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EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 401k Plan overview

Plan NameEDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN
Plan identification number 002

EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.

401k Sponsoring company profile

EDISON ELECTRIC INSTITUTE has sponsored the creation of one or more 401k plans.

Company Name:EDISON ELECTRIC INSTITUTE
Employer identification number (EIN):130659550
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01MARY MILLER
0022016-01-01MARY MILLER
0022015-01-01MARY D. MILLER MARY D MILLER2016-10-11
0022014-01-01MARY D. MILLER MARY D MILLER2015-10-12
0022013-01-01MARY D. MILLER MARY MILLER2014-10-01
0022012-01-01MARY D. MILLER
0022011-01-01MARY D. MILLER
0022009-01-01MARY D. MILLER

Plan Statistics for EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN

401k plan membership statisitcs for EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN

Measure Date Value
2022: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01300
Total number of active participants reported on line 7a of the Form 55002022-01-01160
Number of retired or separated participants receiving benefits2022-01-0111
Number of other retired or separated participants entitled to future benefits2022-01-01131
Total of all active and inactive participants2022-01-01302
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-012
Total participants2022-01-01304
Number of participants with account balances2022-01-01302
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01307
Total number of active participants reported on line 7a of the Form 55002021-01-01160
Number of retired or separated participants receiving benefits2021-01-0110
Number of other retired or separated participants entitled to future benefits2021-01-01128
Total of all active and inactive participants2021-01-01298
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-012
Total participants2021-01-01300
Number of participants with account balances2021-01-01297
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-015
2020: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01312
Total number of active participants reported on line 7a of the Form 55002020-01-01165
Number of retired or separated participants receiving benefits2020-01-0111
Number of other retired or separated participants entitled to future benefits2020-01-01129
Total of all active and inactive participants2020-01-01305
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-012
Total participants2020-01-01307
Number of participants with account balances2020-01-01305
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-0117
2019: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01312
Total number of active participants reported on line 7a of the Form 55002019-01-01181
Number of retired or separated participants receiving benefits2019-01-0111
Number of other retired or separated participants entitled to future benefits2019-01-01118
Total of all active and inactive participants2019-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-012
Total participants2019-01-01312
Number of participants with account balances2019-01-01310
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-0115
2018: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01291
Total number of active participants reported on line 7a of the Form 55002018-01-01177
Number of retired or separated participants receiving benefits2018-01-018
Number of other retired or separated participants entitled to future benefits2018-01-01124
Total of all active and inactive participants2018-01-01309
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-013
Total participants2018-01-01312
Number of participants with account balances2018-01-01307
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-014
2017: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01289
Total number of active participants reported on line 7a of the Form 55002017-01-01176
Number of retired or separated participants receiving benefits2017-01-018
Number of other retired or separated participants entitled to future benefits2017-01-01104
Total of all active and inactive participants2017-01-01288
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-013
Total participants2017-01-01291
Number of participants with account balances2017-01-01288
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-019
2016: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01286
Total number of active participants reported on line 7a of the Form 55002016-01-01174
Number of retired or separated participants receiving benefits2016-01-018
Number of other retired or separated participants entitled to future benefits2016-01-01105
Total of all active and inactive participants2016-01-01287
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01289
Number of participants with account balances2016-01-01285
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-018
2015: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01281
Total number of active participants reported on line 7a of the Form 55002015-01-01182
Number of retired or separated participants receiving benefits2015-01-017
Number of other retired or separated participants entitled to future benefits2015-01-0195
Total of all active and inactive participants2015-01-01284
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01286
Number of participants with account balances2015-01-01283
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-018
2014: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01280
Total number of active participants reported on line 7a of the Form 55002014-01-01181
Number of retired or separated participants receiving benefits2014-01-016
Number of other retired or separated participants entitled to future benefits2014-01-0192
Total of all active and inactive participants2014-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01281
Number of participants with account balances2014-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-015
2013: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01274
Total number of active participants reported on line 7a of the Form 55002013-01-01181
Number of retired or separated participants receiving benefits2013-01-015
Number of other retired or separated participants entitled to future benefits2013-01-0193
Total of all active and inactive participants2013-01-01279
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-011
Total participants2013-01-01280
Number of participants with account balances2013-01-01275
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-0117
2012: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01276
Total number of active participants reported on line 7a of the Form 55002012-01-01185
Number of retired or separated participants receiving benefits2012-01-012
Number of other retired or separated participants entitled to future benefits2012-01-0186
Total of all active and inactive participants2012-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-011
Total participants2012-01-01274
Number of participants with account balances2012-01-01270
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-017
2011: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01271
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-0118
Number of other retired or separated participants entitled to future benefits2011-01-0169
Total of all active and inactive participants2011-01-01273
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01276
Number of participants with account balances2011-01-01263
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-017
2009: EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01287
Total number of active participants reported on line 7a of the Form 55002009-01-01189
Number of retired or separated participants receiving benefits2009-01-0113
Number of other retired or separated participants entitled to future benefits2009-01-0184
Total of all active and inactive participants2009-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-011
Total participants2009-01-01287
Number of participants with account balances2009-01-01277
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN

Measure Date Value
2022 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$13,179
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$12,251
Total income from all sources (including contributions)2022-12-31$-10,013,259
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$8,055,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$7,988,978
Value of total corrective distributions2022-12-31$13,179
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$4,985,307
Value of total assets at end of year2022-12-31$84,991,636
Value of total assets at beginning of year2022-12-31$103,059,000
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$52,876
Total interest from all sources2022-12-31$30,312
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,190,811
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$3,190,811
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$2,411,912
Participant contributions at end of year2022-12-31$593,287
Participant contributions at beginning of year2022-12-31$653,195
Participant contributions at end of year2022-12-31$52,581
Participant contributions at beginning of year2022-12-31$54,144
Assets. Other investments not covered elsewhere at end of year2022-12-31$414,586
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$517,688
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$6,581
Other income not declared elsewhere2022-12-31$-103,102
Administrative expenses (other) incurred2022-12-31$52,876
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-18,068,292
Value of net assets at end of year (total assets less liabilities)2022-12-31$84,978,457
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$103,046,749
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$77,683,307
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$95,582,438
Interest on participant loans2022-12-31$30,312
Value of interest in common/collective trusts at end of year2022-12-31$4,959,952
Value of interest in common/collective trusts at beginning of year2022-12-31$4,969,753
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-18,195,724
Net investment gain or loss from common/collective trusts2022-12-31$79,137
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
Contributions received in cash from employer2022-12-31$2,566,814
Employer contributions (assets) at end of year2022-12-31$1,287,923
Employer contributions (assets) at beginning of year2022-12-31$1,281,782
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$7,988,978
Liabilities. Value of benefit claims payable at end of year2022-12-31$13,179
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$12,251
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2022-12-31410746749
2021 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$12,251
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$14,218
Total income from all sources (including contributions)2021-12-31$16,506,671
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$7,324,529
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$7,257,525
Value of total corrective distributions2021-12-31$12,251
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$4,817,710
Value of total assets at end of year2021-12-31$103,059,000
Value of total assets at beginning of year2021-12-31$93,878,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$54,753
Total interest from all sources2021-12-31$34,067
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$3,003,830
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$3,003,830
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$2,291,614
Participant contributions at end of year2021-12-31$653,195
Participant contributions at beginning of year2021-12-31$710,818
Participant contributions at end of year2021-12-31$54,144
Participant contributions at beginning of year2021-12-31$50,577
Assets. Other investments not covered elsewhere at end of year2021-12-31$517,688
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$438,060
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$23,041
Other income not declared elsewhere2021-12-31$104,751
Administrative expenses (other) incurred2021-12-31$54,753
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$9,182,142
Value of net assets at end of year (total assets less liabilities)2021-12-31$103,046,749
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$93,864,607
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$95,582,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$85,956,042
Interest on participant loans2021-12-31$34,067
Value of interest in common/collective trusts at end of year2021-12-31$4,969,753
Value of interest in common/collective trusts at beginning of year2021-12-31$5,454,371
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$8,471,036
Net investment gain or loss from common/collective trusts2021-12-31$75,277
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$2,503,055
Employer contributions (assets) at end of year2021-12-31$1,281,782
Employer contributions (assets) at beginning of year2021-12-31$1,268,957
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$7,257,525
Liabilities. Value of benefit claims payable at end of year2021-12-31$12,251
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$14,218
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2021-12-31410746749
2020 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,218
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$4,710
Total income from all sources (including contributions)2020-12-31$16,385,360
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$8,559,754
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$8,514,133
Value of total corrective distributions2020-12-31$14,218
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$5,501,470
Value of total assets at end of year2020-12-31$93,878,825
Value of total assets at beginning of year2020-12-31$86,043,711
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$31,403
Total interest from all sources2020-12-31$35,539
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$2,755,137
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$2,755,137
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$2,240,968
Participant contributions at end of year2020-12-31$710,818
Participant contributions at beginning of year2020-12-31$700,129
Participant contributions at end of year2020-12-31$50,577
Participant contributions at beginning of year2020-12-31$59,451
Assets. Other investments not covered elsewhere at end of year2020-12-31$438,060
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$544,167
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$752,028
Other income not declared elsewhere2020-12-31$75,188
Administrative expenses (other) incurred2020-12-31$31,403
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$7,825,606
Value of net assets at end of year (total assets less liabilities)2020-12-31$93,864,607
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$86,039,001
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$85,956,042
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$79,143,218
Interest on participant loans2020-12-31$35,539
Value of interest in common/collective trusts at end of year2020-12-31$5,454,371
Value of interest in common/collective trusts at beginning of year2020-12-31$4,344,630
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$7,917,988
Net investment gain or loss from common/collective trusts2020-12-31$100,038
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$2,508,474
Employer contributions (assets) at end of year2020-12-31$1,268,957
Employer contributions (assets) at beginning of year2020-12-31$1,252,116
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$8,514,133
Liabilities. Value of benefit claims payable at end of year2020-12-31$14,218
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$4,710
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2020-12-31410746749
2019 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$4,710
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,359
Total income from all sources (including contributions)2019-12-31$18,693,942
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$4,461,035
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,429,132
Value of total corrective distributions2019-12-31$4,710
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,765,385
Value of total assets at end of year2019-12-31$86,043,711
Value of total assets at beginning of year2019-12-31$71,807,453
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$27,193
Total interest from all sources2019-12-31$36,908
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$2,303,624
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$2,303,624
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$2,134,305
Participant contributions at end of year2019-12-31$700,129
Participant contributions at beginning of year2019-12-31$724,289
Participant contributions at end of year2019-12-31$59,451
Participant contributions at beginning of year2019-12-31$52,505
Assets. Other investments not covered elsewhere at end of year2019-12-31$544,167
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$623,938
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$144,170
Other income not declared elsewhere2019-12-31$96,219
Administrative expenses (other) incurred2019-12-31$27,193
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$14,232,907
Value of net assets at end of year (total assets less liabilities)2019-12-31$86,039,001
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$71,806,094
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$79,143,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$64,777,503
Interest on participant loans2019-12-31$36,908
Value of interest in common/collective trusts at end of year2019-12-31$4,344,630
Value of interest in common/collective trusts at beginning of year2019-12-31$4,408,247
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$11,389,414
Net investment gain or loss from common/collective trusts2019-12-31$102,392
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$2,486,910
Employer contributions (assets) at end of year2019-12-31$1,252,116
Employer contributions (assets) at beginning of year2019-12-31$1,220,971
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,429,132
Liabilities. Value of benefit claims payable at end of year2019-12-31$4,710
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$1,359
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2019-12-31410746749
2018 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$1,359
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$245
Total income from all sources (including contributions)2018-12-31$920,207
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$5,908,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,883,528
Value of total corrective distributions2018-12-31$1,359
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$4,515,798
Value of total assets at end of year2018-12-31$71,807,453
Value of total assets at beginning of year2018-12-31$76,794,655
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$23,636
Total interest from all sources2018-12-31$31,736
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,551,473
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$2,551,473
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$2,052,876
Participant contributions at end of year2018-12-31$724,289
Participant contributions at beginning of year2018-12-31$580,724
Participant contributions at end of year2018-12-31$52,505
Participant contributions at beginning of year2018-12-31$48,764
Assets. Other investments not covered elsewhere at end of year2018-12-31$623,938
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$623,941
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$19,656
Other income not declared elsewhere2018-12-31$-9,884
Administrative expenses (other) incurred2018-12-31$23,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-4,988,316
Value of net assets at end of year (total assets less liabilities)2018-12-31$71,806,094
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$76,794,410
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$64,777,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$69,812,315
Interest on participant loans2018-12-31$31,736
Value of interest in common/collective trusts at end of year2018-12-31$4,408,247
Value of interest in common/collective trusts at beginning of year2018-12-31$4,554,443
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,255,164
Net investment gain or loss from common/collective trusts2018-12-31$86,248
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
Contributions received in cash from employer2018-12-31$2,443,266
Employer contributions (assets) at end of year2018-12-31$1,220,971
Employer contributions (assets) at beginning of year2018-12-31$1,174,468
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,883,528
Liabilities. Value of benefit claims payable at end of year2018-12-31$1,359
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$245
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2018-12-31410746749
2017 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 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$245
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$15,297,309
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$7,155,064
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$7,129,385
Value of total corrective distributions2017-12-31$7,040
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,193,107
Value of total assets at end of year2017-12-31$76,794,655
Value of total assets at beginning of year2017-12-31$68,652,165
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$18,639
Total interest from all sources2017-12-31$25,361
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$2,038,799
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$2,038,799
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$2,064,548
Participant contributions at end of year2017-12-31$580,724
Participant contributions at beginning of year2017-12-31$554,501
Participant contributions at end of year2017-12-31$48,764
Participant contributions at beginning of year2017-12-31$46,819
Assets. Other investments not covered elsewhere at end of year2017-12-31$623,941
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$657,100
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$784,864
Other income not declared elsewhere2017-12-31$92,888
Administrative expenses (other) incurred2017-12-31$18,639
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$8,142,245
Value of net assets at end of year (total assets less liabilities)2017-12-31$76,794,410
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$68,652,165
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$69,812,315
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$62,513,598
Interest on participant loans2017-12-31$25,361
Value of interest in common/collective trusts at end of year2017-12-31$4,554,443
Value of interest in common/collective trusts at beginning of year2017-12-31$4,440,673
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$7,866,406
Net investment gain or loss from common/collective trusts2017-12-31$80,748
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
Contributions received in cash from employer2017-12-31$2,343,695
Employer contributions (assets) at end of year2017-12-31$1,174,468
Employer contributions (assets) at beginning of year2017-12-31$439,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$7,129,385
Liabilities. Value of benefit claims payable at end of year2017-12-31$245
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$0
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 name2017-12-31CLIFTONLARSONALLEN LLP
Accountancy firm EIN2017-12-31410746749
2016 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$8,381,675
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,038,091
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,021,990
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,748,874
Value of total assets at end of year2016-12-31$68,652,165
Value of total assets at beginning of year2016-12-31$64,308,581
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$16,101
Total interest from all sources2016-12-31$22,725
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,897,241
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,897,241
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$2,075,008
Participant contributions at end of year2016-12-31$554,501
Participant contributions at beginning of year2016-12-31$548,196
Participant contributions at end of year2016-12-31$46,819
Participant contributions at beginning of year2016-12-31$47,791
Assets. Other investments not covered elsewhere at end of year2016-12-31$657,100
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$771,946
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$95,892
Other income not declared elsewhere2016-12-31$99,196
Administrative expenses (other) incurred2016-12-31$16,101
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$4,343,584
Value of net assets at end of year (total assets less liabilities)2016-12-31$68,652,165
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$64,308,581
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$62,513,598
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$58,197,807
Interest on participant loans2016-12-31$22,725
Value of interest in common/collective trusts at end of year2016-12-31$4,440,673
Value of interest in common/collective trusts at beginning of year2016-12-31$4,434,302
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,535,600
Net investment gain or loss from common/collective trusts2016-12-31$78,039
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
Contributions received in cash from employer2016-12-31$1,577,974
Employer contributions (assets) at end of year2016-12-31$439,474
Employer contributions (assets) at beginning of year2016-12-31$308,539
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,021,990
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 name2016-12-31CLIFTONLARSONALLEN LP
Accountancy firm EIN2016-12-31410746749
2015 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,958,471
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,506,292
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,491,098
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,550,829
Value of total assets at end of year2015-12-31$64,308,581
Value of total assets at beginning of year2015-12-31$63,856,402
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$15,194
Total interest from all sources2015-12-31$23,828
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,671,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,671,190
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$2,040,250
Participant contributions at end of year2015-12-31$548,196
Participant contributions at beginning of year2015-12-31$623,745
Participant contributions at end of year2015-12-31$47,791
Participant contributions at beginning of year2015-12-31$50,972
Assets. Other investments not covered elsewhere at end of year2015-12-31$771,946
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$814,402
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$64,020
Other income not declared elsewhere2015-12-31$-42,457
Administrative expenses (other) incurred2015-12-31$15,194
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$452,179
Value of net assets at end of year (total assets less liabilities)2015-12-31$64,308,581
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$63,856,402
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$58,197,807
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$57,330,496
Interest on participant loans2015-12-31$23,828
Value of interest in common/collective trusts at end of year2015-12-31$4,434,302
Value of interest in common/collective trusts at beginning of year2015-12-31$4,937,191
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,169,508
Net investment gain or loss from common/collective trusts2015-12-31$-75,411
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$1,446,559
Employer contributions (assets) at end of year2015-12-31$308,539
Employer contributions (assets) at beginning of year2015-12-31$99,596
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,491,098
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 name2015-12-31CLIFTONLARSONALLEN LP
Accountancy firm EIN2015-12-31410746749
2014 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$7,286,337
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,816,510
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,800,432
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$3,238,338
Value of total assets at end of year2014-12-31$63,856,402
Value of total assets at beginning of year2014-12-31$58,386,575
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$16,078
Total interest from all sources2014-12-31$25,846
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,484,129
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$1,484,129
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,959,662
Participant contributions at end of year2014-12-31$623,745
Participant contributions at beginning of year2014-12-31$560,511
Participant contributions at end of year2014-12-31$50,972
Participant contributions at beginning of year2014-12-31$47,082
Assets. Other investments not covered elsewhere at end of year2014-12-31$814,402
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$763,370
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$189,706
Other income not declared elsewhere2014-12-31$51,032
Administrative expenses (other) incurred2014-12-31$16,078
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$5,469,827
Value of net assets at end of year (total assets less liabilities)2014-12-31$63,856,402
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$58,386,575
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$57,330,496
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$52,841,803
Interest on participant loans2014-12-31$25,846
Value of interest in common/collective trusts at end of year2014-12-31$4,937,191
Value of interest in common/collective trusts at beginning of year2014-12-31$3,999,494
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$2,380,945
Net investment gain or loss from common/collective trusts2014-12-31$106,047
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
Contributions received in cash from employer2014-12-31$1,088,970
Employer contributions (assets) at end of year2014-12-31$99,596
Employer contributions (assets) at beginning of year2014-12-31$174,315
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,800,432
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 name2014-12-31CLIFTONLARSONALLEN LP
Accountancy firm EIN2014-12-31410746749
2013 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$11,260,457
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,849,950
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,836,526
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$3,534,821
Value of total assets at end of year2013-12-31$58,386,575
Value of total assets at beginning of year2013-12-31$48,976,068
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$13,424
Total interest from all sources2013-12-31$24,976
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,172,585
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,172,585
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,896,268
Participant contributions at end of year2013-12-31$560,511
Participant contributions at beginning of year2013-12-31$606,348
Participant contributions at end of year2013-12-31$47,082
Participant contributions at beginning of year2013-12-31$50,473
Assets. Other investments not covered elsewhere at end of year2013-12-31$763,370
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$657,774
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$368,530
Other income not declared elsewhere2013-12-31$46,878
Administrative expenses (other) incurred2013-12-31$13,424
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$9,410,507
Value of net assets at end of year (total assets less liabilities)2013-12-31$58,386,575
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$48,976,068
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$52,841,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$43,149,126
Interest on participant loans2013-12-31$24,976
Value of interest in common/collective trusts at end of year2013-12-31$3,999,494
Value of interest in common/collective trusts at beginning of year2013-12-31$4,349,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$6,442,129
Net investment gain or loss from common/collective trusts2013-12-31$39,068
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
Contributions received in cash from employer2013-12-31$1,270,023
Employer contributions (assets) at end of year2013-12-31$174,315
Employer contributions (assets) at beginning of year2013-12-31$162,399
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,836,526
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31CLIFTONLARSONALLEN LP
Accountancy firm EIN2013-12-31410746749
2012 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$8,698,689
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$1,214,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,210,493
Expenses. Certain deemed distributions of participant loans2012-12-31$3,579
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$3,402,499
Value of total assets at end of year2012-12-31$48,976,068
Value of total assets at beginning of year2012-12-31$41,491,951
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$500
Total interest from all sources2012-12-31$26,052
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,116,235
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,116,235
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,873,039
Participant contributions at end of year2012-12-31$606,348
Participant contributions at beginning of year2012-12-31$614,266
Participant contributions at end of year2012-12-31$50,473
Participant contributions at beginning of year2012-12-31$48,943
Assets. Other investments not covered elsewhere at end of year2012-12-31$657,774
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$887,812
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$282,599
Other income not declared elsewhere2012-12-31$81,865
Administrative expenses (other) incurred2012-12-31$500
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$7,484,117
Value of net assets at end of year (total assets less liabilities)2012-12-31$48,976,068
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$41,491,951
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$43,149,126
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$29,196,941
Interest on participant loans2012-12-31$26,052
Value of interest in common/collective trusts at end of year2012-12-31$4,349,948
Value of interest in common/collective trusts at beginning of year2012-12-31$10,638,914
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,953,519
Net investment gain or loss from common/collective trusts2012-12-31$118,519
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
Contributions received in cash from employer2012-12-31$1,246,861
Employer contributions (assets) at end of year2012-12-31$162,399
Employer contributions (assets) at beginning of year2012-12-31$105,075
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,210,493
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31CLIFTONLARSONALLEN LP
Accountancy firm EIN2012-12-31410746749
2011 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 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$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,480,673
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,730,681
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,716,109
Expenses. Certain deemed distributions of participant loans2011-12-31$11,897
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,949,094
Value of total assets at end of year2011-12-31$41,491,951
Value of total assets at beginning of year2011-12-31$40,741,959
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$2,675
Total interest from all sources2011-12-31$28,358
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$613,102
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$613,102
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,755,280
Participant contributions at end of year2011-12-31$614,266
Participant contributions at beginning of year2011-12-31$562,094
Participant contributions at end of year2011-12-31$48,943
Participant contributions at beginning of year2011-12-31$55,641
Assets. Other investments not covered elsewhere at end of year2011-12-31$887,812
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$980,181
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$40,247
Other income not declared elsewhere2011-12-31$3,687
Administrative expenses (other) incurred2011-12-31$2,675
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$749,992
Value of net assets at end of year (total assets less liabilities)2011-12-31$41,491,951
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$40,741,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$29,196,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$29,133,110
Interest on participant loans2011-12-31$28,358
Value of interest in common/collective trusts at end of year2011-12-31$10,638,914
Value of interest in common/collective trusts at beginning of year2011-12-31$9,910,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-470,456
Net investment gain or loss from common/collective trusts2011-12-31$356,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,153,567
Employer contributions (assets) at end of year2011-12-31$105,075
Employer contributions (assets) at beginning of year2011-12-31$100,211
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,716,109
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 name2011-12-31CLIFTONLARSONALLEN LP
Accountancy firm EIN2011-12-31410746749
2010 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$7,033,352
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,640,340
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,637,865
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,790,917
Value of total assets at end of year2010-12-31$40,741,959
Value of total assets at beginning of year2010-12-31$37,348,947
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$2,475
Total interest from all sources2010-12-31$28,192
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$550,290
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$550,290
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,692,264
Participant contributions at end of year2010-12-31$562,094
Participant contributions at beginning of year2010-12-31$502,386
Participant contributions at end of year2010-12-31$55,641
Participant contributions at beginning of year2010-12-31$60,421
Assets. Other investments not covered elsewhere at end of year2010-12-31$980,181
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$1,147,758
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$13,426
Other income not declared elsewhere2010-12-31$106,951
Administrative expenses (other) incurred2010-12-31$2,475
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$3,393,012
Value of net assets at end of year (total assets less liabilities)2010-12-31$40,741,959
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$37,348,947
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$29,133,110
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$24,896,211
Interest on participant loans2010-12-31$28,192
Value of interest in common/collective trusts at end of year2010-12-31$9,910,722
Value of interest in common/collective trusts at beginning of year2010-12-31$10,705,639
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,001,093
Net investment gain or loss from common/collective trusts2010-12-31$555,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$1,085,227
Employer contributions (assets) at end of year2010-12-31$100,211
Employer contributions (assets) at beginning of year2010-12-31$36,532
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,637,865
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 name2010-12-31LARSON ALLEN LLP
Accountancy firm EIN2010-12-31410746749
2009 : EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for EDISON ELECTRIC INSTITUTE COOPERATIVE SAVINGS PLAN

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

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