401k Plan data: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN plan

ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 401k Plan overview

Plan Name	ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN
Plan identification number	006

ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

ELECTRIC POWER RESEARCH INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name: ELECTRIC POWER RESEARCH INSTITUTE, INC.

Employer identification number (EIN): 237175375

NAIC Classification: 541700

Additional information about ELECTRIC POWER RESEARCH INSTITUTE, INC.

Jurisdiction of Incorporation: Texas Secretary of State

Incorporation Date: 1980-01-10

Company Identification Number: 0004697907

Legal Registered Office Address: 3412 HILLVIEW AVE

PALO ALTO
United States of America (USA)
94304

More information about ELECTRIC POWER RESEARCH INSTITUTE, INC.

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
006 2022-01-01
006 2021-01-01
006 2020-01-01
006 2019-01-01
006 2018-01-01 MILLER KAPLAN ARASE LLP
006 2017-01-01 MILLER KAPLAN ARASE LLP
006 2016-01-01 MILLER KAPLAN ARASE LLP
006 2015-01-01 MILLER KAPLAN ARASE LLP MILLER KAPLAN ARASE LLP 2016-07-06
006 2014-01-01 SANDY S GARCIA
006 2013-01-01 SANDY S. GARCIA
006 2012-01-01 SANDY S. GARCIA SANDY S. GARCIA 2013-07-23
006 2011-01-01 SANDY S. GARCIA
006 2010-01-01 ANN HANABUSA
006 2009-11-01 ANN HANABUSA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
006	2022-01-01
006	2021-01-01
006	2020-01-01
006	2019-01-01
006	2018-01-01	MILLER KAPLAN ARASE LLP
006	2017-01-01	MILLER KAPLAN ARASE LLP
006	2016-01-01	MILLER KAPLAN ARASE LLP
006	2015-01-01	MILLER KAPLAN ARASE LLP	MILLER KAPLAN ARASE LLP	2016-07-06
006	2014-01-01	SANDY S GARCIA
006	2013-01-01	SANDY S. GARCIA
006	2012-01-01	SANDY S. GARCIA	SANDY S. GARCIA	2013-07-23
006	2011-01-01	SANDY S. GARCIA
006	2010-01-01	ANN HANABUSA
006	2009-11-01	ANN HANABUSA

Plan Statistics for ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN

401k plan membership statisitcs for ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN

Measure Date Value
2022: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 1,629
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 1,176
Number of retired or separated participants receiving benefits 2022-01-01 53
Number of other retired or separated participants entitled to future benefits 2022-01-01 525
Total of all active and inactive participants 2022-01-01 1,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 21
Total participants 2022-01-01 1,775
Number of participants with account balances 2022-01-01 1,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 40
2021: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 1,579
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 1,058
Number of retired or separated participants receiving benefits 2021-01-01 50
Number of other retired or separated participants entitled to future benefits 2021-01-01 503
Total of all active and inactive participants 2021-01-01 1,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 18
Total participants 2021-01-01 1,629
Number of participants with account balances 2021-01-01 1,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 25
2020: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 1,561
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 1,015
Number of retired or separated participants receiving benefits 2020-01-01 65
Number of other retired or separated participants entitled to future benefits 2020-01-01 487
Total of all active and inactive participants 2020-01-01 1,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 12
Total participants 2020-01-01 1,579
Number of participants with account balances 2020-01-01 1,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 31
2019: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 1,546
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 1,008
Number of retired or separated participants receiving benefits 2019-01-01 76
Number of other retired or separated participants entitled to future benefits 2019-01-01 464
Total of all active and inactive participants 2019-01-01 1,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 13
Total participants 2019-01-01 1,561
Number of participants with account balances 2019-01-01 1,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 33
2018: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 1,498
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 1,001
Number of retired or separated participants receiving benefits 2018-01-01 75
Number of other retired or separated participants entitled to future benefits 2018-01-01 458
Total of all active and inactive participants 2018-01-01 1,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 12
Total participants 2018-01-01 1,546
Number of participants with account balances 2018-01-01 1,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 17
2017: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 1,420
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 949
Number of retired or separated participants receiving benefits 2017-01-01 66
Number of other retired or separated participants entitled to future benefits 2017-01-01 482
Total of all active and inactive participants 2017-01-01 1,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 7
Total participants 2017-01-01 1,504
Number of participants with account balances 2017-01-01 1,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 18
2016: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 1,373
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 882
Number of retired or separated participants receiving benefits 2016-01-01 66
Number of other retired or separated participants entitled to future benefits 2016-01-01 470
Total of all active and inactive participants 2016-01-01 1,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 9
Total participants 2016-01-01 1,427
Number of participants with account balances 2016-01-01 1,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 23
2015: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 1,315
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 830
Number of retired or separated participants receiving benefits 2015-01-01 52
Number of other retired or separated participants entitled to future benefits 2015-01-01 487
Total of all active and inactive participants 2015-01-01 1,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 4
Total participants 2015-01-01 1,373
Number of participants with account balances 2015-01-01 1,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 15
2014: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 1,330
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 781
Number of retired or separated participants receiving benefits 2014-01-01 49
Number of other retired or separated participants entitled to future benefits 2014-01-01 483
Total of all active and inactive participants 2014-01-01 1,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 2
Total participants 2014-01-01 1,315
Number of participants with account balances 2014-01-01 1,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 5
2013: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 1,331
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 772
Number of retired or separated participants receiving benefits 2013-01-01 51
Number of other retired or separated participants entitled to future benefits 2013-01-01 507
Total of all active and inactive participants 2013-01-01 1,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 1,330
Number of participants with account balances 2013-01-01 1,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 2
2012: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 1,363
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 753
Number of retired or separated participants receiving benefits 2012-01-01 27
Number of other retired or separated participants entitled to future benefits 2012-01-01 548
Total of all active and inactive participants 2012-01-01 1,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 3
Total participants 2012-01-01 1,331
Number of participants with account balances 2012-01-01 1,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 5
2011: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 1,377
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 753
Number of retired or separated participants receiving benefits 2011-01-01 28
Number of other retired or separated participants entitled to future benefits 2011-01-01 579
Total of all active and inactive participants 2011-01-01 1,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 3
Total participants 2011-01-01 1,363
Number of participants with account balances 2011-01-01 1,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2010: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year 2010-01-01 0
Total number of active participants reported on line 7a of the Form 5500 2010-01-01 731
Number of retired or separated participants receiving benefits 2010-01-01 36
Number of other retired or separated participants entitled to future benefits 2010-01-01 608
Total of all active and inactive participants 2010-01-01 1,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-01-01 2
Total participants 2010-01-01 1,377
Number of participants with account balances 2010-01-01 1,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-01-01 3
2009: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-11-01 1,389
Total number of active participants reported on line 7a of the Form 5500 2009-11-01 718
Number of retired or separated participants receiving benefits 2009-11-01 26
Number of other retired or separated participants entitled to future benefits 2009-11-01 629
Total of all active and inactive participants 2009-11-01 1,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-11-01 1
Total participants 2009-11-01 1,374
Number of participants with account balances 2009-11-01 1,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-11-01 0

Measure	Date	Value
2022: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	1,629
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	1,176
Number of retired or separated participants receiving benefits	2022-01-01	53
Number of other retired or separated participants entitled to future benefits	2022-01-01	525
Total of all active and inactive participants	2022-01-01	1,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	21
Total participants	2022-01-01	1,775
Number of participants with account balances	2022-01-01	1,754
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	40
2021: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	1,579
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	1,058
Number of retired or separated participants receiving benefits	2021-01-01	50
Number of other retired or separated participants entitled to future benefits	2021-01-01	503
Total of all active and inactive participants	2021-01-01	1,611
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	18
Total participants	2021-01-01	1,629
Number of participants with account balances	2021-01-01	1,610
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	25
2020: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	1,561
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	1,015
Number of retired or separated participants receiving benefits	2020-01-01	65
Number of other retired or separated participants entitled to future benefits	2020-01-01	487
Total of all active and inactive participants	2020-01-01	1,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	12
Total participants	2020-01-01	1,579
Number of participants with account balances	2020-01-01	1,570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	31
2019: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	1,546
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	1,008
Number of retired or separated participants receiving benefits	2019-01-01	76
Number of other retired or separated participants entitled to future benefits	2019-01-01	464
Total of all active and inactive participants	2019-01-01	1,548
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	13
Total participants	2019-01-01	1,561
Number of participants with account balances	2019-01-01	1,546
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	33
2018: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	1,498
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	1,001
Number of retired or separated participants receiving benefits	2018-01-01	75
Number of other retired or separated participants entitled to future benefits	2018-01-01	458
Total of all active and inactive participants	2018-01-01	1,534
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	12
Total participants	2018-01-01	1,546
Number of participants with account balances	2018-01-01	1,535
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	17
2017: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	1,420
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	949
Number of retired or separated participants receiving benefits	2017-01-01	66
Number of other retired or separated participants entitled to future benefits	2017-01-01	482
Total of all active and inactive participants	2017-01-01	1,497
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	7
Total participants	2017-01-01	1,504
Number of participants with account balances	2017-01-01	1,498
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	18
2016: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	1,373
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	882
Number of retired or separated participants receiving benefits	2016-01-01	66
Number of other retired or separated participants entitled to future benefits	2016-01-01	470
Total of all active and inactive participants	2016-01-01	1,418
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	9
Total participants	2016-01-01	1,427
Number of participants with account balances	2016-01-01	1,420
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	23
2015: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	1,315
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	830
Number of retired or separated participants receiving benefits	2015-01-01	52
Number of other retired or separated participants entitled to future benefits	2015-01-01	487
Total of all active and inactive participants	2015-01-01	1,369
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	4
Total participants	2015-01-01	1,373
Number of participants with account balances	2015-01-01	1,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	15
2014: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	1,330
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	781
Number of retired or separated participants receiving benefits	2014-01-01	49
Number of other retired or separated participants entitled to future benefits	2014-01-01	483
Total of all active and inactive participants	2014-01-01	1,313
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	2
Total participants	2014-01-01	1,315
Number of participants with account balances	2014-01-01	1,314
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	5
2013: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	1,331
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	772
Number of retired or separated participants receiving benefits	2013-01-01	51
Number of other retired or separated participants entitled to future benefits	2013-01-01	507
Total of all active and inactive participants	2013-01-01	1,330
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	1,330
Number of participants with account balances	2013-01-01	1,330
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	2
2012: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	1,363
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	753
Number of retired or separated participants receiving benefits	2012-01-01	27
Number of other retired or separated participants entitled to future benefits	2012-01-01	548
Total of all active and inactive participants	2012-01-01	1,328
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	3
Total participants	2012-01-01	1,331
Number of participants with account balances	2012-01-01	1,331
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	5
2011: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	1,377
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	753
Number of retired or separated participants receiving benefits	2011-01-01	28
Number of other retired or separated participants entitled to future benefits	2011-01-01	579
Total of all active and inactive participants	2011-01-01	1,360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	3
Total participants	2011-01-01	1,363
Number of participants with account balances	2011-01-01	1,361
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2010: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2010 401k membership
Total participants, beginning-of-year	2010-01-01	0
Total number of active participants reported on line 7a of the Form 5500	2010-01-01	731
Number of retired or separated participants receiving benefits	2010-01-01	36
Number of other retired or separated participants entitled to future benefits	2010-01-01	608
Total of all active and inactive participants	2010-01-01	1,375
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-01-01	2
Total participants	2010-01-01	1,377
Number of participants with account balances	2010-01-01	1,374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-01-01	3
2009: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-11-01	1,389
Total number of active participants reported on line 7a of the Form 5500	2009-11-01	718
Number of retired or separated participants receiving benefits	2009-11-01	26
Number of other retired or separated participants entitled to future benefits	2009-11-01	629
Total of all active and inactive participants	2009-11-01	1,373
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-11-01	1
Total participants	2009-11-01	1,374
Number of participants with account balances	2009-11-01	1,373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-11-01	0

Financial Data on ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN

Measure	Date	Value
2022 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2022 401k financial data
Total income from all sources (including contributions)	2022-12-31	$-52,115,909
Total of all expenses incurred	2022-12-31	$37,621,270
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$37,496,021
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$32,372,287
Value of total assets at end of year	2022-12-31	$440,951,230
Value of total assets at beginning of year	2022-12-31	$530,688,409
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$125,249
Total interest from all sources	2022-12-31	$171,579
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$11,320,026
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$11,320,026
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$13,910,727
Participant contributions at end of year	2022-12-31	$1,953,952
Participant contributions at beginning of year	2022-12-31	$2,228,830
Assets. Other investments not covered elsewhere at end of year	2022-12-31	$886,818
Assets. Other investments not covered elsewhere at beginning of year	2022-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$1,836,182
Other income not declared elsewhere	2022-12-31	$64,662
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-89,737,179
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$440,951,230
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$530,688,409
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$257,172,482
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$514,785,909
Interest on participant loans	2022-12-31	$95,099
Interest earned on other investments	2022-12-31	$76,480
Value of interest in common/collective trusts at end of year	2022-12-31	$177,783,751
Value of interest in common/collective trusts at beginning of year	2022-12-31	$9,426,356
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$3,154,227
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$4,247,314
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-96,044,463
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$16,625,378
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$37,496,021
Contract administrator fees	2022-12-31	$125,249
Did the plan have assets held for investment	2022-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2022-12-31	952036255
2021 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2021 401k financial data
Total income from all sources (including contributions)	2021-12-31	$92,926,134
Total of all expenses incurred	2021-12-31	$28,434,411
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$28,318,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$30,709,312
Value of total assets at end of year	2021-12-31	$530,688,409
Value of total assets at beginning of year	2021-12-31	$466,196,686
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$116,115
Total interest from all sources	2021-12-31	$175,658
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$42,820,459
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$42,820,459
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2021-12-31	0
Minimum employer required contribution for this plan year	2021-12-31	$0
Amount contributed by the employer to the plan for this plan year	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$12,248,024
Participant contributions at end of year	2021-12-31	$2,228,830
Participant contributions at beginning of year	2021-12-31	$2,011,920
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$3,470,989
Other income not declared elsewhere	2021-12-31	$85,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$64,491,723
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$530,688,409
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$466,196,686
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$514,785,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$449,276,306
Interest on participant loans	2021-12-31	$103,687
Interest earned on other investments	2021-12-31	$71,971
Value of interest in common/collective trusts at end of year	2021-12-31	$9,426,356
Value of interest in common/collective trusts at beginning of year	2021-12-31	$10,590,742
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$4,247,314
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$4,317,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$19,135,078
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$14,990,299
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$28,318,296
Contract administrator fees	2021-12-31	$116,115
Did the plan have assets held for investment	2021-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2021-12-31	952036255
2020 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2020 401k financial data
Total income from all sources (including contributions)	2020-12-31	$87,583,626
Total of all expenses incurred	2020-12-31	$24,230,559
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$24,127,516
Value of total corrective distributions	2020-12-31	$8,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$27,203,618
Value of total assets at end of year	2020-12-31	$466,196,686
Value of total assets at beginning of year	2020-12-31	$402,843,619
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$94,566
Total interest from all sources	2020-12-31	$192,711
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$15,453,845
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2020-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
Minimum employer required contribution for this plan year	2020-12-31	$0
Amount contributed by the employer to the plan for this plan year	2020-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2020-12-31	No
Contributions received from participants	2020-12-31	$11,611,740
Participant contributions at end of year	2020-12-31	$2,011,920
Participant contributions at beginning of year	2020-12-31	$1,936,585
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$1,008,008
Other income not declared elsewhere	2020-12-31	$91,193
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$63,353,067
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$466,196,686
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$402,843,619
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2020-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2020-12-31	No
Were any leases to which the plan was party in default or uncollectible	2020-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$449,276,306
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$390,334,362
Interest on participant loans	2020-12-31	$107,575
Interest earned on other investments	2020-12-31	$85,136
Value of interest in common/collective trusts at end of year	2020-12-31	$10,590,742
Value of interest in common/collective trusts at beginning of year	2020-12-31	$6,096,598
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$4,317,718
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$4,476,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$44,457,612
Net investment gain or loss from common/collective trusts	2020-12-31	$184,647
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
Was there a failure to transmit to the plan any participant contributions	2020-12-31	No
Has the plan failed to provide any benefit when due under the plan	2020-12-31	No
Contributions received in cash from employer	2020-12-31	$14,583,870
Income. Dividends from preferred stock	2020-12-31	$15,453,845
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$24,127,516
Contract administrator fees	2020-12-31	$94,566
Did the plan have assets held for investment	2020-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2020-12-31	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2020-12-31	952036255
2019 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$97,707,958
Total of all expenses incurred	2019-12-31	$27,498,755
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$27,412,526
Value of total corrective distributions	2019-12-31	$4,288
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$28,183,828
Value of total assets at end of year	2019-12-31	$402,843,619
Value of total assets at beginning of year	2019-12-31	$332,634,416
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$81,941
Total interest from all sources	2019-12-31	$183,116
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$12,941,588
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2019-12-31	0
Minimum employer required contribution for this plan year	2019-12-31	$0
Amount contributed by the employer to the plan for this plan year	2019-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$11,235,660
Participant contributions at end of year	2019-12-31	$1,936,585
Participant contributions at beginning of year	2019-12-31	$1,670,622
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$2,681,563
Other income not declared elsewhere	2019-12-31	$94,217
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$70,209,203
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$402,843,619
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$332,634,416
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$390,334,362
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$319,909,687
Interest on participant loans	2019-12-31	$94,622
Interest earned on other investments	2019-12-31	$88,494
Value of interest in common/collective trusts at end of year	2019-12-31	$6,096,598
Value of interest in common/collective trusts at beginning of year	2019-12-31	$6,428,345
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$4,476,074
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$4,625,762
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$56,164,144
Net investment gain or loss from common/collective trusts	2019-12-31	$141,065
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$14,266,605
Income. Dividends from common stock	2019-12-31	$12,941,588
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$27,412,526
Contract administrator fees	2019-12-31	$81,941
Did the plan have assets held for investment	2019-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2019-12-31	952036255
2018 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$9,646,686
Total of all expenses incurred	2018-12-31	$31,427,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$31,358,684
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$26,388,273
Value of total assets at end of year	2018-12-31	$332,634,416
Value of total assets at beginning of year	2018-12-31	$354,415,139
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$68,725
Total interest from all sources	2018-12-31	$174,878
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$13,031,833
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2018-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
Minimum employer required contribution for this plan year	2018-12-31	$0
Amount contributed by the employer to the plan for this plan year	2018-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$10,777,871
Participant contributions at end of year	2018-12-31	$1,670,622
Participant contributions at beginning of year	2018-12-31	$1,547,747
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,975,563
Other income not declared elsewhere	2018-12-31	$98,031
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-21,780,723
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$332,634,416
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$354,415,139
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$319,909,687
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$343,223,631
Interest on participant loans	2018-12-31	$77,390
Interest earned on other investments	2018-12-31	$97,488
Value of interest in common/collective trusts at end of year	2018-12-31	$6,428,345
Value of interest in common/collective trusts at beginning of year	2018-12-31	$4,528,061
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$4,625,762
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$5,115,700
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-30,174,663
Net investment gain or loss from common/collective trusts	2018-12-31	$128,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$13,634,839
Income. Dividends from common stock	2018-12-31	$13,031,833
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$31,358,684
Contract administrator fees	2018-12-31	$68,725
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2018-12-31	952036255
2017 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$74,092,921
Total of all expenses incurred	2017-12-31	$21,276,557
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$21,218,296
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$24,272,479
Value of total assets at end of year	2017-12-31	$354,415,139
Value of total assets at beginning of year	2017-12-31	$301,598,775
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$58,261
Total interest from all sources	2017-12-31	$169,663
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$10,560,071
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2017-12-31	$0
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$10,560,071
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2017-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
Minimum employer required contribution for this plan year	2017-12-31	$0
Amount contributed by the employer to the plan for this plan year	2017-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$9,840,023
Participant contributions at end of year	2017-12-31	$1,547,747
Participant contributions at beginning of year	2017-12-31	$1,553,830
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,777,153
Other income not declared elsewhere	2017-12-31	$106,396
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$52,816,364
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$354,415,139
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$301,598,775
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Amount of loans by the plan or fixed income obligations due to the plan which were in default/classified-as-uncollectible as of the close of the plan year	2017-12-31	$0
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$343,223,631
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$291,315,887
Interest on participant loans	2017-12-31	$67,753
Interest earned on other investments	2017-12-31	$101,910
Value of interest in common/collective trusts at end of year	2017-12-31	$4,528,061
Value of interest in common/collective trusts at beginning of year	2017-12-31	$3,319,379
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$5,115,700
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$5,409,679
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$38,904,622
Net investment gain or loss from common/collective trusts	2017-12-31	$79,690
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$12,655,303
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$21,218,296
Contract administrator fees	2017-12-31	$58,261
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2017-12-31	952036255
2016 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2016 401k financial data
Total income from all sources (including contributions)	2016-12-31	$45,085,235
Total of all expenses incurred	2016-12-31	$17,016,453
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$16,967,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$22,896,665
Value of total assets at end of year	2016-12-31	$301,598,775
Value of total assets at beginning of year	2016-12-31	$273,529,993
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$49,365
Total interest from all sources	2016-12-31	$189,199
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$8,815,403
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$8,815,403
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2016-12-31	0
Minimum employer required contribution for this plan year	2016-12-31	$0
Amount contributed by the employer to the plan for this plan year	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$9,226,580
Participant contributions at end of year	2016-12-31	$1,553,830
Participant contributions at beginning of year	2016-12-31	$1,769,410
Participant contributions at end of year	2016-12-31	$0
Participant contributions at beginning of year	2016-12-31	$407
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$1,823,321
Other income not declared elsewhere	2016-12-31	$112,897
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$28,068,782
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$301,598,775
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$273,529,993
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$291,315,887
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$246,408,073
Interest on participant loans	2016-12-31	$69,630
Interest earned on other investments	2016-12-31	$119,569
Value of interest in common/collective trusts at end of year	2016-12-31	$3,319,379
Value of interest in common/collective trusts at beginning of year	2016-12-31	$2,753,246
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$17,058,893
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$17,058,893
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$5,409,679
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$5,539,149
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$13,005,967
Net investment gain or loss from common/collective trusts	2016-12-31	$65,104
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$11,846,764
Employer contributions (assets) at end of year	2016-12-31	$0
Employer contributions (assets) at beginning of year	2016-12-31	$815
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$16,967,088
Contract administrator fees	2016-12-31	$49,365
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2016-12-31	952036255
2015 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)	2015-12-31	$20,321,933
Total of all expenses incurred	2015-12-31	$17,057,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$17,016,605
Expenses. Certain deemed distributions of participant loans	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$21,604,696
Value of total assets at end of year	2015-12-31	$273,529,993
Value of total assets at beginning of year	2015-12-31	$270,265,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$40,629
Total interest from all sources	2015-12-31	$192,850
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$10,494,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$10,494,594
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2015-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Minimum employer required contribution for this plan year	2015-12-31	$0
Amount contributed by the employer to the plan for this plan year	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$8,807,520
Participant contributions at end of year	2015-12-31	$1,769,410
Participant contributions at beginning of year	2015-12-31	$1,503,883
Participant contributions at end of year	2015-12-31	$407
Participant contributions at beginning of year	2015-12-31	$213
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,696,743
Other income not declared elsewhere	2015-12-31	$110,655
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$3,264,699
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$273,529,993
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$270,265,294
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Investment advisory and management fees	2015-12-31	$40,629
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$246,408,073
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$242,935,704
Interest on participant loans	2015-12-31	$66,489
Interest earned on other investments	2015-12-31	$117,678
Value of interest in common/collective trusts at end of year	2015-12-31	$2,753,246
Value of interest in common/collective trusts at beginning of year	2015-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$17,058,893
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$20,024,623
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$20,024,623
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2015-12-31	$8,683
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$5,539,149
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$5,640,994
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-12,112,456
Net investment gain or loss from common/collective trusts	2015-12-31	$31,594
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$11,100,433
Employer contributions (assets) at end of year	2015-12-31	$815
Employer contributions (assets) at beginning of year	2015-12-31	$159,877
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$17,016,605
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2015-12-31	952036255
2014 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)	2014-12-31	$37,279,859
Total of all expenses incurred	2014-12-31	$15,275,524
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$15,229,429
Expenses. Certain deemed distributions of participant loans	2014-12-31	$8,152
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$19,638,829
Value of total assets at end of year	2014-12-31	$270,265,294
Value of total assets at beginning of year	2014-12-31	$248,260,959
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$37,943
Total interest from all sources	2014-12-31	$195,012
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$6,685,805
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$6,685,805
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2014-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
Minimum employer required contribution for this plan year	2014-12-31	$0
Amount contributed by the employer to the plan for this plan year	2014-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$8,018,410
Participant contributions at end of year	2014-12-31	$1,503,883
Participant contributions at beginning of year	2014-12-31	$1,539,900
Participant contributions at end of year	2014-12-31	$213
Participant contributions at beginning of year	2014-12-31	$179
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$733,237
Other income not declared elsewhere	2014-12-31	$113,011
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$22,004,335
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$270,265,294
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$248,260,959
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Investment advisory and management fees	2014-12-31	$37,943
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$242,935,704
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$218,680,004
Interest on participant loans	2014-12-31	$66,949
Interest earned on other investments	2014-12-31	$126,016
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$20,024,623
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$22,274,458
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$22,274,458
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2014-12-31	$2,047
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$5,640,994
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$5,739,842
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$10,647,202
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$10,887,182
Employer contributions (assets) at end of year	2014-12-31	$159,877
Employer contributions (assets) at beginning of year	2014-12-31	$26,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$15,229,429
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2014-12-31	952036255
2013 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$53,883,866
Total of all expenses incurred	2013-12-31	$15,397,011
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$15,352,170
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$18,410,798
Value of total assets at end of year	2013-12-31	$248,260,959
Value of total assets at beginning of year	2013-12-31	$209,774,104
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$44,841
Total interest from all sources	2013-12-31	$209,776
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$5,251,932
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$5,251,932
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2013-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Minimum employer required contribution for this plan year	2013-12-31	$0
Amount contributed by the employer to the plan for this plan year	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$7,558,642
Participant contributions at end of year	2013-12-31	$1,539,900
Participant contributions at beginning of year	2013-12-31	$1,421,647
Participant contributions at end of year	2013-12-31	$179
Participant contributions at beginning of year	2013-12-31	$0
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$474,688
Other income not declared elsewhere	2013-12-31	$111,232
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$38,486,855
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$248,260,959
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$209,774,104
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Investment advisory and management fees	2013-12-31	$44,841
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$218,680,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$180,870,667
Interest on participant loans	2013-12-31	$62,999
Interest earned on other investments	2013-12-31	$142,899
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$22,274,458
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$21,078,894
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$21,078,894
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2013-12-31	$3,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$5,739,842
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$6,402,896
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$29,900,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$10,377,468
Employer contributions (assets) at end of year	2013-12-31	$26,576
Employer contributions (assets) at beginning of year	2013-12-31	$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$15,352,170
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2013-12-31	952036255
2012 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$40,268,462
Total of all expenses incurred	2012-12-31	$11,193,704
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$11,150,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$18,187,381
Value of total assets at end of year	2012-12-31	$209,774,104
Value of total assets at beginning of year	2012-12-31	$180,699,346
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$43,123
Total interest from all sources	2012-12-31	$237,361
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$4,576,503
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$4,576,503
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$3,000,000
Aggregate amount of withdrawal liability assessed or estimated to be assessed against such withdrawn employers	2012-12-31	0
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Minimum employer required contribution for this plan year	2012-12-31	$0
Amount contributed by the employer to the plan for this plan year	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$7,303,118
Participant contributions at end of year	2012-12-31	$1,421,647
Participant contributions at beginning of year	2012-12-31	$1,290,742
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$639,238
Other income not declared elsewhere	2012-12-31	$120,241
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$29,074,758
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$209,774,104
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$180,699,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Investment advisory and management fees	2012-12-31	$43,123
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$180,870,667
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$152,183,015
Interest on participant loans	2012-12-31	$61,377
Interest earned on other investments	2012-12-31	$169,015
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$21,078,894
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$19,810,994
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$19,810,994
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2012-12-31	$6,969
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$6,402,896
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$7,414,595
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$17,146,976
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$10,245,025
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$11,150,581
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	MILLER KAPLAN ARASE LLP
Accountancy firm EIN	2012-12-31	952036255
2011 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2011 401k financial data
Total income from all sources (including contributions)	2011-12-31	$17,095,252
Total of all expenses incurred	2011-12-31	$9,296,210
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$9,245,071
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$17,776,927
Value of total assets at end of year	2011-12-31	$180,699,346
Value of total assets at beginning of year	2011-12-31	$172,900,304
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$51,139
Total interest from all sources	2011-12-31	$251,223
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$3,848,790
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$3,848,790
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Minimum employer required contribution for this plan year	2011-12-31	$0
Amount contributed by the employer to the plan for this plan year	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$7,067,689
Participant contributions at end of year	2011-12-31	$1,290,742
Participant contributions at beginning of year	2011-12-31	$917,383
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$762,662
Other income not declared elsewhere	2011-12-31	$124,337
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$7,799,042
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$180,699,346
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$172,900,304
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Investment advisory and management fees	2011-12-31	$51,139
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$152,183,015
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$142,204,712
Interest on participant loans	2011-12-31	$44,809
Interest earned on other investments	2011-12-31	$197,578
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$19,810,994
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$21,527,937
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$21,527,937
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2011-12-31	$8,836
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$7,414,595
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$8,250,272
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-4,906,025
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$9,946,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$9,245,071
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2011-12-31	952036255
2010 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2010 401k financial data
Total transfer of assets to this plan	2010-12-31	$8,602,959
Total income from all sources (including contributions)	2010-12-31	$33,043,148
Total of all expenses incurred	2010-12-31	$9,585,983
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$9,541,500
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$16,870,657
Value of total assets at end of year	2010-12-31	$172,900,304
Value of total assets at beginning of year	2010-12-31	$140,840,180
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$44,483
Total interest from all sources	2010-12-31	$231,110
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$3,177,245
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$3,177,245
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$3,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$7,005,347
Participant contributions at end of year	2010-12-31	$917,383
Participant contributions at beginning of year	2010-12-31	$217,865
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$567,411
Other income not declared elsewhere	2010-12-31	$150,659
Administrative expenses (other) incurred	2010-12-31	$44,483
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$23,457,165
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$172,900,304
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$140,840,180
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$142,204,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$106,932,063
Interest on participant loans	2010-12-31	$22,449
Interest earned on other investments	2010-12-31	$196,141
Value of interest in common/collective trusts at beginning of year	2010-12-31	$1,614,781
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$21,527,937
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$23,108,202
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$23,108,202
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$12,520
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$8,250,272
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$8,967,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$12,605,429
Net investment gain or loss from common/collective trusts	2010-12-31	$8,048
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$9,297,899
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$9,541,500
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MILLER, KAPLAN, ARASE & CO., LLP
Accountancy firm EIN	2010-12-31	952036255
2009 : ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN

2022: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2010: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2010 form 5500 responses
2010-01-01	Type of plan entity	Single employer plan
2010-01-01	Plan funding arrangement – Trust	Yes
2010-01-01	Plan benefit arrangement – Insurance	Yes
2010-01-01	Plan benefit arrangement - Trust	Yes
2009: ELECTRIC POWER RESEARCH INSTITUTE, INC. 401(K) PLAN 2009 form 5500 responses
2009-11-01	Type of plan entity	Single employer plan
2009-11-01	First time form 5500 has been submitted	Yes
2009-11-01	Submission has been amended	No
2009-11-01	This submission is the final filing	No
2009-11-01	This return/report is a short plan year return/report (less than 12 months)	Yes
2009-11-01	Plan is a collectively bargained plan	No
2009-11-01	Plan funding arrangement – Trust	Yes
2009-11-01	Plan benefit arrangement – Insurance	Yes
2009-11-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	31
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	15
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	32
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	15
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	34
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	15
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	34
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	17
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	38
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	17
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	42
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	19
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	20
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	48
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

092329-001

Policy instance

Insurance contract or identification number	092329-001
Number of Individuals Covered	0
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	21
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	54
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	55
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

092329-001

Policy instance

Insurance contract or identification number	092329-001
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	22
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

094484-007

Policy instance

Insurance contract or identification number	094484-007
Number of Individuals Covered	33
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	58
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	24
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	60
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	25
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

094484-007

Policy instance

Insurance contract or identification number	094484-007
Number of Individuals Covered	39
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )

Policy contract number

G45555

Policy instance

Insurance contract or identification number	G45555
Number of Individuals Covered	27
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes

TIAA-CREF (National Association of Insurance Commissioners NAIC id number: 69345 )

Policy contract number

346802

Policy instance

Insurance contract or identification number	346802
Number of Individuals Covered	62
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65676 )

Policy contract number

094484-007

Policy instance

Insurance contract or identification number	094484-007
Number of Individuals Covered	43
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes

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Company Name:	ELECTRIC POWER RESEARCH INSTITUTE, INC.
Employer identification number (EIN):	237175375
NAIC Classification:	541700

Jurisdiction of Incorporation:	Texas Secretary of State
Incorporation Date:	1980-01-10
Company Identification Number:	0004697907
Legal Registered Office Address:	3412 HILLVIEW AVE PALO ALTO United States of America (USA) 94304