AVANGRID SERVICE COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN
| Measure | Date | Value |
|---|
| 2023 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2023 401k financial data |
|---|
| Total income from all sources (including contributions) | 2023-12-31 | $32,994,982 |
| Total of all expenses incurred | 2023-12-31 | $45,702,615 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-12-31 | $44,613,347 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-12-31 | $26,847,847 |
| Value of total assets at end of year | 2023-12-31 | $28,141,558 |
| Value of total assets at beginning of year | 2023-12-31 | $40,849,191 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-12-31 | $1,089,268 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-12-31 | $951,971 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-12-31 | $951,971 |
| Was this plan covered by a fidelity bond | 2023-12-31 | Yes |
| Value of fidelity bond cover | 2023-12-31 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-12-31 | No |
| Contributions received from participants | 2023-12-31 | $3,668,713 |
| Assets. Other investments not covered elsewhere at end of year | 2023-12-31 | $571,701 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-12-31 | $1,764,723 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-12-31 | $17,626,500 |
| Administrative expenses (other) incurred | 2023-12-31 | $1,024,961 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Value of net income/loss | 2023-12-31 | $-12,707,633 |
| Value of net assets at end of year (total assets less liabilities) | 2023-12-31 | $28,141,558 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-12-31 | $40,849,191 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-12-31 | No |
| Investment advisory and management fees | 2023-12-31 | $7,674 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-12-31 | $25,615,327 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-12-31 | $37,986,419 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-12-31 | $1,954,530 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2023-12-31 | $1,098,049 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2023-12-31 | $1,098,049 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-12-31 | $5,195,164 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-12-31 | No |
| Contributions received in cash from employer | 2023-12-31 | $23,179,134 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-12-31 | $26,986,847 |
| Contract administrator fees | 2023-12-31 | $19,413 |
| Did the plan have assets held for investment | 2023-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-12-31 | Unqualified |
| Accountancy firm name | 2023-12-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2023-12-31 | 161131146 |
| Total income from all sources (including contributions) | 2023-01-01 | $32,994,982 |
| Total of all expenses incurred | 2023-01-01 | $45,702,615 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2023-01-01 | $44,613,347 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2023-01-01 | $26,847,847 |
| Value of total assets at end of year | 2023-01-01 | $28,141,558 |
| Value of total assets at beginning of year | 2023-01-01 | $40,849,191 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2023-01-01 | $1,089,268 |
| Total dividends received (eg from common stock, registered investment company shares) | 2023-01-01 | $951,971 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2023-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2023-01-01 | $951,971 |
| Was this plan covered by a fidelity bond | 2023-01-01 | Yes |
| Value of fidelity bond cover | 2023-01-01 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2023-01-01 | No |
| Contributions received from participants | 2023-01-01 | $3,668,713 |
| Assets. Other investments not covered elsewhere at end of year | 2023-01-01 | $571,701 |
| Assets. Other investments not covered elsewhere at beginning of year | 2023-01-01 | $1,764,723 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2023-01-01 | $17,626,500 |
| Administrative expenses (other) incurred | 2023-01-01 | $1,024,961 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Value of net income/loss | 2023-01-01 | $-12,707,633 |
| Value of net assets at end of year (total assets less liabilities) | 2023-01-01 | $28,141,558 |
| Value of net assets at beginning of year (total assets less liabilities) | 2023-01-01 | $40,849,191 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2023-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2023-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2023-01-01 | No |
| Investment advisory and management fees | 2023-01-01 | $7,674 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2023-01-01 | $25,615,327 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2023-01-01 | $37,986,419 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2023-01-01 | $1,954,530 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2023-01-01 | $5,195,164 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2023-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2023-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2023-01-01 | No |
| Contributions received in cash from employer | 2023-01-01 | $23,179,134 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2023-01-01 | $26,986,847 |
| Contract administrator fees | 2023-01-01 | $19,413 |
| Did the plan have assets held for investment | 2023-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2023-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2023-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2023-01-01 | 1 |
| Accountancy firm name | 2023-01-01 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2023-01-01 | 161131146 |
| 2022 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2022 401k financial data |
|---|
| Total income from all sources (including contributions) | 2022-12-31 | $15,693,059 |
| Total of all expenses incurred | 2022-12-31 | $40,012,341 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $38,258,994 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $24,884,804 |
| Value of total assets at end of year | 2022-12-31 | $40,849,191 |
| Value of total assets at beginning of year | 2022-12-31 | $65,168,473 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $1,753,347 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $973,991 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-12-31 | $973,991 |
| Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
| Value of fidelity bond cover | 2022-12-31 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
| Contributions received from participants | 2022-12-31 | $4,564,616 |
| Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $1,764,723 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-12-31 | $13,638,891 |
| Administrative expenses (other) incurred | 2022-12-31 | $1,688,503 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Value of net income/loss | 2022-12-31 | $-24,319,282 |
| Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $40,849,191 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $65,168,473 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $37,986,419 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $61,724,093 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-12-31 | $1,098,049 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2022-12-31 | $3,444,380 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2022-12-31 | $3,444,380 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-10,165,736 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
| Contributions received in cash from employer | 2022-12-31 | $20,320,188 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $24,620,103 |
| Contract administrator fees | 2022-12-31 | $64,844 |
| Did the plan have assets held for investment | 2022-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
| Accountancy firm name | 2022-12-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2022-12-31 | 161131146 |
| Total income from all sources (including contributions) | 2022-01-01 | $15,693,059 |
| Total of all expenses incurred | 2022-01-01 | $40,012,341 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $38,258,994 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $24,884,804 |
| Value of total assets at end of year | 2022-01-01 | $40,849,191 |
| Value of total assets at beginning of year | 2022-01-01 | $65,168,473 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $1,753,347 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $973,991 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $973,991 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $4,564,616 |
| Assets. Other investments not covered elsewhere at end of year | 2022-01-01 | $1,764,723 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2022-01-01 | $13,638,891 |
| Administrative expenses (other) incurred | 2022-01-01 | $1,688,503 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-24,319,282 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $40,849,191 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $65,168,473 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $37,986,419 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $61,724,093 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2022-01-01 | $1,098,049 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-10,165,736 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | No |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $20,320,188 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $24,620,103 |
| Contract administrator fees | 2022-01-01 | $64,844 |
| Did the plan have assets held for investment | 2022-01-01 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | No |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2022-01-01 | 161131146 |
| 2021 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2021 401k financial data |
|---|
| Total income from all sources (including contributions) | 2021-12-31 | $13,684,384 |
| Total of all expenses incurred | 2021-12-31 | $57,494,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $51,770,100 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $24,597,452 |
| Value of total assets at end of year | 2021-12-31 | $65,168,473 |
| Value of total assets at beginning of year | 2021-12-31 | $108,978,611 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $5,724,422 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $1,642,525 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2021-12-31 | $1,642,525 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $4,205,261 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2021-12-31 | $51,770,100 |
| Administrative expenses (other) incurred | 2021-12-31 | $5,673,304 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Value of net income/loss | 2021-12-31 | $-43,810,138 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $65,168,473 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $108,978,611 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $65,168,473 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $108,978,611 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2021-12-31 | $3,444,380 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2021-12-31 | $3,441,058 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2021-12-31 | $3,441,058 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $12,041,859 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $20,392,191 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $51,770,100 |
| Contract administrator fees | 2021-12-31 | $5,724,422 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2021-12-31 | No |
| Did the plan have assets held for investment | 2021-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
| Accountancy firm name | 2021-12-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2021-12-31 | 161131146 |
| 2020 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2020 401k financial data |
|---|
| Total income from all sources (including contributions) | 2020-12-31 | $35,758,852 |
| Total of all expenses incurred | 2020-12-31 | $16,952,821 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $15,888,209 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $16,764,122 |
| Value of total assets at end of year | 2020-12-31 | $108,978,611 |
| Value of total assets at beginning of year | 2020-12-31 | $90,172,580 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $1,064,612 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $1,849,087 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $1,849,087 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $5,218,723 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $129,030 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $18,806,031 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $108,978,611 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $90,172,580 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $108,978,611 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $87,716,412 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2020-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2020-12-31 | $2,327,138 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2020-12-31 | $2,327,138 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $17,145,643 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $11,545,399 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $15,888,209 |
| Contract administrator fees | 2020-12-31 | $1,064,612 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2020-12-31 | No |
| Did the plan have assets held for investment | 2020-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
| Accountancy firm name | 2020-12-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2020-12-31 | 161131146 |
| 2019 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2019 401k financial data |
|---|
| Total income from all sources (including contributions) | 2019-12-31 | $10,674,742 |
| Total income from all sources (including contributions) | 2019-12-31 | $10,674,742 |
| Total of all expenses incurred | 2019-12-31 | $20,224,584 |
| Total of all expenses incurred | 2019-12-31 | $20,224,584 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $19,822,707 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $19,822,707 |
| Value of total assets at end of year | 2019-12-31 | $90,172,580 |
| Value of total assets at end of year | 2019-12-31 | $90,172,580 |
| Value of total assets at beginning of year | 2019-12-31 | $99,722,422 |
| Value of total assets at beginning of year | 2019-12-31 | $99,722,422 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $401,877 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $401,877 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,515,374 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $2,515,374 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,515,374 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $2,515,374 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
| Value of fidelity bond cover | 2019-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $129,030 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $129,030 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $94,136 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $94,136 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $-9,549,842 |
| Value of net income/loss | 2019-12-31 | $-9,549,842 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $90,172,580 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $90,172,580 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $99,722,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $99,722,422 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $87,716,412 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $87,716,412 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $99,628,286 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $99,628,286 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,327,138 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2019-12-31 | $2,327,138 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,159,368 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $8,159,368 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $19,822,707 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $19,822,707 |
| Contract administrator fees | 2019-12-31 | $401,877 |
| Contract administrator fees | 2019-12-31 | $401,877 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2019-12-31 | No |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
| Accountancy firm name | 2019-12-31 | BONADIO & CO., LLP |
| Accountancy firm name | 2019-12-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2019-12-31 | 161131146 |
| Accountancy firm EIN | 2019-12-31 | 161131146 |
| 2018 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2018 401k financial data |
|---|
| Total income from all sources (including contributions) | 2018-12-31 | $-5,211,773 |
| Total of all expenses incurred | 2018-12-31 | $11,558,276 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $10,284,401 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $14,938,122 |
| Value of total assets at end of year | 2018-12-31 | $99,722,422 |
| Value of total assets at beginning of year | 2018-12-31 | $116,492,471 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $1,273,875 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $2,327,771 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $2,327,771 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Contributions received from participants | 2018-12-31 | $5,218,723 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $94,136 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $158,247 |
| Administrative expenses (other) incurred | 2018-12-31 | $847,458 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-16,770,049 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $99,722,422 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $116,492,471 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $99,628,286 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $116,334,224 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-7,539,544 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $9,719,399 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $10,284,401 |
| Contract administrator fees | 2018-12-31 | $426,417 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2018-12-31 | No |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
| Accountancy firm name | 2018-12-31 | BONADIO & CO., LLP |
| Accountancy firm EIN | 2018-12-31 | 161131146 |
| 2017 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2017 401k financial data |
|---|
| Total income from all sources (including contributions) | 2017-12-31 | $32,175,390 |
| Total of all expenses incurred | 2017-12-31 | $29,824,486 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $26,715,857 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $17,620,342 |
| Value of total assets at end of year | 2017-12-31 | $116,492,471 |
| Value of total assets at beginning of year | 2017-12-31 | $114,141,567 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,108,629 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,051,837 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,051,837 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Contributions received from participants | 2017-12-31 | $4,559,025 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $158,247 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $104,780 |
| Administrative expenses (other) incurred | 2017-12-31 | $1,751,700 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $2,350,904 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $116,492,471 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $114,141,567 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $116,334,224 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $114,036,787 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $12,503,211 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $13,061,317 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $26,715,857 |
| Contract administrator fees | 2017-12-31 | $1,356,929 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2017-12-31 | No |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
| Accountancy firm name | 2017-12-31 | BAKER NEWMAN & NOYES LLC |
| Accountancy firm EIN | 2017-12-31 | 010494526 |
| 2016 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2016 401k financial data |
|---|
| Total income from all sources (including contributions) | 2016-12-31 | $24,199,073 |
| Total of all expenses incurred | 2016-12-31 | $26,437,199 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $24,388,098 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $17,473,490 |
| Value of total assets at end of year | 2016-12-31 | $114,141,567 |
| Value of total assets at beginning of year | 2016-12-31 | $116,379,693 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $2,049,101 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $1,964,309 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $1,964,309 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Contributions received from participants | 2016-12-31 | $4,559,025 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $104,780 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $125,714 |
| Administrative expenses (other) incurred | 2016-12-31 | $577,821 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $-2,238,126 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $114,141,567 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $116,379,693 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $114,036,787 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $116,253,979 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $4,761,274 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $12,914,465 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $24,388,098 |
| Contract administrator fees | 2016-12-31 | $1,471,280 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2016-12-31 | No |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
| Accountancy firm name | 2016-12-31 | BAKER NEWMAN & NOYES LLC |
| Accountancy firm EIN | 2016-12-31 | 010494526 |
| 2015 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2015 401k financial data |
|---|
| Total income from all sources (including contributions) | 2015-12-31 | $25,968,307 |
| Total of all expenses incurred | 2015-12-31 | $31,585,831 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $27,653,894 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $27,433,631 |
| Value of total assets at end of year | 2015-12-31 | $116,379,693 |
| Value of total assets at beginning of year | 2015-12-31 | $121,997,217 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,931,937 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $1,843,910 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $1,843,910 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Contributions received from participants | 2015-12-31 | $4,629,214 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $125,714 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $205,889 |
| Administrative expenses (other) incurred | 2015-12-31 | $2,384,685 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-5,617,524 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $116,379,693 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $121,997,217 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $116,253,979 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $121,791,328 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,309,234 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $22,804,417 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $27,653,894 |
| Contract administrator fees | 2015-12-31 | $1,547,252 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
| Accountancy firm name | 2015-12-31 | BAKER NEWMAN & NOYES LLC |
| Accountancy firm EIN | 2015-12-31 | 010494526 |
| 2014 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2014 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $160,831 |
| Total income from all sources (including contributions) | 2014-12-31 | $35,274,484 |
| Total of all expenses incurred | 2014-12-31 | $34,800,099 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $32,139,343 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $30,374,123 |
| Value of total assets at end of year | 2014-12-31 | $121,997,217 |
| Value of total assets at beginning of year | 2014-12-31 | $121,683,663 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $2,660,756 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,968,975 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $1,968,975 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Contributions received from participants | 2014-12-31 | $3,740,075 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $205,889 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $322,791 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2014-12-31 | $160,831 |
| Other income not declared elsewhere | 2014-12-31 | $1,226,746 |
| Administrative expenses (other) incurred | 2014-12-31 | $990,468 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $474,385 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $121,997,217 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $121,522,832 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $121,791,328 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $121,360,872 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $2,768,900 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,704,640 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $26,634,048 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $29,370,443 |
| Contract administrator fees | 2014-12-31 | $1,670,288 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
| Accountancy firm name | 2014-12-31 | BAKER NEWMAN & NOYES LLC |
| Accountancy firm EIN | 2014-12-31 | 010494526 |
| 2013 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2013 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $160,831 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $187,116 |
| Total income from all sources (including contributions) | 2013-12-31 | $43,722,246 |
| Total of all expenses incurred | 2013-12-31 | $32,092,372 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $28,703,308 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $30,511,010 |
| Value of total assets at end of year | 2013-12-31 | $121,683,663 |
| Value of total assets at beginning of year | 2013-12-31 | $110,080,074 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,389,064 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,084,049 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2013-12-31 | $2,084,049 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $2,779,990 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $322,791 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $273,113 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $160,831 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $187,116 |
| Other income not declared elsewhere | 2013-12-31 | $1,008,558 |
| Administrative expenses (other) incurred | 2013-12-31 | $1,756,966 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $11,629,874 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $121,522,832 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $109,892,958 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $121,360,872 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $109,806,961 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $2,768,900 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $10,118,629 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $27,731,020 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $25,934,408 |
| Contract administrator fees | 2013-12-31 | $1,632,098 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
| Accountancy firm name | 2013-12-31 | BAKER NEWMAN & NOYES LLC |
| Accountancy firm EIN | 2013-12-31 | 010494526 |
| 2012 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2012 401k financial data |
|---|
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $187,116 |
| Total income from all sources (including contributions) | 2012-12-31 | $30,077,370 |
| Total of all expenses incurred | 2012-12-31 | $20,757,015 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $19,179,192 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $23,215,888 |
| Value of total assets at end of year | 2012-12-31 | $110,080,074 |
| Value of total assets at beginning of year | 2012-12-31 | $100,572,603 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $1,577,823 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,415,583 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-12-31 | $1,415,583 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $15,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,587,002 |
| Participant contributions at beginning of year | 2012-12-31 | $20,370 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $273,113 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $102,976 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $187,116 |
| Other income not declared elsewhere | 2012-12-31 | $1,402,832 |
| Administrative expenses (other) incurred | 2012-12-31 | $244,736 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $9,320,355 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $109,892,958 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $100,572,603 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $109,806,961 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $100,449,257 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-12-31 | $2,755,726 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $4,043,067 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $20,628,886 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $16,423,466 |
| Contract administrator fees | 2012-12-31 | $1,333,087 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
| Accountancy firm name | 2012-12-31 | BAKER NEWMAN & NOYES LLC |
| Accountancy firm EIN | 2012-12-31 | 010494526 |
| Total income from all sources (including contributions) | 2012-06-30 | $23,652,724 |
| Total of all expenses incurred | 2012-06-30 | $49,351,553 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-06-30 | $43,433,574 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-06-30 | $26,157,504 |
| Value of total assets at end of year | 2012-06-30 | $100,572,603 |
| Value of total assets at beginning of year | 2012-06-30 | $126,271,432 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-06-30 | $5,917,979 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-06-30 | $2,622,723 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2012-06-30 | $2,622,723 |
| Was this plan covered by a fidelity bond | 2012-06-30 | Yes |
| Value of fidelity bond cover | 2012-06-30 | $15,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-06-30 | No |
| Contributions received from participants | 2012-06-30 | $5,694,416 |
| Participant contributions at end of year | 2012-06-30 | $20,370 |
| Participant contributions at beginning of year | 2012-06-30 | $476,025 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-06-30 | $102,976 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-06-30 | $113,855 |
| Other income not declared elsewhere | 2012-06-30 | $459,177 |
| Administrative expenses (other) incurred | 2012-06-30 | $950,616 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Value of net income/loss | 2012-06-30 | $-25,698,829 |
| Value of net assets at end of year (total assets less liabilities) | 2012-06-30 | $100,572,603 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-06-30 | $126,271,432 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-06-30 | $100,449,257 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-06-30 | $125,681,552 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2012-06-30 | $5,695,280 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-06-30 | $-5,586,680 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-06-30 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-06-30 | No |
| Contributions received in cash from employer | 2012-06-30 | $20,463,088 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-06-30 | $37,738,294 |
| Contract administrator fees | 2012-06-30 | $4,967,363 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2012-06-30 | No |
| Did the plan have assets held for investment | 2012-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2012-06-30 | Disclaimer |
| Accountancy firm name | 2012-06-30 | BAKER NEWMAN & NOYES LLC |
| Accountancy firm EIN | 2012-06-30 | 010494526 |
| 2011 : IBERDROLA USA MANAGEMENT CORPORATION RETIREE HEALTH PLAN 2011 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2011-06-30 | $0 |
| Total transfer of assets from this plan | 2011-06-30 | $14,919,325 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-06-30 | $0 |
| Total income from all sources (including contributions) | 2011-06-30 | $58,894,266 |
| Total loss/gain on sale of assets | 2011-06-30 | $0 |
| Total of all expenses incurred | 2011-06-30 | $49,671,786 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-06-30 | $43,830,936 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-06-30 | $32,146,243 |
| Value of total assets at end of year | 2011-06-30 | $126,271,432 |
| Value of total assets at beginning of year | 2011-06-30 | $131,968,277 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-06-30 | $5,840,850 |
| Total interest from all sources | 2011-06-30 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-06-30 | $920,237 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-06-30 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2011-06-30 | $920,237 |
| Was this plan covered by a fidelity bond | 2011-06-30 | Yes |
| Value of fidelity bond cover | 2011-06-30 | $10,000,000 |
| If this is an individual account plan, was there a blackout period | 2011-06-30 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2011-06-30 | No |
| Contributions received from participants | 2011-06-30 | $6,549,596 |
| Participant contributions at end of year | 2011-06-30 | $476,025 |
| Participant contributions at beginning of year | 2011-06-30 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-06-30 | $113,855 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-06-30 | $146,559 |
| Other income not declared elsewhere | 2011-06-30 | $376,750 |
| Administrative expenses (other) incurred | 2011-06-30 | $3,202,692 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Value of net income/loss | 2011-06-30 | $9,222,480 |
| Value of net assets at end of year (total assets less liabilities) | 2011-06-30 | $126,271,432 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-06-30 | $131,968,277 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-06-30 | $125,681,552 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-06-30 | $125,959,420 |
| Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-06-30 | $0 |
| Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-06-30 | $5,862,298 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-06-30 | $6,375,789 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-06-30 | $25,451,036 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2011-06-30 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-06-30 | No |
| Contributions received in cash from employer | 2011-06-30 | $25,596,647 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-06-30 | $37,455,147 |
| Contract administrator fees | 2011-06-30 | $2,638,158 |
| Did the plan have assets held for investment | 2011-06-30 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-06-30 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-06-30 | Disclaimer |
| Accountancy firm name | 2011-06-30 | BAKER NEWMAN & NOYES LLC |
| Accountancy firm EIN | 2011-06-30 | 010494526 |
