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EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 401k Plan overview

Plan NameEDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION
Plan identification number 508

EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Dental
  • Other welfare benefit cover

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 RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5082024-01-01HOLLY GREAVES
5082023-01-01
5082023-01-01COURTNEY PETERSON
5082022-01-01
5082022-01-01COURTNEY PETERSON
5082021-01-01
5082021-01-01COURTNEY PETERSON
5082020-01-01
5082019-01-01
5082017-01-01MARY MILLER
5082016-01-01MARY MILLER
5082015-01-01MARY MILLER
5082014-01-01MARY MILLER
5082013-01-01MARY MILLER
5082012-01-01MARY MILLER
5082011-01-01MARY MILLER
5082009-01-01MARY MILLER

Plan Statistics for EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

401k plan membership statisitcs for EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

Measure Date Value
2023: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2023 401k membership
Total participants, beginning-of-year2023-01-01105
Total number of active participants reported on line 7a of the Form 55002023-01-010
Number of retired or separated participants receiving benefits2023-01-01101
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-01101
2022: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2022 401k membership
Total participants, beginning-of-year2022-01-01104
Total number of active participants reported on line 7a of the Form 55002022-01-010
Number of retired or separated participants receiving benefits2022-01-01105
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-01105
2021: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2021 401k membership
Total participants, beginning-of-year2021-01-01101
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-01104
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-01104
2020: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2020 401k membership
Total participants, beginning-of-year2020-01-0198
Total number of active participants reported on line 7a of the Form 55002020-01-010
Number of retired or separated participants receiving benefits2020-01-01101
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01101
2019: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2019 401k membership
Total participants, beginning-of-year2019-01-0195
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0198
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0198
2017: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2017 401k membership
Total participants, beginning-of-year2017-01-0190
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0198
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0198
2016: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2016 401k membership
Total participants, beginning-of-year2016-01-0189
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0190
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0190
2015: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2015 401k membership
Total participants, beginning-of-year2015-01-0187
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-0189
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-0189
2014: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2014 401k membership
Total participants, beginning-of-year2014-01-0184
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-0187
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-0187
2013: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2013 401k membership
Total participants, beginning-of-year2013-01-0181
Total number of active participants reported on line 7a of the Form 55002013-01-010
Number of retired or separated participants receiving benefits2013-01-0184
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-0184
2012: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2012 401k membership
Total participants, beginning-of-year2012-01-0179
Total number of active participants reported on line 7a of the Form 55002012-01-010
Number of retired or separated participants receiving benefits2012-01-0181
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-0181
2011: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2011 401k membership
Total participants, beginning-of-year2011-01-0174
Total number of active participants reported on line 7a of the Form 55002011-01-010
Number of retired or separated participants receiving benefits2011-01-0179
Total of all active and inactive participants2011-01-0179
2009: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2009 401k membership
Total participants, beginning-of-year2009-01-0176
Total number of active participants reported on line 7a of the Form 55002009-01-010
Number of retired or separated participants receiving benefits2009-01-0177
Number of other retired or separated participants entitled to future benefits2009-01-010
Total of all active and inactive participants2009-01-0177
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010

Financial Data on EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

Measure Date Value
2023 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2023 401k financial data
Transfers to/from the plan2023-12-31$-32,277
Total income from all sources2023-12-31$3,292,907
Expenses. Total of all expenses incurred2023-12-31$547,468
Benefits paid (including direct rollovers)2023-12-31$469,441
Total plan assets at end of year2023-12-31$29,518,151
Total plan assets at beginning of year2023-12-31$26,804,989
Value of fidelity bond covering the plan2023-12-31$10,000,000
Total contributions received or receivable from participants2023-12-31$155,589
Other income received2023-12-31$3,137,318
Net income (gross income less expenses)2023-12-31$2,745,439
Net plan assets at end of year (total assets less liabilities)2023-12-31$29,518,151
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$26,804,989
Total contributions received or receivable from employer(s)2023-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2023-12-31$78,027
2022 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2022 401k financial data
Transfers to/from the plan2022-12-31$-92,139
Total income from all sources2022-12-31$-4,484,114
Expenses. Total of all expenses incurred2022-12-31$613,741
Benefits paid (including direct rollovers)2022-12-31$532,479
Total plan assets at end of year2022-12-31$26,804,989
Total plan assets at beginning of year2022-12-31$31,994,983
Value of fidelity bond covering the plan2022-12-31$10,000,000
Total contributions received or receivable from participants2022-12-31$177,500
Other income received2022-12-31$-4,661,614
Net income (gross income less expenses)2022-12-31$-5,097,855
Net plan assets at end of year (total assets less liabilities)2022-12-31$26,804,989
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$31,994,983
Total contributions received or receivable from employer(s)2022-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2022-12-31$81,262
2021 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2021 401k financial data
Total income from all sources2021-12-31$3,478,209
Expenses. Total of all expenses incurred2021-12-31$601,823
Benefits paid (including direct rollovers)2021-12-31$557,737
Total plan assets at end of year2021-12-31$31,994,983
Total plan assets at beginning of year2021-12-31$29,118,597
Value of fidelity bond covering the plan2021-12-31$10,000,000
Total contributions received or receivable from participants2021-12-31$185,490
Other income received2021-12-31$3,292,719
Net income (gross income less expenses)2021-12-31$2,876,386
Net plan assets at end of year (total assets less liabilities)2021-12-31$31,994,983
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$29,118,597
Expenses. Administrative service providers (salaries,fees and commissions)2021-12-31$44,086
2020 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2020 401k financial data
Total income from all sources2020-12-31$3,550,810
Expenses. Total of all expenses incurred2020-12-31$694,028
Benefits paid (including direct rollovers)2020-12-31$689,997
Total plan assets at end of year2020-12-31$29,118,597
Total plan assets at beginning of year2020-12-31$26,261,815
Value of fidelity bond covering the plan2020-12-31$10,000,000
Total contributions received or receivable from participants2020-12-31$236,969
Other income received2020-12-31$3,313,841
Net income (gross income less expenses)2020-12-31$2,856,782
Net plan assets at end of year (total assets less liabilities)2020-12-31$29,118,597
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$26,261,815
Expenses. Administrative service providers (salaries,fees and commissions)2020-12-31$4,031
2019 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2019 401k financial data
Total income from all sources2019-12-31$4,565,916
Expenses. Total of all expenses incurred2019-12-31$654,604
Benefits paid (including direct rollovers)2019-12-31$654,604
Total plan assets at end of year2019-12-31$26,261,815
Total plan assets at beginning of year2019-12-31$22,350,503
Value of fidelity bond covering the plan2019-12-31$10,000,000
Total contributions received or receivable from participants2019-12-31$224,405
Other income received2019-12-31$4,341,511
Net income (gross income less expenses)2019-12-31$3,911,312
Net plan assets at end of year (total assets less liabilities)2019-12-31$26,261,815
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$22,350,503
2018 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2018 401k financial data
Total income from all sources2018-12-31$-983,676
Expenses. Total of all expenses incurred2018-12-31$618,166
Benefits paid (including direct rollovers)2018-12-31$618,166
Total plan assets at end of year2018-12-31$22,350,503
Total plan assets at beginning of year2018-12-31$23,952,345
Value of fidelity bond covering the plan2018-12-31$10,000,000
Total contributions received or receivable from participants2018-12-31$198,709
Other income received2018-12-31$-1,182,385
Net income (gross income less expenses)2018-12-31$-1,601,842
Net plan assets at end of year (total assets less liabilities)2018-12-31$22,350,503
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$23,952,345
2017 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2017 401k financial data
Total income from all sources2017-12-31$3,411,966
Expenses. Total of all expenses incurred2017-12-31$656,088
Benefits paid (including direct rollovers)2017-12-31$656,088
Total plan assets at end of year2017-12-31$23,952,345
Total plan assets at beginning of year2017-12-31$21,196,467
Value of fidelity bond covering the plan2017-12-31$10,000,000
Total contributions received or receivable from participants2017-12-31$193,691
Other income received2017-12-31$3,218,275
Net income (gross income less expenses)2017-12-31$2,755,878
Net plan assets at end of year (total assets less liabilities)2017-12-31$23,952,345
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$21,196,467
2016 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2016 401k financial data
Total income from all sources2016-12-31$2,012,204
Expenses. Total of all expenses incurred2016-12-31$711,490
Benefits paid (including direct rollovers)2016-12-31$711,460
Total plan assets at end of year2016-12-31$21,196,467
Total plan assets at beginning of year2016-12-31$19,895,753
Value of fidelity bond covering the plan2016-12-31$10,000,000
Total contributions received or receivable from participants2016-12-31$176,587
Expenses. Other expenses not covered elsewhere2016-12-31$30
Other income received2016-12-31$1,752,434
Net income (gross income less expenses)2016-12-31$1,300,714
Net plan assets at end of year (total assets less liabilities)2016-12-31$21,196,467
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$19,895,753
Total contributions received or receivable from employer(s)2016-12-31$83,183
2015 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2015 401k financial data
Total income from all sources2015-12-31$-30,865
Expenses. Total of all expenses incurred2015-12-31$609,718
Benefits paid (including direct rollovers)2015-12-31$609,714
Total plan assets at end of year2015-12-31$19,895,753
Total plan assets at beginning of year2015-12-31$20,536,336
Value of fidelity bond covering the plan2015-12-31$10,000,000
Total contributions received or receivable from participants2015-12-31$133,560
Expenses. Other expenses not covered elsewhere2015-12-31$4
Other income received2015-12-31$-229,772
Net income (gross income less expenses)2015-12-31$-640,583
Net plan assets at end of year (total assets less liabilities)2015-12-31$19,895,753
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$20,536,336
Total contributions received or receivable from employer(s)2015-12-31$65,347
2014 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2014 401k financial data
Total income from all sources2014-12-31$1,392,213
Expenses. Total of all expenses incurred2014-12-31$547,423
Benefits paid (including direct rollovers)2014-12-31$547,385
Total plan assets at end of year2014-12-31$20,536,336
Total plan assets at beginning of year2014-12-31$19,691,546
Value of fidelity bond covering the plan2014-12-31$10,000,000
Total contributions received or receivable from participants2014-12-31$113,208
Expenses. Other expenses not covered elsewhere2014-12-31$38
Other income received2014-12-31$1,225,899
Net income (gross income less expenses)2014-12-31$844,790
Net plan assets at end of year (total assets less liabilities)2014-12-31$20,536,336
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$19,691,546
Total contributions received or receivable from employer(s)2014-12-31$53,106
2013 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2013 401k financial data
Total income from all sources2013-12-31$4,022,887
Expenses. Total of all expenses incurred2013-12-31$502,124
Benefits paid (including direct rollovers)2013-12-31$502,104
Total plan assets at end of year2013-12-31$19,691,546
Total plan assets at beginning of year2013-12-31$16,170,783
Value of fidelity bond covering the plan2013-12-31$10,000,000
Total contributions received or receivable from participants2013-12-31$100,445
Expenses. Other expenses not covered elsewhere2013-12-31$20
Other income received2013-12-31$2,730,526
Net income (gross income less expenses)2013-12-31$3,520,763
Net plan assets at end of year (total assets less liabilities)2013-12-31$19,691,546
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$16,170,783
Total contributions received or receivable from employer(s)2013-12-31$1,191,916
2012 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2012 401k financial data
Total income from all sources2012-12-31$2,679,266
Expenses. Total of all expenses incurred2012-12-31$562,960
Benefits paid (including direct rollovers)2012-12-31$562,955
Total plan assets at end of year2012-12-31$16,170,783
Total plan assets at beginning of year2012-12-31$14,054,477
Value of fidelity bond covering the plan2012-12-31$10,000,000
Total contributions received or receivable from participants2012-12-31$112,286
Expenses. Other expenses not covered elsewhere2012-12-31$5
Other income received2012-12-31$1,628,576
Net income (gross income less expenses)2012-12-31$2,116,306
Net plan assets at end of year (total assets less liabilities)2012-12-31$16,170,783
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$14,054,477
Total contributions received or receivable from employer(s)2012-12-31$938,404
2011 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2011 401k financial data
Total income from all sources2011-12-31$97,007
Expenses. Total of all expenses incurred2011-12-31$8,233
Benefits paid (including direct rollovers)2011-12-31$0
Total plan assets at end of year2011-12-31$14,054,477
Total plan assets at beginning of year2011-12-31$13,965,703
Value of fidelity bond covering the plan2011-12-31$10,000,000
Total contributions received or receivable from participants2011-12-31$804
Expenses. Other expenses not covered elsewhere2011-12-31$13
Contributions received from other sources (not participants or employers)2011-12-31$0
Other income received2011-12-31$-501,972
Noncash contributions received2011-12-31$0
Net income (gross income less expenses)2011-12-31$88,774
Net plan assets at end of year (total assets less liabilities)2011-12-31$14,054,477
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$13,965,703
Total contributions received or receivable from employer(s)2011-12-31$598,175
Value of certain deemed distributions of participant loans2011-12-31$0
Value of corrective distributions2011-12-31$0
Expenses. Administrative service providers (salaries,fees and commissions)2011-12-31$8,220
2010 : EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2010 401k financial data
Total income from all sources2010-12-31$5,608,074
Expenses. Total of all expenses incurred2010-12-31$565,798
Benefits paid (including direct rollovers)2010-12-31$532,129
Total plan assets at end of year2010-12-31$13,965,703
Total plan assets at beginning of year2010-12-31$8,923,427
Value of fidelity bond covering the plan2010-12-31$10,000,000
Total contributions received or receivable from participants2010-12-31$57,477
Expenses. Other expenses not covered elsewhere2010-12-31$13,058
Other income received2010-12-31$1,518,693
Net income (gross income less expenses)2010-12-31$5,042,276
Net plan assets at end of year (total assets less liabilities)2010-12-31$13,965,703
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$8,923,427
Total contributions received or receivable from employer(s)2010-12-31$4,031,904
Expenses. Administrative service providers (salaries,fees and commissions)2010-12-31$20,611

Form 5500 Responses for EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION

2023: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2017: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2009: EDISON ELECTRIC INSTITUTE RETIREE BENEFITS VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 3
Insurance contract or identification numberH2001
Number of Individuals Covered91
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $401,262
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 2
Insurance contract or identification number293932
Number of Individuals Covered10
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Total amount of commissions paid to insurance brokerUSD $788
Total amount of fees paid to insurance companyUSD $418
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedFLEX ADD, FLEX LIFE
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 $17,229
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number912736
Policy instance 1
Insurance contract or identification number912736
Number of Individuals Covered6
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $117,886
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number912736
Policy instance 1
Insurance contract or identification number912736
Number of Individuals Covered8
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $205,749
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 2
Insurance contract or identification number293932
Number of Individuals Covered10
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $894
Total amount of fees paid to insurance companyUSD $441
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedFLEX ADD, FLEX LIFE
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 $17,874
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 3
Insurance contract or identification numberH2001
Number of Individuals Covered92
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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 BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $379,348
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 3
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 2
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number912736
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE368968-0002
Policy instance 1
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number912736
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberSRSUP
Policy instance 4
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 5
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberS5820
Policy instance 5
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract numberSRSUP
Policy instance 4
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 3
UNITEDHEALTHCARE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 79413 )
Policy contract number912736
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE368968-0002
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3340324
Policy instance 4
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3340324
Policy instance 2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE368968-0002
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE368968-0002
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3212700
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 3
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3212700
Policy instance 4
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 5
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3212700
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE368968-0002
Policy instance 1
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE368968-0002
Policy instance 1
CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 67369 )
Policy contract number3212700
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 3
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3212700
Policy instance 2
UNUM LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 62235 )
Policy contract number293932
Policy instance 3
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract numberAE368968-0002
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0002445
Policy instance 3
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3212700
Policy instance 2
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95490 )
Policy contract numberAE368968
Policy instance 1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0002445
Policy instance 3
CONNECTICUT GENERAL LIFE INSURANCE COMPANY AND AFFILIATES (National Association of Insurance Commissioners NAIC id number: 62308 )
Policy contract number3212700
Policy instance 2
AETNA HEALTH, INC. (National Association of Insurance Commissioners NAIC id number: 95490 )
Policy contract numberAE368968
Policy instance 1

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