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Plan Name | AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN |
Plan identification number | 502 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | AMERICAN ELECTRIC POWER SERVICE CORPORATION |
Employer identification number (EIN): | 134922641 |
NAIC Classification: | 221100 |
Additional information about AMERICAN ELECTRIC POWER SERVICE CORPORATION
Jurisdiction of Incorporation: | New York Department of State |
Incorporation Date: | 1937-12-17 |
Company Identification Number: | 50524 |
Legal Registered Office Address: |
28 LIBERTY ST. New York NEW YORK United States of America (USA) 10005 |
More information about AMERICAN ELECTRIC POWER SERVICE CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
502 | 2021-01-01 | ||||
502 | 2020-01-01 | ||||
502 | 2019-01-01 | ||||
502 | 2018-01-01 | ||||
502 | 2017-01-01 | ||||
502 | 2016-01-01 | LONNI L DIECK | |||
502 | 2016-01-01 | ||||
502 | 2015-01-01 | LONNI L DIECK | |||
502 | 2014-01-01 | JULIA A SLOAT | |||
502 | 2014-01-01 | JULIA A SLOAT | |||
502 | 2013-01-01 | JULIE A. SLOAT | |||
502 | 2012-01-01 | JULIE A. SLOAT | |||
502 | 2011-01-01 | STEPHAN T. HAYNES | |||
502 | 2010-01-01 | STEPHAN T. HAYNES | |||
502 | 2009-01-01 | STEPHAN T. HAYNES |
Measure | Date | Value |
---|---|---|
2021: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 17,080 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 16,573 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 0 |
Total of all active and inactive participants | 2021-01-01 | 16,573 |
2020: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 17,560 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 17,751 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
Total of all active and inactive participants | 2020-01-01 | 17,751 |
2019: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 17,622 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 17,560 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 0 |
Total of all active and inactive participants | 2019-01-01 | 17,560 |
2018: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 17,951 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 16,953 |
Total of all active and inactive participants | 2018-01-01 | 16,953 |
2017: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 17,862 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 17,951 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 0 |
Total of all active and inactive participants | 2017-01-01 | 17,951 |
2016: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 18,405 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 17,862 |
Total of all active and inactive participants | 2016-01-01 | 17,862 |
2015: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 18,513 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 18,405 |
Total of all active and inactive participants | 2015-01-01 | 18,405 |
2014: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 18,080 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 18,513 |
Total of all active and inactive participants | 2014-01-01 | 18,513 |
2013: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 18,117 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 18,080 |
Total of all active and inactive participants | 2013-01-01 | 18,080 |
2012: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 18,491 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 18,117 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
Total of all active and inactive participants | 2012-01-01 | 18,117 |
2011: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 18,576 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 18,491 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
Total of all active and inactive participants | 2011-01-01 | 18,491 |
2010: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2010 401k membership | ||
Total participants, beginning-of-year | 2010-01-01 | 21,252 |
Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 18,576 |
Number of retired or separated participants receiving benefits | 2010-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
Total of all active and inactive participants | 2010-01-01 | 18,576 |
2009: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 20,421 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 21,252 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
Total of all active and inactive participants | 2009-01-01 | 21,252 |
Measure | Date | Value |
---|---|---|
2021 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $8,556,335 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $8,749,791 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,787,746 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $8,558,016 |
Value of total assets at end of year | 2021-12-31 | $3,635,455 |
Value of total assets at beginning of year | 2021-12-31 | $3,828,911 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $962,045 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $27,113 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $35,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $745,647 |
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 | $-193,456 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $3,635,455 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $3,828,911 |
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 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $3,635,455 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $3,828,911 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
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 | $7,812,369 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,787,746 |
Contract administrator fees | 2021-12-31 | $934,932 |
Did the plan have assets held for investment | 2021-12-31 | No |
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 | BDO USA, P.C. |
Accountancy firm EIN | 2021-12-31 | 135381590 |
2020 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
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 | $8,585,717 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $7,870,805 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $6,896,112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $8,545,571 |
Value of total assets at end of year | 2020-12-31 | $3,828,911 |
Value of total assets at beginning of year | 2020-12-31 | $3,113,999 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $974,693 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $69,990 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $35,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $747,025 |
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 | $714,912 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $3,828,911 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $3,113,999 |
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 master investment trust accounts at end of year | 2020-12-31 | $3,828,911 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $3,113,999 |
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 | $7,798,546 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $6,896,112 |
Contract administrator fees | 2020-12-31 | $904,703 |
Did the plan have assets held for investment | 2020-12-31 | No |
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 | Unqualified |
Accountancy firm name | 2020-12-31 | BDO USA LLP |
Accountancy firm EIN | 2020-12-31 | 135381590 |
2019 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $8,522,602 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $7,510,173 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,621,933 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $8,420,171 |
Value of total assets at end of year | 2019-12-31 | $3,113,999 |
Value of total assets at beginning of year | 2019-12-31 | $2,101,570 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $888,240 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $39,200 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $35,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $620,950 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $1,012,429 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $3,113,999 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $2,101,570 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Investment advisory and management fees | 2019-12-31 | $180 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $3,113,999 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $2,101,570 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Contributions received in cash from employer | 2019-12-31 | $7,799,221 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,621,933 |
Contract administrator fees | 2019-12-31 | $848,860 |
Did the plan have assets held for investment | 2019-12-31 | No |
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 | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2019-12-31 | 134008324 |
2018 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $8,444,831 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $7,510,847 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,710,254 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,398,110 |
Value of total assets at end of year | 2018-12-31 | $2,101,570 |
Value of total assets at beginning of year | 2018-12-31 | $1,167,586 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $800,593 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Administrative expenses professional fees incurred | 2018-12-31 | $25,090 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $35,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $587,215 |
Administrative expenses (other) incurred | 2018-12-31 | $48 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $933,984 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $2,101,570 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $1,167,586 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Investment advisory and management fees | 2018-12-31 | $0 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $2,101,570 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $1,167,586 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Contributions received in cash from employer | 2018-12-31 | $7,810,895 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,710,254 |
Contract administrator fees | 2018-12-31 | $775,455 |
Did the plan have assets held for investment | 2018-12-31 | No |
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 | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | PRICEWATERHOUSECOOPERS LLP |
Accountancy firm EIN | 2018-12-31 | 134008324 |
2017 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
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 | $8,406,950 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,626,798 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $6,802,187 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $8,254,760 |
Value of total assets at end of year | 2017-12-31 | $1,167,586 |
Value of total assets at beginning of year | 2017-12-31 | $387,434 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $824,611 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Administrative expenses professional fees incurred | 2017-12-31 | $26,057 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $35,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Contributions received from participants | 2017-12-31 | $519,382 |
Administrative expenses (other) incurred | 2017-12-31 | $170 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $780,152 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $1,167,586 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $387,434 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $1,167,586 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $387,434 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Contributions received in cash from employer | 2017-12-31 | $7,735,378 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $6,802,187 |
Contract administrator fees | 2017-12-31 | $798,384 |
Did the plan have assets held for investment | 2017-12-31 | No |
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 | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $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 | $4,939,103 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $7,609,320 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,638,269 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $4,926,984 |
Value of total assets at end of year | 2016-12-31 | $387,434 |
Value of total assets at beginning of year | 2016-12-31 | $3,057,651 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $971,051 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $24,720 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $35,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $499,536 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $-2,670,217 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $387,434 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $3,057,651 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $175,260 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $387,434 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $3,057,651 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $4,427,448 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,638,269 |
Contract administrator fees | 2016-12-31 | $771,071 |
Did the plan have assets held for investment | 2016-12-31 | 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 | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2016-12-31 | 133891517 |
2015 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $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 | $1,047,337 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $10,149,012 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $9,143,450 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,022,230 |
Value of total assets at end of year | 2015-12-31 | $3,057,651 |
Value of total assets at beginning of year | 2015-12-31 | $12,159,326 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $1,005,562 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $24,000 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $35,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $358,862 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-9,101,675 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $3,057,651 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $12,159,326 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $155,809 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $3,057,651 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $12,159,326 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $663,368 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $9,143,450 |
Contract administrator fees | 2015-12-31 | $825,753 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2015-12-31 | 133891517 |
2014 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $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 | $875,667 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $7,543,542 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,624,003 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $824,678 |
Value of total assets at end of year | 2014-12-31 | $12,159,326 |
Value of total assets at beginning of year | 2014-12-31 | $18,827,201 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $919,539 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $18,730 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $200,006 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-6,667,875 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $12,159,326 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $18,827,201 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Investment advisory and management fees | 2014-12-31 | $122,602 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $12,159,326 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $18,827,201 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $6,624,003 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $624,672 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,624,003 |
Contract administrator fees | 2014-12-31 | $778,207 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2014-12-31 | 133891517 |
2013 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $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 | $751,488 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $7,245,007 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $6,666,291 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $669,536 |
Value of total assets at end of year | 2013-12-31 | $18,827,201 |
Value of total assets at beginning of year | 2013-12-31 | $25,320,720 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $578,716 |
Total interest from all sources | 2013-12-31 | $13 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $19,000 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Other income not declared elsewhere | 2013-12-31 | $125 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $-6,493,519 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $18,827,201 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $25,320,720 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Investment advisory and management fees | 2013-12-31 | $770 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $0 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $35,797 |
Interest earned on other investments | 2013-12-31 | $13 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $18,827,201 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $25,284,923 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $0 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Contributions received in cash from employer | 2013-12-31 | $669,536 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $6,666,291 |
Contract administrator fees | 2013-12-31 | $558,946 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2013-12-31 | 133891517 |
2012 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $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 | $823,683 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $9,175,760 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $8,510,638 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $701,404 |
Value of total assets at end of year | 2012-12-31 | $25,320,720 |
Value of total assets at beginning of year | 2012-12-31 | $33,672,797 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $665,122 |
Total interest from all sources | 2012-12-31 | $14 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $19,000 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $-8,352,077 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $25,320,720 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $33,672,797 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Investment advisory and management fees | 2012-12-31 | $881 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $35,797 |
Interest earned on other investments | 2012-12-31 | $18 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $25,284,923 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $33,636,518 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $36,279 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2012-12-31 | $-4 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $701,404 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $8,510,638 |
Contract administrator fees | 2012-12-31 | $645,241 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | DELOITTE & TOUCHE |
Accountancy firm EIN | 2012-12-31 | 133891517 |
2011 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2011 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $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 | $8,562,918 |
Total loss/gain on sale of assets | 2011-12-31 | $-44,321 |
Total of all expenses incurred | 2011-12-31 | $8,670,767 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $7,992,258 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,476,433 |
Value of total assets at end of year | 2011-12-31 | $33,672,797 |
Value of total assets at beginning of year | 2011-12-31 | $33,780,646 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $678,509 |
Total interest from all sources | 2011-12-31 | $91,096 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $21,000 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $384,482 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $-107,849 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $33,672,797 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $33,780,646 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Investment advisory and management fees | 2011-12-31 | $8,076 |
Interest earned on other investments | 2011-12-31 | $8,385 |
Income. Interest from US Government securities | 2011-12-31 | $82,711 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $33,636,518 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $28,284,840 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $36,279 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $420,136 |
Asset value of US Government securities at beginning of year | 2011-12-31 | $4,691,188 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $8,476,433 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $7,992,258 |
Contract administrator fees | 2011-12-31 | $649,433 |
Did the plan have assets held for investment | 2011-12-31 | 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 | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Aggregate proceeds on sale of assets | 2011-12-31 | $5,030,332 |
Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $5,074,653 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2010 401k financial data | ||
Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-27,570 |
Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-27,570 |
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 | $9,155,119 |
Total loss/gain on sale of assets | 2010-12-31 | $-29,638 |
Total of all expenses incurred | 2010-12-31 | $8,358,266 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $7,638,928 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,883,333 |
Value of total assets at end of year | 2010-12-31 | $33,780,646 |
Value of total assets at beginning of year | 2010-12-31 | $32,983,793 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $719,338 |
Total interest from all sources | 2010-12-31 | $268,967 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $18,000 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $50,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $384,482 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $352,268 |
Other income not declared elsewhere | 2010-12-31 | $-26,020 |
Administrative expenses (other) incurred | 2010-12-31 | $5,411 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $796,853 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $33,780,646 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $32,983,793 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Investment advisory and management fees | 2010-12-31 | $13,819 |
Interest earned on other investments | 2010-12-31 | $21,000 |
Income. Interest from US Government securities | 2010-12-31 | $247,967 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $28,284,840 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $26,656,175 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $420,136 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $147,801 |
Asset value of US Government securities at end of year | 2010-12-31 | $4,691,188 |
Asset value of US Government securities at beginning of year | 2010-12-31 | $5,827,549 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $939 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $8,883,333 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $7,638,928 |
Contract administrator fees | 2010-12-31 | $682,108 |
Did the plan have assets held for investment | 2010-12-31 | 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 | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Aggregate proceeds on sale of assets | 2010-12-31 | $1,056,460 |
Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,086,098 |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |
2021: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY 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 funding arrangement – General assets of the sponsor | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2021-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2020: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | Yes |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2020-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2019: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | Yes |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2019-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2018: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | Yes |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2018-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | Yes |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | Yes |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2010: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2010 form 5500 responses | ||
2010-01-01 | Type of plan entity | Single employer plan |
2010-01-01 | Submission has been amended | No |
2010-01-01 | This submission is the final filing | No |
2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2010-01-01 | Plan is a collectively bargained plan | No |
2010-01-01 | Plan funding arrangement – Trust | Yes |
2010-01-01 | Plan benefit arrangement - Trust | Yes |
2009: AMERICAN ELECTRIC POWER SYSTEM LONG-TERM DISABILITY PLAN 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |