401k Plan data: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN plan

BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 401k Plan overview

Plan Name	BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN
Plan identification number	004

BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
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) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

BROOKFIELD POWER US HOLDING AMERICA CO. has sponsored the creation of one or more 401k plans.

Company Name: BROOKFIELD POWER US HOLDING AMERICA CO.

Employer identification number (EIN): 200834708

NAIC Classification: 221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
004 2022-01-01
004 2021-01-01
004 2020-01-01
004 2020-01-01

Plan Statistics for BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN

401k plan membership statisitcs for BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN

Measure Date Value
2022: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,004
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 830
Number of retired or separated participants receiving benefits 2022-01-01 7
Number of other retired or separated participants entitled to future benefits 2022-01-01 293
Total of all active and inactive participants 2022-01-01 1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 5
Total participants 2022-01-01 1,135
Number of participants with account balances 2022-01-01 1,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 5
2021: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 873
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 736
Number of retired or separated participants receiving benefits 2021-01-01 3
Number of other retired or separated participants entitled to future benefits 2021-01-01 261
Total of all active and inactive participants 2021-01-01 1,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 4
Total participants 2021-01-01 1,004
Number of participants with account balances 2021-01-01 980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 1
2020: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 741
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 703
Number of retired or separated participants receiving benefits 2020-01-01 2
Number of other retired or separated participants entitled to future benefits 2020-01-01 163
Total of all active and inactive participants 2020-01-01 868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 5
Total participants 2020-01-01 873
Number of participants with account balances 2020-01-01 770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 4

Measure	Date	Value
2022: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,004
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	830
Number of retired or separated participants receiving benefits	2022-01-01	7
Number of other retired or separated participants entitled to future benefits	2022-01-01	293
Total of all active and inactive participants	2022-01-01	1,130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	5
Total participants	2022-01-01	1,135
Number of participants with account balances	2022-01-01	1,111
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	5
2021: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	873
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	736
Number of retired or separated participants receiving benefits	2021-01-01	3
Number of other retired or separated participants entitled to future benefits	2021-01-01	261
Total of all active and inactive participants	2021-01-01	1,000
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	4
Total participants	2021-01-01	1,004
Number of participants with account balances	2021-01-01	980
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	1
2020: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	741
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	703
Number of retired or separated participants receiving benefits	2020-01-01	2
Number of other retired or separated participants entitled to future benefits	2020-01-01	163
Total of all active and inactive participants	2020-01-01	868
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	5
Total participants	2020-01-01	873
Number of participants with account balances	2020-01-01	770
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	4

Financial Data on BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN

Measure	Date	Value
2022 : BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets	2022-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-19,865,760
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$20,043,188
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$19,924,500
Value of total corrective distributions	2022-12-31	$4,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$18,810,895
Value of total assets at end of year	2022-12-31	$169,954,181
Value of total assets at beginning of year	2022-12-31	$209,863,129
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$114,188
Total interest from all sources	2022-12-31	$97,602
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$3,058,191
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$3,058,191
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$500,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$8,816,207
Participant contributions at end of year	2022-12-31	$2,165,895
Participant contributions at beginning of year	2022-12-31	$1,930,860
Participant contributions at end of year	2022-12-31	$134,193
Participant contributions at beginning of year	2022-12-31	$130,706
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,768,993
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2022-12-31	$110
Other income not declared elsewhere	2022-12-31	$2,347
Administrative expenses (other) incurred	2022-12-31	$114,188
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-39,908,948
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$169,954,181
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$209,863,129
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$65,604,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$193,641,264
Interest on participant loans	2022-12-31	$97,602
Value of interest in common/collective trusts at end of year	2022-12-31	$101,949,607
Value of interest in common/collective trusts at beginning of year	2022-12-31	$14,062,353
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-39,839,638
Net investment gain or loss from common/collective trusts	2022-12-31	$-1,995,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$8,225,695
Employer contributions (assets) at end of year	2022-12-31	$99,786
Employer contributions (assets) at beginning of year	2022-12-31	$97,946
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$19,924,390
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	ERNST & YOUNG
Accountancy firm EIN	2022-12-31	346565596
2021 : BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets	2021-12-31	$0
Total transfer of assets to this plan	2021-12-31	$6,239,604
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$44,792,070
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$19,768,141
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$19,702,234
Expenses. Certain deemed distributions of participant loans	2021-12-31	$12,647
Value of total corrective distributions	2021-12-31	$1,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$21,106,400
Value of total assets at end of year	2021-12-31	$209,863,129
Value of total assets at beginning of year	2021-12-31	$178,599,596
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$51,341
Total interest from all sources	2021-12-31	$94,610
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$8,552,231
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$8,552,231
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$500,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$8,294,695
Participant contributions at end of year	2021-12-31	$1,930,860
Participant contributions at beginning of year	2021-12-31	$2,014,226
Participant contributions at end of year	2021-12-31	$130,706
Participant contributions at beginning of year	2021-12-31	$123,570
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$5,388,649
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)	2021-12-31	$952
Other income not declared elsewhere	2021-12-31	$1,745
Administrative expenses (other) incurred	2021-12-31	$51,341
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$25,023,929
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$209,863,129
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$178,599,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$193,641,264
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$160,137,885
Interest on participant loans	2021-12-31	$94,610
Value of interest in common/collective trusts at end of year	2021-12-31	$14,062,353
Value of interest in common/collective trusts at beginning of year	2021-12-31	$16,230,116
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$14,381,881
Net investment gain or loss from common/collective trusts	2021-12-31	$655,203
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$7,423,056
Employer contributions (assets) at end of year	2021-12-31	$97,946
Employer contributions (assets) at beginning of year	2021-12-31	$93,799
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$19,701,282
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	ERNST & YOUNG
Accountancy firm EIN	2021-12-31	346565596
2020 : BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets	2020-12-31	$0
Total transfer of assets to this plan	2020-12-31	$9,971,882
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	$40,753,642
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$13,756,638
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$13,744,725
Expenses. Certain deemed distributions of participant loans	2020-12-31	$3,095
Value of total corrective distributions	2020-12-31	$254
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$13,557,998
Value of total assets at end of year	2020-12-31	$178,599,596
Value of total assets at beginning of year	2020-12-31	$141,630,710
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$8,564
Total interest from all sources	2020-12-31	$112,738
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$5,206,421
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$5,206,421
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$6,742,437
Participant contributions at end of year	2020-12-31	$2,014,226
Participant contributions at beginning of year	2020-12-31	$2,148,200
Participant contributions at end of year	2020-12-31	$123,570
Participant contributions at beginning of year	2020-12-31	$198,166
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,089,924
Other income not declared elsewhere	2020-12-31	$178,415
Administrative expenses (other) incurred	2020-12-31	$8,564
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$26,997,004
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$178,599,596
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$141,630,710
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$160,137,885
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$128,452,100
Interest on participant loans	2020-12-31	$112,738
Value of interest in common/collective trusts at end of year	2020-12-31	$16,230,116
Value of interest in common/collective trusts at beginning of year	2020-12-31	$10,649,473
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$21,065,777
Net investment gain or loss from common/collective trusts	2020-12-31	$632,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$5,725,637
Employer contributions (assets) at end of year	2020-12-31	$93,799
Employer contributions (assets) at beginning of year	2020-12-31	$182,771
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$13,744,725
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	ERNST & YOUNG
Accountancy firm EIN	2020-12-31	346565596

Form 5500 Responses for BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN

2022: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Mulitple employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Mulitple employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: BROOKFIELD RENEWABLE ENERGY GROUP RETIREMENT PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Mulitple employer plan
2020-01-01	Submission has been amended	Yes
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	BROOKFIELD POWER US HOLDING AMERICA CO.
Employer identification number (EIN):	200834708
NAIC Classification:	221100