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ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 401k Plan overview

Plan NameROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN
Plan identification number 005

ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
  • Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
  • Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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

ROCHESTER GAS & ELECTRIC CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:ROCHESTER GAS & ELECTRIC CORPORATION
Employer identification number (EIN):160612110
NAIC Classification:221500

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01DIANE BYRON DIANE BYRON2018-10-15
0052016-01-01ANGEL BRUNO ANGEL BRUNO2017-10-16
0052015-01-01JOSEPH SYTA JOSEPH SYTA2016-10-17
0052014-01-01JOSEPH SYTA JOSEPH SYTA2015-10-15
0052013-01-01JOSEPH SYTA JOSEPH SYTA2014-10-13
0052012-01-01JOSEPH SYTA JOSEPH SYTA2013-10-14
0052011-01-01JOSEPH SYTA JOSEPH SYTA2012-10-08

Plan Statistics for ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN

401k plan membership statisitcs for ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN

Measure Date Value
2021: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01400
Total number of active participants reported on line 7a of the Form 55002021-01-010
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-010
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-010
Number of participants with account balances2021-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01382
Total number of active participants reported on line 7a of the Form 55002020-01-01364
Number of retired or separated participants receiving benefits2020-01-013
Number of other retired or separated participants entitled to future benefits2020-01-0133
Total of all active and inactive participants2020-01-01400
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01400
Number of participants with account balances2020-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01356
Total number of active participants reported on line 7a of the Form 55002019-01-01350
Number of retired or separated participants receiving benefits2019-01-013
Number of other retired or separated participants entitled to future benefits2019-01-0129
Total of all active and inactive participants2019-01-01382
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01382
Number of participants with account balances2019-01-01368
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01370
Total number of active participants reported on line 7a of the Form 55002018-01-01324
Number of retired or separated participants receiving benefits2018-01-013
Number of other retired or separated participants entitled to future benefits2018-01-0129
Total of all active and inactive participants2018-01-01356
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01356
Number of participants with account balances2018-01-01346
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01367
Total number of active participants reported on line 7a of the Form 55002017-01-01339
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-0128
Total of all active and inactive participants2017-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01370
Number of participants with account balances2017-01-01362
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01388
Total number of active participants reported on line 7a of the Form 55002016-01-01339
Number of retired or separated participants receiving benefits2016-01-013
Number of other retired or separated participants entitled to future benefits2016-01-0125
Total of all active and inactive participants2016-01-01367
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01367
Number of participants with account balances2016-01-01355
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01384
Total number of active participants reported on line 7a of the Form 55002015-01-01344
Number of retired or separated participants receiving benefits2015-01-014
Number of other retired or separated participants entitled to future benefits2015-01-0131
Total of all active and inactive participants2015-01-01379
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-011
Total participants2015-01-01380
Number of participants with account balances2015-01-01369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01377
Total number of active participants reported on line 7a of the Form 55002014-01-01344
Number of retired or separated participants receiving benefits2014-01-014
Number of other retired or separated participants entitled to future benefits2014-01-0126
Total of all active and inactive participants2014-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-011
Total participants2014-01-01375
Number of participants with account balances2014-01-01356
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01368
Total number of active participants reported on line 7a of the Form 55002013-01-01343
Number of retired or separated participants receiving benefits2013-01-014
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01372
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01372
Number of participants with account balances2013-01-01359
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01382
Total number of active participants reported on line 7a of the Form 55002012-01-01326
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-0129
Total of all active and inactive participants2012-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01360
Number of participants with account balances2012-01-01352
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01402
Total number of active participants reported on line 7a of the Form 55002011-01-01333
Number of retired or separated participants receiving benefits2011-01-015
Number of other retired or separated participants entitled to future benefits2011-01-0136
Total of all active and inactive participants2011-01-01374
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01374
Number of participants with account balances2011-01-01366
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN

Measure Date Value
2021 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-07-30$0
Total transfer of assets to this plan2021-07-30$1,638,945
Total transfer of assets from this plan2021-07-30$160,747,038
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-30$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-07-30$0
Total income from all sources (including contributions)2021-07-30$20,193,419
Total loss/gain on sale of assets2021-07-30$-586
Total of all expenses incurred2021-07-30$21,392,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-07-30$21,374,527
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-07-30$4,394,337
Value of total assets at end of year2021-07-30$0
Value of total assets at beginning of year2021-07-30$160,307,285
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-07-30$18,084
Total interest from all sources2021-07-30$241,045
Total dividends received (eg from common stock, registered investment company shares)2021-07-30$109,731
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-07-30No
Total dividends received from registered investment company shares (eg mutual funds)2021-07-30$109,683
Administrative expenses professional fees incurred2021-07-30$9,276
Was this plan covered by a fidelity bond2021-07-30Yes
Value of fidelity bond cover2021-07-30$15,000,000
If this is an individual account plan, was there a blackout period2021-07-30Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-07-30$0
Were there any nonexempt tranactions with any party-in-interest2021-07-30No
Contributions received from participants2021-07-30$3,039,122
Participant contributions at end of year2021-07-30$0
Participant contributions at beginning of year2021-07-30$1,745,045
Income. Received or receivable in cash from other sources (including rollovers)2021-07-30$139,056
Other income not declared elsewhere2021-07-30$9,361
Administrative expenses (other) incurred2021-07-30$8,808
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-30No
Value of net income/loss2021-07-30$-1,199,192
Value of net assets at end of year (total assets less liabilities)2021-07-30$0
Value of net assets at beginning of year (total assets less liabilities)2021-07-30$160,307,285
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-07-30No
Were any loans by the plan or fixed income obligations due to the plan in default2021-07-30No
Were any leases to which the plan was party in default or uncollectible2021-07-30No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-07-30$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-07-30$14,094,234
Interest on participant loans2021-07-30$55,721
Interest earned on other investments2021-07-30$185,324
Value of interest in common/collective trusts at end of year2021-07-30$0
Value of interest in common/collective trusts at beginning of year2021-07-30$125,246,948
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-07-30$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-07-30$19,217,218
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-07-30$1,132,861
Net investment gain or loss from common/collective trusts2021-07-30$14,306,670
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-07-30No
Was there a failure to transmit to the plan any participant contributions2021-07-30No
Has the plan failed to provide any benefit when due under the plan2021-07-30No
Assets. Invements in employer securities at end of year2021-07-30$0
Assets. Invements in employer securities at beginning of year2021-07-30$3,840
Contributions received in cash from employer2021-07-30$1,216,159
Income. Dividends from common stock2021-07-30$48
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-07-30$21,374,527
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-07-30Yes
Did the plan have assets held for investment2021-07-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-07-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-07-30Yes
Aggregate proceeds on sale of assets2021-07-30$3,303
Aggregate carrying amount (costs) on sale of assets2021-07-30$3,889
Opinion of an independent qualified public accountant for this plan2021-07-30Disclaimer
Accountancy firm name2021-07-30THE BONADIO GROUP
Accountancy firm EIN2021-07-30161131146
2020 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,062
Total unrealized appreciation/depreciation of assets2020-12-31$1,062
Total transfer of assets to this plan2020-12-31$1,988,513
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$28,921,345
Total loss/gain on sale of assets2020-12-31$-14
Total of all expenses incurred2020-12-31$17,154,480
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$17,117,024
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$6,573,492
Value of total assets at end of year2020-12-31$160,307,285
Value of total assets at beginning of year2020-12-31$146,551,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$37,456
Total interest from all sources2020-12-31$593,074
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$443,338
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$443,230
Administrative expenses professional fees incurred2020-12-31$24,354
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,900,348
Participant contributions at end of year2020-12-31$1,745,045
Participant contributions at beginning of year2020-12-31$1,954,981
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$118,956
Other income not declared elsewhere2020-12-31$4,892
Administrative expenses (other) incurred2020-12-31$13,102
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$11,766,865
Value of net assets at end of year (total assets less liabilities)2020-12-31$160,307,285
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$146,551,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$14,094,234
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$12,532,970
Interest on participant loans2020-12-31$104,965
Interest earned on other investments2020-12-31$488,109
Value of interest in common/collective trusts at end of year2020-12-31$125,246,948
Value of interest in common/collective trusts at beginning of year2020-12-31$116,761,515
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$19,217,218
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$15,204,699
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,181,894
Net investment gain or loss from common/collective trusts2020-12-31$20,123,607
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$3,840
Assets. Invements in employer securities at beginning of year2020-12-31$2,808
Contributions received in cash from employer2020-12-31$1,554,188
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$94,934
Income. Dividends from common stock2020-12-31$108
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$17,117,024
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$124
Aggregate carrying amount (costs) on sale of assets2020-12-31$138
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31THE BONADIO GROUP
Accountancy firm EIN2020-12-31161131146
2019 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$70
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$70
Total unrealized appreciation/depreciation of assets2019-12-31$70
Total unrealized appreciation/depreciation of assets2019-12-31$70
Total transfer of assets to this plan2019-12-31$1,879,894
Total transfer of assets to this plan2019-12-31$1,879,894
Total transfer of assets from this plan2019-12-31$1,002,429
Total transfer of assets from this plan2019-12-31$1,002,429
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)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 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$32,239,899
Total income from all sources (including contributions)2019-12-31$32,239,899
Total loss/gain on sale of assets2019-12-31$-83
Total loss/gain on sale of assets2019-12-31$-83
Total of all expenses incurred2019-12-31$16,457,376
Total of all expenses incurred2019-12-31$16,457,376
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,408,522
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$16,408,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,940,537
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$5,940,537
Value of total assets at end of year2019-12-31$146,551,907
Value of total assets at end of year2019-12-31$146,551,907
Value of total assets at beginning of year2019-12-31$129,891,919
Value of total assets at beginning of year2019-12-31$129,891,919
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,854
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$48,854
Total interest from all sources2019-12-31$432,805
Total interest from all sources2019-12-31$432,805
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$370,827
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$370,827
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$370,712
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$370,712
Administrative expenses professional fees incurred2019-12-31$25,242
Administrative expenses professional fees incurred2019-12-31$25,242
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$4,512,176
Contributions received from participants2019-12-31$4,512,176
Participant contributions at end of year2019-12-31$1,954,981
Participant contributions at end of year2019-12-31$1,954,981
Participant contributions at beginning of year2019-12-31$1,794,876
Participant contributions at beginning of year2019-12-31$1,794,876
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$97,352
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$97,352
Other income not declared elsewhere2019-12-31$1,336
Other income not declared elsewhere2019-12-31$1,336
Administrative expenses (other) incurred2019-12-31$11,882
Administrative expenses (other) incurred2019-12-31$11,882
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$15,782,523
Value of net income/loss2019-12-31$15,782,523
Value of net assets at end of year (total assets less liabilities)2019-12-31$146,551,907
Value of net assets at end of year (total assets less liabilities)2019-12-31$146,551,907
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$129,891,919
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$129,891,919
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$11,730
Investment advisory and management fees2019-12-31$11,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,532,970
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$12,532,970
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,455,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$6,455,279
Interest on participant loans2019-12-31$103,515
Interest on participant loans2019-12-31$103,515
Interest earned on other investments2019-12-31$329,290
Interest earned on other investments2019-12-31$329,290
Value of interest in common/collective trusts at end of year2019-12-31$116,761,515
Value of interest in common/collective trusts at end of year2019-12-31$116,761,515
Value of interest in common/collective trusts at beginning of year2019-12-31$104,852,329
Value of interest in common/collective trusts at beginning of year2019-12-31$104,852,329
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,204,699
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$15,204,699
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,691,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$16,691,450
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,377,228
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,377,228
Net investment gain or loss from common/collective trusts2019-12-31$24,117,179
Net investment gain or loss from common/collective trusts2019-12-31$24,117,179
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$2,808
Assets. Invements in employer securities at end of year2019-12-31$2,808
Assets. Invements in employer securities at beginning of year2019-12-31$6,697
Assets. Invements in employer securities at beginning of year2019-12-31$6,697
Contributions received in cash from employer2019-12-31$1,331,009
Contributions received in cash from employer2019-12-31$1,331,009
Employer contributions (assets) at end of year2019-12-31$94,934
Employer contributions (assets) at end of year2019-12-31$94,934
Employer contributions (assets) at beginning of year2019-12-31$91,288
Employer contributions (assets) at beginning of year2019-12-31$91,288
Income. Dividends from common stock2019-12-31$115
Income. Dividends from common stock2019-12-31$115
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,408,522
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$16,408,522
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$6,621
Aggregate proceeds on sale of assets2019-12-31$6,621
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,704
Aggregate carrying amount (costs) on sale of assets2019-12-31$6,704
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31THE BONADIO GROUP
Accountancy firm name2019-12-31THE BONADIO GROUP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$257
Total unrealized appreciation/depreciation of assets2018-12-31$257
Total transfer of assets to this plan2018-12-31$152,307
Total transfer of assets from this plan2018-12-31$38,792
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$1,418,188
Total loss/gain on sale of assets2018-12-31$-2,783
Total of all expenses incurred2018-12-31$16,015,641
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$16,000,712
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$5,763,391
Value of total assets at end of year2018-12-31$129,891,919
Value of total assets at beginning of year2018-12-31$144,375,857
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$14,929
Total interest from all sources2018-12-31$555,812
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$485,901
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$484,274
Administrative expenses professional fees incurred2018-12-31$7,200
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$4,291,233
Participant contributions at end of year2018-12-31$1,794,876
Participant contributions at beginning of year2018-12-31$2,008,181
Participant contributions at end of year2018-12-31$0
Participant contributions at beginning of year2018-12-31$78,183
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$252,222
Other income not declared elsewhere2018-12-31$84,150
Administrative expenses (other) incurred2018-12-31$1,538
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-14,597,453
Value of net assets at end of year (total assets less liabilities)2018-12-31$129,891,919
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$144,375,857
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$6,191
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$6,455,279
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$31,223,038
Interest on participant loans2018-12-31$92,645
Interest earned on other investments2018-12-31$463,167
Value of interest in common/collective trusts at end of year2018-12-31$104,852,329
Value of interest in common/collective trusts at beginning of year2018-12-31$95,149,369
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$16,691,450
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$15,760,742
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-405,501
Net investment gain or loss from common/collective trusts2018-12-31$-5,063,039
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$6,697
Assets. Invements in employer securities at beginning of year2018-12-31$70,601
Contributions received in cash from employer2018-12-31$1,219,936
Employer contributions (assets) at end of year2018-12-31$91,288
Employer contributions (assets) at beginning of year2018-12-31$85,743
Income. Dividends from common stock2018-12-31$1,627
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$16,000,712
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$64,929
Aggregate carrying amount (costs) on sale of assets2018-12-31$67,712
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31THE BONADIO GROUP
Accountancy firm EIN2018-12-31161131146
2017 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets from this plan2017-12-31$367,115
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$27,054,763
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$13,582,759
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$13,572,913
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$5,394,713
Value of total assets at end of year2017-12-31$144,375,857
Value of total assets at beginning of year2017-12-31$131,270,968
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$9,846
Total interest from all sources2017-12-31$514,820
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,738,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,736,140
Administrative expenses professional fees incurred2017-12-31$8,987
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$10,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,174,822
Participant contributions at end of year2017-12-31$2,008,181
Participant contributions at beginning of year2017-12-31$2,128,917
Participant contributions at end of year2017-12-31$78,183
Participant contributions at beginning of year2017-12-31$74,864
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$72,777
Other income not declared elsewhere2017-12-31$76,070
Administrative expenses (other) incurred2017-12-31$859
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$13,472,004
Value of net assets at end of year (total assets less liabilities)2017-12-31$144,375,857
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$131,270,968
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$31,223,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$38,325,623
Interest on participant loans2017-12-31$85,958
Interest earned on other investments2017-12-31$428,862
Value of interest in common/collective trusts at end of year2017-12-31$95,149,369
Value of interest in common/collective trusts at beginning of year2017-12-31$71,227,512
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$15,760,742
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$19,405,627
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,924,765
Net investment gain or loss from common/collective trusts2017-12-31$15,406,204
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$70,601
Assets. Invements in employer securities at beginning of year2017-12-31$38,244
Contributions received in cash from employer2017-12-31$1,147,114
Employer contributions (assets) at end of year2017-12-31$85,743
Employer contributions (assets) at beginning of year2017-12-31$70,181
Income. Dividends from common stock2017-12-31$2,051
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$13,572,913
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2017-12-31010494526
2016 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$-2,386
Total unrealized appreciation/depreciation of assets2016-12-31$-2,386
Total transfer of assets to this plan2016-12-31$50,436
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$15,125,492
Total loss/gain on sale of assets2016-12-31$-109
Total of all expenses incurred2016-12-31$7,728,026
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,723,565
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$5,071,359
Value of total assets at end of year2016-12-31$131,270,968
Value of total assets at beginning of year2016-12-31$123,823,066
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$4,461
Total interest from all sources2016-12-31$528,011
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,164,258
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$1,163,117
Administrative expenses professional fees incurred2016-12-31$4,046
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,026,566
Participant contributions at end of year2016-12-31$2,128,917
Participant contributions at beginning of year2016-12-31$1,961,009
Participant contributions at end of year2016-12-31$74,864
Participant contributions at beginning of year2016-12-31$73,740
Other income not declared elsewhere2016-12-31$77,645
Administrative expenses (other) incurred2016-12-31$415
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$7,397,466
Value of net assets at end of year (total assets less liabilities)2016-12-31$131,270,968
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$123,823,066
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$38,325,623
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$34,665,072
Interest on participant loans2016-12-31$88,766
Interest earned on other investments2016-12-31$439,245
Value of interest in common/collective trusts at end of year2016-12-31$71,227,512
Value of interest in common/collective trusts at beginning of year2016-12-31$70,730,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$19,405,627
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$16,300,215
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$2,338,047
Net investment gain or loss from common/collective trusts2016-12-31$5,948,667
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$38,244
Assets. Invements in employer securities at beginning of year2016-12-31$28,454
Contributions received in cash from employer2016-12-31$1,044,793
Employer contributions (assets) at end of year2016-12-31$70,181
Employer contributions (assets) at beginning of year2016-12-31$64,345
Income. Dividends from common stock2016-12-31$1,141
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,723,565
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$2,667
Aggregate carrying amount (costs) on sale of assets2016-12-31$2,776
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2016-12-31010494526
2015 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$1,379
Total unrealized appreciation/depreciation of assets2015-12-31$1,379
Total transfer of assets from this plan2015-12-31$13,711
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$5,685,436
Total loss/gain on sale of assets2015-12-31$6
Total of all expenses incurred2015-12-31$13,518,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$13,516,671
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$4,864,020
Value of total assets at end of year2015-12-31$123,823,066
Value of total assets at beginning of year2015-12-31$131,669,520
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,508
Total interest from all sources2015-12-31$574,768
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,633,733
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$2,632,865
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,855,770
Participant contributions at end of year2015-12-31$1,961,009
Participant contributions at beginning of year2015-12-31$2,104,718
Participant contributions at end of year2015-12-31$73,740
Participant contributions at beginning of year2015-12-31$0
Other income not declared elsewhere2015-12-31$47,359
Administrative expenses (other) incurred2015-12-31$1,508
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-7,832,743
Value of net assets at end of year (total assets less liabilities)2015-12-31$123,823,066
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$131,669,520
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$34,665,072
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$37,337,488
Interest on participant loans2015-12-31$82,680
Interest earned on other investments2015-12-31$492,088
Value of interest in common/collective trusts at end of year2015-12-31$70,730,231
Value of interest in common/collective trusts at beginning of year2015-12-31$74,084,331
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$16,300,215
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$18,119,431
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,950,216
Net investment gain or loss from common/collective trusts2015-12-31$514,387
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$28,454
Assets. Invements in employer securities at beginning of year2015-12-31$23,552
Contributions received in cash from employer2015-12-31$1,008,250
Employer contributions (assets) at end of year2015-12-31$64,345
Employer contributions (assets) at beginning of year2015-12-31$0
Income. Dividends from common stock2015-12-31$868
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$13,516,671
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$157
Aggregate carrying amount (costs) on sale of assets2015-12-31$151
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2015-12-31010494526
2014 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$1,125
Total unrealized appreciation/depreciation of assets2014-12-31$1,125
Total transfer of assets from this plan2014-12-31$447,575
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$11,292,866
Total loss/gain on sale of assets2014-12-31$1
Total of all expenses incurred2014-12-31$4,055,689
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,052,268
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,486,902
Value of total assets at end of year2014-12-31$131,669,520
Value of total assets at beginning of year2014-12-31$124,879,918
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$3,421
Total interest from all sources2014-12-31$94,622
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$2,544,297
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$2,543,351
Administrative expenses professional fees incurred2014-12-31$2,966
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$3,627,354
Participant contributions at end of year2014-12-31$2,104,718
Participant contributions at beginning of year2014-12-31$2,349,553
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2014-12-31$20,335
Other income not declared elsewhere2014-12-31$684,010
Administrative expenses (other) incurred2014-12-31$455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$7,237,177
Value of net assets at end of year (total assets less liabilities)2014-12-31$131,669,520
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$124,879,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$37,337,488
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$37,190,136
Interest on participant loans2014-12-31$94,622
Value of interest in common/collective trusts at end of year2014-12-31$74,084,331
Value of interest in common/collective trusts at beginning of year2014-12-31$67,886,885
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$18,119,431
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$17,431,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-1,287,424
Net investment gain or loss from common/collective trusts2014-12-31$4,769,333
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$23,552
Assets. Invements in employer securities at beginning of year2014-12-31$21,485
Contributions received in cash from employer2014-12-31$859,548
Income. Dividends from common stock2014-12-31$946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,031,933
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$31
Aggregate carrying amount (costs) on sale of assets2014-12-31$30
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2014-12-31010494526
2013 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$3,578
Total unrealized appreciation/depreciation of assets2013-12-31$3,578
Total transfer of assets from this plan2013-12-31$558,261
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$24,926,156
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$4,661,265
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,641,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,254,806
Value of total assets at end of year2013-12-31$124,879,918
Value of total assets at beginning of year2013-12-31$105,173,288
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$20,194
Total interest from all sources2013-12-31$102,306
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,637,356
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$1,636,864
Administrative expenses professional fees incurred2013-12-31$19,824
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,445,393
Participant contributions at end of year2013-12-31$2,349,553
Participant contributions at beginning of year2013-12-31$2,340,015
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$51,934
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$19,697
Other income not declared elsewhere2013-12-31$-235,174
Administrative expenses (other) incurred2013-12-31$370
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$20,264,891
Value of net assets at end of year (total assets less liabilities)2013-12-31$124,879,918
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$105,173,288
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$37,190,136
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$31,847,169
Interest on participant loans2013-12-31$102,306
Value of interest in common/collective trusts at end of year2013-12-31$67,886,885
Value of interest in common/collective trusts at beginning of year2013-12-31$54,442,333
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$17,431,859
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$16,519,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$5,819,533
Net investment gain or loss from common/collective trusts2013-12-31$13,343,751
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$21,485
Assets. Invements in employer securities at beginning of year2013-12-31$0
Contributions received in cash from employer2013-12-31$757,479
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$24,405
Income. Dividends from common stock2013-12-31$492
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,621,374
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2013-12-31010494526
2012 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total transfer of assets to this plan2012-12-31$19,306
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$16,994,445
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$6,495,297
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$6,464,327
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,040,233
Value of total assets at end of year2012-12-31$105,173,288
Value of total assets at beginning of year2012-12-31$94,654,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$30,970
Total interest from all sources2012-12-31$98,659
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,204,329
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$1,204,329
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,309,993
Participant contributions at end of year2012-12-31$2,340,015
Participant contributions at beginning of year2012-12-31$2,262,736
Participant contributions at end of year2012-12-31$0
Participant contributions at beginning of year2012-12-31$52,160
Assets. Other investments not covered elsewhere at end of year2012-12-31$16,519,366
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$0
Other income not declared elsewhere2012-12-31$603,665
Administrative expenses (other) incurred2012-12-31$30,970
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,499,148
Value of net assets at end of year (total assets less liabilities)2012-12-31$105,173,288
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$94,654,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$31,847,169
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$28,810,546
Interest on participant loans2012-12-31$98,659
Value of interest in common/collective trusts at end of year2012-12-31$54,442,333
Value of interest in common/collective trusts at beginning of year2012-12-31$63,516,649
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$1,143
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,090,887
Net investment gain or loss from common/collective trusts2012-12-31$7,956,672
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$730,240
Employer contributions (assets) at end of year2012-12-31$24,405
Employer contributions (assets) at beginning of year2012-12-31$11,600
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$6,464,327
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2012-12-31010494526
2011 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets from this plan2011-12-31$76,172
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$3,926,237
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$10,502,515
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$10,502,464
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,186,996
Value of total assets at end of year2011-12-31$94,654,834
Value of total assets at beginning of year2011-12-31$101,307,284
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$51
Total interest from all sources2011-12-31$109,804
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$731,125
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$731,125
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$3,453,929
Participant contributions at end of year2011-12-31$2,262,736
Participant contributions at beginning of year2011-12-31$2,331,211
Participant contributions at end of year2011-12-31$52,160
Participant contributions at beginning of year2011-12-31$55,234
Other income not declared elsewhere2011-12-31$30,389
Administrative expenses (other) incurred2011-12-31$51
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-6,576,278
Value of net assets at end of year (total assets less liabilities)2011-12-31$94,654,834
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$101,307,284
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$28,810,546
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$60,898,391
Interest on participant loans2011-12-31$109,804
Value of interest in common/collective trusts at end of year2011-12-31$63,516,649
Value of interest in common/collective trusts at beginning of year2011-12-31$37,988,886
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$1,143
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$124,214
Net investment gain or loss from common/collective trusts2011-12-31$-1,256,291
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$733,067
Employer contributions (assets) at end of year2011-12-31$11,600
Employer contributions (assets) at beginning of year2011-12-31$33,562
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$10,502,464
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER NEWMAN & NOYES, LLC
Accountancy firm EIN2011-12-31010494526
2010 : ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets to this plan2010-12-31$94,187,786
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$10,344,537
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$3,225,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,225,039
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,174,072
Value of total assets at end of year2010-12-31$101,307,284
Value of total assets at beginning of year2010-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$0
Total interest from all sources2010-12-31$96,614
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,432,227
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$1,432,227
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$10,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$2,586,065
Participant contributions at end of year2010-12-31$2,331,211
Participant contributions at beginning of year2010-12-31$0
Participant contributions at end of year2010-12-31$55,234
Participant contributions at beginning of year2010-12-31$0
Other income not declared elsewhere2010-12-31$10,437
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$7,119,498
Value of net assets at end of year (total assets less liabilities)2010-12-31$101,307,284
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$60,898,391
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$0
Interest on participant loans2010-12-31$96,614
Value of interest in common/collective trusts at end of year2010-12-31$37,988,886
Value of interest in common/collective trusts at beginning of year2010-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$3,864,966
Net investment gain or loss from common/collective trusts2010-12-31$1,766,221
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$588,007
Employer contributions (assets) at end of year2010-12-31$33,562
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,225,039
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2010-12-31010494526

Form 5500 Responses for ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN

2021: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingYes
2021-01-01This return/report is a short plan year return/report (less than 12 months)Yes
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: ROCHESTER GAS & ELECTRIC CORPORATION 401(K) UNION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

T. ROWE PRICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number105834
Policy instance 1
Insurance contract or identification number105834
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-07-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
T. ROWE PRICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number105834
Policy instance 1
Insurance contract or identification number105834
Number of Individuals Covered386
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
T. ROWE PRICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number105834
Policy instance 1
Insurance contract or identification number105834
Number of Individuals Covered382
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20051
Policy instance 2
Insurance contract or identification numberSAGIC 20051
Number of Individuals Covered0
Insurance policy start date2018-01-01
Insurance policy end date2018-10-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
T. ROWE PRICE (National Association of Insurance Commissioners NAIC id number: 00000 )
Policy contract number105834
Policy instance 1
Insurance contract or identification number105834
Number of Individuals Covered346
Insurance policy start date2018-11-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20051
Policy instance 1
Insurance contract or identification numberSAGIC 20051
Number of Individuals Covered362
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20051
Policy instance 1
Insurance contract or identification numberSAGIC 20051
Number of Individuals Covered369
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20051
Policy instance 1
Insurance contract or identification numberSAGIC 20051
Number of Individuals Covered356
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSAGIC 20051
Policy instance 1
Insurance contract or identification numberSAGIC 20051
Number of Individuals Covered359
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberSGIC 20051
Policy instance 2
Insurance contract or identification numberSGIC 20051
Number of Individuals Covered352
Insurance policy start date2012-04-30
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00720TR
Policy instance 1
Insurance contract or identification numberMDA00720TR
Insurance policy start date2012-01-01
Insurance policy end date2012-04-30
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
MONUMENTAL LIFE (National Association of Insurance Commissioners NAIC id number: 66281 )
Policy contract numberMDA00720TR
Policy instance 1
Insurance contract or identification numberMDA00720TR
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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