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NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 401k Plan overview

Plan NameNIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL
Plan identification number 521

NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance

401k Sponsoring company profile

NATIONAL GRID USA SERVICE COMPANY, INC. has sponsored the creation of one or more 401k plans.

Company Name:NATIONAL GRID USA SERVICE COMPANY, INC.
Employer identification number (EIN):041663150
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5212022-01-01
5212021-01-01
5212020-01-01
5212019-01-01
5212018-01-01
5212017-01-01CHARLES DEROSA
5212016-01-01EDUARDO HERNANDEZ
5212016-01-01
5212015-01-01EDUARDO HERNANDEZ
5212014-01-01LORI SANTORO
5212013-01-01JULIANNE BROWN
5212012-01-01JULIANNE BROWN
5212011-01-01LORRAINE LYNCH
5212010-01-01PATRICIA MICHELS
5212009-01-01LORI SANTORO

Plan Statistics for NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL

401k plan membership statisitcs for NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL

Measure Date Value
2022: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2022 401k membership
Total participants, beginning-of-year2022-01-015,134
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-015,071
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-015,071
2021: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2021 401k membership
Total participants, beginning-of-year2021-01-015,142
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-015,134
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-015,134
2020: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2020 401k membership
Total participants, beginning-of-year2020-01-015,145
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-015,142
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-015,142
2019: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2019 401k membership
Total participants, beginning-of-year2019-01-015,215
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-015,145
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-015,145
2018: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2018 401k membership
Total participants, beginning-of-year2018-01-015,274
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-015,215
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-015,215
2017: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2017 401k membership
Total participants, beginning-of-year2017-01-015,337
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-015,274
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-015,274
2016: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2016 401k membership
Total participants, beginning-of-year2016-01-015,280
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-015,337
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-015,337
2015: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2015 401k membership
Total participants, beginning-of-year2015-01-015,277
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-015,280
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-015,280
2014: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2014 401k membership
Total participants, beginning-of-year2014-01-015,206
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-015,277
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-015,277
2013: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2013 401k membership
Total participants, beginning-of-year2013-01-015,213
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-015,206
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-015,206
2012: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2012 401k membership
Total participants, beginning-of-year2012-01-015,296
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-015,213
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-015,213
2011: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2011 401k membership
Total participants, beginning-of-year2011-01-015,220
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-015,296
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-015,296
2010: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2010 401k membership
Total participants, beginning-of-year2010-01-016,123
Number of retired or separated participants receiving benefits2010-01-015,220
Total of all active and inactive participants2010-01-015,220
2009: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2009 401k membership
Total participants, beginning-of-year2009-01-016,537
Number of retired or separated participants receiving benefits2009-01-016,123
Total of all active and inactive participants2009-01-016,123

Financial Data on NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL

Measure Date Value
2022 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-145,416,369
Total unrealized appreciation/depreciation of assets2022-12-31$-145,416,369
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$11,530,038
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$42,682,487
Total income from all sources (including contributions)2022-12-31$-324,200,736
Total loss/gain on sale of assets2022-12-31$-24,001,103
Total of all expenses incurred2022-12-31$62,374,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$60,678,462
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$9,079,124
Value of total assets at end of year2022-12-31$1,089,605,996
Value of total assets at beginning of year2022-12-31$1,507,333,582
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,695,939
Total interest from all sources2022-12-31$23,898,512
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$8,444,714
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$8,440,345
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$3,109,882
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$3,459,217
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$9,079,124
Participant contributions at end of year2022-12-31$1,521,150
Participant contributions at beginning of year2022-12-31$1,334,836
Assets. Other investments not covered elsewhere at end of year2022-12-31$6,191,718
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$22,582,194
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$8,906,643
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$13,620,672
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$7,857,435
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$39,446,095
Other income not declared elsewhere2022-12-31$253,304
Administrative expenses (other) incurred2022-12-31$1,695,939
Liabilities. Value of operating payables at end of year2022-12-31$464,632
Liabilities. Value of operating payables at beginning of year2022-12-31$772,989
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-386,575,137
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,078,075,958
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$1,464,651,095
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$175,356,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$311,218,462
Interest earned on other investments2022-12-31$2,755,909
Income. Interest from US Government securities2022-12-31$358,272
Income. Interest from corporate debt instruments2022-12-31$20,729,571
Value of interest in common/collective trusts at end of year2022-12-31$205,867,084
Value of interest in common/collective trusts at beginning of year2022-12-31$524,294,792
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$3,900,881
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$3,511,690
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$3,511,690
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$54,760
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$51,186,436
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$74,565,674
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$4,731,072
Asset value of US Government securities at end of year2022-12-31$95,069,468
Asset value of US Government securities at beginning of year2022-12-31$73,564,495
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-91,627,570
Net investment gain or loss from common/collective trusts2022-12-31$-92,556,605
Net gain/loss from 103.12 investment entities2022-12-31$-12,274,743
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Income. Dividends from preferred stock2022-12-31$4,369
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$55,947,390
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$196,237,285
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$161,340,245
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$342,259,313
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$317,841,305
Liabilities. Value of benefit claims payable at end of year2022-12-31$3,207,971
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$2,463,403
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$207,012,751
Aggregate carrying amount (costs) on sale of assets2022-12-31$231,013,854
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$3,533,815
Total unrealized appreciation/depreciation of assets2021-12-31$3,533,815
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$42,682,487
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$3,921,623
Total income from all sources (including contributions)2021-12-31$210,446,008
Total loss/gain on sale of assets2021-12-31$7,284,737
Total of all expenses incurred2021-12-31$58,924,080
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$57,043,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$9,756,190
Value of total assets at end of year2021-12-31$1,507,333,582
Value of total assets at beginning of year2021-12-31$1,317,050,790
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$1,880,840
Total interest from all sources2021-12-31$13,260,119
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$10,281,177
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$10,258,323
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$3,459,217
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$8,563,190
Participant contributions at end of year2021-12-31$1,334,836
Participant contributions at beginning of year2021-12-31$1,329,605
Assets. Other investments not covered elsewhere at end of year2021-12-31$22,582,194
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,966,979
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$13,620,672
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$971,091
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$39,446,095
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$1,898,057
Other income not declared elsewhere2021-12-31$3,584,542
Administrative expenses (other) incurred2021-12-31$1,880,840
Liabilities. Value of operating payables at end of year2021-12-31$772,989
Liabilities. Value of operating payables at beginning of year2021-12-31$383,405
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$151,521,928
Value of net assets at end of year (total assets less liabilities)2021-12-31$1,464,651,095
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$1,313,129,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$311,218,462
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$295,337,155
Interest earned on other investments2021-12-31$1,334,712
Income. Interest from US Government securities2021-12-31$1,186,688
Income. Interest from corporate debt instruments2021-12-31$10,701,025
Value of interest in common/collective trusts at end of year2021-12-31$524,294,792
Value of interest in common/collective trusts at beginning of year2021-12-31$649,857,726
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$3,511,690
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$394,678
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$394,678
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$37,694
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$74,565,674
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$110,986,587
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$3,988,082
Asset value of US Government securities at end of year2021-12-31$73,564,495
Asset value of US Government securities at beginning of year2021-12-31$228,955,631
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$39,142,886
Net investment gain or loss from common/collective trusts2021-12-31$115,413,545
Net gain/loss from 103.12 investment entities2021-12-31$8,188,997
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,193,000
Income. Dividends from common stock2021-12-31$22,854
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$53,055,158
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$161,340,245
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$1,716,845
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$317,841,305
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$9,128,214
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$16,406,279
Liabilities. Value of benefit claims payable at end of year2021-12-31$2,463,403
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$1,640,161
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$1,017,141,957
Aggregate carrying amount (costs) on sale of assets2021-12-31$1,009,857,220
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$23,729,888
Total unrealized appreciation/depreciation of assets2020-12-31$23,729,888
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$3,921,623
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$7,651,867
Total income from all sources (including contributions)2020-12-31$180,043,056
Total loss/gain on sale of assets2020-12-31$-7,180,748
Total of all expenses incurred2020-12-31$61,275,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$59,666,096
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,559,903
Value of total assets at end of year2020-12-31$1,317,050,790
Value of total assets at beginning of year2020-12-31$1,202,013,723
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$1,609,649
Total interest from all sources2020-12-31$2,680,592
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$6,210,710
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$5,587,479
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$8,590,403
Participant contributions at end of year2020-12-31$1,329,605
Participant contributions at beginning of year2020-12-31$493,815
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,966,979
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$4,387,728
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$971,091
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$1,049,980
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$1,898,057
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$4,053,239
Other income not declared elsewhere2020-12-31$2,124,448
Administrative expenses (other) incurred2020-12-31$1,609,649
Liabilities. Value of operating payables at end of year2020-12-31$383,405
Liabilities. Value of operating payables at beginning of year2020-12-31$429,174
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$118,767,311
Value of net assets at end of year (total assets less liabilities)2020-12-31$1,313,129,167
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$1,194,361,856
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$295,337,155
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$252,338,688
Interest earned on other investments2020-12-31$86,370
Income. Interest from US Government securities2020-12-31$2,169,340
Income. Interest from corporate debt instruments2020-12-31$424,882
Value of interest in common/collective trusts at end of year2020-12-31$649,857,726
Value of interest in common/collective trusts at beginning of year2020-12-31$570,798,473
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$394,678
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$3,065,095
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$3,065,095
Assets. Value of investments in 103.12 investment entities at end of year2020-12-31$110,986,587
Assets. Value of investments in 103.12 investment entities at beginning of year2020-12-31$97,814,022
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$4,335,177
Asset value of US Government securities at end of year2020-12-31$228,955,631
Asset value of US Government securities at beginning of year2020-12-31$210,041,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$28,719,324
Net investment gain or loss from common/collective trusts2020-12-31$96,859,253
Net gain/loss from 103.12 investment entities2020-12-31$13,339,686
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$4,969,500
Income. Dividends from common stock2020-12-31$623,231
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$55,330,919
Asset. Corporate debt instrument preferred debt at end of year2020-12-31$1,716,845
Asset. Corporate debt instrument preferred debt at beginning of year2020-12-31$1,836,295
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$9,128,214
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$6,781,069
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$16,406,279
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$53,407,508
Liabilities. Value of benefit claims payable at end of year2020-12-31$1,640,161
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$3,169,454
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$158,420,483
Aggregate carrying amount (costs) on sale of assets2020-12-31$165,601,231
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$17,880,906
Total unrealized appreciation/depreciation of assets2019-12-31$17,880,906
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,651,867
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$7,986,348
Total income from all sources (including contributions)2019-12-31$224,275,525
Total loss/gain on sale of assets2019-12-31$6,658,443
Total of all expenses incurred2019-12-31$60,553,463
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$58,875,601
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$7,418,733
Value of total assets at end of year2019-12-31$1,202,013,723
Value of total assets at beginning of year2019-12-31$1,038,626,142
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$1,677,862
Total interest from all sources2019-12-31$3,252,523
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$6,680,134
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$5,871,784
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$7,418,733
Participant contributions at end of year2019-12-31$493,815
Participant contributions at beginning of year2019-12-31$1,176,346
Assets. Other investments not covered elsewhere at end of year2019-12-31$4,387,728
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$4,689,852
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$1,049,980
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,354,321
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$4,053,239
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$4,939,518
Other income not declared elsewhere2019-12-31$3,399,769
Administrative expenses (other) incurred2019-12-31$1,677,862
Liabilities. Value of operating payables at end of year2019-12-31$429,174
Liabilities. Value of operating payables at beginning of year2019-12-31$459,581
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$163,722,062
Value of net assets at end of year (total assets less liabilities)2019-12-31$1,194,361,856
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,030,639,794
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$252,338,688
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$231,893,736
Interest earned on other investments2019-12-31$27,238
Income. Interest from US Government securities2019-12-31$2,799,907
Income. Interest from corporate debt instruments2019-12-31$423,752
Value of interest in common/collective trusts at end of year2019-12-31$570,798,473
Value of interest in common/collective trusts at beginning of year2019-12-31$475,288,339
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$3,065,095
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$581,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$581,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$1,626
Assets. Value of investments in 103.12 investment entities at end of year2019-12-31$97,814,022
Assets. Value of investments in 103.12 investment entities at beginning of year2019-12-31$86,054,500
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$3,814,872
Asset value of US Government securities at end of year2019-12-31$210,041,050
Asset value of US Government securities at beginning of year2019-12-31$179,863,179
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$31,434,281
Net investment gain or loss from common/collective trusts2019-12-31$132,545,852
Net gain/loss from 103.12 investment entities2019-12-31$15,004,884
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$808,350
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$55,060,729
Asset. Corporate debt instrument preferred debt at end of year2019-12-31$1,836,295
Asset. Corporate debt instrument preferred debt at beginning of year2019-12-31$1,668,695
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$6,781,069
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$7,292,702
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$53,407,508
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$48,762,958
Liabilities. Value of benefit claims payable at end of year2019-12-31$3,169,454
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$2,587,249
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$146,967,352
Aggregate carrying amount (costs) on sale of assets2019-12-31$140,308,909
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-18,447,770
Total unrealized appreciation/depreciation of assets2018-12-31$-18,447,770
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$7,986,348
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$4,799,952
Total income from all sources (including contributions)2018-12-31$-51,538,070
Total loss/gain on sale of assets2018-12-31$-1,922,952
Total of all expenses incurred2018-12-31$56,748,432
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$54,799,121
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$22,728,420
Value of total assets at end of year2018-12-31$1,038,626,142
Value of total assets at beginning of year2018-12-31$1,143,726,248
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$1,949,311
Total interest from all sources2018-12-31$3,270,376
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$6,987,256
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$5,450,141
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$6,835,420
Participant contributions at end of year2018-12-31$1,176,346
Participant contributions at beginning of year2018-12-31$1,073,568
Assets. Other investments not covered elsewhere at end of year2018-12-31$4,689,852
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$2,202,557
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,354,321
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$1,624,263
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$4,939,518
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$2,133,816
Other income not declared elsewhere2018-12-31$4,676,007
Administrative expenses (other) incurred2018-12-31$1,949,311
Liabilities. Value of operating payables at end of year2018-12-31$459,581
Liabilities. Value of operating payables at beginning of year2018-12-31$432,153
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-108,286,502
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,030,639,794
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$1,138,926,296
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$231,893,736
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$239,238,091
Interest earned on other investments2018-12-31$19,360
Income. Interest from US Government securities2018-12-31$2,792,152
Income. Interest from corporate debt instruments2018-12-31$458,130
Value of interest in common/collective trusts at end of year2018-12-31$475,288,339
Value of interest in common/collective trusts at beginning of year2018-12-31$541,812,888
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$581,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$425,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$425,021
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$734
Assets. Value of investments in 103.12 investment entities at end of year2018-12-31$86,054,500
Assets. Value of investments in 103.12 investment entities at beginning of year2018-12-31$87,186,371
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$2,817,831
Asset value of US Government securities at end of year2018-12-31$179,863,179
Asset value of US Government securities at beginning of year2018-12-31$193,034,550
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-29,814,177
Net investment gain or loss from common/collective trusts2018-12-31$-34,108,248
Net gain/loss from 103.12 investment entities2018-12-31$-4,906,982
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$15,893,000
Income. Dividends from common stock2018-12-31$1,537,115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$51,981,290
Asset. Corporate debt instrument preferred debt at end of year2018-12-31$1,668,695
Asset. Corporate debt instrument preferred debt at beginning of year2018-12-31$2,833,755
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$7,292,702
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$7,014,186
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$48,762,958
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$67,280,998
Liabilities. Value of benefit claims payable at end of year2018-12-31$2,587,249
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$2,233,983
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$174,243,408
Aggregate carrying amount (costs) on sale of assets2018-12-31$176,166,360
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 name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$12,582,731
Total unrealized appreciation/depreciation of assets2017-12-31$12,582,731
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$4,799,952
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$36,415,100
Total income from all sources (including contributions)2017-12-31$223,655,935
Total loss/gain on sale of assets2017-12-31$9,628,032
Total of all expenses incurred2017-12-31$61,364,327
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$59,466,009
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$51,153,382
Value of total assets at end of year2017-12-31$1,143,726,248
Value of total assets at beginning of year2017-12-31$1,013,049,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$1,898,318
Total interest from all sources2017-12-31$2,224,763
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$7,037,735
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$5,465,108
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$7,100,632
Participant contributions at end of year2017-12-31$1,073,568
Participant contributions at beginning of year2017-12-31$2,864,819
Assets. Other investments not covered elsewhere at end of year2017-12-31$2,202,557
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$204,587,506
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$1,624,263
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$5,133,077
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$2,133,816
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$34,208,932
Other income not declared elsewhere2017-12-31$3,336,100
Administrative expenses (other) incurred2017-12-31$1,898,318
Liabilities. Value of operating payables at end of year2017-12-31$432,153
Liabilities. Value of operating payables at beginning of year2017-12-31$476,989
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$162,291,608
Value of net assets at end of year (total assets less liabilities)2017-12-31$1,138,926,296
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$976,634,688
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$239,238,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$163,044,864
Interest earned on other investments2017-12-31$1,076
Income. Interest from US Government securities2017-12-31$1,808,232
Income. Interest from corporate debt instruments2017-12-31$415,466
Value of interest in common/collective trusts at end of year2017-12-31$541,812,888
Value of interest in common/collective trusts at beginning of year2017-12-31$464,017,971
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$425,021
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$67,770
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$67,770
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$-11
Assets. Value of investments in 103.12 investment entities at end of year2017-12-31$87,186,371
Assets. Value of investments in 103.12 investment entities at beginning of year2017-12-31$77,032,336
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$3,601,933
Asset value of US Government securities at end of year2017-12-31$193,034,550
Asset value of US Government securities at beginning of year2017-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$25,654,531
Net investment gain or loss from common/collective trusts2017-12-31$102,795,100
Net gain/loss from 103.12 investment entities2017-12-31$9,243,561
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$44,052,750
Income. Dividends from common stock2017-12-31$1,572,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$55,864,076
Asset. Corporate debt instrument preferred debt at end of year2017-12-31$2,833,755
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2017-12-31$7,014,186
Asset. Corporate debt instrument debt (other) at beginning of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$67,280,998
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$96,301,445
Liabilities. Value of benefit claims payable at end of year2017-12-31$2,233,983
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$1,729,179
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$230,224,307
Aggregate carrying amount (costs) on sale of assets2017-12-31$220,596,275
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$7,767,950
Total unrealized appreciation/depreciation of assets2016-12-31$7,767,950
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$34,685,921
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$47,961,134
Total income from all sources (including contributions)2016-12-31$131,906,352
Total loss/gain on sale of assets2016-12-31$383,612
Total of all expenses incurred2016-12-31$64,521,084
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$62,700,633
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$52,736,661
Value of total assets at end of year2016-12-31$1,010,184,969
Value of total assets at beginning of year2016-12-31$956,074,914
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$1,820,451
Total interest from all sources2016-12-31$1,580,945
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$5,101,264
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$3,672,009
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$3,883,745
Participant contributions at end of year2016-12-31$0
Participant contributions at beginning of year2016-12-31$1,055,689
Assets. Other investments not covered elsewhere at end of year2016-12-31$204,587,506
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$38,352,166
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$5,133,077
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$700,165
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$34,208,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$44,950,699
Other income not declared elsewhere2016-12-31$5,211,194
Administrative expenses (other) incurred2016-12-31$1,820,451
Liabilities. Value of operating payables at end of year2016-12-31$476,989
Liabilities. Value of operating payables at beginning of year2016-12-31$476,248
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$67,385,268
Value of net assets at end of year (total assets less liabilities)2016-12-31$975,499,048
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$908,113,780
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$163,044,864
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$167,642,670
Interest earned on other investments2016-12-31$9,033
Income. Interest from US Government securities2016-12-31$1,524,043
Income. Interest from corporate debt instruments2016-12-31$48,069
Value of interest in common/collective trusts at end of year2016-12-31$464,017,971
Value of interest in common/collective trusts at beginning of year2016-12-31$437,402,695
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$67,770
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$580,019
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$580,019
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$-200
Assets. Value of investments in 103.12 investment entities at end of year2016-12-31$77,032,336
Assets. Value of investments in 103.12 investment entities at beginning of year2016-12-31$69,347,734
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$62,700,633
Asset value of US Government securities at end of year2016-12-31$0
Asset value of US Government securities at beginning of year2016-12-31$150,015,557
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$9,428,471
Net investment gain or loss from common/collective trusts2016-12-31$42,056,598
Net gain/loss from 103.12 investment entities2016-12-31$7,639,657
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$48,852,916
Income. Dividends from common stock2016-12-31$1,429,255
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$96,301,445
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$90,978,219
Liabilities. Value of benefit claims payable at end of year2016-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$2,534,187
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$156,180,217
Aggregate carrying amount (costs) on sale of assets2016-12-31$155,796,605
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2016-12-31410746749
2015 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-8,356,601
Total unrealized appreciation/depreciation of assets2015-12-31$-8,356,601
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$47,961,134
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$61,213,374
Total income from all sources (including contributions)2015-12-31$34,234,852
Total loss/gain on sale of assets2015-12-31$-2,907,270
Total of all expenses incurred2015-12-31$54,577,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$52,932,185
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$55,384,286
Value of total assets at end of year2015-12-31$956,074,914
Value of total assets at beginning of year2015-12-31$989,670,060
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,645,573
Total interest from all sources2015-12-31$2,282,187
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$5,720,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$4,249,608
Administrative expenses professional fees incurred2015-12-31$25,500
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$6,186,202
Participant contributions at end of year2015-12-31$1,055,689
Participant contributions at beginning of year2015-12-31$1,096,608
Assets. Other investments not covered elsewhere at end of year2015-12-31$38,352,166
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$55,685,750
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$700,165
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$864,594
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$44,950,699
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$56,008,066
Other income not declared elsewhere2015-12-31$-77,317
Administrative expenses (other) incurred2015-12-31$304,195
Liabilities. Value of operating payables at end of year2015-12-31$476,248
Liabilities. Value of operating payables at beginning of year2015-12-31$416,374
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-20,342,906
Value of net assets at end of year (total assets less liabilities)2015-12-31$908,113,780
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$928,456,686
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 default2015-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2015-12-31$1,869,701
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,315,878
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$167,642,670
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$153,244,549
Interest earned on other investments2015-12-31$727,472
Income. Interest from US Government securities2015-12-31$1,554,816
Value of interest in common/collective trusts at end of year2015-12-31$437,402,695
Value of interest in common/collective trusts at beginning of year2015-12-31$456,262,646
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$580,019
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$312,349
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$312,349
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$-101
Assets. Value of investments in 103.12 investment entities at end of year2015-12-31$69,347,734
Assets. Value of investments in 103.12 investment entities at beginning of year2015-12-31$61,293,040
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$2,725,840
Asset value of US Government securities at end of year2015-12-31$150,015,557
Asset value of US Government securities at beginning of year2015-12-31$166,887,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-11,890,106
Net investment gain or loss from common/collective trusts2015-12-31$-2,187,356
Net gain/loss from 103.12 investment entities2015-12-31$-3,733,454
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$49,198,084
Income. Dividends from common stock2015-12-31$1,470,875
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$50,206,345
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$90,978,219
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$94,022,530
Liabilities. Value of benefit claims payable at end of year2015-12-31$2,534,187
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$4,788,934
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$159,165,403
Aggregate carrying amount (costs) on sale of assets2015-12-31$162,072,673
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 name2015-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2015-12-31410746749
2014 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,450,052
Total unrealized appreciation/depreciation of assets2014-12-31$2,450,052
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$61,213,374
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$56,927,591
Total income from all sources (including contributions)2014-12-31$123,133,632
Total loss/gain on sale of assets2014-12-31$-644,644
Total of all expenses incurred2014-12-31$54,635,553
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$53,003,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$82,008,189
Value of total assets at end of year2014-12-31$989,670,060
Value of total assets at beginning of year2014-12-31$916,886,198
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$1,631,615
Total interest from all sources2014-12-31$3,780,608
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$6,273,854
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$4,839,166
Administrative expenses professional fees incurred2014-12-31$28,676
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31Yes
Amount of non-exempt transactions with any party-in-interest2014-12-31$79,167
Contributions received from participants2014-12-31$6,614,439
Participant contributions at end of year2014-12-31$1,096,608
Participant contributions at beginning of year2014-12-31$1,029,203
Assets. Other investments not covered elsewhere at end of year2014-12-31$55,685,750
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$53,498,820
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$864,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$883,325
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$56,008,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$53,537,852
Other income not declared elsewhere2014-12-31$1,189,974
Administrative expenses (other) incurred2014-12-31$322,924
Liabilities. Value of operating payables at end of year2014-12-31$416,374
Liabilities. Value of operating payables at beginning of year2014-12-31$335,546
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$68,498,079
Value of net assets at end of year (total assets less liabilities)2014-12-31$928,456,686
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$859,958,607
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 default2014-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2014-12-31$1,869,701
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$1,280,015
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$153,244,549
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$139,458,213
Interest earned on other investments2014-12-31$13,029
Income. Interest from US Government securities2014-12-31$3,769,691
Value of interest in common/collective trusts at end of year2014-12-31$456,262,646
Value of interest in common/collective trusts at beginning of year2014-12-31$443,338,309
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$312,349
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$376,336
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$376,336
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$-2,112
Assets. Value of investments in 103.12 investment entities at end of year2014-12-31$61,293,040
Assets. Value of investments in 103.12 investment entities at beginning of year2014-12-31$54,465,861
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$1,707,237
Asset value of US Government securities at end of year2014-12-31$166,887,994
Asset value of US Government securities at beginning of year2014-12-31$138,303,812
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-6,649,995
Net investment gain or loss from common/collective trusts2014-12-31$30,760,945
Net gain/loss from 103.12 investment entities2014-12-31$3,964,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$75,393,750
Income. Dividends from common stock2014-12-31$1,434,688
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$51,296,701
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$94,022,530
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$85,532,319
Liabilities. Value of benefit claims payable at end of year2014-12-31$4,788,934
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$3,054,193
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$81,332,809
Aggregate carrying amount (costs) on sale of assets2014-12-31$81,977,453
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 name2014-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2014-12-31410746749
2013 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,361,198
Total unrealized appreciation/depreciation of assets2013-12-31$1,361,198
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$56,927,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$79,001,522
Total income from all sources (including contributions)2013-12-31$213,893,488
Total loss/gain on sale of assets2013-12-31$7,271,888
Total of all expenses incurred2013-12-31$53,272,963
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$51,884,405
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$102,197,172
Value of total assets at end of year2013-12-31$916,886,198
Value of total assets at beginning of year2013-12-31$778,339,604
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$1,388,558
Total interest from all sources2013-12-31$4,120,604
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$5,513,803
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$4,228,954
Administrative expenses professional fees incurred2013-12-31$63,508
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$6,188,672
Participant contributions at end of year2013-12-31$1,029,203
Participant contributions at beginning of year2013-12-31$0
Assets. Other investments not covered elsewhere at end of year2013-12-31$53,498,820
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$82,117,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$883,325
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$714,818
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$53,537,852
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$73,689,039
Other income not declared elsewhere2013-12-31$321,811
Administrative expenses (other) incurred2013-12-31$285,885
Liabilities. Value of operating payables at end of year2013-12-31$335,546
Liabilities. Value of operating payables at beginning of year2013-12-31$325,099
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$160,620,525
Value of net assets at end of year (total assets less liabilities)2013-12-31$859,958,607
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$699,338,082
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 default2013-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2013-12-31$2,118,836
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$1,039,165
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$139,458,213
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$131,066,210
Interest earned on other investments2013-12-31$21,812
Income. Interest from US Government securities2013-12-31$4,077,749
Value of interest in common/collective trusts at end of year2013-12-31$443,338,309
Value of interest in common/collective trusts at beginning of year2013-12-31$300,132,935
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$376,336
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$138,866
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$138,866
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$21,043
Assets. Value of investments in 103.12 investment entities at end of year2013-12-31$54,465,861
Assets. Value of investments in 103.12 investment entities at beginning of year2013-12-31$44,034,958
Expenses. Payments to insurance carriers foe the provision of benefits2013-12-31$3,475,963
Asset value of US Government securities at end of year2013-12-31$138,303,812
Asset value of US Government securities at beginning of year2013-12-31$106,539,868
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$7,325,112
Net investment gain or loss from common/collective trusts2013-12-31$86,643,499
Net gain/loss from 103.12 investment entities2013-12-31$-861,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$96,008,500
Income. Dividends from common stock2013-12-31$1,284,849
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$48,408,442
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$85,532,319
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$113,593,979
Liabilities. Value of benefit claims payable at end of year2013-12-31$3,054,193
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$4,987,384
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$202,752,653
Aggregate carrying amount (costs) on sale of assets2013-12-31$195,480,765
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 name2013-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2013-12-31410746749
2012 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$12,546,077
Total unrealized appreciation/depreciation of assets2012-12-31$12,546,077
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$79,001,522
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$90,142,604
Total income from all sources (including contributions)2012-12-31$210,903,386
Total loss/gain on sale of assets2012-12-31$2,341,559
Total of all expenses incurred2012-12-31$55,454,475
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$54,062,468
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$134,505,490
Value of total assets at end of year2012-12-31$778,339,604
Value of total assets at beginning of year2012-12-31$634,031,775
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$1,392,007
Total interest from all sources2012-12-31$4,270,229
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$5,134,479
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$3,131,845
Administrative expenses professional fees incurred2012-12-31$53,457
Assets. Corporate prefeered stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2012-12-31$0
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$5,005,490
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$761,673
Assets. Other investments not covered elsewhere at end of year2012-12-31$82,117,970
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$85,841,970
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$714,818
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$1,264,451
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$73,689,039
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$84,667,950
Other income not declared elsewhere2012-12-31$338,426
Administrative expenses (other) incurred2012-12-31$215,376
Liabilities. Value of operating payables at end of year2012-12-31$325,099
Liabilities. Value of operating payables at beginning of year2012-12-31$363,826
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$155,448,911
Value of net assets at end of year (total assets less liabilities)2012-12-31$699,338,082
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$543,889,171
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 default2012-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2012-12-31$2,118,836
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$1,123,174
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$131,066,210
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$72,413,434
Interest earned on other investments2012-12-31$91,137
Income. Interest from US Government securities2012-12-31$4,178,423
Value of interest in common/collective trusts at end of year2012-12-31$300,132,935
Value of interest in common/collective trusts at beginning of year2012-12-31$228,338,031
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$138,866
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$95,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$95,175
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$669
Assets. Value of investments in 103.12 investment entities at end of year2012-12-31$44,034,958
Assets. Value of investments in 103.12 investment entities at beginning of year2012-12-31$52,258,757
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$3,268,686
Asset value of US Government securities at end of year2012-12-31$106,539,868
Asset value of US Government securities at beginning of year2012-12-31$95,578,187
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$8,356,218
Net investment gain or loss from common/collective trusts2012-12-31$38,383,842
Net gain/loss from 103.12 investment entities2012-12-31$5,027,066
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$129,500,000
Income. Dividends from common stock2012-12-31$2,002,634
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$50,793,782
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$113,593,979
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$97,480,097
Liabilities. Value of benefit claims payable at end of year2012-12-31$4,987,384
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$5,110,828
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$136,712,874
Aggregate carrying amount (costs) on sale of assets2012-12-31$134,371,315
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 name2012-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2012-12-31410746749
2011 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$3,706,870
Total unrealized appreciation/depreciation of assets2011-12-31$3,706,870
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$90,142,604
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$58,211,727
Total income from all sources (including contributions)2011-12-31$125,820,195
Total loss/gain on sale of assets2011-12-31$-3,051,311
Total of all expenses incurred2011-12-31$57,338,911
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$56,132,968
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$125,878,263
Value of total assets at end of year2011-12-31$634,031,775
Value of total assets at beginning of year2011-12-31$533,619,614
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,205,943
Total interest from all sources2011-12-31$4,820,856
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$4,658,818
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$3,038,496
Administrative expenses professional fees incurred2011-12-31$43,321
Assets. Corporate prefeered stocks other than exployer securities at end of year2011-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2011-12-31$421,136
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$4,578,263
Participant contributions at end of year2011-12-31$761,673
Participant contributions at beginning of year2011-12-31$311,986
Assets. Other investments not covered elsewhere at end of year2011-12-31$85,841,970
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$32,913,407
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$1,264,451
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$24,730,996
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$84,667,950
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$54,058,879
Other income not declared elsewhere2011-12-31$225,098
Administrative expenses (other) incurred2011-12-31$137,470
Liabilities. Value of operating payables at end of year2011-12-31$363,826
Liabilities. Value of operating payables at beginning of year2011-12-31$283,311
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$68,481,284
Value of net assets at end of year (total assets less liabilities)2011-12-31$543,889,171
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$475,407,887
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 default2011-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2011-12-31$1,240,000
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$1,025,152
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$72,413,434
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$58,662,035
Interest earned on other investments2011-12-31$137,825
Income. Interest from US Government securities2011-12-31$4,574,162
Income. Interest from corporate debt instruments2011-12-31$108,777
Value of interest in common/collective trusts at end of year2011-12-31$228,338,031
Value of interest in common/collective trusts at beginning of year2011-12-31$197,237,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$95,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$92,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$92,656
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$92
Assets. Value of investments in 103.12 investment entities at end of year2011-12-31$52,258,757
Assets. Value of investments in 103.12 investment entities at beginning of year2011-12-31$44,985,942
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$3,086,251
Asset value of US Government securities at end of year2011-12-31$95,578,187
Asset value of US Government securities at beginning of year2011-12-31$77,902,822
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-4,277,347
Net investment gain or loss from common/collective trusts2011-12-31$-7,966,184
Net gain/loss from 103.12 investment entities2011-12-31$1,825,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$121,300,000
Income. Dividends from preferred stock2011-12-31$12,840
Income. Dividends from common stock2011-12-31$1,607,482
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$53,046,717
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$1,040,106
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,513,309
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$97,480,097
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$93,807,761
Liabilities. Value of benefit claims payable at end of year2011-12-31$5,110,828
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$3,869,537
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$115,754,023
Aggregate carrying amount (costs) on sale of assets2011-12-31$118,805,334
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 name2011-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2011-12-31410746749
2010 : NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$16,026,128
Total unrealized appreciation/depreciation of assets2010-12-31$16,026,128
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$58,211,727
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$88,586,698
Total income from all sources (including contributions)2010-12-31$124,674,482
Total loss/gain on sale of assets2010-12-31$-72,062
Total of all expenses incurred2010-12-31$51,176,571
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$50,183,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$69,382,326
Value of total assets at end of year2010-12-31$533,619,614
Value of total assets at beginning of year2010-12-31$490,496,674
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$993,392
Total interest from all sources2010-12-31$2,789,895
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,040,466
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$1,813,487
Administrative expenses professional fees incurred2010-12-31$54,512
Assets. Corporate prefeered stocks other than exployer securities at end of year2010-12-31$421,136
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2010-12-31$758,920
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$3,682,326
Participant contributions at end of year2010-12-31$311,986
Participant contributions at beginning of year2010-12-31$1,559,688
Assets. Other investments not covered elsewhere at end of year2010-12-31$32,913,407
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$67,783,742
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$24,730,996
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$21,485,644
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$54,058,879
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$84,754,847
Other income not declared elsewhere2010-12-31$182,209
Administrative expenses (other) incurred2010-12-31$211,501
Liabilities. Value of operating payables at end of year2010-12-31$283,311
Liabilities. Value of operating payables at beginning of year2010-12-31$168,193
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$73,497,911
Value of net assets at end of year (total assets less liabilities)2010-12-31$475,407,887
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$401,909,976
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 default2010-12-31Yes
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year2010-12-31$1,240,000
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Assets. partnership/joint venture interests at end of year2010-12-31$0
Assets. partnership/joint venture interests at beginning of year2010-12-31$32,719,037
Investment advisory and management fees2010-12-31$727,379
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$58,662,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$80,784,264
Interest earned on other investments2010-12-31$316,881
Income. Interest from US Government securities2010-12-31$2,245,757
Income. Interest from corporate debt instruments2010-12-31$227,302
Value of interest in common/collective trusts at end of year2010-12-31$197,237,458
Value of interest in common/collective trusts at beginning of year2010-12-31$192,791,675
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$92,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$188,208
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$188,208
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$-45
Assets. Value of investments in 103.12 investment entities at end of year2010-12-31$44,985,942
Assets. Value of investments in 103.12 investment entities at beginning of year2010-12-31$2,078,624
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$3,478,776
Asset value of US Government securities at end of year2010-12-31$77,902,822
Asset value of US Government securities at beginning of year2010-12-31$87,432,436
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$5,209,538
Net investment gain or loss from common/collective trusts2010-12-31$22,647,110
Net gain/loss from 103.12 investment entities2010-12-31$5,468,872
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$65,700,000
Income. Dividends from preferred stock2010-12-31$35,217
Income. Dividends from common stock2010-12-31$1,191,762
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$46,704,403
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$1,040,106
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$78
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,513,309
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$2,914,358
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$93,807,761
Liabilities. Value of benefit claims payable at end of year2010-12-31$3,869,537
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$3,663,658
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$133,641,453
Aggregate carrying amount (costs) on sale of assets2010-12-31$133,713,515
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 name2010-12-31CLIFTON GUNDERSON LLP
Accountancy firm EIN2010-12-31370802863

Form 5500 Responses for NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL

2022: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan funding arrangement – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2020: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan funding arrangement – General assets of the sponsorYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2020-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan funding arrangement – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan funding arrangement – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan funding arrangement – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan funding arrangement – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan funding arrangement – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan is a collectively bargained planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NIAGARA MOHAWK MEDICAL, PRESCRIPTION DRUG, AND LIFE INSURANCE PLAN FOR RETIRED FORMER REPRESENTED EMPL 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01This submission is the final filingNo
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0105625
Policy instance 1
Insurance contract or identification number0105625
Number of Individuals Covered4048
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $79,623
Total amount of fees paid to insurance companyUSD $81,710
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $6,377,445
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $79,623
Amount paid for insurance broker fees81710
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4056
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $73,007
Total amount of fees paid to insurance companyUSD $92,721
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $6,395,206
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $73,007
Amount paid for insurance broker fees92721
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4056
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $75,062
Total amount of fees paid to insurance companyUSD $80,339
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,553,453
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $75,062
Amount paid for insurance broker fees80339
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4084
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $76,811
Total amount of fees paid to insurance companyUSD $86,269
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $6,405,036
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $76,811
Amount paid for insurance broker fees86269
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4104
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $61,509
Total amount of fees paid to insurance companyUSD $59,259
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,621,466
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $61,509
Amount paid for insurance broker fees48862
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4032
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $71,692
Total amount of fees paid to insurance companyUSD $27,293
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $4,536,906
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,692
Amount paid for insurance broker fees27293
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameRSC INS. BROKERAGE INC.
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4050
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $57,239
Total amount of fees paid to insurance companyUSD $34,189
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 BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedADD
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,187,397
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $52,469
Amount paid for insurance broker fees29634
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameMICHAEL P. TSOTSIS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4058
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $59,729
Total amount of fees paid to insurance companyUSD $24,661
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $3,145,041
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $59,729
Amount paid for insurance broker fees24661
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameMICHAEL P. TSOTSIS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4050
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $64,954
Total amount of fees paid to insurance companyUSD $30,875
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $3,110,884
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $64,954
Amount paid for insurance broker fees30875
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameMICHAEL P. TSOTSIS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4050
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $71,408
Total amount of fees paid to insurance companyUSD $20,299
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $3,249,965
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $71,408
Amount paid for insurance broker fees20299
Additional information about fees paid to insurance brokerSUPPLEMENTAL COMPENSATION PROGRAM
Insurance broker organization code?3
Insurance broker nameMICHAEL P. TSOTSIS
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4064
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $60,257
Total amount of fees paid to insurance companyUSD $15,147
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 BenefitYes
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
Welfare Benefit Premiums Paid to CarrierUSD $3,256,977
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number105625
Policy instance 1
Insurance contract or identification number105625
Number of Individuals Covered4057
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $67,435
Total amount of fees paid to insurance companyUSD $14,786
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,367,568
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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