts at end of year2019-12-31$10,913,331
Value of interest in pooled separate accounts at beginning of year2019-12-31$10,263,824
Interest on participant loans2019-12-31$118,855
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$463,361
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$455,235
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$455,235
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$8,609
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$14,138,286
Net investment gain/loss from pooled separate accounts2019-12-31$237,737
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$14,045,937
Assets. Invements in employer securities at beginning of year2019-12-31$12,851,723
Contributions received in cash from employer2019-12-31$2,842,907
Income. Dividends from common stock2019-12-31$355,239
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$6,646,595
Contract administrator fees2019-12-31$4,044
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$2,543,642
Aggregate carrying amount (costs) on sale of assets2019-12-31$2,246,187
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2019-12-31043499945
2018 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$1,229,554
Total unrealized appreciation/depreciation of assets2018-12-31$1,229,554
Total income from all sources (including contributions)2018-12-31$5,127,514
Total loss/gain on sale of assets2018-12-31$147,723
Total of all expenses incurred2018-12-31$7,384,604
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$7,288,731
Expenses. Certain deemed distributions of participant loans2018-12-31$10,381
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$7,288,915
Value of total assets at end of year2018-12-31$92,792,148
Value of total assets at beginning of year2018-12-31$95,049,238
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$85,492
Total interest from all sources2018-12-31$113,845
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,602,339
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$1,213,910
Administrative expenses professional fees incurred2018-12-31$500
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$3,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,091,471
Participant contributions at end of year2018-12-31$2,176,346
Participant contributions at beginning of year2018-12-31$1,906,772
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$499,364
Other income not declared elsewhere2018-12-31$85,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,257,090
Value of net assets at end of year (total assets less liabilities)2018-12-31$92,792,148
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$95,049,238
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$60,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$67,045,020
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$69,737,504
Value of interest in pooled separate accounts at end of year2018-12-31$10,263,824
Value of interest in pooled separate accounts at beginning of year2018-12-31$10,941,126
Interest on participant loans2018-12-31$106,086
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$455,235
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$438,814
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$438,814
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$7,759
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-5,548,259
Net investment gain/loss from pooled separate accounts2018-12-31$207,995
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$12,851,723
Assets. Invements in employer securities at beginning of year2018-12-31$12,025,022
Contributions received in cash from employer2018-12-31$2,698,080
Income. Dividends from common stock2018-12-31$388,429
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$7,288,731
Contract administrator fees2018-12-31$24,992
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$1,906,554
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,758,831
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2018-12-31043499945
2017 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$34,886
Total unrealized appreciation/depreciation of assets2017-12-31$34,886
Total income from all sources (including contributions)2017-12-31$17,461,258
Total loss/gain on sale of assets2017-12-31$91,397
Total of all expenses incurred2017-12-31$4,097,562
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,983,836
Expenses. Certain deemed distributions of participant loans2017-12-31$10,093
Value of total corrective distributions2017-12-31$14,689
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$6,352,766
Value of total assets at end of year2017-12-31$95,049,238
Value of total assets at beginning of year2017-12-31$81,685,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$88,944
Total interest from all sources2017-12-31$90,940
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,360,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$979,204
Administrative expenses professional fees incurred2017-12-31$25,391
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$3,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$3,840,556
Participant contributions at end of year2017-12-31$1,906,772
Participant contributions at beginning of year2017-12-31$1,888,383
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$80,983
Other income not declared elsewhere2017-12-31$88,908
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,363,696
Value of net assets at end of year (total assets less liabilities)2017-12-31$95,049,238
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$81,685,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$63,553
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$69,737,504
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$55,960,773
Value of interest in pooled separate accounts at end of year2017-12-31$10,941,126
Value of interest in pooled separate accounts at beginning of year2017-12-31$11,036,869
Interest on participant loans2017-12-31$87,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$438,814
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$403,652
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$403,652
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$3,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$9,266,813
Net investment gain/loss from pooled separate accounts2017-12-31$174,869
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$12,025,022
Assets. Invements in employer securities at beginning of year2017-12-31$12,395,865
Contributions received in cash from employer2017-12-31$2,431,227
Income. Dividends from common stock2017-12-31$381,475
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,983,836
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$1,567,623
Aggregate carrying amount (costs) on sale of assets2017-12-31$1,476,226
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2017-12-31043499945
2016 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$2,410,016
Total unrealized appreciation/depreciation of assets2016-12-31$2,410,016
Total income from all sources (including contributions)2016-12-31$14,436,824
Total loss/gain on sale of assets2016-12-31$138,891
Total of all expenses incurred2016-12-31$3,167,461
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$3,077,694
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$6,206,872
Value of total assets at end of year2016-12-31$81,685,542
Value of total assets at beginning of year2016-12-31$70,416,179
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$89,767
Total interest from all sources2016-12-31$76,276
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,217,420
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$852,428
Administrative expenses professional fees incurred2016-12-31$10,946
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,570,947
Participant contributions at end of year2016-12-31$1,888,383
Participant contributions at beginning of year2016-12-31$1,742,156
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$332,755
Other income not declared elsewhere2016-12-31$85,388
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$11,269,363
Value of net assets at end of year (total assets less liabilities)2016-12-31$81,685,542
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$70,416,179
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$70,338
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$55,960,773
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$49,293,094
Value of interest in pooled separate accounts at end of year2016-12-31$11,036,869
Value of interest in pooled separate accounts at beginning of year2016-12-31$9,574,674
Interest on participant loans2016-12-31$75,603
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$403,652
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$339,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$339,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,150,398
Net investment gain/loss from pooled separate accounts2016-12-31$151,563
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$12,395,865
Assets. Invements in employer securities at beginning of year2016-12-31$9,466,472
Contributions received in cash from employer2016-12-31$2,303,170
Income. Dividends from common stock2016-12-31$364,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$3,077,694
Contract administrator fees2016-12-31$8,483
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$1,433,543
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,294,652
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2016-12-31043499945
2015 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-140,988
Total unrealized appreciation/depreciation of assets2015-12-31$-140,988
Total income from all sources (including contributions)2015-12-31$6,169,970
Total loss/gain on sale of assets2015-12-31$-43,434
Total of all expenses incurred2015-12-31$3,590,119
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,499,925
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,889,793
Value of total assets at end of year2015-12-31$70,416,179
Value of total assets at beginning of year2015-12-31$67,836,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$90,194
Total interest from all sources2015-12-31$74,021
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,074,130
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$711,915
Administrative expenses professional fees incurred2015-12-31$19,497
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,421,458
Participant contributions at end of year2015-12-31$1,742,156
Participant contributions at beginning of year2015-12-31$1,625,154
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$345,917
Other income not declared elsewhere2015-12-31$92,394
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$2,579,851
Value of net assets at end of year (total assets less liabilities)2015-12-31$70,416,179
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$67,836,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$66,694
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$49,293,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$46,543,594
Value of interest in pooled separate accounts at end of year2015-12-31$9,574,674
Value of interest in pooled separate accounts at beginning of year2015-12-31$9,948,387
Interest on participant loans2015-12-31$73,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$339,783
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$328,299
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$328,299
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$42
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-859,484
Net investment gain/loss from pooled separate accounts2015-12-31$83,538
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$9,466,472
Assets. Invements in employer securities at beginning of year2015-12-31$9,390,894
Contributions received in cash from employer2015-12-31$2,122,418
Income. Dividends from common stock2015-12-31$362,215
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,499,925
Contract administrator fees2015-12-31$4,003
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$1,114,834
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,158,268
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2015-12-31043499945
2014 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,547,535
Total unrealized appreciation/depreciation of assets2014-12-31$1,547,535
Total income from all sources (including contributions)2014-12-31$10,550,723
Total loss/gain on sale of assets2014-12-31$45,392
Total of all expenses incurred2014-12-31$3,278,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,187,386
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,443,151
Value of total assets at end of year2014-12-31$67,836,328
Value of total assets at beginning of year2014-12-31$60,563,935
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$90,944
Total interest from all sources2014-12-31$68,745
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,020,608
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$678,344
Administrative expenses professional fees incurred2014-12-31$25,224
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,184,503
Participant contributions at end of year2014-12-31$1,625,154
Participant contributions at beginning of year2014-12-31$1,443,890
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$386,326
Other income not declared elsewhere2014-12-31$101,070
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,272,393
Value of net assets at end of year (total assets less liabilities)2014-12-31$67,836,328
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$60,563,935
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$65,390
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$46,543,594
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$41,329,855
Value of interest in pooled separate accounts at end of year2014-12-31$9,948,387
Value of interest in pooled separate accounts at beginning of year2014-12-31$10,165,562
Interest on participant loans2014-12-31$68,667
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$328,299
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$252,115
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$252,115
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$78
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,165,273
Net investment gain/loss from pooled separate accounts2014-12-31$158,949
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$9,390,894
Assets. Invements in employer securities at beginning of year2014-12-31$7,372,513
Contributions received in cash from employer2014-12-31$1,872,322
Income. Dividends from common stock2014-12-31$342,264
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,187,386
Contract administrator fees2014-12-31$330
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$774,716
Aggregate carrying amount (costs) on sale of assets2014-12-31$729,324
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2014-12-31043499945
2013 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$989,759
Total unrealized appreciation/depreciation of assets2013-12-31$989,759
Total income from all sources (including contributions)2013-12-31$13,376,196
Total loss/gain on sale of assets2013-12-31$68,179
Total of all expenses incurred2013-12-31$3,400,059
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,339,668
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,695,755
Value of total assets at end of year2013-12-31$60,563,935
Value of total assets at beginning of year2013-12-31$50,587,798
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$60,391
Total interest from all sources2013-12-31$64,779
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$868,934
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$551,488
Administrative expenses professional fees incurred2013-12-31$14,475
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$2,887,209
Participant contributions at end of year2013-12-31$1,443,890
Participant contributions at beginning of year2013-12-31$1,492,432
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$212,103
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,976,137
Value of net assets at end of year (total assets less liabilities)2013-12-31$60,563,935
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$50,587,798
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$44,141
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$41,329,855
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,381,444
Value of interest in pooled separate accounts at end of year2013-12-31$10,165,562
Value of interest in pooled separate accounts at beginning of year2013-12-31$11,572,057
Interest on participant loans2013-12-31$64,756
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$252,115
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$205,407
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$205,407
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$23
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,628,008
Net investment gain/loss from pooled separate accounts2013-12-31$60,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31Yes
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$7,372,513
Assets. Invements in employer securities at beginning of year2013-12-31$5,936,458
Contributions received in cash from employer2013-12-31$1,596,443
Income. Dividends from common stock2013-12-31$317,446
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,339,668
Contract administrator fees2013-12-31$1,775
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$703,438
Aggregate carrying amount (costs) on sale of assets2013-12-31$635,259
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2013-12-31043499945
2012 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-501,368
Total unrealized appreciation/depreciation of assets2012-12-31$-501,368
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,833,464
Total loss/gain on sale of assets2012-12-31$-27,247
Total of all expenses incurred2012-12-31$3,177,912
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$3,177,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,226,062
Value of total assets at end of year2012-12-31$50,587,798
Value of total assets at beginning of year2012-12-31$44,932,246
Total interest from all sources2012-12-31$61,937
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$847,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$548,537
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$2,669,422
Participant contributions at end of year2012-12-31$1,492,432
Participant contributions at beginning of year2012-12-31$1,226,998
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$181,906
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$5,655,552
Value of net assets at end of year (total assets less liabilities)2012-12-31$50,587,798
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$44,932,246
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,381,444
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$26,656,420
Value of interest in pooled separate accounts at end of year2012-12-31$11,572,057
Value of interest in pooled separate accounts at beginning of year2012-12-31$10,763,723
Interest on participant loans2012-12-31$61,852
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$205,407
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$213,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$213,573
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$85
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,456,484
Net investment gain/loss from pooled separate accounts2012-12-31$769,682
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$5,936,458
Assets. Invements in employer securities at beginning of year2012-12-31$6,071,532
Contributions received in cash from employer2012-12-31$1,374,734
Income. Dividends from common stock2012-12-31$299,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$3,177,912
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$486,685
Aggregate carrying amount (costs) on sale of assets2012-12-31$513,932
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31MCGLADREY LLP
Accountancy firm EIN2012-12-31420714325
2011 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$1,135,975
Total unrealized appreciation/depreciation of assets2011-12-31$1,135,975
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$5,035,291
Total loss/gain on sale of assets2011-12-31$59,140
Total of all expenses incurred2011-12-31$2,410,109
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,410,109
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,021,345
Value of total assets at end of year2011-12-31$44,932,246
Value of total assets at beginning of year2011-12-31$42,307,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$0
Total interest from all sources2011-12-31$58,178
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$784,092
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$491,139
Administrative expenses professional fees incurred2011-12-31$0
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,459,911
Participant contributions at end of year2011-12-31$1,226,998
Participant contributions at beginning of year2011-12-31$1,143,489
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$360,958
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$2,625,182
Value of net assets at end of year (total assets less liabilities)2011-12-31$44,932,246
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$42,307,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$26,656,420
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$27,366,453
Value of interest in pooled separate accounts at end of year2011-12-31$10,763,723
Value of interest in pooled separate accounts at beginning of year2011-12-31$8,748,803
Interest on participant loans2011-12-31$58,160
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$213,573
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$178,985
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$178,985
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$18
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-1,245,936
Net investment gain/loss from pooled separate accounts2011-12-31$222,497
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$6,071,532
Assets. Invements in employer securities at beginning of year2011-12-31$4,866,815
Contributions received in cash from employer2011-12-31$1,200,476
Employer contributions (assets) at end of year2011-12-31$0
Employer contributions (assets) at beginning of year2011-12-31$2,519
Income. Dividends from common stock2011-12-31$292,953
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,410,109
Contract administrator fees2011-12-31$0
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$852,998
Aggregate carrying amount (costs) on sale of assets2011-12-31$793,858
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31MCGLADREY LLP
Accountancy firm EIN2011-12-31420714325
2010 : UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$-13,462
Total unrealized appreciation/depreciation of assets2010-12-31$-13,462
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,484,568
Total loss/gain on sale of assets2010-12-31$-15,376
Total of all expenses incurred2010-12-31$2,133,808
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,130,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,559,756
Value of total assets at end of year2010-12-31$42,307,065
Value of total assets at beginning of year2010-12-31$36,956,305
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,901
Total interest from all sources2010-12-31$60,511
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$654,547
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$374,170
Administrative expenses professional fees incurred2010-12-31$0
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,326,950
Participant contributions at end of year2010-12-31$1,143,489
Participant contributions at beginning of year2010-12-31$1,019,169
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$245,181
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$5,350,760
Value of net assets at end of year (total assets less liabilities)2010-12-31$42,307,065
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$36,956,305
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$1,351
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$27,366,454
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$23,458,153
Value of interest in pooled separate accounts at end of year2010-12-31$8,748,803
Value of interest in pooled separate accounts at beginning of year2010-12-31$7,725,055
Interest on participant loans2010-12-31$60,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$178,985
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$219,882
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$219,882
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$24
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,751,718
Net investment gain/loss from pooled separate accounts2010-12-31$486,874
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$4,866,815
Assets. Invements in employer securities at beginning of year2010-12-31$4,534,046
Contributions received in cash from employer2010-12-31$987,625
Employer contributions (assets) at end of year2010-12-31$2,519
Income. Dividends from common stock2010-12-31$280,377
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,130,907
Contract administrator fees2010-12-31$1,550
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$450,535
Aggregate carrying amount (costs) on sale of assets2010-12-31$465,911
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31MCGLADREY & PULLEN, LLP
Accountancy firm EIN2010-12-31420714325

Form 5500 Responses for UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN

2022: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: UNITIL CORPORATION TAX DEFERRED SAVINGS AND INVESTMENT PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered676
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered672
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered658
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered650
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered657
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered630
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered616
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered593
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered572
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered537
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered533
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered507
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

Potentially related plans

Was this data useful?
If you found the data here useful, PLEASE HELP US. We are a start-up and believe in making information freely available. By linking to us, posting on twitter, facebook and linkedin about us and generally spreading the word, you'll help us to grow. Our vision is to provide high quality data about the activities of all the companies in the world and where possible make it free to use and view. Finding and integrating data from thousands of data sources is time consuming and needs lots of effort. By simply spreading the word about us, you will help us.

Please use the share buttons. It will only take a few seconds of your time. Thanks for helping

Information Disclaimer
The information provided on this website is not advice, endorsement or recommendation
The information published is supplied by third parties so we make no warranty on the accuracy, completeness etc. This information is provided "as-is". The information is subject to change as we obtain updates and corrections from the primary information sources.
You are free to use the information for your own personal research on the understanding to do so is at your own risk.

See full terms and conditions

Copyright © Market Footprint Ltd
Contact us   Datalog Company Directory
401k Lookup     VAT Lookup S3