401k Plan data: SIEMENS ENERGY, INC. PENSION PLAN plan

SIEMENS ENERGY, INC. PENSION PLAN 401k Plan overview

Plan Name	SIEMENS ENERGY, INC. PENSION PLAN
Plan identification number	022

SIEMENS ENERGY, INC. PENSION PLAN Benefits

401k Plan Type

Defined Benefit Pension

Plan Features/Benefits

Benefits are primarily pay related
Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SIEMENS ENERGY, INC. has sponsored the creation of one or more 401k plans.

Company Name: SIEMENS ENERGY, INC.

Employer identification number (EIN): 133987280

NAIC Classification: 221100

Additional information about SIEMENS ENERGY, INC.

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 2819892

More information about SIEMENS ENERGY, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SIEMENS ENERGY, INC. PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
022 2022-01-01
022 2021-01-01
022 2021-01-01
022 2020-09-28

Plan Statistics for SIEMENS ENERGY, INC. PENSION PLAN

401k plan membership statisitcs for SIEMENS ENERGY, INC. PENSION PLAN

Measure Date Value
2022: SIEMENS ENERGY, INC. PENSION PLAN 2022 401k membership
Market value of plan assets 2022-12-31 729,344,026
Acturial value of plan assets 2022-12-31 729,344,026
Funding target for retired participants and beneficiaries receiving payment 2022-12-31 326,385,863
Number of terminated vested participants 2022-12-31 1,919
Fundng target for terminated vested participants 2022-12-31 75,279,947
Active participant vested funding target 2022-12-31 186,961,134
Number of active participants 2022-12-31 2,767
Total funding liabilities for active participants 2022-12-31 188,381,806
Total participant count 2022-12-31 8,761
Total funding target for all participants 2022-12-31 590,047,616
Balance at beginning of prior year after applicable adjustments 2022-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2022-12-31 148,806,679
Carryover balanced portion elected for use to offset prior years funding requirement 2022-12-31 0
Prefunding balanced used to offset prior years funding requirement 2022-12-31 0
Amount remaining of carryover balance 2022-12-31 0
Amount remaining of prefunding balance 2022-12-31 148,806,679
Present value of excess contributions 2022-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2022-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2022-12-31 0
Reductions in caryover balances due to elections or deemed elections 2022-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2022-12-31 0
Balance of carryovers at beginning of current year 2022-12-31 0
Balance of prefunding at beginning of current year 2022-12-31 152,378,039
Total employer contributions 2022-12-31 1,676,303
Total employee contributions 2022-12-31 43,364
Contributions allocated toward unpaid minimum require contributions from prior years 2022-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2022-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2022-12-31 1,658,808
Unpaid minimum required contributions for all prior years 2022-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2022-12-31 0
Remaining amount of unpaid minimum required contributions 2022-12-31 0
Minimum required contributions for current year target normal cost 2022-12-31 4,138,803
Net shortfall amortization installment of oustanding balance 2022-12-31 13,081,629
Waiver amortization installment 2022-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2022-12-31 5,347,695
Carryover balance elected to use to offset funding requirement 2022-12-31 0
Prefunding balance elected to use to offset funding requirement 2022-12-31 3,688,887
Additional cash requirement 2022-12-31 1,658,808
Contributions allocatedtoward minimum required contributions for current year 2022-12-31 1,658,808
Unpaid minimum required contributions for current year 2022-12-31 0
Unpaid minimum required contributions for all years 2022-12-31 0
Total participants, beginning-of-year 2022-01-01 8,519
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 2,621
Number of retired or separated participants receiving benefits 2022-01-01 3,120
Number of other retired or separated participants entitled to future benefits 2022-01-01 1,716
Total of all active and inactive participants 2022-01-01 7,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 766
Total participants 2022-01-01 8,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: SIEMENS ENERGY, INC. PENSION PLAN 2021 401k membership
Market value of plan assets 2021-12-31 763,347,826
Acturial value of plan assets 2021-12-31 763,347,826
Funding target for retired participants and beneficiaries receiving payment 2021-12-31 313,488,827
Number of terminated vested participants 2021-12-31 2,026
Fundng target for terminated vested participants 2021-12-31 80,168,545
Active participant vested funding target 2021-12-31 208,661,395
Number of active participants 2021-12-31 3,118
Total funding liabilities for active participants 2021-12-31 210,357,805
Total participant count 2021-12-31 9,079
Total funding target for all participants 2021-12-31 604,015,177
Balance at beginning of prior year after applicable adjustments 2021-12-31 0
Prefunding balance at beginning of prior year after applicable adjustments 2021-12-31 106,575,884
Carryover balanced portion elected for use to offset prior years funding requirement 2021-12-31 0
Prefunding balanced used to offset prior years funding requirement 2021-12-31 561,737
Amount remaining of carryover balance 2021-12-31 0
Amount remaining of prefunding balance 2021-12-31 106,014,147
Present value of excess contributions 2021-12-31 34,743,626
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2021-12-31 35,254,926
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2021-12-31 35,254,926
Reductions in caryover balances due to elections or deemed elections 2021-12-31 0
Reductions in prefunding balances due to elections or deemed elections 2021-12-31 0
Balance of carryovers at beginning of current year 2021-12-31 0
Balance of prefunding at beginning of current year 2021-12-31 148,806,679
Total employer contributions 2021-12-31 0
Total employee contributions 2021-12-31 55,604
Contributions allocated toward unpaid minimum require contributions from prior years 2021-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2021-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2021-12-31 0
Liquidity shortfalls end of Q1 2021-12-31 0
Liquidity shortfalls end of Q2 2021-12-31 0
Liquidity shortfalls end of Q3 2021-12-31 0
Liquidity shortfalls end of Q4 2021-12-31 0
Unpaid minimum required contributions for all prior years 2021-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2021-12-31 0
Remaining amount of unpaid minimum required contributions 2021-12-31 0
Minimum required contributions for current year target normal cost 2021-12-31 3,705,860
Net shortfall amortization installment of oustanding balance 2021-12-31 0
Waiver amortization installment 2021-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2021-12-31 0
Additional cash requirement 2021-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for current year 2021-12-31 0
Unpaid minimum required contributions for all years 2021-12-31 0
Total participants, beginning-of-year 2021-01-01 8,857
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 2,968
Number of retired or separated participants receiving benefits 2021-01-01 3,052
Number of other retired or separated participants entitled to future benefits 2021-01-01 1,763
Total of all active and inactive participants 2021-01-01 7,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 736
Total participants 2021-01-01 8,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 2
2020: SIEMENS ENERGY, INC. PENSION PLAN 2020 401k membership
Market value of plan assets 2020-12-31 676,632,199
Acturial value of plan assets 2020-12-31 676,632,199
Funding target for retired participants and beneficiaries receiving payment 2020-12-31 311,779,160
Number of terminated vested participants 2020-12-31 1,911
Fundng target for terminated vested participants 2020-12-31 83,233,345
Active participant vested funding target 2020-12-31 226,583,565
Number of active participants 2020-12-31 3,327
Total funding liabilities for active participants 2020-12-31 228,407,511
Total participant count 2020-12-31 9,180
Total funding target for all participants 2020-12-31 623,420,016
Amount remaining of carryover balance 2020-12-31 0
Amount remaining of prefunding balance 2020-12-31 0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance 2020-12-31 0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance 2020-12-31 0
Balance of carryovers at beginning of current year 2020-12-31 0
Balance of prefunding at beginning of current year 2020-12-31 94,161,909
Total employer contributions 2020-12-31 36,000,000
Total employee contributions 2020-12-31 0
Contributions allocated toward unpaid minimum require contributions from prior years 2020-12-31 0
Contributions made to avoid restrictions adjusted to valuation date 2020-12-31 0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date 2020-12-31 34,743,626
Liquidity shortfalls end of Q1 2020-12-31 0
Liquidity shortfalls end of Q2 2020-12-31 0
Liquidity shortfalls end of Q3 2020-12-31 0
Liquidity shortfalls end of Q4 2020-12-31 0
Unpaid minimum required contributions for all prior years 2020-12-31 0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years 2020-12-31 0
Remaining amount of unpaid minimum required contributions 2020-12-31 0
Minimum required contributions for current year target normal cost 2020-12-31 561,737
Net shortfall amortization installment of oustanding balance 2020-12-31 0
Total funding amount beforereflecting carryover/prefunding balances 2020-12-31 561,737
Prefunding balance elected to use to offset funding requirement 2020-12-31 561,737
Additional cash requirement 2020-12-31 0
Contributions allocatedtoward minimum required contributions for current year 2020-12-31 34,743,626
Unpaid minimum required contributions for current year 2020-12-31 0
Unpaid minimum required contributions for all years 2020-12-31 0
Total participants, beginning-of-year 2020-09-28 10,854
Total number of active participants reported on line 7a of the Form 5500 2020-09-28 3,309
Number of retired or separated participants receiving benefits 2020-09-28 2,991
Number of other retired or separated participants entitled to future benefits 2020-09-28 1,867
Total of all active and inactive participants 2020-09-28 8,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-09-28 690
Total participants 2020-09-28 8,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-09-28 3

Measure	Date	Value
2022: SIEMENS ENERGY, INC. PENSION PLAN 2022 401k membership
Market value of plan assets	2022-12-31	729,344,026
Acturial value of plan assets	2022-12-31	729,344,026
Funding target for retired participants and beneficiaries receiving payment	2022-12-31	326,385,863
Number of terminated vested participants	2022-12-31	1,919
Fundng target for terminated vested participants	2022-12-31	75,279,947
Active participant vested funding target	2022-12-31	186,961,134
Number of active participants	2022-12-31	2,767
Total funding liabilities for active participants	2022-12-31	188,381,806
Total participant count	2022-12-31	8,761
Total funding target for all participants	2022-12-31	590,047,616
Balance at beginning of prior year after applicable adjustments	2022-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2022-12-31	148,806,679
Carryover balanced portion elected for use to offset prior years funding requirement	2022-12-31	0
Prefunding balanced used to offset prior years funding requirement	2022-12-31	0
Amount remaining of carryover balance	2022-12-31	0
Amount remaining of prefunding balance	2022-12-31	148,806,679
Present value of excess contributions	2022-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2022-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2022-12-31	0
Reductions in caryover balances due to elections or deemed elections	2022-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2022-12-31	0
Balance of carryovers at beginning of current year	2022-12-31	0
Balance of prefunding at beginning of current year	2022-12-31	152,378,039
Total employer contributions	2022-12-31	1,676,303
Total employee contributions	2022-12-31	43,364
Contributions allocated toward unpaid minimum require contributions from prior years	2022-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2022-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2022-12-31	1,658,808
Unpaid minimum required contributions for all prior years	2022-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2022-12-31	0
Remaining amount of unpaid minimum required contributions	2022-12-31	0
Minimum required contributions for current year target normal cost	2022-12-31	4,138,803
Net shortfall amortization installment of oustanding balance	2022-12-31	13,081,629
Waiver amortization installment	2022-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2022-12-31	5,347,695
Carryover balance elected to use to offset funding requirement	2022-12-31	0
Prefunding balance elected to use to offset funding requirement	2022-12-31	3,688,887
Additional cash requirement	2022-12-31	1,658,808
Contributions allocatedtoward minimum required contributions for current year	2022-12-31	1,658,808
Unpaid minimum required contributions for current year	2022-12-31	0
Unpaid minimum required contributions for all years	2022-12-31	0
Total participants, beginning-of-year	2022-01-01	8,519
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	2,621
Number of retired or separated participants receiving benefits	2022-01-01	3,120
Number of other retired or separated participants entitled to future benefits	2022-01-01	1,716
Total of all active and inactive participants	2022-01-01	7,457
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	766
Total participants	2022-01-01	8,223
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: SIEMENS ENERGY, INC. PENSION PLAN 2021 401k membership
Market value of plan assets	2021-12-31	763,347,826
Acturial value of plan assets	2021-12-31	763,347,826
Funding target for retired participants and beneficiaries receiving payment	2021-12-31	313,488,827
Number of terminated vested participants	2021-12-31	2,026
Fundng target for terminated vested participants	2021-12-31	80,168,545
Active participant vested funding target	2021-12-31	208,661,395
Number of active participants	2021-12-31	3,118
Total funding liabilities for active participants	2021-12-31	210,357,805
Total participant count	2021-12-31	9,079
Total funding target for all participants	2021-12-31	604,015,177
Balance at beginning of prior year after applicable adjustments	2021-12-31	0
Prefunding balance at beginning of prior year after applicable adjustments	2021-12-31	106,575,884
Carryover balanced portion elected for use to offset prior years funding requirement	2021-12-31	0
Prefunding balanced used to offset prior years funding requirement	2021-12-31	561,737
Amount remaining of carryover balance	2021-12-31	0
Amount remaining of prefunding balance	2021-12-31	106,014,147
Present value of excess contributions	2021-12-31	34,743,626
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2021-12-31	35,254,926
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2021-12-31	35,254,926
Reductions in caryover balances due to elections or deemed elections	2021-12-31	0
Reductions in prefunding balances due to elections or deemed elections	2021-12-31	0
Balance of carryovers at beginning of current year	2021-12-31	0
Balance of prefunding at beginning of current year	2021-12-31	148,806,679
Total employer contributions	2021-12-31	0
Total employee contributions	2021-12-31	55,604
Contributions allocated toward unpaid minimum require contributions from prior years	2021-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2021-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2021-12-31	0
Liquidity shortfalls end of Q1	2021-12-31	0
Liquidity shortfalls end of Q2	2021-12-31	0
Liquidity shortfalls end of Q3	2021-12-31	0
Liquidity shortfalls end of Q4	2021-12-31	0
Unpaid minimum required contributions for all prior years	2021-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2021-12-31	0
Remaining amount of unpaid minimum required contributions	2021-12-31	0
Minimum required contributions for current year target normal cost	2021-12-31	3,705,860
Net shortfall amortization installment of oustanding balance	2021-12-31	0
Waiver amortization installment	2021-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2021-12-31	0
Additional cash requirement	2021-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for current year	2021-12-31	0
Unpaid minimum required contributions for all years	2021-12-31	0
Total participants, beginning-of-year	2021-01-01	8,857
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	2,968
Number of retired or separated participants receiving benefits	2021-01-01	3,052
Number of other retired or separated participants entitled to future benefits	2021-01-01	1,763
Total of all active and inactive participants	2021-01-01	7,783
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	736
Total participants	2021-01-01	8,519
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	2
2020: SIEMENS ENERGY, INC. PENSION PLAN 2020 401k membership
Market value of plan assets	2020-12-31	676,632,199
Acturial value of plan assets	2020-12-31	676,632,199
Funding target for retired participants and beneficiaries receiving payment	2020-12-31	311,779,160
Number of terminated vested participants	2020-12-31	1,911
Fundng target for terminated vested participants	2020-12-31	83,233,345
Active participant vested funding target	2020-12-31	226,583,565
Number of active participants	2020-12-31	3,327
Total funding liabilities for active participants	2020-12-31	228,407,511
Total participant count	2020-12-31	9,180
Total funding target for all participants	2020-12-31	623,420,016
Amount remaining of carryover balance	2020-12-31	0
Amount remaining of prefunding balance	2020-12-31	0
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance	2020-12-31	0
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance	2020-12-31	0
Balance of carryovers at beginning of current year	2020-12-31	0
Balance of prefunding at beginning of current year	2020-12-31	94,161,909
Total employer contributions	2020-12-31	36,000,000
Total employee contributions	2020-12-31	0
Contributions allocated toward unpaid minimum require contributions from prior years	2020-12-31	0
Contributions made to avoid restrictions adjusted to valuation date	2020-12-31	0
Contributions allocated toward minimum required contributions for current year adjusted to valuation date	2020-12-31	34,743,626
Liquidity shortfalls end of Q1	2020-12-31	0
Liquidity shortfalls end of Q2	2020-12-31	0
Liquidity shortfalls end of Q3	2020-12-31	0
Liquidity shortfalls end of Q4	2020-12-31	0
Unpaid minimum required contributions for all prior years	2020-12-31	0
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years	2020-12-31	0
Remaining amount of unpaid minimum required contributions	2020-12-31	0
Minimum required contributions for current year target normal cost	2020-12-31	561,737
Net shortfall amortization installment of oustanding balance	2020-12-31	0
Total funding amount beforereflecting carryover/prefunding balances	2020-12-31	561,737
Prefunding balance elected to use to offset funding requirement	2020-12-31	561,737
Additional cash requirement	2020-12-31	0
Contributions allocatedtoward minimum required contributions for current year	2020-12-31	34,743,626
Unpaid minimum required contributions for current year	2020-12-31	0
Unpaid minimum required contributions for all years	2020-12-31	0
Total participants, beginning-of-year	2020-09-28	10,854
Total number of active participants reported on line 7a of the Form 5500	2020-09-28	3,309
Number of retired or separated participants receiving benefits	2020-09-28	2,991
Number of other retired or separated participants entitled to future benefits	2020-09-28	1,867
Total of all active and inactive participants	2020-09-28	8,167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-09-28	690
Total participants	2020-09-28	8,857
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-09-28	3

Financial Data on SIEMENS ENERGY, INC. PENSION PLAN

Measure	Date	Value
2022 : SIEMENS ENERGY, INC. PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2022-12-31	$-36,905,776
Total unrealized appreciation/depreciation of assets	2022-12-31	$-36,905,776
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$4,601,479
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$16,305,375
Total income from all sources (including contributions)	2022-12-31	$-121,411,065
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$50,488,778
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$47,531,728
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,753,813
Value of total assets at end of year	2022-12-31	$558,979,793
Value of total assets at beginning of year	2022-12-31	$742,583,532
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$2,957,050
Total interest from all sources	2022-12-31	$17,768,289
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$103,030
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Administrative expenses professional fees incurred	2022-12-31	$829,993
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$77,510
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$147,500
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$16,249,980
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$5,712,410
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$16,984,870
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2022-12-31	$2,853,191
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2022-12-31	$13,752,632
Administrative expenses (other) incurred	2022-12-31	$764,368
Liabilities. Value of operating payables at end of year	2022-12-31	$477,712
Liabilities. Value of operating payables at beginning of year	2022-12-31	$0
Total non interest bearing cash at end of year	2022-12-31	$395,319
Total non interest bearing cash at beginning of year	2022-12-31	$362,365
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-171,899,843
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$554,378,314
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$726,278,157
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$1,362,689
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$20,378,374
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$25,048,910
Interest earned on other investments	2022-12-31	$429,766
Income. Interest from US Government securities	2022-12-31	$1,291,864
Income. Interest from corporate debt instruments	2022-12-31	$16,044,255
Value of interest in common/collective trusts at end of year	2022-12-31	$69,209,410
Value of interest in common/collective trusts at beginning of year	2022-12-31	$88,019,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2022-12-31	$2,404
Asset value of US Government securities at end of year	2022-12-31	$103,781,955
Asset value of US Government securities at beginning of year	2022-12-31	$135,401,339
Net investment gain or loss from common/collective trusts	2022-12-31	$-104,130,421
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$1,676,303
Income. Dividends from preferred stock	2022-12-31	$5,278
Income. Dividends from common stock	2022-12-31	$97,752
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$47,531,728
Asset. Corporate debt instrument preferred debt at end of year	2022-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2022-12-31	$15,325,814
Asset. Corporate debt instrument debt (other) at end of year	2022-12-31	$346,751,816
Asset. Corporate debt instrument debt (other) at beginning of year	2022-12-31	$429,088,915
Assets. Corporate common stocks other than exployer securities at end of year	2022-12-31	$12,603,009
Assets. Corporate common stocks other than exployer securities at beginning of year	2022-12-31	$16,101,502
Liabilities. Value of benefit claims payable at end of year	2022-12-31	$1,270,576
Liabilities. Value of benefit claims payable at beginning of year	2022-12-31	$2,552,743
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	DOPKINS AND COMPANY LLP
Accountancy firm EIN	2022-12-31	160929175
2021 : SIEMENS ENERGY, INC. PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2021-12-31	$-14,911,712
Total unrealized appreciation/depreciation of assets	2021-12-31	$-14,911,712
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$16,305,375
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$8,266,972
Total income from all sources (including contributions)	2021-12-31	$18,600,786
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$56,110,065
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$51,874,813
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$91,086
Value of total assets at end of year	2021-12-31	$742,583,532
Value of total assets at beginning of year	2021-12-31	$772,054,408
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$4,235,252
Total interest from all sources	2021-12-31	$16,353,692
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$951,788
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$123,135
Administrative expenses professional fees incurred	2021-12-31	$879,435
Assets. Corporate prefeered stocks other than exployer securities at end of year	2021-12-31	$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2021-12-31	$1,354,413
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Assets. Other investments not covered elsewhere at end of year	2021-12-31	$16,249,980
Assets. Other investments not covered elsewhere at beginning of year	2021-12-31	$3,373,990
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$16,984,870
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$3,999,923
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2021-12-31	$13,752,632
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2021-12-31	$8,266,972
Administrative expenses (other) incurred	2021-12-31	$1,247,941
Total non interest bearing cash at end of year	2021-12-31	$362,365
Total non interest bearing cash at beginning of year	2021-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$-37,509,279
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$726,278,157
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$763,787,436
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$2,107,876
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$25,048,910
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$58,766,471
Interest earned on other investments	2021-12-31	$274,425
Income. Interest from US Government securities	2021-12-31	$910,932
Income. Interest from corporate debt instruments	2021-12-31	$15,168,335
Value of interest in common/collective trusts at end of year	2021-12-31	$88,019,837
Value of interest in common/collective trusts at beginning of year	2021-12-31	$141,011,700
Asset value of US Government securities at end of year	2021-12-31	$135,401,339
Asset value of US Government securities at beginning of year	2021-12-31	$13,588,106
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$1,640,380
Net investment gain or loss from common/collective trusts	2021-12-31	$14,475,552
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	Yes
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$91,086
Employer contributions (assets) at end of year	2021-12-31	$0
Employer contributions (assets) at beginning of year	2021-12-31	$36,000,000
Income. Dividends from common stock	2021-12-31	$828,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$51,874,813
Asset. Corporate debt instrument preferred debt at end of year	2021-12-31	$15,325,814
Asset. Corporate debt instrument preferred debt at beginning of year	2021-12-31	$20,936,135
Asset. Corporate debt instrument debt (other) at end of year	2021-12-31	$429,088,915
Asset. Corporate debt instrument debt (other) at beginning of year	2021-12-31	$398,976,989
Assets. Corporate common stocks other than exployer securities at end of year	2021-12-31	$16,101,502
Assets. Corporate common stocks other than exployer securities at beginning of year	2021-12-31	$94,046,681
Liabilities. Value of benefit claims payable at end of year	2021-12-31	$2,552,743
Liabilities. Value of benefit claims payable at beginning of year	2021-12-31	$0
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	DOPKINS AND COMPANY LLP
Accountancy firm EIN	2021-12-31	160929175
2020 : SIEMENS ENERGY, INC. PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2020-12-31	$4,062,619
Total unrealized appreciation/depreciation of assets	2020-12-31	$4,062,619
Total transfer of assets to this plan	2020-12-31	$729,275,232
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$8,266,972
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$47,425,922
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$12,913,718
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$12,575,706
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$36,024,697
Value of total assets at end of year	2020-12-31	$772,054,408
Value of total assets at beginning of year	2020-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$338,012
Total interest from all sources	2020-12-31	$1,309,624
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$192,614
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$192,614
Administrative expenses professional fees incurred	2020-12-31	$338,012
Assets. Corporate prefeered stocks other than exployer securities at end of year	2020-12-31	$1,354,413
Assets. Corporate prefeered stocks other than exployer securities at beginning of year	2020-12-31	$0
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$24,697
Assets. Other investments not covered elsewhere at end of year	2020-12-31	$3,373,990
Assets. Other investments not covered elsewhere at beginning of year	2020-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$3,999,923
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2020-12-31	$8,266,972
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2020-12-31	$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$34,512,204
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$763,787,436
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$58,766,471
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$0
Income. Interest from corporate debt instruments	2020-12-31	$1,309,624
Value of interest in common/collective trusts at end of year	2020-12-31	$141,011,700
Value of interest in common/collective trusts at beginning of year	2020-12-31	$0
Asset value of US Government securities at end of year	2020-12-31	$13,588,106
Asset value of US Government securities at beginning of year	2020-12-31	$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$1,003,151
Net investment gain or loss from common/collective trusts	2020-12-31	$4,833,217
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$36,000,000
Employer contributions (assets) at end of year	2020-12-31	$36,000,000
Employer contributions (assets) at beginning of year	2020-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$12,575,706
Asset. Corporate debt instrument preferred debt at end of year	2020-12-31	$20,936,135
Asset. Corporate debt instrument preferred debt at beginning of year	2020-12-31	$0
Asset. Corporate debt instrument debt (other) at end of year	2020-12-31	$398,976,989
Asset. Corporate debt instrument debt (other) at beginning of year	2020-12-31	$0
Assets. Corporate common stocks other than exployer securities at end of year	2020-12-31	$94,046,681
Assets. Corporate common stocks other than exployer securities at beginning of year	2020-12-31	$0
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ERNST & YOUNG LLP
Accountancy firm EIN	2020-12-31	346565596

Form 5500 Responses for SIEMENS ENERGY, INC. PENSION PLAN

2022: SIEMENS ENERGY, INC. PENSION PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: SIEMENS ENERGY, INC. PENSION PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: SIEMENS ENERGY, INC. PENSION PLAN 2020 form 5500 responses
2020-09-28	Type of plan entity	Single employer plan
2020-09-28	First time form 5500 has been submitted	Yes
2020-09-28	Submission has been amended	No
2020-09-28	This submission is the final filing	No
2020-09-28	This return/report is a short plan year return/report (less than 12 months)	Yes
2020-09-28	Plan is a collectively bargained plan	No
2020-09-28	Plan funding arrangement – Trust	Yes
2020-09-28	Plan benefit arrangement - Trust	Yes

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Company Name:	SIEMENS ENERGY, INC.
Employer identification number (EIN):	133987280
NAIC Classification:	221100

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	2819892