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IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 401k Plan overview

Plan NameIBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN
Plan identification number 001

IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • 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.
  • Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

AVANGRID SERVICE COMPANY has sponsored the creation of one or more 401k plans.

Company Name:AVANGRID SERVICE COMPANY
Employer identification number (EIN):020706408
NAIC Classification:221100

Additional information about AVANGRID SERVICE COMPANY

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date: 2003-09-17
Company Identification Number: 3704981
Legal Registered Office Address: 160 Greentree Dr Ste 101

Dover
United States of America (USA)
19904

More information about AVANGRID SERVICE COMPANY

Form 5500 Filing Information

Submission information for form 5500 for 401k plan IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012019-01-01
0012018-01-01
0012017-01-01DIANE BYRON DIANE BYRON2018-10-15
0012016-01-01ANGEL BRUNO ANGEL BRUNO2017-10-16
0012015-01-01SHERI A. LAMOUREUX SHERI A. LAMOUREUX2016-10-17
0012015-01-01SHERI A. LAMOUREUX SHERI A LAMOUREUX2016-10-17
0012014-01-01SHERI A. LAMOUREUX SHERI A. LAMOUREUX2015-10-15
0012014-01-01SHERI A. LAMOUREUX SHERI A. LAMOUREUX2015-10-16
0012014-01-01SHERI A. LAMOUREUX SHERI A. LAMOUREUX2015-10-15
0012013-01-01SHERI A. LAMOUREUX SHERI A. LAMOUREUX2014-10-15
0012012-01-01SHERI A. LAMOUREUX SHERI A. LAMOUREUX2013-10-14
0012011-01-01SHERI A. LAMOUREUX SHERI A. LAMOUREUX2012-10-15
0012010-01-01SHERI A. LAMOUREUX SHERI A. LAMOUREUX2011-10-13
0012009-01-01ANNETTE KENDRICK ANNETTE KENDRICK2010-09-21

Plan Statistics for IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN

401k plan membership statisitcs for IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN

Measure Date Value
2019: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01834
Total number of active participants reported on line 7a of the Form 55002019-01-01737
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01191
Total of all active and inactive participants2019-01-01932
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01936
Number of participants with account balances2019-01-01908
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0126
2018: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01773
Total number of active participants reported on line 7a of the Form 55002018-01-01676
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01151
Total of all active and inactive participants2018-01-01831
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01834
Number of participants with account balances2018-01-01807
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-0118
2017: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01701
Total number of active participants reported on line 7a of the Form 55002017-01-01612
Number of retired or separated participants receiving benefits2017-01-012
Number of other retired or separated participants entitled to future benefits2017-01-01157
Total of all active and inactive participants2017-01-01771
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01773
Number of participants with account balances2017-01-01754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-0119
2016: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01666
Total number of active participants reported on line 7a of the Form 55002016-01-01588
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-01109
Total of all active and inactive participants2016-01-01700
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-011
Total participants2016-01-01701
Number of participants with account balances2016-01-01680
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-0116
2015: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01597
Total number of active participants reported on line 7a of the Form 55002015-01-01555
Number of retired or separated participants receiving benefits2015-01-012
Number of other retired or separated participants entitled to future benefits2015-01-0193
Total of all active and inactive participants2015-01-01650
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01651
Number of participants with account balances2015-01-01619
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01239
Total number of active participants reported on line 7a of the Form 55002014-01-01203
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0119
Total of all active and inactive participants2014-01-01223
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01224
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0110
Number of participants with account balances2014-01-01509
2013: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01237
Total number of active participants reported on line 7a of the Form 55002013-01-01223
Number of retired or separated participants receiving benefits2013-01-012
Number of other retired or separated participants entitled to future benefits2013-01-0113
Total of all active and inactive participants2013-01-01238
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01239
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0110
2012: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01203
Total number of active participants reported on line 7a of the Form 55002012-01-01201
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0133
Total of all active and inactive participants2012-01-01236
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01237
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-016
2011: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01196
Total number of active participants reported on line 7a of the Form 55002011-01-01168
Number of retired or separated participants receiving benefits2011-01-012
Number of other retired or separated participants entitled to future benefits2011-01-0133
Total of all active and inactive participants2011-01-01203
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01203
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2010: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01212
Total number of active participants reported on line 7a of the Form 55002010-01-01168
Number of retired or separated participants receiving benefits2010-01-012
Number of other retired or separated participants entitled to future benefits2010-01-0126
Total of all active and inactive participants2010-01-01196
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-010
Total participants2010-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-0119
2009: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01489
Total number of active participants reported on line 7a of the Form 55002009-01-01443
Number of retired or separated participants receiving benefits2009-01-011
Number of other retired or separated participants entitled to future benefits2009-01-0136
Total of all active and inactive participants2009-01-01480
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01480
Number of participants with account balances2009-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN

Measure Date Value
2019 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$24,865
Total unrealized appreciation/depreciation of assets2019-12-31$24,865
Total unrealized appreciation/depreciation of assets2019-12-31$24,865
Total transfer of assets to this plan2019-12-31$5,388,006
Total transfer of assets to this plan2019-12-31$5,388,006
Total transfer of assets from this plan2019-12-31$3,120,853
Total transfer of assets from this plan2019-12-31$3,120,853
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$40,169,978
Total income from all sources (including contributions)2019-12-31$40,169,978
Total loss/gain on sale of assets2019-12-31$3,389
Total loss/gain on sale of assets2019-12-31$3,389
Total of all expenses incurred2019-12-31$9,451,485
Total of all expenses incurred2019-12-31$9,451,485
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,386,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,386,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,192,644
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$12,192,644
Value of total assets at end of year2019-12-31$159,893,194
Value of total assets at beginning of year2019-12-31$126,907,548
Value of total assets at beginning of year2019-12-31$126,907,548
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,961
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$64,961
Total interest from all sources2019-12-31$301,637
Total interest from all sources2019-12-31$301,637
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$350,995
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$346,919
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$346,919
Administrative expenses professional fees incurred2019-12-31$23,875
Administrative expenses professional fees incurred2019-12-31$23,875
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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$6,596,958
Contributions received from participants2019-12-31$6,596,958
Participant contributions at end of year2019-12-31$1,652,375
Participant contributions at end of year2019-12-31$1,652,375
Participant contributions at beginning of year2019-12-31$1,639,796
Participant contributions at beginning of year2019-12-31$1,639,796
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$253,518
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$253,518
Other income not declared elsewhere2019-12-31$11,646
Other income not declared elsewhere2019-12-31$11,646
Administrative expenses (other) incurred2019-12-31$28,081
Administrative expenses (other) incurred2019-12-31$28,081
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
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$30,718,493
Value of net assets at end of year (total assets less liabilities)2019-12-31$159,893,194
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,907,548
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$126,907,548
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$13,005
Investment advisory and management fees2019-12-31$13,005
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,186,224
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,186,224
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,897,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$7,897,459
Interest on participant loans2019-12-31$86,879
Interest on participant loans2019-12-31$86,879
Interest earned on other investments2019-12-31$214,758
Value of interest in common/collective trusts at end of year2019-12-31$136,700,978
Value of interest in common/collective trusts at beginning of year2019-12-31$105,371,134
Value of interest in common/collective trusts at beginning of year2019-12-31$105,371,134
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,240,167
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,742,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$11,742,838
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,557,105
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,557,105
Net investment gain or loss from common/collective trusts2019-12-31$25,727,697
Net investment gain or loss from common/collective trusts2019-12-31$25,727,697
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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
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
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$113,450
Assets. Invements in employer securities at end of year2019-12-31$113,450
Assets. Invements in employer securities at beginning of year2019-12-31$112,881
Assets. Invements in employer securities at beginning of year2019-12-31$112,881
Contributions received in cash from employer2019-12-31$5,342,168
Contributions received in cash from employer2019-12-31$5,342,168
Employer contributions (assets) at end of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$143,440
Employer contributions (assets) at beginning of year2019-12-31$143,440
Income. Dividends from common stock2019-12-31$4,076
Income. Dividends from common stock2019-12-31$4,076
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,386,524
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,386,524
Did the plan have assets held for investment2019-12-31Yes
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$31,761
Aggregate proceeds on sale of assets2019-12-31$31,761
Aggregate carrying amount (costs) on sale of assets2019-12-31$28,372
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE BONADIO GROUP
Accountancy firm name2019-12-31THE BONADIO GROUP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$4,308
Total unrealized appreciation/depreciation of assets2018-12-31$4,308
Total transfer of assets to this plan2018-12-31$2,368,428
Total transfer of assets from this plan2018-12-31$1,021,073
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$5,592,722
Total loss/gain on sale of assets2018-12-31$-6,456
Total of all expenses incurred2018-12-31$12,617,254
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$12,587,735
Expenses. Certain deemed distributions of participant loans2018-12-31$13,029
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$10,918,410
Value of total assets at end of year2018-12-31$126,907,548
Value of total assets at beginning of year2018-12-31$132,584,725
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$16,490
Total interest from all sources2018-12-31$444,473
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$605,656
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$589,745
Administrative expenses professional fees incurred2018-12-31$8,053
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,677,859
Participant contributions at end of year2018-12-31$1,639,796
Participant contributions at beginning of year2018-12-31$1,387,686
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$163,944
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$890,470
Other income not declared elsewhere2018-12-31$57,809
Administrative expenses (other) incurred2018-12-31$2,763
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-7,024,532
Value of net assets at end of year (total assets less liabilities)2018-12-31$126,907,548
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$132,584,725
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$5,674
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$7,897,459
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,092,274
Interest on participant loans2018-12-31$78,407
Interest earned on other investments2018-12-31$366,066
Value of interest in common/collective trusts at end of year2018-12-31$105,371,134
Value of interest in common/collective trusts at beginning of year2018-12-31$86,345,737
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$11,742,838
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$12,948,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-662,173
Net investment gain or loss from common/collective trusts2018-12-31$-5,769,305
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$112,881
Assets. Invements in employer securities at beginning of year2018-12-31$378,623
Contributions received in cash from employer2018-12-31$4,350,081
Employer contributions (assets) at end of year2018-12-31$143,440
Employer contributions (assets) at beginning of year2018-12-31$267,979
Income. Dividends from common stock2018-12-31$15,911
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$12,587,735
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$309,195
Aggregate carrying amount (costs) on sale of assets2018-12-31$315,651
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THE BONADIO GROUP
Accountancy firm EIN2018-12-31161131146
2017 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$47,600
Total unrealized appreciation/depreciation of assets2017-12-31$47,600
Total transfer of assets to this plan2017-12-31$10,114,090
Total transfer of assets from this plan2017-12-31$3,160,813
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$28,386,075
Total loss/gain on sale of assets2017-12-31$904
Total of all expenses incurred2017-12-31$7,719,139
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,705,418
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$9,180,309
Value of total assets at end of year2017-12-31$132,584,725
Value of total assets at beginning of year2017-12-31$104,964,512
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$13,721
Total interest from all sources2017-12-31$426,508
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,291,794
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$1,280,093
Administrative expenses professional fees incurred2017-12-31$12,434
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
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$5,165,637
Participant contributions at end of year2017-12-31$1,387,686
Participant contributions at beginning of year2017-12-31$1,301,151
Participant contributions at end of year2017-12-31$163,944
Participant contributions at beginning of year2017-12-31$150,541
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$297,280
Other income not declared elsewhere2017-12-31$17,832
Administrative expenses (other) incurred2017-12-31$1,287
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$20,666,936
Value of net assets at end of year (total assets less liabilities)2017-12-31$132,584,725
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$104,964,512
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,092,274
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$27,346,968
Interest on participant loans2017-12-31$57,470
Interest earned on other investments2017-12-31$369,038
Value of interest in common/collective trusts at end of year2017-12-31$86,345,737
Value of interest in common/collective trusts at beginning of year2017-12-31$63,186,707
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$12,948,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$12,522,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,536,482
Net investment gain or loss from common/collective trusts2017-12-31$13,884,646
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$378,623
Assets. Invements in employer securities at beginning of year2017-12-31$229,847
Contributions received in cash from employer2017-12-31$3,717,392
Employer contributions (assets) at end of year2017-12-31$267,979
Employer contributions (assets) at beginning of year2017-12-31$226,817
Income. Dividends from common stock2017-12-31$11,701
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,705,418
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$13,078
Aggregate carrying amount (costs) on sale of assets2017-12-31$12,174
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2017-12-31010494526
2016 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-15,545
Total unrealized appreciation/depreciation of assets2016-12-31$-15,545
Total transfer of assets to this plan2016-12-31$6,258,943
Total transfer of assets from this plan2016-12-31$944,772
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$15,548,184
Total loss/gain on sale of assets2016-12-31$-468
Total of all expenses incurred2016-12-31$7,448,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,439,490
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$7,895,574
Value of total assets at end of year2016-12-31$104,964,512
Value of total assets at beginning of year2016-12-31$91,550,633
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$8,986
Total interest from all sources2016-12-31$352,616
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$806,874
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$799,269
Administrative expenses professional fees incurred2016-12-31$8,622
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$4,689,156
Participant contributions at end of year2016-12-31$1,301,151
Participant contributions at beginning of year2016-12-31$1,261,087
Participant contributions at end of year2016-12-31$150,541
Participant contributions at beginning of year2016-12-31$136,313
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$52,152
Other income not declared elsewhere2016-12-31$46,029
Administrative expenses (other) incurred2016-12-31$364
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$8,099,708
Value of net assets at end of year (total assets less liabilities)2016-12-31$104,964,512
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$91,550,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$27,346,968
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$26,697,452
Interest on participant loans2016-12-31$58,519
Interest earned on other investments2016-12-31$294,097
Value of interest in common/collective trusts at end of year2016-12-31$63,186,707
Value of interest in common/collective trusts at beginning of year2016-12-31$52,861,857
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$12,522,481
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$10,154,844
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,667,691
Net investment gain or loss from common/collective trusts2016-12-31$4,795,413
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$229,847
Assets. Invements in employer securities at beginning of year2016-12-31$205,630
Contributions received in cash from employer2016-12-31$3,154,266
Employer contributions (assets) at end of year2016-12-31$226,817
Employer contributions (assets) at beginning of year2016-12-31$233,450
Income. Dividends from common stock2016-12-31$7,605
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,439,490
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$11,314
Aggregate carrying amount (costs) on sale of assets2016-12-31$11,782
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2016-12-31010494526
2015 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$9,340
Total unrealized appreciation/depreciation of assets2015-12-31$9,340
Total transfer of assets to this plan2015-12-31$10,074,537
Total transfer of assets from this plan2015-12-31$69,728
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$10,070,502
Total loss/gain on sale of assets2015-12-31$-57
Total of all expenses incurred2015-12-31$3,487,795
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$3,476,433
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$9,868,448
Value of total assets at end of year2015-12-31$91,550,633
Value of total assets at beginning of year2015-12-31$74,963,117
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$11,362
Total interest from all sources2015-12-31$307,995
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,610,147
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2015-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,604,282
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
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$4,379,660
Participant contributions at end of year2015-12-31$1,261,087
Participant contributions at beginning of year2015-12-31$930,956
Participant contributions at end of year2015-12-31$136,313
Participant contributions at beginning of year2015-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$2,620,989
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$3
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$536,379
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$13,802
Other income not declared elsewhere2015-12-31$17,280
Administrative expenses (other) incurred2015-12-31$11,362
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$6,582,707
Value of net assets at end of year (total assets less liabilities)2015-12-31$91,550,633
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$74,963,117
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$26,697,452
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$22,191,949
Interest on participant loans2015-12-31$48,652
Interest earned on other investments2015-12-31$259,343
Value of interest in master investment trust accounts at beginning of year2015-12-31$3,665,275
Value of interest in common/collective trusts at end of year2015-12-31$52,861,857
Value of interest in common/collective trusts at beginning of year2015-12-31$43,778,932
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$155,940
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$98,753
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$98,753
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$10,154,844
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$7,902,395
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,777,842
Net investment gain or loss from common/collective trusts2015-12-31$35,191
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$205,630
Assets. Invements in employer securities at beginning of year2015-12-31$158,885
Contributions received in cash from employer2015-12-31$2,867,799
Employer contributions (assets) at end of year2015-12-31$233,450
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$5,865
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$3,476,433
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$6,083
Aggregate carrying amount (costs) on sale of assets2015-12-31$6,140
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2015-12-31010494526
2014 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$6,033
Total unrealized appreciation/depreciation of assets2014-12-31$6,033
Total transfer of assets to this plan2014-12-31$2,622,068
Total transfer of assets from this plan2014-12-31$75,569
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$9,635,934
Total loss/gain on sale of assets2014-12-31$54
Total of all expenses incurred2014-12-31$3,064,858
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,054,651
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$5,574,305
Value of total assets at end of year2014-12-31$74,963,117
Value of total assets at beginning of year2014-12-31$65,845,542
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$10,207
Total interest from all sources2014-12-31$40,052
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,150,299
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$1,144,375
Administrative expenses professional fees incurred2014-12-31$2,691
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
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,453,809
Participant contributions at end of year2014-12-31$930,956
Participant contributions at beginning of year2014-12-31$901,830
Participant contributions at end of year2014-12-31$0
Participant contributions at beginning of year2014-12-31$4,234
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$22,547
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$3
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$1
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$13,802
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$6,990
Other income not declared elsewhere2014-12-31$306,198
Administrative expenses (other) incurred2014-12-31$7,516
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$6,571,076
Value of net assets at end of year (total assets less liabilities)2014-12-31$74,963,117
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$65,845,542
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$22,191,949
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$19,168,175
Interest on participant loans2014-12-31$40,052
Interest earned on other investments2014-12-31$17
Value of interest in master investment trust accounts at end of year2014-12-31$3,665,275
Value of interest in master investment trust accounts at beginning of year2014-12-31$3,679,787
Value of interest in common/collective trusts at end of year2014-12-31$43,778,932
Value of interest in common/collective trusts at beginning of year2014-12-31$38,422,373
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$98,753
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$167,042
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$167,042
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$7,902,395
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$7,218,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-84,096
Net investment gain or loss from common/collective trusts2014-12-31$2,643,089
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$158,885
Assets. Invements in employer securities at beginning of year2014-12-31$130,115
Contributions received in cash from employer2014-12-31$2,097,949
Employer contributions (assets) at end of year2014-12-31$0
Employer contributions (assets) at beginning of year2014-12-31$180
Income. Dividends from common stock2014-12-31$5,924
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,054,651
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$1,000
Aggregate carrying amount (costs) on sale of assets2014-12-31$946
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2014-12-31010494526
2013 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$24,384
Total unrealized appreciation/depreciation of assets2013-12-31$24,384
Total transfer of assets to this plan2013-12-31$13,608
Total transfer of assets from this plan2013-12-31$395,400
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$13,993,613
Total loss/gain on sale of assets2013-12-31$422
Total of all expenses incurred2013-12-31$3,548,707
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$3,534,148
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,463,956
Value of total assets at end of year2013-12-31$65,845,542
Value of total assets at beginning of year2013-12-31$55,782,428
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$14,559
Total interest from all sources2013-12-31$32,950
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$627,156
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$622,261
Administrative expenses professional fees incurred2013-12-31$13,539
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
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,048,429
Participant contributions at end of year2013-12-31$901,830
Participant contributions at beginning of year2013-12-31$682,082
Participant contributions at end of year2013-12-31$4,234
Participant contributions at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$1,900
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$14,030
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$1
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$6
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$6,990
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$6,749
Other income not declared elsewhere2013-12-31$-107,225
Administrative expenses (other) incurred2013-12-31$1,020
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$10,444,906
Value of net assets at end of year (total assets less liabilities)2013-12-31$65,845,542
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$55,782,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$19,168,175
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$16,079,251
Interest on participant loans2013-12-31$32,950
Value of interest in master investment trust accounts at end of year2013-12-31$3,679,787
Value of interest in master investment trust accounts at beginning of year2013-12-31$3,873,456
Value of interest in common/collective trusts at end of year2013-12-31$38,422,373
Value of interest in common/collective trusts at beginning of year2013-12-31$31,361,979
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$167,042
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$107,166
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$107,166
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$7,218,635
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$7,593,147
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,875,142
Net investment gain or loss from common/collective trusts2013-12-31$7,076,828
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$130,115
Assets. Invements in employer securities at beginning of year2013-12-31$65,969
Contributions received in cash from employer2013-12-31$413,627
Employer contributions (assets) at end of year2013-12-31$180
Employer contributions (assets) at beginning of year2013-12-31$0
Income. Dividends from common stock2013-12-31$4,895
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$3,520,118
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$2,662
Aggregate carrying amount (costs) on sale of assets2013-12-31$2,240
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2013-12-31010494526
2012 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$79
Total unrealized appreciation/depreciation of assets2012-12-31$79
Total transfer of assets to this plan2012-12-31$2,735,924
Total transfer of assets from this plan2012-12-31$650,081
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$9,977,250
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,007,350
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,003,312
Value of total corrective distributions2012-12-31$64
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,594,263
Value of total assets at end of year2012-12-31$55,782,428
Value of total assets at beginning of year2012-12-31$45,726,685
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$3,974
Total interest from all sources2012-12-31$28,556
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$576,670
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$576,670
Administrative expenses professional fees incurred2012-12-31$3,686
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$2,592,725
Participant contributions at end of year2012-12-31$682,082
Participant contributions at beginning of year2012-12-31$623,735
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$3,749
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,593,147
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$640,533
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$6
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$23
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$6,749
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$13,521
Other income not declared elsewhere2012-12-31$333,938
Administrative expenses (other) incurred2012-12-31$288
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$7,969,900
Value of net assets at end of year (total assets less liabilities)2012-12-31$55,782,428
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$45,726,685
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$16,079,251
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$13,444,231
Interest on participant loans2012-12-31$28,556
Value of interest in master investment trust accounts at end of year2012-12-31$3,873,456
Value of interest in master investment trust accounts at beginning of year2012-12-31$2,988,571
Value of interest in common/collective trusts at end of year2012-12-31$31,361,979
Value of interest in common/collective trusts at beginning of year2012-12-31$31,654,000
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$107,166
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$612,111
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$612,111
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$261
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$507
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,970,138
Net investment gain or loss from common/collective trusts2012-12-31$3,473,606
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$65,969
Assets. Invements in employer securities at beginning of year2012-12-31$0
Contributions received in cash from employer2012-12-31$361,005
Employer contributions (assets) at end of year2012-12-31$0
Employer contributions (assets) at beginning of year2012-12-31$463
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,003,312
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2012-12-31010494526
2011 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$97,276
Total transfer of assets from this plan2011-12-31$425,545
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$2,503,192
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$3,359,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,359,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,714,928
Value of total assets at end of year2011-12-31$45,726,685
Value of total assets at beginning of year2011-12-31$46,910,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$4
Total interest from all sources2011-12-31$31,042
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$345,365
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$345,365
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 period2011-12-31Yes
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$2,382,002
Participant contributions at end of year2011-12-31$623,735
Participant contributions at beginning of year2011-12-31$578,047
Participant contributions at end of year2011-12-31$3,749
Participant contributions at beginning of year2011-12-31$3,709
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$23
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$32
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$13,521
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$6,935
Other income not declared elsewhere2011-12-31$11,408
Administrative expenses (other) incurred2011-12-31$4
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-855,873
Value of net assets at end of year (total assets less liabilities)2011-12-31$45,726,685
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$46,910,827
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$13,444,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$33,468,959
Interest on participant loans2011-12-31$31,042
Value of interest in master investment trust accounts at end of year2011-12-31$2,988,571
Value of interest in master investment trust accounts at beginning of year2011-12-31$2,856,152
Value of interest in common/collective trusts at end of year2011-12-31$31,654,000
Value of interest in common/collective trusts at beginning of year2011-12-31$12,859,839
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$244
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$507
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$336,977
Net investment gain or loss from common/collective trusts2011-12-31$-936,528
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$332,926
Employer contributions (assets) at end of year2011-12-31$463
Employer contributions (assets) at beginning of year2011-12-31$270
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,359,061
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2011-12-31010494526
2010 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$14,079,987
Total transfer of assets from this plan2010-12-31$1,026,405
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$8,158,439
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$5,109,945
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$5,109,945
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,610,593
Value of total assets at end of year2010-12-31$46,910,827
Value of total assets at beginning of year2010-12-31$30,808,751
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$24,632
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$781,146
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$781,146
Administrative expenses professional fees incurred2010-12-31$120,398
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$2,251,990
Participant contributions at end of year2010-12-31$578,047
Participant contributions at beginning of year2010-12-31$439,745
Participant contributions at end of year2010-12-31$3,709
Participant contributions at beginning of year2010-12-31$60,711
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$39,247
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$32
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$38
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$6,935
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$17,381
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,048,494
Value of net assets at end of year (total assets less liabilities)2010-12-31$46,910,827
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,808,751
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$33,468,959
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,580,416
Interest on participant loans2010-12-31$24,632
Value of interest in master investment trust accounts at end of year2010-12-31$2,856,152
Value of interest in master investment trust accounts at beginning of year2010-12-31$2,036,663
Value of interest in common/collective trusts at end of year2010-12-31$12,859,839
Value of interest in common/collective trusts at beginning of year2010-12-31$8,724,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$3
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$3
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$3
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$498
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,581,012
Net investment gain or loss from common/collective trusts2010-12-31$1,161,056
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
Contributions received in cash from employer2010-12-31$319,356
Employer contributions (assets) at end of year2010-12-31$270
Employer contributions (assets) at beginning of year2010-12-31$2,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$5,109,945
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2010-12-31010494526
2009 : IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN

2019: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: IBERDROLA USA MANAGEMENT CORPORATION TAX DEFERRED SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

T. ROWE PRICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number105523
Policy instance 1
Insurance contract or identification number105523
Number of Individuals Covered908
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
T. ROWE PRICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number105523
Policy instance 1
Insurance contract or identification number105523
Number of Individuals Covered807
Insurance policy start date2018-11-01
Insurance policy end date2018-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20051
Policy instance 2
Insurance contract or identification numberSAGIC 20051
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-10-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20051
Policy instance 1
Insurance contract or identification numberSAGIC 20051
Number of Individuals Covered754
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberP55043
Policy instance 1
Insurance contract or identification numberP55043
Number of Individuals Covered203
Insurance policy start date2015-12-28
Insurance policy end date2015-12-31
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 group deferred annuity?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20051
Policy instance 1
Insurance contract or identification numberSAGIC 20051
Number of Individuals Covered509
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20051
Policy instance 1
Insurance contract or identification numberSAGIC 20051
Number of Individuals Covered471
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
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 Administration1
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
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00720TR
Policy instance 1
Insurance contract or identification numberMDA00720TR
Insurance policy start date2012-01-01
Insurance policy end date2012-04-30
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 Administration1
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
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20051
Policy instance 2
Insurance contract or identification numberSGIC 20051
Number of Individuals Covered444
Insurance policy start date2012-04-30
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

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