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THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan NameTHE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES
Plan identification number 002

THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BERKSHIRE GAS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:BERKSHIRE GAS COMPANY
Employer identification number (EIN):041731220
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01
0022016-01-01
0022015-01-01ANGEL BRUNO STEVEN FAVUZZA2016-10-14
0022014-01-01ANGEL BRUNO STEVEN FAVUZZA2015-10-14
0022013-01-01ANGEL BRUNO STEVEN P. FAVUZZA2014-10-15
0022012-01-01ANGEL BRUNO STEVEN P. FAVUZZA2013-10-15
0022011-01-01DIANE PIVIROTTO STEVEN FAVUZZA2012-10-15
0022009-01-01CHERYL M. CLARK

Plan Statistics for THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

Measure Date Value
2022: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3119,387,724
Acturial value of plan assets2022-12-3118,459,363
Funding target for retired participants and beneficiaries receiving payment2022-12-3111,365,715
Number of terminated vested participants2022-12-3113
Fundng target for terminated vested participants2022-12-31335,382
Active participant vested funding target2022-12-315,230,161
Number of active participants2022-12-3128
Total funding liabilities for active participants2022-12-315,301,689
Total participant count2022-12-31116
Total funding target for all participants2022-12-3117,002,786
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31181,919
Amount remaining of prefunding balance2022-12-31181,919
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-31198,455
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31422,934
Unpaid minimum required contributions for current year2022-12-310
Total participants, beginning-of-year2022-01-01115
Total number of active participants reported on line 7a of the Form 55002022-01-0157
Number of retired or separated participants receiving benefits2022-01-01132
Number of other retired or separated participants entitled to future benefits2022-01-0126
Total of all active and inactive participants2022-01-01215
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0126
Total participants2022-01-01241
2021: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3120,230,343
Acturial value of plan assets2021-12-3118,395,764
Funding target for retired participants and beneficiaries receiving payment2021-12-3111,571,203
Number of terminated vested participants2021-12-3115
Fundng target for terminated vested participants2021-12-31436,584
Active participant vested funding target2021-12-315,692,219
Number of active participants2021-12-3133
Total funding liabilities for active participants2021-12-315,757,356
Total participant count2021-12-31126
Total funding target for all participants2021-12-3117,765,143
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3176,794
Amount remaining of prefunding balance2021-12-3176,794
Present value of excess contributions2021-12-3188,071
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3193,091
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-3193,091
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31181,919
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31375,512
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-01126
Total number of active participants reported on line 7a of the Form 55002021-01-0128
Number of retired or separated participants receiving benefits2021-01-0163
Number of other retired or separated participants entitled to future benefits2021-01-0112
Total of all active and inactive participants2021-01-01103
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0112
Total participants2021-01-01115
2020: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3118,212,948
Acturial value of plan assets2020-12-3117,504,846
Funding target for retired participants and beneficiaries receiving payment2020-12-3111,839,983
Number of terminated vested participants2020-12-3116
Fundng target for terminated vested participants2020-12-31433,906
Active participant vested funding target2020-12-315,066,377
Number of active participants2020-12-3133
Total funding liabilities for active participants2020-12-315,123,358
Total participant count2020-12-31130
Total funding target for all participants2020-12-3117,397,247
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3122,176
Prefunding balanced used to offset prior years funding requirement2020-12-3122,176
Present value of excess contributions2020-12-3173,127
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3180,416
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-3176,794
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-3176,794
Total employer contributions2020-12-31500,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31485,040
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31427,774
Total funding amount beforereflecting carryover/prefunding balances2020-12-31396,969
Additional cash requirement2020-12-31396,969
Contributions allocatedtoward minimum required contributions for current year2020-12-31485,040
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-01130
Total number of active participants reported on line 7a of the Form 55002020-01-0133
Number of retired or separated participants receiving benefits2020-01-0163
Number of other retired or separated participants entitled to future benefits2020-01-0115
Total of all active and inactive participants2020-01-01111
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0115
Total participants2020-01-01126
2019: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3115,998,435
Acturial value of plan assets2019-12-3117,055,744
Funding target for retired participants and beneficiaries receiving payment2019-12-3111,406,510
Number of terminated vested participants2019-12-3117
Fundng target for terminated vested participants2019-12-31477,365
Active participant vested funding target2019-12-315,939,026
Number of active participants2019-12-3138
Total funding liabilities for active participants2019-12-315,991,681
Total participant count2019-12-31133
Total funding target for all participants2019-12-3117,875,556
Balance at beginning of prior year after applicable adjustments2019-12-31294,051
Prefunding balance at beginning of prior year after applicable adjustments2019-12-31338,449
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-31294,051
Prefunding balanced used to offset prior years funding requirement2019-12-31314,774
Amount remaining of prefunding balance2019-12-3123,675
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-3122,176
Total employer contributions2019-12-31635,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31610,906
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31482,107
Net shortfall amortization installment of oustanding balance2019-12-31841,988
Total funding amount beforereflecting carryover/prefunding balances2019-12-31630,069
Prefunding balance elected to use to offset funding requirement2019-12-3122,176
Additional cash requirement2019-12-31607,893
Contributions allocatedtoward minimum required contributions for current year2019-12-31610,906
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-01138
Total number of active participants reported on line 7a of the Form 55002019-01-0133
Number of retired or separated participants receiving benefits2019-01-0164
Number of other retired or separated participants entitled to future benefits2019-01-0116
Total of all active and inactive participants2019-01-01113
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0117
Total participants2019-01-01130
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3118,259,364
Acturial value of plan assets2018-12-3117,344,711
Funding target for retired participants and beneficiaries receiving payment2018-12-319,846,823
Number of terminated vested participants2018-12-3118
Fundng target for terminated vested participants2018-12-31478,343
Active participant vested funding target2018-12-316,905,719
Number of active participants2018-12-3144
Total funding liabilities for active participants2018-12-316,961,660
Total participant count2018-12-31138
Total funding target for all participants2018-12-3117,286,826
Balance at beginning of prior year after applicable adjustments2018-12-31257,060
Prefunding balance at beginning of prior year after applicable adjustments2018-12-31295,873
Amount remaining of carryover balance2018-12-31257,060
Amount remaining of prefunding balance2018-12-31295,873
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-31294,051
Balance of prefunding at beginning of current year2018-12-31338,449
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31515,019
Net shortfall amortization installment of oustanding balance2018-12-31574,615
Total funding amount beforereflecting carryover/prefunding balances2018-12-31608,825
Carryover balance elected to use to offset funding requirement2018-12-31294,051
Prefunding balance elected to use to offset funding requirement2018-12-31314,774
Unpaid minimum required contributions for current year2018-12-310
Total participants, beginning-of-year2018-01-01138
Total number of active participants reported on line 7a of the Form 55002018-01-0138
Number of retired or separated participants receiving benefits2018-01-0164
Number of other retired or separated participants entitled to future benefits2018-01-0117
Total of all active and inactive participants2018-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0119
Total participants2018-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3116,818,834
Acturial value of plan assets2017-12-3117,206,562
Funding target for retired participants and beneficiaries receiving payment2017-12-318,396,788
Number of terminated vested participants2017-12-3118
Fundng target for terminated vested participants2017-12-31693,203
Active participant vested funding target2017-12-316,885,021
Number of active participants2017-12-3149
Total funding liabilities for active participants2017-12-316,979,137
Total participant count2017-12-31139
Total funding target for all participants2017-12-3116,069,128
Balance at beginning of prior year after applicable adjustments2017-12-31238,926
Prefunding balance at beginning of prior year after applicable adjustments2017-12-31275,000
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-31238,926
Amount remaining of prefunding balance2017-12-31275,000
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-31257,060
Balance of prefunding at beginning of current year2017-12-31295,873
Total employer contributions2017-12-310
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-31374,173
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01139
Total number of active participants reported on line 7a of the Form 55002017-01-0144
Number of retired or separated participants receiving benefits2017-01-0157
Number of other retired or separated participants entitled to future benefits2017-01-0118
Total of all active and inactive participants2017-01-01119
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0119
Total participants2017-01-01138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3116,626,226
Acturial value of plan assets2016-12-3117,436,569
Funding target for retired participants and beneficiaries receiving payment2016-12-317,536,293
Number of terminated vested participants2016-12-3126
Fundng target for terminated vested participants2016-12-31798,706
Active participant vested funding target2016-12-316,618,583
Number of active participants2016-12-3152
Total funding liabilities for active participants2016-12-316,978,821
Total participant count2016-12-31143
Total funding target for all participants2016-12-3115,313,820
Balance at beginning of prior year after applicable adjustments2016-12-31243,355
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-31243,355
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31274,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31291,504
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31275,000
Balance of carryovers at beginning of current year2016-12-31238,926
Balance of prefunding at beginning of current year2016-12-31275,000
Total employer contributions2016-12-310
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-31451,752
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01143
Total number of active participants reported on line 7a of the Form 55002016-01-0149
Number of retired or separated participants receiving benefits2016-01-0155
Number of other retired or separated participants entitled to future benefits2016-01-0118
Total of all active and inactive participants2016-01-01122
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0117
Total participants2016-01-01139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01146
Total number of active participants reported on line 7a of the Form 55002015-01-0152
Number of retired or separated participants receiving benefits2015-01-0151
Number of other retired or separated participants entitled to future benefits2015-01-0126
Total of all active and inactive participants2015-01-01129
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0114
Total participants2015-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01151
Total number of active participants reported on line 7a of the Form 55002014-01-0156
Number of retired or separated participants receiving benefits2014-01-0150
Number of other retired or separated participants entitled to future benefits2014-01-0127
Total of all active and inactive participants2014-01-01133
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0113
Total participants2014-01-01146
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01160
Total number of active participants reported on line 7a of the Form 55002013-01-0157
Number of retired or separated participants receiving benefits2013-01-0149
Number of other retired or separated participants entitled to future benefits2013-01-0129
Total of all active and inactive participants2013-01-01135
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0116
Total participants2013-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-015
2012: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01160
Total number of active participants reported on line 7a of the Form 55002012-01-0163
Number of retired or separated participants receiving benefits2012-01-0152
Number of other retired or separated participants entitled to future benefits2012-01-0132
Total of all active and inactive participants2012-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0113
Total participants2012-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01162
Total number of active participants reported on line 7a of the Form 55002011-01-0161
Number of retired or separated participants receiving benefits2011-01-0151
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01148
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0112
Total participants2011-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01160
Total number of active participants reported on line 7a of the Form 55002009-01-0165
Number of retired or separated participants receiving benefits2009-01-0148
Number of other retired or separated participants entitled to future benefits2009-01-0140
Total of all active and inactive participants2009-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-019
Total participants2009-01-01162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

Measure Date Value
2022 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2022 401k financial data
Total transfer of assets to this plan2022-12-31$15,119,098
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$4,591
Total income from all sources (including contributions)2022-12-31$-3,706,158
Total of all expenses incurred2022-12-31$3,834,569
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,620,105
Value of total assets at end of year2022-12-31$26,966,448
Value of total assets at beginning of year2022-12-31$19,387,724
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$214,464
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$38,391
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$159,152
Liabilities. Value of operating payables at end of year2022-12-31$4,944
Liabilities. Value of operating payables at beginning of year2022-12-31$4,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-7,540,727
Value of net assets at end of year (total assets less liabilities)2022-12-31$26,961,504
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$19,383,133
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$16,921
Value of interest in master investment trust accounts at end of year2022-12-31$26,966,448
Value of interest in master investment trust accounts at beginning of year2022-12-31$19,387,724
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$11,652
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Employer contributions (assets) at end of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,608,453
Did the plan have assets held for investment2022-12-31No
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
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$4,591
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,407
Total income from all sources (including contributions)2021-12-31$1,720,247
Total of all expenses incurred2021-12-31$2,553,089
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,405,349
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$19,387,724
Value of total assets at beginning of year2021-12-31$20,230,382
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$147,740
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$40,703
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$84,168
Liabilities. Value of operating payables at end of year2021-12-31$4,591
Liabilities. Value of operating payables at beginning of year2021-12-31$14,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-832,842
Value of net assets at end of year (total assets less liabilities)2021-12-31$19,383,133
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$20,215,975
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Investment advisory and management fees2021-12-31$22,869
Value of interest in master investment trust accounts at end of year2021-12-31$19,387,724
Value of interest in master investment trust accounts at beginning of year2021-12-31$20,210,382
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$17,090
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$20,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,388,259
Did the plan have assets held for investment2021-12-31No
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
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,407
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,841
Total income from all sources (including contributions)2020-12-31$3,288,267
Total of all expenses incurred2020-12-31$1,268,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,124,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$500,000
Value of total assets at end of year2020-12-31$20,230,382
Value of total assets at beginning of year2020-12-31$18,214,887
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$143,428
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$53,234
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$83,720
Liabilities. Value of operating payables at end of year2020-12-31$14,407
Liabilities. Value of operating payables at beginning of year2020-12-31$18,841
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$2,019,929
Value of net assets at end of year (total assets less liabilities)2020-12-31$20,215,975
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$18,196,046
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Investment advisory and management fees2020-12-31$6,474
Value of interest in master investment trust accounts at end of year2020-12-31$20,210,382
Value of interest in master investment trust accounts at beginning of year2020-12-31$18,024,887
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$8,353
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$500,000
Employer contributions (assets) at end of year2020-12-31$20,000
Employer contributions (assets) at beginning of year2020-12-31$190,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,116,557
Did the plan have assets held for investment2020-12-31No
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
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,841
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,841
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$16,498
Total income from all sources (including contributions)2019-12-31$3,777,586
Total income from all sources (including contributions)2019-12-31$3,777,586
Total of all expenses incurred2019-12-31$1,563,477
Total of all expenses incurred2019-12-31$1,563,477
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,378,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$1,378,720
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$635,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$635,000
Value of total assets at end of year2019-12-31$18,214,887
Value of total assets at end of year2019-12-31$18,214,887
Value of total assets at beginning of year2019-12-31$15,998,435
Value of total assets at beginning of year2019-12-31$15,998,435
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$184,757
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$184,757
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$77,978
Administrative expenses professional fees incurred2019-12-31$77,978
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,192
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,192
Administrative expenses (other) incurred2019-12-31$84,567
Administrative expenses (other) incurred2019-12-31$84,567
Liabilities. Value of operating payables at end of year2019-12-31$18,841
Liabilities. Value of operating payables at end of year2019-12-31$18,841
Liabilities. Value of operating payables at beginning of year2019-12-31$16,498
Liabilities. Value of operating payables at beginning of year2019-12-31$16,498
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$2,214,109
Value of net income/loss2019-12-31$2,214,109
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,196,046
Value of net assets at end of year (total assets less liabilities)2019-12-31$18,196,046
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,981,937
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$15,981,937
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$22,212
Investment advisory and management fees2019-12-31$22,212
Value of interest in master investment trust accounts at end of year2019-12-31$18,024,887
Value of interest in master investment trust accounts at end of year2019-12-31$18,024,887
Value of interest in master investment trust accounts at beginning of year2019-12-31$15,997,243
Value of interest in master investment trust accounts at beginning of year2019-12-31$15,997,243
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$33,169
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$33,169
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$635,000
Contributions received in cash from employer2019-12-31$635,000
Employer contributions (assets) at end of year2019-12-31$190,000
Employer contributions (assets) at end of year2019-12-31$190,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,345,551
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$1,345,551
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BONADIO & .,LLP
Accountancy firm name2019-12-31BONADIO & .,LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$16,498
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$9,844
Total income from all sources (including contributions)2018-12-31$-1,102,723
Total of all expenses incurred2018-12-31$1,159,570
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$998,559
Value of total assets at end of year2018-12-31$15,998,435
Value of total assets at beginning of year2018-12-31$18,254,074
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$161,011
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$60,712
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,192
Administrative expenses (other) incurred2018-12-31$81,292
Liabilities. Value of operating payables at end of year2018-12-31$16,498
Liabilities. Value of operating payables at beginning of year2018-12-31$9,844
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,262,293
Value of net assets at end of year (total assets less liabilities)2018-12-31$15,981,937
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$18,244,230
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$19,007
Value of interest in master investment trust accounts at end of year2018-12-31$15,997,243
Value of interest in master investment trust accounts at beginning of year2018-12-31$18,254,074
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$28,688
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$969,871
Did the plan have assets held for investment2018-12-31No
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
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 name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$9,844
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$18,944
Total income from all sources (including contributions)2017-12-31$2,486,225
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,051,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$873,316
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$18,254,074
Value of total assets at beginning of year2017-12-31$16,828,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$178,171
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$76,230
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Administrative expenses (other) incurred2017-12-31$63,036
Liabilities. Value of operating payables at end of year2017-12-31$9,844
Liabilities. Value of operating payables at beginning of year2017-12-31$18,944
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$1,434,738
Value of net assets at end of year (total assets less liabilities)2017-12-31$18,244,230
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$16,809,492
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$38,905
Value of interest in master investment trust accounts at end of year2017-12-31$18,254,074
Value of interest in master investment trust accounts at beginning of year2017-12-31$16,828,436
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$31,243
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$842,073
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2017-12-31010494526
2016 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,944
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$18,781
Total income from all sources (including contributions)2016-12-31$1,297,168
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,110,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$987,438
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$16,828,436
Value of total assets at beginning of year2016-12-31$16,642,061
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$123,518
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$123,518
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Liabilities. Value of operating payables at end of year2016-12-31$18,944
Liabilities. Value of operating payables at beginning of year2016-12-31$18,781
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$186,212
Value of net assets at end of year (total assets less liabilities)2016-12-31$16,809,492
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$16,623,280
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 master investment trust accounts at end of year2016-12-31$16,828,436
Value of interest in master investment trust accounts at beginning of year2016-12-31$16,342,061
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$987,438
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
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 name2016-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2016-12-31061308345
2015 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$18,781
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$23,482
Total income from all sources (including contributions)2015-12-31$41,075
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$820,061
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$731,851
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$300,000
Value of total assets at end of year2015-12-31$16,642,061
Value of total assets at beginning of year2015-12-31$17,425,748
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$88,210
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$88,210
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Liabilities. Value of operating payables at end of year2015-12-31$18,781
Liabilities. Value of operating payables at beginning of year2015-12-31$23,482
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-778,986
Value of net assets at end of year (total assets less liabilities)2015-12-31$16,623,280
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$17,402,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$16,342,061
Value of interest in master investment trust accounts at beginning of year2015-12-31$17,425,748
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$300,000
Employer contributions (assets) at end of year2015-12-31$300,000
Employer contributions (assets) at beginning of year2015-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$731,851
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
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 name2015-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2015-12-31061308345
2014 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$245,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$23,482
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$13,405
Total income from all sources (including contributions)2014-12-31$1,659,073
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$789,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$686,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$0
Value of total assets at end of year2014-12-31$17,425,748
Value of total assets at beginning of year2014-12-31$16,792,124
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$103,398
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$67,523
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Administrative expenses (other) incurred2014-12-31$35,875
Liabilities. Value of operating payables at end of year2014-12-31$23,482
Liabilities. Value of operating payables at beginning of year2014-12-31$13,405
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$869,151
Value of net assets at end of year (total assets less liabilities)2014-12-31$17,402,266
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$16,778,719
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$17,425,748
Value of interest in master investment trust accounts at beginning of year2014-12-31$16,792,124
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$686,524
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
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 name2014-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2014-12-31061308345
2013 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$13,405
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$19,100
Total income from all sources (including contributions)2013-12-31$877,697
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$785,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$700,798
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$16,792,124
Value of total assets at beginning of year2013-12-31$16,705,553
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$84,633
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$74,610
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Administrative expenses (other) incurred2013-12-31$10,023
Liabilities. Value of operating payables at end of year2013-12-31$13,405
Liabilities. Value of operating payables at beginning of year2013-12-31$19,100
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$92,266
Value of net assets at end of year (total assets less liabilities)2013-12-31$16,778,719
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$16,686,453
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$16,792,124
Value of interest in master investment trust accounts at beginning of year2013-12-31$16,705,553
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$700,798
Did the plan have assets held for investment2013-12-31No
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
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 name2013-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2013-12-31061308345
2012 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$19,100
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$34,703
Total income from all sources (including contributions)2012-12-31$1,897,633
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$729,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$679,719
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$0
Value of total assets at end of year2012-12-31$16,705,553
Value of total assets at beginning of year2012-12-31$15,552,710
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$49,468
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$41,368
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$34,703
Administrative expenses (other) incurred2012-12-31$8,100
Liabilities. Value of operating payables at end of year2012-12-31$19,100
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$1,168,446
Value of net assets at end of year (total assets less liabilities)2012-12-31$16,686,453
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$15,518,007
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$16,705,553
Value of interest in master investment trust accounts at beginning of year2012-12-31$15,552,710
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$679,719
Did the plan have assets held for investment2012-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2012-12-31061308345
2011 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$34,703
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$7,488
Total income from all sources (including contributions)2011-12-31$277,049
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$681,238
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$605,863
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$0
Value of total assets at end of year2011-12-31$15,552,710
Value of total assets at beginning of year2011-12-31$15,929,684
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$75,375
Total interest from all sources2011-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$66,356
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$51
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$34,703
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$7,488
Other income not declared elsewhere2011-12-31$4,950
Administrative expenses (other) incurred2011-12-31$5,670
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-404,189
Value of net assets at end of year (total assets less liabilities)2011-12-31$15,518,007
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$15,922,196
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$3,349
Value of interest in master investment trust accounts at end of year2011-12-31$15,552,710
Value of interest in master investment trust accounts at beginning of year2011-12-31$15,929,633
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$605,863
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2011-12-31010494526
2010 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$5,670
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$7,488
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$9,373
Total income from all sources (including contributions)2010-12-31$1,823,927
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$607,425
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$549,938
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$0
Value of total assets at end of year2010-12-31$15,929,684
Value of total assets at beginning of year2010-12-31$14,720,737
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$57,487
Total interest from all sources2010-12-31$1,400
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$52,612
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$51
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$125
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$7,488
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$9,373
Administrative expenses (other) incurred2010-12-31$4,875
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$1,216,502
Value of net assets at end of year (total assets less liabilities)2010-12-31$15,922,196
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$14,711,364
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in master investment trust accounts at end of year2010-12-31$15,929,633
Value of interest in master investment trust accounts at beginning of year2010-12-31$13,943,345
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$777,267
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$777,267
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,400
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 contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$549,938
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2010-12-31010494526
2009 : THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

2022: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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 – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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 benefit arrangement - TrustYes
2015: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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 benefit arrangement - TrustYes
2014: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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 - TrustYes
2013: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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 - TrustYes
2012: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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 - TrustYes
2011: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: THE BERKSHIRE GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – TrustYes
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 number0223995
Policy instance 1
Insurance contract or identification number0223995
Number of Individuals Covered21
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $948
Total amount of fees paid to insurance companyUSD $246
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,652
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $948
Amount paid for insurance broker fees1
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223995
Policy instance 1
Insurance contract or identification number0223995
Number of Individuals Covered28
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $1,465
Total amount of fees paid to insurance companyUSD $230
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $17,090
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,465
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Amount paid for insurance broker fees230
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223995
Policy instance 1
Insurance contract or identification number0223995
Number of Individuals Covered10
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $561
Total amount of fees paid to insurance companyUSD $88
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,353
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $561
Amount paid for insurance broker fees88
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION & SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0181261
Policy instance 1
Insurance contract or identification number0181261
Number of Individuals Covered33
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $4,975
Total amount of fees paid to insurance companyUSD $417
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $33,169
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,975
Amount paid for insurance broker fees417
Additional information about fees paid to insurance brokerNON-MONETARY AND SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0181261
Policy instance 1
Insurance contract or identification number0181261
Number of Individuals Covered38
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $4,224
Total amount of fees paid to insurance companyUSD $512
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $28,688
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,224
Amount paid for insurance broker fees512
Additional information about fees paid to insurance brokerNON-MONETARY AND SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0160419
Policy instance 1
Insurance contract or identification number0160419
Number of Individuals Covered44
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $11,996
Total amount of fees paid to insurance companyUSD $1,443
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 $31,243
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $11,996
Amount paid for insurance broker fees1443
Additional information about fees paid to insurance brokerNON-MONETARY AND SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIS OF MASSACHUSETTS INC.

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