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RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 401k Plan overview

Plan NameRETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC.
Plan identification number 515

RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. Benefits

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

401k Sponsoring company profile

AQUA PENNSYLVANIA, INC. has sponsored the creation of one or more 401k plans.

Company Name:AQUA PENNSYLVANIA, INC.
Employer identification number (EIN):232297407
NAIC Classification:221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5152021-01-01
5152020-01-01
5152019-01-01
5152018-01-01STEPHEN EAGLAND2019-10-15
5152017-01-01STEPHEN EAGLAND
5152016-01-01STEPHEN EAGLAND
5152016-01-01
5152015-01-01KAREN HEISLER KAREN HEISLER2016-10-13
5152014-01-01CHRISTOPHER LUNING CHRISTOPHER LUNING2015-10-13
5152013-01-01SUSAN BROUSSARD SUSAN BROUSSARD2014-10-14
5152012-01-01SUSAN BROUSSARD SUSAN BROUSSARD2013-10-14
5152011-01-01SUSAN BROUSSARD
5152010-01-01ROY STAHL

Plan Statistics for RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC.

401k plan membership statisitcs for RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC.

Measure Date Value
2021: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2021 401k membership
Total participants, beginning-of-year2021-01-01213
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
2020: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2020 401k membership
Total participants, beginning-of-year2020-01-01212
Total number of active participants reported on line 7a of the Form 55002020-01-0187
Number of retired or separated participants receiving benefits2020-01-01126
Number of other retired or separated participants entitled to future benefits2020-01-010
Total of all active and inactive participants2020-01-01213
2019: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-01213
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-01120
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-01212
2018: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-01222
Total number of active participants reported on line 7a of the Form 55002018-01-01105
Number of retired or separated participants receiving benefits2018-01-01108
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-01213
2017: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-01229
Total number of active participants reported on line 7a of the Form 55002017-01-01118
Number of retired or separated participants receiving benefits2017-01-01104
Total of all active and inactive participants2017-01-01222
Total participants2017-01-01222
2016: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01238
Total number of active participants reported on line 7a of the Form 55002016-01-01133
Number of retired or separated participants receiving benefits2016-01-0196
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-01229
Total participants2016-01-01229
2015: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01245
Total number of active participants reported on line 7a of the Form 55002015-01-01141
Number of retired or separated participants receiving benefits2015-01-0197
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01238
Total participants2015-01-01238
2014: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01254
Total number of active participants reported on line 7a of the Form 55002014-01-01151
Number of retired or separated participants receiving benefits2014-01-0194
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01245
Total participants2014-01-01245
2013: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01264
Total number of active participants reported on line 7a of the Form 55002013-01-01159
Number of retired or separated participants receiving benefits2013-01-0195
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01254
Total participants2013-01-01254
2012: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01322
Total number of active participants reported on line 7a of the Form 55002012-01-01171
Number of retired or separated participants receiving benefits2012-01-0193
Number of other retired or separated participants entitled to future benefits2012-01-0148
Total of all active and inactive participants2012-01-01312
Total participants2012-01-01312
2011: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01328
Total number of active participants reported on line 7a of the Form 55002011-01-01186
Number of retired or separated participants receiving benefits2011-01-0191
Number of other retired or separated participants entitled to future benefits2011-01-0145
Total of all active and inactive participants2011-01-01322
Total participants2011-01-01322
2010: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2010 401k membership
Total participants, beginning-of-year2010-01-01338
Total number of active participants reported on line 7a of the Form 55002010-01-01197
Number of retired or separated participants receiving benefits2010-01-0189
Number of other retired or separated participants entitled to future benefits2010-01-0142
Total of all active and inactive participants2010-01-01328
Total participants2010-01-01328

Financial Data on RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC.

Measure Date Value
2021 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$7,229
Total unrealized appreciation/depreciation of assets2021-12-31$7,229
Total transfer of assets from this plan2021-12-31$14,866,925
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$98,350
Total income from all sources (including contributions)2021-12-31$2,418,452
Total of all expenses incurred2021-12-31$873,601
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$569,748
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$103,541
Value of total assets at end of year2021-12-31$0
Value of total assets at beginning of year2021-12-31$13,420,424
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$303,853
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$273,679
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2021-12-31$0
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$273,679
Administrative expenses professional fees incurred2021-12-31$83,786
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$3,182
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$46,108
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$66,000
Administrative expenses (other) incurred2021-12-31$220,067
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$29,455
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$1,544,851
Value of net assets at end of year (total assets less liabilities)2021-12-31$0
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$13,322,074
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$12,397,218
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$977,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$977,098
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$516,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$2,034,003
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$100,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$53,401
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$2,895
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31Yes
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2021-12-31251408703
2020 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$75,767
Total unrealized appreciation/depreciation of assets2020-12-31$75,767
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$98,350
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$213,744
Total income from all sources (including contributions)2020-12-31$2,134,020
Total of all expenses incurred2020-12-31$693,581
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$552,663
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$412,067
Value of total assets at end of year2020-12-31$13,420,424
Value of total assets at beginning of year2020-12-31$12,095,379
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$140,918
Total interest from all sources2020-12-31$93,884
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$157,354
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$157,354
Administrative expenses professional fees incurred2020-12-31$17,892
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$4,792
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$46,108
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$12,017
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$66,000
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$0
Administrative expenses (other) incurred2020-12-31$110,319
Liabilities. Value of operating payables at end of year2020-12-31$29,455
Liabilities. Value of operating payables at beginning of year2020-12-31$203,802
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$1,440,439
Value of net assets at end of year (total assets less liabilities)2020-12-31$13,322,074
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$11,881,635
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
Investment advisory and management fees2020-12-31$12,707
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$12,397,218
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$11,002,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$977,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$1,036,747
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$1,036,747
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$93,884
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$513,552
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,394,948
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Contributions received in cash from employer2020-12-31$407,275
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$44,345
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$39,111
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32020-12-31No
Liabilities. Value of benefit claims payable at end of year2020-12-31$2,895
Liabilities. Value of benefit claims payable at beginning of year2020-12-31$9,942
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
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2020-12-31251408703
2019 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,121
Total unrealized appreciation/depreciation of assets2019-12-31$4,121
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$213,744
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$78,355
Total income from all sources (including contributions)2019-12-31$2,434,165
Total of all expenses incurred2019-12-31$699,521
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$552,858
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$116,017
Value of total assets at end of year2019-12-31$12,095,379
Value of total assets at beginning of year2019-12-31$10,225,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$146,663
Total interest from all sources2019-12-31$123,529
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$159,782
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$159,782
Administrative expenses professional fees incurred2019-12-31$39,369
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$12,770
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$12,017
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$35,948
Administrative expenses (other) incurred2019-12-31$83,866
Liabilities. Value of operating payables at end of year2019-12-31$203,802
Liabilities. Value of operating payables at beginning of year2019-12-31$69,521
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$1,734,644
Value of net assets at end of year (total assets less liabilities)2019-12-31$11,881,635
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$10,146,991
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$23,428
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$11,002,270
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$8,971,554
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$1,036,747
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$1,217,844
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$1,217,844
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$123,529
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$394,368
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,030,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
Contributions received in cash from employer2019-12-31$103,247
Employer contributions (assets) at end of year2019-12-31$44,345
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$158,490
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32019-12-31No
Liabilities. Value of benefit claims payable at end of year2019-12-31$9,942
Liabilities. Value of benefit claims payable at beginning of year2019-12-31$8,834
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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
Accountancy firm name2019-12-31SCHNEIDER DOWNS & CO., INC.
Accountancy firm EIN2019-12-31251408703
2018 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$78,355
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$66,141
Total income from all sources (including contributions)2018-12-31$477,214
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$651,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$488,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$880,764
Value of total assets at end of year2018-12-31$10,225,346
Value of total assets at beginning of year2018-12-31$10,387,360
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$162,640
Total interest from all sources2018-12-31$272,705
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Were there any nonexempt tranactions with any party-in-interest2018-12-31Yes
Amount of non-exempt transactions with any party-in-interest2018-12-31$10,090
Contributions received from participants2018-12-31$14,077
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$35,948
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$8,443
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$6,533
Administrative expenses (other) incurred2018-12-31$162,640
Liabilities. Value of operating payables at end of year2018-12-31$69,521
Liabilities. Value of operating payables at beginning of year2018-12-31$46,750
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-174,228
Value of net assets at end of year (total assets less liabilities)2018-12-31$10,146,991
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$10,321,219
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$8,971,554
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$9,253,410
Interest earned on other investments2018-12-31$272,705
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$1,217,844
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,125,507
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,125,507
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$409,370
Asset value of US Government securities at end of year2018-12-31$0
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-676,255
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31Yes
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$866,687
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$79,432
Assets. Corporate common stocks other than exployer securities at end of year2018-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2018-12-31$0
Liabilities. Value of benefit claims payable at end of year2018-12-31$8,834
Liabilities. Value of benefit claims payable at beginning of year2018-12-31$12,858
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2018-12-31390859910
2017 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$-12,002
Total unrealized appreciation/depreciation of assets2017-12-31$-12,002
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$66,143
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$89,908
Total income from all sources (including contributions)2017-12-31$1,748,330
Total loss/gain on sale of assets2017-12-31$283,632
Total of all expenses incurred2017-12-31$1,342,720
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$459,672
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$569,857
Value of total assets at end of year2017-12-31$10,387,360
Value of total assets at beginning of year2017-12-31$10,005,515
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$883,048
Total interest from all sources2017-12-31$108,488
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$144,945
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Were there any nonexempt tranactions with any party-in-interest2017-12-31Yes
Amount of non-exempt transactions with any party-in-interest2017-12-31$66,756
Contributions received from participants2017-12-31$11,798
Assets. Other investments not covered elsewhere at end of year2017-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$3,085,414
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$8,443
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$53,599
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$6,535
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$9,388
Administrative expenses (other) incurred2017-12-31$883,048
Liabilities. Value of operating payables at end of year2017-12-31$46,750
Liabilities. Value of operating payables at beginning of year2017-12-31$68,242
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$405,610
Value of net assets at end of year (total assets less liabilities)2017-12-31$10,321,217
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$9,915,607
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$9,253,410
Interest earned on other investments2017-12-31$93,411
Income. Interest from US Government securities2017-12-31$4,345
Income. Interest from corporate debt instruments2017-12-31$6,388
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,125,507
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$1,863,254
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$1,863,254
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,344
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$392,951
Asset value of US Government securities at end of year2017-12-31$0
Asset value of US Government securities at beginning of year2017-12-31$1,000,943
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$653,410
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31Yes
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$558,059
Income. Dividends from common stock2017-12-31$144,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$66,721
Asset. Corporate debt instrument preferred debt at beginning of year2017-12-31$1,489,944
Assets. Corporate common stocks other than exployer securities at end of year2017-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2017-12-31$2,512,361
Liabilities. Value of benefit claims payable at end of year2017-12-31$12,858
Liabilities. Value of benefit claims payable at beginning of year2017-12-31$12,278
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
Aggregate proceeds on sale of assets2017-12-31$23,370,807
Aggregate carrying amount (costs) on sale of assets2017-12-31$23,087,175
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2017-12-31390859910
2016 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$417,500
Total unrealized appreciation/depreciation of assets2016-12-31$417,500
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$89,908
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$87,215
Total income from all sources (including contributions)2016-12-31$1,053,039
Total loss/gain on sale of assets2016-12-31$33,375
Total of all expenses incurred2016-12-31$663,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$398,534
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$375,076
Value of total assets at end of year2016-12-31$10,005,515
Value of total assets at beginning of year2016-12-31$9,613,417
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$265,100
Total interest from all sources2016-12-31$77,934
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$149,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31Yes
Amount of non-exempt transactions with any party-in-interest2016-12-31$63,986
Contributions received from participants2016-12-31$52,644
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$53,599
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$54,638
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$9,388
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$0
Administrative expenses (other) incurred2016-12-31$265,100
Liabilities. Value of operating payables at end of year2016-12-31$68,242
Liabilities. Value of operating payables at beginning of year2016-12-31$75,776
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$389,405
Value of net assets at end of year (total assets less liabilities)2016-12-31$9,915,607
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$9,526,202
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$3,085,414
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$3,352,940
Interest earned on other investments2016-12-31$1,616
Income. Interest from US Government securities2016-12-31$27,885
Income. Interest from corporate debt instruments2016-12-31$45,804
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$1,863,254
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$1,053,451
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$1,053,451
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$2,629
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$354,444
Asset value of US Government securities at end of year2016-12-31$1,000,943
Asset value of US Government securities at beginning of year2016-12-31$925,678
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
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
Contributions received in cash from employer2016-12-31$322,432
Income. Dividends from common stock2016-12-31$149,154
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$44,090
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$1,489,944
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$1,463,965
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$2,512,361
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$2,762,745
Liabilities. Value of benefit claims payable at end of year2016-12-31$12,278
Liabilities. Value of benefit claims payable at beginning of year2016-12-31$11,439
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$9,473,650
Aggregate carrying amount (costs) on sale of assets2016-12-31$9,440,275
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2016-12-31390859910
2015 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$-176,971
Total unrealized appreciation/depreciation of assets2015-12-31$-176,971
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$87,215
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$78,330
Total income from all sources (including contributions)2015-12-31$763,819
Total loss/gain on sale of assets2015-12-31$-76,413
Total of all expenses incurred2015-12-31$709,909
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$397,807
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$802,653
Value of total assets at end of year2015-12-31$9,613,417
Value of total assets at beginning of year2015-12-31$9,550,622
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$312,102
Total interest from all sources2015-12-31$83,738
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$130,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$30,027
Assets. Other investments not covered elsewhere at end of year2015-12-31$3,128,189
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$3,667,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$54,638
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$27,893
Administrative expenses (other) incurred2015-12-31$312,102
Liabilities. Value of operating payables at end of year2015-12-31$75,776
Liabilities. Value of operating payables at beginning of year2015-12-31$67,029
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$53,910
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,526,202
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$9,472,292
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
Interest earned on other investments2015-12-31$6,357
Income. Interest from US Government securities2015-12-31$33,365
Income. Interest from corporate debt instruments2015-12-31$43,970
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$1,053,451
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$484,758
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$484,758
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$46
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$267,376
Asset value of US Government securities at end of year2015-12-31$925,678
Asset value of US Government securities at beginning of year2015-12-31$1,191,777
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
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
Contributions received in cash from employer2015-12-31$772,626
Income. Dividends from common stock2015-12-31$130,812
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$130,431
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$1,688,716
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$1,130,848
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$103,235
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$2,762,745
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$2,944,669
Liabilities. Value of benefit claims payable at end of year2015-12-31$11,439
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$11,301
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$9,992,434
Aggregate carrying amount (costs) on sale of assets2015-12-31$10,068,847
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE
Accountancy firm EIN2015-12-31390859910
2014 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$579,897
Total unrealized appreciation/depreciation of assets2014-12-31$579,897
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$78,330
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$167,404
Total income from all sources (including contributions)2014-12-31$984,788
Total loss/gain on sale of assets2014-12-31$110,824
Total of all expenses incurred2014-12-31$774,240
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$415,370
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$75,224
Value of total assets at end of year2014-12-31$9,550,622
Value of total assets at beginning of year2014-12-31$9,429,148
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$358,870
Total interest from all sources2014-12-31$82,366
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$136,331
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$32,883
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$44,828
Assets. Other investments not covered elsewhere at end of year2014-12-31$3,667,442
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$27,893
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$28,476
Other income not declared elsewhere2014-12-31$146
Administrative expenses (other) incurred2014-12-31$266,104
Liabilities. Value of operating payables at end of year2014-12-31$67,029
Liabilities. Value of operating payables at beginning of year2014-12-31$148,293
Total non interest bearing cash at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$210,548
Value of net assets at end of year (total assets less liabilities)2014-12-31$9,472,292
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$9,261,744
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
Investment advisory and management fees2014-12-31$59,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$3,555,438
Interest earned on other investments2014-12-31$3,722
Income. Interest from US Government securities2014-12-31$34,168
Income. Interest from corporate debt instruments2014-12-31$44,430
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$484,758
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$334,257
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$334,257
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$46
Expenses. Payments to insurance carriers foe the provision of benefits2014-12-31$308,569
Asset value of US Government securities at end of year2014-12-31$1,191,777
Asset value of US Government securities at beginning of year2014-12-31$990,615
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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
Contributions received in cash from employer2014-12-31$30,396
Income. Dividends from common stock2014-12-31$136,331
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$106,801
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$1,130,848
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$1,408,640
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$103,235
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$2,944,669
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$3,111,722
Liabilities. Value of benefit claims payable at end of year2014-12-31$11,301
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$19,111
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$8,287,154
Aggregate carrying amount (costs) on sale of assets2014-12-31$8,176,330
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE LLP
Accountancy firm EIN2014-12-31390859910
2013 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$1,183,590
Total unrealized appreciation/depreciation of assets2013-12-31$1,183,590
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$167,404
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$84,455
Total income from all sources (including contributions)2013-12-31$1,627,680
Total loss/gain on sale of assets2013-12-31$152,254
Total of all expenses incurred2013-12-31$690,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$442,524
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$71,346
Value of total assets at end of year2013-12-31$9,429,148
Value of total assets at beginning of year2013-12-31$8,409,232
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$248,189
Total interest from all sources2013-12-31$79,720
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$135,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$28,665
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$42,030
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2013-12-31$282,181
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$28,476
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$23,630
Other income not declared elsewhere2013-12-31$5,751
Administrative expenses (other) incurred2013-12-31$156,639
Liabilities. Value of operating payables at end of year2013-12-31$148,293
Liabilities. Value of operating payables at beginning of year2013-12-31$84,455
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$936,967
Value of net assets at end of year (total assets less liabilities)2013-12-31$9,261,744
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$8,324,777
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
Investment advisory and management fees2013-12-31$62,885
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$3,555,438
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$2,764,243
Interest earned on other investments2013-12-31$9,600
Income. Interest from US Government securities2013-12-31$30,412
Income. Interest from corporate debt instruments2013-12-31$39,657
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$334,257
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$1,011,789
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$1,011,789
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$51
Asset value of US Government securities at end of year2013-12-31$990,615
Asset value of US Government securities at beginning of year2013-12-31$1,030,404
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
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
Contributions received in cash from employer2013-12-31$29,316
Income. Dividends from common stock2013-12-31$135,019
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$160,343
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$1,408,640
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$1,136,403
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$3,111,722
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$2,442,763
Liabilities. Value of benefit claims payable at end of year2013-12-31$19,111
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
Aggregate proceeds on sale of assets2013-12-31$9,136,986
Aggregate carrying amount (costs) on sale of assets2013-12-31$8,984,732
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$400,319
Total unrealized appreciation/depreciation of assets2012-12-31$400,319
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$84,455
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$106,076
Total income from all sources (including contributions)2012-12-31$1,314,233
Total loss/gain on sale of assets2012-12-31$131,456
Total of all expenses incurred2012-12-31$649,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$418,020
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$565,624
Value of total assets at end of year2012-12-31$8,409,232
Value of total assets at beginning of year2012-12-31$7,766,159
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$231,519
Total interest from all sources2012-12-31$80,301
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$126,042
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$14,795
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$67,477
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2012-12-31$35,386
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$23,630
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$24,048
Other income not declared elsewhere2012-12-31$10,491
Administrative expenses (other) incurred2012-12-31$153,419
Liabilities. Value of operating payables at end of year2012-12-31$84,455
Liabilities. Value of operating payables at beginning of year2012-12-31$106,076
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$664,694
Value of net assets at end of year (total assets less liabilities)2012-12-31$8,324,777
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$7,660,083
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
Investment advisory and management fees2012-12-31$63,305
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$2,764,243
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$2,675,148
Income. Interest from loans (other than to participants)2012-12-31$0
Interest earned on other investments2012-12-31$10,556
Income. Interest from US Government securities2012-12-31$30,733
Income. Interest from corporate debt instruments2012-12-31$38,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$1,011,789
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$650,305
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$650,305
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$64
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$130,148
Asset value of US Government securities at end of year2012-12-31$1,030,404
Asset value of US Government securities at beginning of year2012-12-31$1,016,979
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
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$498,147
Income. Dividends from common stock2012-12-31$126,042
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$252,486
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$1,136,403
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$1,139,260
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$2,442,763
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$2,260,419
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
Aggregate proceeds on sale of assets2012-12-31$8,633,681
Aggregate carrying amount (costs) on sale of assets2012-12-31$8,502,225
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$13,093
Total unrealized appreciation/depreciation of assets2011-12-31$13,093
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$106,076
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$48,022
Total income from all sources (including contributions)2011-12-31$750,767
Total loss/gain on sale of assets2011-12-31$4,483
Total of all expenses incurred2011-12-31$614,610
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$417,036
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$535,739
Value of total assets at end of year2011-12-31$7,766,159
Value of total assets at beginning of year2011-12-31$7,571,948
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$197,574
Total interest from all sources2011-12-31$75,827
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$62,917
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$14,285
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$52,054
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2011-12-31$28,830
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$24,048
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$20,666
Other income not declared elsewhere2011-12-31$58,708
Liabilities. Value of operating payables at end of year2011-12-31$106,076
Liabilities. Value of operating payables at beginning of year2011-12-31$48,022
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$136,157
Value of net assets at end of year (total assets less liabilities)2011-12-31$7,660,083
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$7,523,926
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
Investment advisory and management fees2011-12-31$129,163
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$2,675,148
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$2,844,395
Interest earned on other investments2011-12-31$4,204
Income. Interest from US Government securities2011-12-31$36,563
Income. Interest from corporate debt instruments2011-12-31$35,028
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$650,305
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$199,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$199,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$32
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$119,937
Asset value of US Government securities at end of year2011-12-31$1,016,979
Asset value of US Government securities at beginning of year2011-12-31$1,318,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
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$483,685
Income. Dividends from common stock2011-12-31$62,917
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$268,269
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$1,139,260
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$927,910
Contract administrator fees2011-12-31$54,126
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$2,260,419
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$2,260,475
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
Aggregate proceeds on sale of assets2011-12-31$7,084,778
Aggregate carrying amount (costs) on sale of assets2011-12-31$7,080,295
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$754,039
Total unrealized appreciation/depreciation of assets2010-12-31$754,039
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$48,022
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$19,727
Total income from all sources (including contributions)2010-12-31$964,166
Total loss/gain on sale of assets2010-12-31$38,418
Total of all expenses incurred2010-12-31$401,523
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$341,799
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$75,836
Value of total assets at end of year2010-12-31$7,571,948
Value of total assets at beginning of year2010-12-31$6,981,010
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$59,724
Total interest from all sources2010-12-31$40,739
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$55,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$15,101
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$42,713
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$40,584
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$20,666
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$18,500
Administrative expenses (other) incurred2010-12-31$21,229
Liabilities. Value of operating payables at end of year2010-12-31$48,022
Liabilities. Value of operating payables at beginning of year2010-12-31$1,227
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$10,000
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$562,643
Value of net assets at end of year (total assets less liabilities)2010-12-31$7,523,926
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$6,961,283
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
Investment advisory and management fees2010-12-31$23,394
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$2,844,395
Income. Interest from US Government securities2010-12-31$22,456
Income. Interest from corporate debt instruments2010-12-31$16,573
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$199,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$6,971,010
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$6,971,010
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1,710
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$88,493
Asset value of US Government securities at end of year2010-12-31$1,318,626
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
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$33,123
Income. Dividends from common stock2010-12-31$55,134
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$212,722
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$927,910
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$2,260,475
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
Aggregate proceeds on sale of assets2010-12-31$15,887,602
Aggregate carrying amount (costs) on sale of assets2010-12-31$15,849,184
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984

Form 5500 Responses for RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC.

2021: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01This submission is the final filingYes
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: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
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: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
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: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 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 planNo
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: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedYes
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2010: RETIREE MEDICAL PLAN FOR NONREPRESENTED EMPLOYEES OF THE PHILADELPHIA SUBURBAN DIVISION OF AQUA PENNSYLVANIA, INC. 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement – InsuranceYes
2010-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30042708
Policy instance 1
Insurance contract or identification number30042708
Number of Individuals Covered0
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $56
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $3,139
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $56
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30042708
Policy instance 1
Insurance contract or identification number30042708
Number of Individuals Covered58
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $1,557
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $11,515
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $1,557
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30042708
Policy instance 1
Insurance contract or identification number30042708
Number of Individuals Covered77
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $281
Total amount of fees paid to insurance companyUSD $0
Vision Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $12,306
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?Yes
Commission paid to Insurance BrokerUSD $281
Insurance broker organization code?3
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30042708
Policy instance 1
Insurance contract or identification number30042708
Number of Individuals Covered17
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $364
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30042708
Policy instance 1
Insurance contract or identification number30042708
Number of Individuals Covered15
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $29
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?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitYes
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
Commission paid to Insurance BrokerUSD $29
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCAPITAL MANAGEMENT ENTERPRISES, INC
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30042708
Policy instance 1
Insurance contract or identification number30042708
Number of Individuals Covered14
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $25
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 BenefitYes
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
Commission paid to Insurance BrokerUSD $25
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCAPITAL MANAGEMENT ENTERPRISES INC.
VISION SERVICE PLAN (National Association of Insurance Commissioners NAIC id number: 39616 )
Policy contract number30042708
Policy instance 1
Insurance contract or identification number30042708
Number of Individuals Covered4
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $7
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 BenefitYes
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
Commission paid to Insurance BrokerUSD $7
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameCAPITAL MGMT. ENTERPRISES INC.
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number42395
Policy instance 1
Insurance contract or identification number42395
Number of Individuals Covered2
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $2,320
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,320
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameEMERSON REID DBA TRA BENEFT
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number42395
Policy instance 2
Insurance contract or identification number42395
Number of Individuals Covered1
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $141
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $7,424
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $141
Amount paid for insurance broker fees0
Insurance broker organization code?3
Insurance broker nameEMERSON REID DBA TRA BENEFIT
INDEPENDENCE BLUE CROSS (National Association of Insurance Commissioners NAIC id number: 93688 )
Policy contract number42395
Policy instance 2
Insurance contract or identification number42395
Number of Individuals Covered13
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $2,258
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number42395
Policy instance 1
Insurance contract or identification number42395
Number of Individuals Covered1
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $171
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERIHEALTH HMO, INC. (National Association of Insurance Commissioners NAIC id number: 95044 )
Policy contract number42395
Policy instance 2
Insurance contract or identification number42395
Number of Individuals Covered1
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $428
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $8,378
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
KEYSTONE HEALTH PLAN EAST (National Association of Insurance Commissioners NAIC id number: 95056 )
Policy contract number42395
Policy instance 1
Insurance contract or identification number42395
Number of Individuals Covered13
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $1,957
Total amount of fees paid to insurance companyUSD $0
Health Insurance Welfare BenefitYes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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