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PPL RETIREMENT PLAN 401k Plan overview

Plan NamePPL RETIREMENT PLAN
Plan identification number 001

PPL RETIREMENT PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

PPL SERVICES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:PPL SERVICES CORPORATION
Employer identification number (EIN):233041441
NAIC Classification:221100

Additional information about PPL SERVICES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 3162434

More information about PPL SERVICES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PPL RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012024-01-01CHRISTINE HESS
0012023-01-01
0012023-01-01CHRISTINE HESS
0012022-01-01
0012022-01-01CHRISTINE HESS
0012021-01-01
0012021-01-01CHRISTINE HESS
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01JULISSA BURGOS STEPHEN BREININGER2018-10-11
0012016-07-01JULISSA BURGOS STEPHEN BREININGER2017-10-13
0012015-07-01JULISSA BURGOS STEPHEN BREININGER2017-04-17
0012014-07-01JULISSA BURGOS STEPHEN BREININGER2016-04-15
0012013-07-01JULISSA BURGOS STEPHEN BREININGER2015-04-14
0012012-07-01KARLA DURN VINCENT SORGI2014-04-14
0012011-07-01KARLA DURN VINCENT SORGI2013-04-12
0012010-07-01KARLA DURN VINCENT SORGI2012-04-13
0012009-07-012011-04-13 DALE KLEPPINGER2011-04-13
0012009-07-01DALE KLEPPINGER VINCENT SORGI2011-04-15

Financial Data on PPL RETIREMENT PLAN

Measure Date Value
2023 : PPL RETIREMENT PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$88,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$16,300
Total income from all sources (including contributions)2023-12-31$169,628,283
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$140,029,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$134,653,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$52,218
Value of total assets at end of year2023-12-31$1,594,096,797
Value of total assets at beginning of year2023-12-31$1,564,425,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$5,376,236
Total interest from all sources2023-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$52,218
Participant contributions at end of year2023-12-31$8,317
Participant contributions at beginning of year2023-12-31$21,497
Administrative expenses (other) incurred2023-12-31$4,784,208
Liabilities. Value of operating payables at end of year2023-12-31$88,707
Liabilities. Value of operating payables at beginning of year2023-12-31$16,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$29,598,485
Value of net assets at end of year (total assets less liabilities)2023-12-31$1,594,008,090
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$1,564,409,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Investment advisory and management fees2023-12-31$57
Value of interest in master investment trust accounts at end of year2023-12-31$1,594,088,480
Value of interest in master investment trust accounts at beginning of year2023-12-31$1,564,404,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$0
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$134,653,562
Contract administrator fees2023-12-31$392,819
Did the plan have assets held for investment2023-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BAKER TILLY US, LLP
Accountancy firm EIN2023-12-31301413443
Total unrealized appreciation/depreciation of assets2023-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$88,707
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-01-01$16,300
Total income from all sources (including contributions)2023-01-01$169,628,283
Total loss/gain on sale of assets2023-01-01$0
Total of all expenses incurred2023-01-01$140,029,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-01-01$134,653,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-01-01$52,218
Value of total assets at end of year2023-01-01$1,594,096,797
Value of total assets at beginning of year2023-01-01$1,564,425,905
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-01-01$5,376,236
Total interest from all sources2023-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2023-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-01-01No
Was this plan covered by a fidelity bond2023-01-01Yes
Value of fidelity bond cover2023-01-01$15,000,000
Were there any nonexempt tranactions with any party-in-interest2023-01-01No
Contributions received from participants2023-01-01$52,218
Participant contributions at end of year2023-01-01$8,317
Participant contributions at beginning of year2023-01-01$21,497
Administrative expenses (other) incurred2023-01-01$4,784,208
Liabilities. Value of operating payables at end of year2023-01-01$88,707
Liabilities. Value of operating payables at beginning of year2023-01-01$16,300
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Value of net income/loss2023-01-01$29,598,485
Value of net assets at end of year (total assets less liabilities)2023-01-01$1,594,008,090
Value of net assets at beginning of year (total assets less liabilities)2023-01-01$1,564,409,605
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2023-01-01No
Were any leases to which the plan was party in default or uncollectible2023-01-01No
Investment advisory and management fees2023-01-01$57
Value of interest in master investment trust accounts at end of year2023-01-01$1,594,088,480
Value of interest in master investment trust accounts at beginning of year2023-01-01$1,564,404,408
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-01-01No
Was there a failure to transmit to the plan any participant contributions2023-01-01No
Has the plan failed to provide any benefit when due under the plan2023-01-01No
Contributions received in cash from employer2023-01-01$0
Employer contributions (assets) at end of year2023-01-01$0
Employer contributions (assets) at beginning of year2023-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-01-01$134,653,562
Contract administrator fees2023-01-01$392,819
Did the plan have assets held for investment2023-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-01-01No
Opinion of an independent qualified public accountant for this plan2023-01-011
Accountancy firm name2023-01-01BAKER TILLY US, LLP
Accountancy firm EIN2023-01-01301413443
2022 : PPL RETIREMENT PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$635,963
Total income from all sources (including contributions)2022-12-31$-578,655,640
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$179,583,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$178,543,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$51,217
Value of total assets at end of year2022-12-31$1,564,425,905
Value of total assets at beginning of year2022-12-31$2,323,284,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$1,039,945
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$104,690
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$51,217
Participant contributions at end of year2022-12-31$21,497
Participant contributions at beginning of year2022-12-31$7,925
Administrative expenses (other) incurred2022-12-31$584,672
Liabilities. Value of operating payables at end of year2022-12-31$16,300
Liabilities. Value of operating payables at beginning of year2022-12-31$635,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-758,239,404
Value of net assets at end of year (total assets less liabilities)2022-12-31$1,564,409,605
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$2,322,649,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Investment advisory and management fees2022-12-31$58
Value of interest in master investment trust accounts at end of year2022-12-31$1,564,404,408
Value of interest in master investment trust accounts at beginning of year2022-12-31$2,323,277,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$0
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$178,543,819
Contract administrator fees2022-12-31$350,525
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
Total unrealized appreciation/depreciation of assets2022-01-01$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$16,300
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-01-01$635,963
Total income from all sources (including contributions)2022-01-01$-578,655,640
Total loss/gain on sale of assets2022-01-01$0
Total of all expenses incurred2022-01-01$179,583,764
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-01-01$178,543,819
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-01-01$51,217
Value of total assets at end of year2022-01-01$1,564,425,905
Value of total assets at beginning of year2022-01-01$2,323,284,972
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-01-01$1,039,945
Total interest from all sources2022-01-01$0
Total dividends received (eg from common stock, registered investment company shares)2022-01-01$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-01-01No
Administrative expenses professional fees incurred2022-01-01$104,690
Was this plan covered by a fidelity bond2022-01-01Yes
Value of fidelity bond cover2022-01-01$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-01-01No
Contributions received from participants2022-01-01$51,217
Participant contributions at end of year2022-01-01$21,497
Participant contributions at beginning of year2022-01-01$7,925
Administrative expenses (other) incurred2022-01-01$584,672
Liabilities. Value of operating payables at end of year2022-01-01$16,300
Liabilities. Value of operating payables at beginning of year2022-01-01$635,963
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Value of net income/loss2022-01-01$-758,239,404
Value of net assets at end of year (total assets less liabilities)2022-01-01$1,564,409,605
Value of net assets at beginning of year (total assets less liabilities)2022-01-01$2,322,649,009
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-01-01No
Were any loans by the plan or fixed income obligations due to the plan in default2022-01-01No
Were any leases to which the plan was party in default or uncollectible2022-01-01No
Investment advisory and management fees2022-01-01$58
Value of interest in master investment trust accounts at end of year2022-01-01$1,564,404,408
Value of interest in master investment trust accounts at beginning of year2022-01-01$2,323,277,047
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-01-01No
Was there a failure to transmit to the plan any participant contributions2022-01-01No
Has the plan failed to provide any benefit when due under the plan2022-01-01No
Contributions received in cash from employer2022-01-01$0
Employer contributions (assets) at end of year2022-01-01$0
Employer contributions (assets) at beginning of year2022-01-01$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-01-01$178,543,819
Contract administrator fees2022-01-01$350,525
Did the plan have assets held for investment2022-01-01No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-01-01No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-01-01No
Opinion of an independent qualified public accountant for this plan2022-01-011
Accountancy firm name2022-01-01BAKER TILLY US, LLP
Accountancy firm EIN2022-01-01390859910
2021 : PPL RETIREMENT PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$635,963
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$648,430
Total income from all sources (including contributions)2021-12-31$78,716,516
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$184,996,440
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$181,415,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$44,130
Value of total assets at end of year2021-12-31$2,323,284,972
Value of total assets at beginning of year2021-12-31$2,429,577,363
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$3,580,710
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$223,067
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$44,130
Participant contributions at end of year2021-12-31$7,925
Participant contributions at beginning of year2021-12-31$6,383
Administrative expenses (other) incurred2021-12-31$589,014
Liabilities. Value of operating payables at end of year2021-12-31$635,963
Liabilities. Value of operating payables at beginning of year2021-12-31$648,430
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-106,279,924
Value of net assets at end of year (total assets less liabilities)2021-12-31$2,322,649,009
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$2,428,928,933
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
Investment advisory and management fees2021-12-31$2,399,411
Value of interest in master investment trust accounts at end of year2021-12-31$2,323,277,047
Value of interest in master investment trust accounts at beginning of year2021-12-31$2,399,570,980
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$0
Employer contributions (assets) at end of year2021-12-31$0
Employer contributions (assets) at beginning of year2021-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$181,415,730
Contract administrator fees2021-12-31$369,218
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 PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : PPL RETIREMENT PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$648,430
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$1,144,986
Total income from all sources (including contributions)2020-12-31$464,052,279
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$184,134,021
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$180,400,686
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$30,138,896
Value of total assets at end of year2020-12-31$2,429,577,363
Value of total assets at beginning of year2020-12-31$2,150,155,661
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$3,733,335
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$284,947
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$38,293
Participant contributions at end of year2020-12-31$6,383
Participant contributions at beginning of year2020-12-31$7,426
Administrative expenses (other) incurred2020-12-31$588,802
Liabilities. Value of operating payables at end of year2020-12-31$648,430
Liabilities. Value of operating payables at beginning of year2020-12-31$1,144,986
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$279,918,258
Value of net assets at end of year (total assets less liabilities)2020-12-31$2,428,928,933
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$2,149,010,675
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$2,419,719
Value of interest in master investment trust accounts at end of year2020-12-31$2,399,570,980
Value of interest in master investment trust accounts at beginning of year2020-12-31$2,120,148,235
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$30,100,603
Employer contributions (assets) at end of year2020-12-31$30,000,000
Employer contributions (assets) at beginning of year2020-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$180,400,686
Contract administrator fees2020-12-31$439,867
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : PPL RETIREMENT PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,144,986
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$1,183,664
Total income from all sources (including contributions)2019-12-31$470,167,294
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$181,504,305
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$174,234,366
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$30,043,258
Value of total assets at end of year2019-12-31$2,150,155,661
Value of total assets at beginning of year2019-12-31$1,861,531,350
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$7,269,939
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Administrative expenses professional fees incurred2019-12-31$148,940
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$43,258
Participant contributions at end of year2019-12-31$7,426
Participant contributions at beginning of year2019-12-31$6,720
Administrative expenses (other) incurred2019-12-31$4,543,857
Liabilities. Value of operating payables at end of year2019-12-31$1,144,986
Liabilities. Value of operating payables at beginning of year2019-12-31$1,183,664
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$288,662,989
Value of net assets at end of year (total assets less liabilities)2019-12-31$2,149,010,675
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$1,860,347,686
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$2,180,930
Value of interest in master investment trust accounts at end of year2019-12-31$2,120,148,235
Value of interest in master investment trust accounts at beginning of year2019-12-31$1,831,524,630
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$30,000,000
Employer contributions (assets) at end of year2019-12-31$30,000,000
Employer contributions (assets) at beginning of year2019-12-31$30,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$174,234,366
Contract administrator fees2019-12-31$396,212
Did the plan have assets held for investment2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
2018 : PPL RETIREMENT PLAN 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$1,183,664
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$713,206
Total income from all sources (including contributions)2018-12-31$-122,716,741
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$172,365,852
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$168,931,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$30,039,873
Value of total assets at end of year2018-12-31$1,861,531,350
Value of total assets at beginning of year2018-12-31$2,156,143,485
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$3,434,020
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$163,172
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$39,873
Participant contributions at end of year2018-12-31$6,720
Participant contributions at beginning of year2018-12-31$3,270
Administrative expenses (other) incurred2018-12-31$554,704
Liabilities. Value of operating payables at end of year2018-12-31$1,183,664
Liabilities. Value of operating payables at beginning of year2018-12-31$713,206
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-295,082,593
Value of net assets at end of year (total assets less liabilities)2018-12-31$1,860,347,686
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$2,155,430,279
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Investment advisory and management fees2018-12-31$2,198,812
Value of interest in master investment trust accounts at end of year2018-12-31$1,831,524,630
Value of interest in master investment trust accounts at beginning of year2018-12-31$2,116,140,215
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$30,000,000
Employer contributions (assets) at end of year2018-12-31$30,000,000
Employer contributions (assets) at beginning of year2018-12-31$40,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$168,931,832
Contract administrator fees2018-12-31$517,332
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31390859910
2017 : PPL RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$713,206
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$1,626,626
Total income from all sources (including contributions)2017-12-31$313,210,948
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$146,393,380
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$138,771,360
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$40,038,313
Value of total assets at end of year2017-12-31$2,156,143,485
Value of total assets at beginning of year2017-12-31$1,990,239,337
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$7,622,020
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$343,295
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$38,313
Participant contributions at end of year2017-12-31$3,270
Participant contributions at beginning of year2017-12-31$5,850
Administrative expenses (other) incurred2017-12-31$4,389,868
Liabilities. Value of operating payables at end of year2017-12-31$713,206
Liabilities. Value of operating payables at beginning of year2017-12-31$1,626,626
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$166,817,568
Value of net assets at end of year (total assets less liabilities)2017-12-31$2,155,430,279
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$1,988,612,711
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
Investment advisory and management fees2017-12-31$2,192,791
Value of interest in master investment trust accounts at end of year2017-12-31$2,116,140,215
Value of interest in master investment trust accounts at beginning of year2017-12-31$1,955,233,487
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$40,000,000
Employer contributions (assets) at end of year2017-12-31$40,000,000
Employer contributions (assets) at beginning of year2017-12-31$35,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$138,771,360
Contract administrator fees2017-12-31$696,066
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLC
Accountancy firm EIN2017-12-31390859910
2016 : PPL RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,626,626
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$1,644,856
Total income from all sources (including contributions)2016-12-31$-125,545,211
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$61,893,975
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$59,860,872
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$17,548
Value of total assets at end of year2016-12-31$1,990,239,337
Value of total assets at beginning of year2016-12-31$2,177,696,753
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$2,033,103
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$116,660
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$15,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$17,548
Participant contributions at end of year2016-12-31$5,850
Participant contributions at beginning of year2016-12-31$5,850
Liabilities. Value of operating payables at end of year2016-12-31$1,626,626
Liabilities. Value of operating payables at beginning of year2016-12-31$1,644,856
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-187,439,186
Value of net assets at end of year (total assets less liabilities)2016-12-31$1,988,612,711
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$2,176,051,897
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
Investment advisory and management fees2016-12-31$1,497,697
Value of interest in master investment trust accounts at end of year2016-12-31$1,955,233,487
Value of interest in master investment trust accounts at beginning of year2016-12-31$2,142,690,903
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Employer contributions (assets) at end of year2016-12-31$35,000,000
Employer contributions (assets) at beginning of year2016-12-31$35,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$59,860,872
Contract administrator fees2016-12-31$418,746
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
Total unrealized appreciation/depreciation of assets2016-06-30$0
Total transfer of assets from this plan2016-06-30$28,879,502
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,644,856
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-06-30$1,112,945,147
Total income from all sources (including contributions)2016-06-30$297,595,940
Total loss/gain on sale of assets2016-06-30$0
Total of all expenses incurred2016-06-30$139,265,256
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-06-30$135,367,575
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-06-30$35,049,294
Value of total assets at end of year2016-06-30$2,177,696,753
Value of total assets at beginning of year2016-06-30$3,159,545,862
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-06-30$3,897,681
Total interest from all sources2016-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2016-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-06-30No
Administrative expenses professional fees incurred2016-06-30$107,798
Was this plan covered by a fidelity bond2016-06-30Yes
Value of fidelity bond cover2016-06-30$15,000,000
If this is an individual account plan, was there a blackout period2016-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-06-30$0
Were there any nonexempt tranactions with any party-in-interest2016-06-30No
Contributions received from participants2016-06-30$49,294
Participant contributions at end of year2016-06-30$5,850
Participant contributions at beginning of year2016-06-30$8,213
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-06-30$1,112,373,616
Administrative expenses (other) incurred2016-06-30$450,015
Liabilities. Value of operating payables at end of year2016-06-30$1,644,856
Liabilities. Value of operating payables at beginning of year2016-06-30$571,531
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Value of net income/loss2016-06-30$158,330,684
Value of net assets at end of year (total assets less liabilities)2016-06-30$2,176,051,897
Value of net assets at beginning of year (total assets less liabilities)2016-06-30$2,046,600,715
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2016-06-30No
Were any leases to which the plan was party in default or uncollectible2016-06-30No
Investment advisory and management fees2016-06-30$2,763,597
Value of interest in master investment trust accounts at end of year2016-06-30$2,142,690,903
Value of interest in master investment trust accounts at beginning of year2016-06-30$3,159,537,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-06-30No
Was there a failure to transmit to the plan any participant contributions2016-06-30No
Has the plan failed to provide any benefit when due under the plan2016-06-30No
Contributions received in cash from employer2016-06-30$35,000,000
Employer contributions (assets) at end of year2016-06-30$35,000,000
Employer contributions (assets) at beginning of year2016-06-30$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-06-30$135,367,575
Contract administrator fees2016-06-30$576,271
Did the plan have assets held for investment2016-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-06-30Yes
Opinion of an independent qualified public accountant for this plan2016-06-30Disclaimer
Accountancy firm name2016-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-06-30390859910
2015 : PPL RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-06-30$0
Total transfer of assets from this plan2015-06-30$1,159,132,573
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$1,112,945,147
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-06-30$355,285
Total income from all sources (including contributions)2015-06-30$149,340,227
Total loss/gain on sale of assets2015-06-30$0
Total of all expenses incurred2015-06-30$195,757,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-06-30$188,598,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-06-30$6,190,827
Value of total assets at end of year2015-06-30$3,159,545,862
Value of total assets at beginning of year2015-06-30$3,252,506,203
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-06-30$7,159,747
Total interest from all sources2015-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2015-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-06-30No
Administrative expenses professional fees incurred2015-06-30$163,316
Was this plan covered by a fidelity bond2015-06-30Yes
Value of fidelity bond cover2015-06-30$15,000,000
If this is an individual account plan, was there a blackout period2015-06-30No
Were there any nonexempt tranactions with any party-in-interest2015-06-30No
Contributions received from participants2015-06-30$90,827
Participant contributions at end of year2015-06-30$8,213
Participant contributions at beginning of year2015-06-30$14,436
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-06-30$1,112,373,616
Administrative expenses (other) incurred2015-06-30$575,603
Liabilities. Value of operating payables at end of year2015-06-30$571,531
Liabilities. Value of operating payables at beginning of year2015-06-30$355,285
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Value of net income/loss2015-06-30$-46,417,630
Value of net assets at end of year (total assets less liabilities)2015-06-30$2,046,600,715
Value of net assets at beginning of year (total assets less liabilities)2015-06-30$3,252,150,918
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2015-06-30No
Were any leases to which the plan was party in default or uncollectible2015-06-30No
Investment advisory and management fees2015-06-30$5,282,743
Value of interest in master investment trust accounts at end of year2015-06-30$3,159,537,649
Value of interest in master investment trust accounts at beginning of year2015-06-30$3,157,491,767
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-06-30No
Was there a failure to transmit to the plan any participant contributions2015-06-30No
Has the plan failed to provide any benefit when due under the plan2015-06-30No
Contributions received in cash from employer2015-06-30$6,100,000
Employer contributions (assets) at end of year2015-06-30$0
Employer contributions (assets) at beginning of year2015-06-30$95,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-06-30$188,598,110
Contract administrator fees2015-06-30$1,138,085
Did the plan have assets held for investment2015-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-06-30Yes
Opinion of an independent qualified public accountant for this plan2015-06-30Disclaimer
Accountancy firm name2015-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-06-30390859910
2014 : PPL RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$355,285
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-06-30$522,997
Total income from all sources (including contributions)2014-06-30$537,931,646
Total loss/gain on sale of assets2014-06-30$0
Total of all expenses incurred2014-06-30$190,530,433
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-06-30$182,968,802
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-06-30$100,576,420
Value of total assets at end of year2014-06-30$3,252,506,203
Value of total assets at beginning of year2014-06-30$2,905,272,702
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-06-30$7,561,631
Total interest from all sources2014-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2014-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-06-30No
Administrative expenses professional fees incurred2014-06-30$582,478
Was this plan covered by a fidelity bond2014-06-30Yes
Value of fidelity bond cover2014-06-30$15,000,000
If this is an individual account plan, was there a blackout period2014-06-30No
Were there any nonexempt tranactions with any party-in-interest2014-06-30No
Contributions received from participants2014-06-30$76,420
Participant contributions at end of year2014-06-30$14,436
Participant contributions at beginning of year2014-06-30$13,877
Administrative expenses (other) incurred2014-06-30$1,098,607
Liabilities. Value of operating payables at end of year2014-06-30$355,285
Liabilities. Value of operating payables at beginning of year2014-06-30$522,997
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Value of net income/loss2014-06-30$347,401,213
Value of net assets at end of year (total assets less liabilities)2014-06-30$3,252,150,918
Value of net assets at beginning of year (total assets less liabilities)2014-06-30$2,904,749,705
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2014-06-30No
Were any leases to which the plan was party in default or uncollectible2014-06-30No
Investment advisory and management fees2014-06-30$5,052,036
Value of interest in master investment trust accounts at end of year2014-06-30$3,157,491,767
Value of interest in master investment trust accounts at beginning of year2014-06-30$2,850,258,825
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-06-30No
Was there a failure to transmit to the plan any participant contributions2014-06-30No
Has the plan failed to provide any benefit when due under the plan2014-06-30No
Contributions received in cash from employer2014-06-30$100,500,000
Employer contributions (assets) at end of year2014-06-30$95,000,000
Employer contributions (assets) at beginning of year2014-06-30$55,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-06-30$182,968,802
Contract administrator fees2014-06-30$828,510
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-06-30No
Did the plan have assets held for investment2014-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-06-30No
Opinion of an independent qualified public accountant for this plan2014-06-30Unqualified
Accountancy firm name2014-06-30BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-06-30390859910
2013 : PPL RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$522,997
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-06-30$336,256
Total income from all sources (including contributions)2013-06-30$127,933,300
Total loss/gain on sale of assets2013-06-30$0
Total of all expenses incurred2013-06-30$134,689,923
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-06-30$128,484,446
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-06-30$61,778,177
Value of total assets at end of year2013-06-30$2,905,272,702
Value of total assets at beginning of year2013-06-30$2,911,842,584
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-06-30$6,205,477
Total interest from all sources2013-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2013-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-06-30No
Administrative expenses professional fees incurred2013-06-30$228,059
Was this plan covered by a fidelity bond2013-06-30Yes
Value of fidelity bond cover2013-06-30$15,000,000
If this is an individual account plan, was there a blackout period2013-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-06-30$0
Were there any nonexempt tranactions with any party-in-interest2013-06-30No
Contributions received from participants2013-06-30$78,177
Participant contributions at end of year2013-06-30$13,877
Participant contributions at beginning of year2013-06-30$7,431
Administrative expenses (other) incurred2013-06-30$430,500
Liabilities. Value of operating payables at end of year2013-06-30$522,997
Liabilities. Value of operating payables at beginning of year2013-06-30$336,256
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Value of net income/loss2013-06-30$-6,756,623
Value of net assets at end of year (total assets less liabilities)2013-06-30$2,904,749,705
Value of net assets at beginning of year (total assets less liabilities)2013-06-30$2,911,506,328
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2013-06-30No
Were any leases to which the plan was party in default or uncollectible2013-06-30No
Investment advisory and management fees2013-06-30$4,867,964
Value of interest in master investment trust accounts at end of year2013-06-30$2,850,258,825
Value of interest in master investment trust accounts at beginning of year2013-06-30$2,667,835,153
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-06-30No
Was there a failure to transmit to the plan any participant contributions2013-06-30No
Has the plan failed to provide any benefit when due under the plan2013-06-30No
Contributions received in cash from employer2013-06-30$61,700,000
Employer contributions (assets) at end of year2013-06-30$55,000,000
Employer contributions (assets) at beginning of year2013-06-30$244,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-06-30$128,484,446
Contract administrator fees2013-06-30$678,954
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-06-30No
Did the plan have assets held for investment2013-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-06-30No
Opinion of an independent qualified public accountant for this plan2013-06-30Unqualified
Accountancy firm name2013-06-30PARENTEBEARD LLC
Accountancy firm EIN2013-06-30232932984
2012 : PPL RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$336,256
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-06-30$42,428
Total income from all sources (including contributions)2012-06-30$615,219,188
Total loss/gain on sale of assets2012-06-30$0
Total of all expenses incurred2012-06-30$121,553,758
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-06-30$116,978,389
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-06-30$267,877,046
Value of total assets at end of year2012-06-30$2,911,842,584
Value of total assets at beginning of year2012-06-30$2,417,883,326
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-06-30$4,575,369
Total interest from all sources2012-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2012-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-06-30No
Administrative expenses professional fees incurred2012-06-30$150,906
Was this plan covered by a fidelity bond2012-06-30Yes
Value of fidelity bond cover2012-06-30$15,000,000
If this is an individual account plan, was there a blackout period2012-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-06-30$0
Were there any nonexempt tranactions with any party-in-interest2012-06-30No
Contributions received from participants2012-06-30$77,046
Participant contributions at end of year2012-06-30$7,431
Participant contributions at beginning of year2012-06-30$6,318
Administrative expenses (other) incurred2012-06-30$423,099
Liabilities. Value of operating payables at end of year2012-06-30$336,256
Liabilities. Value of operating payables at beginning of year2012-06-30$42,428
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Value of net income/loss2012-06-30$493,665,430
Value of net assets at end of year (total assets less liabilities)2012-06-30$2,911,506,328
Value of net assets at beginning of year (total assets less liabilities)2012-06-30$2,417,840,898
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2012-06-30No
Were any leases to which the plan was party in default or uncollectible2012-06-30No
Investment advisory and management fees2012-06-30$3,627,775
Value of interest in master investment trust accounts at end of year2012-06-30$2,667,835,153
Value of interest in master investment trust accounts at beginning of year2012-06-30$2,267,877,008
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-06-30No
Was there a failure to transmit to the plan any participant contributions2012-06-30No
Has the plan failed to provide any benefit when due under the plan2012-06-30No
Contributions received in cash from employer2012-06-30$267,800,000
Employer contributions (assets) at end of year2012-06-30$244,000,000
Employer contributions (assets) at beginning of year2012-06-30$150,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-06-30$116,978,389
Contract administrator fees2012-06-30$373,589
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-06-30No
Did the plan have assets held for investment2012-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-06-30No
Opinion of an independent qualified public accountant for this plan2012-06-30Unqualified
Accountancy firm name2012-06-30PARENTEBEARD LLC
Accountancy firm EIN2012-06-30232932984
2011 : PPL RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-06-30$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$42,428
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-06-30$331,773
Total income from all sources (including contributions)2011-06-30$488,836,493
Total loss/gain on sale of assets2011-06-30$0
Total of all expenses incurred2011-06-30$108,974,865
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-06-30$108,498,628
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-06-30$229,571,300
Value of total assets at end of year2011-06-30$2,417,883,326
Value of total assets at beginning of year2011-06-30$2,038,311,043
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-06-30$476,237
Total interest from all sources2011-06-30$0
Total dividends received (eg from common stock, registered investment company shares)2011-06-30$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-06-30No
Administrative expenses professional fees incurred2011-06-30$170,196
Was this plan covered by a fidelity bond2011-06-30Yes
Value of fidelity bond cover2011-06-30$15,000,000
If this is an individual account plan, was there a blackout period2011-06-30No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-06-30$0
Were there any nonexempt tranactions with any party-in-interest2011-06-30No
Contributions received from participants2011-06-30$71,300
Participant contributions at end of year2011-06-30$6,318
Participant contributions at beginning of year2011-06-30$5,565
Administrative expenses (other) incurred2011-06-30$306,041
Liabilities. Value of operating payables at end of year2011-06-30$42,428
Liabilities. Value of operating payables at beginning of year2011-06-30$331,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Value of net income/loss2011-06-30$379,861,628
Value of net assets at end of year (total assets less liabilities)2011-06-30$2,417,840,898
Value of net assets at beginning of year (total assets less liabilities)2011-06-30$2,037,979,270
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-06-30No
Were any loans by the plan or fixed income obligations due to the plan in default2011-06-30No
Were any leases to which the plan was party in default or uncollectible2011-06-30No
Value of interest in master investment trust accounts at end of year2011-06-30$2,267,877,008
Value of interest in master investment trust accounts at beginning of year2011-06-30$1,815,805,478
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-06-30No
Was there a failure to transmit to the plan any participant contributions2011-06-30No
Has the plan failed to provide any benefit when due under the plan2011-06-30No
Contributions received in cash from employer2011-06-30$229,500,000
Employer contributions (assets) at end of year2011-06-30$150,000,000
Employer contributions (assets) at beginning of year2011-06-30$222,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-06-30$108,498,628
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-06-30No
Did the plan have assets held for investment2011-06-30No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-06-30No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-06-30No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-06-30No
Opinion of an independent qualified public accountant for this plan2011-06-30Unqualified
Accountancy firm name2011-06-30PARENTEBEARD LLC
Accountancy firm EIN2011-06-30232932984
2010 : PPL RETIREMENT PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-06-30$0

Form 5500 Responses for PPL RETIREMENT PLAN

2023: PPL RETIREMENT PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PPL RETIREMENT PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PPL RETIREMENT PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PPL RETIREMENT PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PPL RETIREMENT PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PPL RETIREMENT PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PPL RETIREMENT PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PPL RETIREMENT PLAN 2016 form 5500 responses
2016-07-01Type of plan entitySingle employer plan
2016-07-01Submission has been amendedNo
2016-07-01This submission is the final filingNo
2016-07-01This return/report is a short plan year return/report (less than 12 months)Yes
2016-07-01Plan is a collectively bargained planYes
2016-07-01Plan funding arrangement – TrustYes
2016-07-01Plan benefit arrangement - TrustYes
2015: PPL RETIREMENT PLAN 2015 form 5500 responses
2015-07-01Type of plan entitySingle employer plan
2015-07-01Submission has been amendedNo
2015-07-01This submission is the final filingNo
2015-07-01This return/report is a short plan year return/report (less than 12 months)No
2015-07-01Plan is a collectively bargained planYes
2015-07-01Plan funding arrangement – TrustYes
2015-07-01Plan benefit arrangement - TrustYes
2014: PPL RETIREMENT PLAN 2014 form 5500 responses
2014-07-01Type of plan entitySingle employer plan
2014-07-01Submission has been amendedNo
2014-07-01This submission is the final filingNo
2014-07-01This return/report is a short plan year return/report (less than 12 months)No
2014-07-01Plan is a collectively bargained planYes
2014-07-01Plan funding arrangement – TrustYes
2014-07-01Plan benefit arrangement - TrustYes
2013: PPL RETIREMENT PLAN 2013 form 5500 responses
2013-07-01Type of plan entitySingle employer plan
2013-07-01Submission has been amendedNo
2013-07-01This submission is the final filingNo
2013-07-01This return/report is a short plan year return/report (less than 12 months)No
2013-07-01Plan is a collectively bargained planYes
2013-07-01Plan funding arrangement – TrustYes
2013-07-01Plan benefit arrangement - TrustYes
2012: PPL RETIREMENT PLAN 2012 form 5500 responses
2012-07-01Type of plan entitySingle employer plan
2012-07-01Submission has been amendedNo
2012-07-01This submission is the final filingNo
2012-07-01This return/report is a short plan year return/report (less than 12 months)No
2012-07-01Plan is a collectively bargained planYes
2012-07-01Plan funding arrangement – TrustYes
2012-07-01Plan benefit arrangement - TrustYes
2011: PPL RETIREMENT PLAN 2011 form 5500 responses
2011-07-01Type of plan entitySingle employer plan
2011-07-01Submission has been amendedNo
2011-07-01This submission is the final filingNo
2011-07-01This return/report is a short plan year return/report (less than 12 months)No
2011-07-01Plan is a collectively bargained planYes
2011-07-01Plan funding arrangement – TrustYes
2011-07-01Plan benefit arrangement - TrustYes
2010: PPL RETIREMENT PLAN 2010 form 5500 responses
2010-07-01Type of plan entitySingle employer plan
2010-07-01Submission has been amendedNo
2010-07-01This submission is the final filingNo
2010-07-01This return/report is a short plan year return/report (less than 12 months)No
2010-07-01Plan is a collectively bargained planYes
2010-07-01Plan funding arrangement – TrustYes
2010-07-01Plan benefit arrangement - TrustYes
2009: PPL RETIREMENT PLAN 2009 form 5500 responses
2009-07-01Type of plan entitySingle employer plan
2009-07-01Submission has been amendedNo
2009-07-01This submission is the final filingNo
2009-07-01This return/report is a short plan year return/report (less than 12 months)No
2009-07-01Plan is a collectively bargained planYes
2009-07-01Plan funding arrangement – TrustYes
2009-07-01Plan benefit arrangement - TrustYes

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