PNG COMPANIES LLC has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN
| Measure | Date | Value |
|---|
| 2022 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2022 401k financial data |
|---|
| Total transfer of assets from this plan | 2022-06-30 | $128,466,902 |
| Total income from all sources (including contributions) | 2022-06-30 | $-19,899,414 |
| Total of all expenses incurred | 2022-06-30 | $12,588,360 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-06-30 | $12,473,022 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-06-30 | $6,424,851 |
| Value of total assets at end of year | 2022-06-30 | $0 |
| Value of total assets at beginning of year | 2022-06-30 | $160,954,676 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-06-30 | $115,338 |
| Total interest from all sources | 2022-06-30 | $74,017 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-06-30 | $1,511,292 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-06-30 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-06-30 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-06-30 | $1,511,292 |
| Administrative expenses professional fees incurred | 2022-06-30 | $115,338 |
| Was this plan covered by a fidelity bond | 2022-06-30 | Yes |
| Value of fidelity bond cover | 2022-06-30 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-06-30 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-06-30 | No |
| Contributions received from participants | 2022-06-30 | $2,862,738 |
| Participant contributions at end of year | 2022-06-30 | $0 |
| Participant contributions at beginning of year | 2022-06-30 | $3,098,156 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-06-30 | $43,813 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-06-30 | No |
| Value of net income/loss | 2022-06-30 | $-32,487,774 |
| Value of net assets at end of year (total assets less liabilities) | 2022-06-30 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-06-30 | $160,954,676 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-06-30 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-06-30 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-06-30 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-06-30 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-06-30 | $149,452,759 |
| Interest on participant loans | 2022-06-30 | $74,017 |
| Value of interest in common/collective trusts at end of year | 2022-06-30 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-06-30 | $8,403,761 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-06-30 | $-27,923,071 |
| Net investment gain or loss from common/collective trusts | 2022-06-30 | $13,497 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-06-30 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-06-30 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-06-30 | No |
| Contributions received in cash from employer | 2022-06-30 | $3,518,300 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-06-30 | $12,473,022 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-06-30 | Yes |
| Did the plan have assets held for investment | 2022-06-30 | No |
| 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 | 2022-06-30 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-06-30 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-06-30 | Unqualified |
| Accountancy firm name | 2022-06-30 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2022-06-30 | 251408703 |
| Total transfer of assets from this plan | 2022-01-01 | $128,466,902 |
| Total income from all sources (including contributions) | 2022-01-01 | $-19,899,414 |
| Total of all expenses incurred | 2022-01-01 | $12,588,360 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-01-01 | $12,473,022 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-01-01 | $6,424,851 |
| Value of total assets at end of year | 2022-01-01 | $0 |
| Value of total assets at beginning of year | 2022-01-01 | $160,954,676 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-01-01 | $115,338 |
| Total interest from all sources | 2022-01-01 | $74,017 |
| Total dividends received (eg from common stock, registered investment company shares) | 2022-01-01 | $1,511,292 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-01-01 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2022-01-01 | $0 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2022-01-01 | $1,511,292 |
| Administrative expenses professional fees incurred | 2022-01-01 | $115,338 |
| Was this plan covered by a fidelity bond | 2022-01-01 | Yes |
| Value of fidelity bond cover | 2022-01-01 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2022-01-01 | Yes |
| Were there any nonexempt tranactions with any party-in-interest | 2022-01-01 | No |
| Contributions received from participants | 2022-01-01 | $2,862,738 |
| Participant contributions at end of year | 2022-01-01 | $0 |
| Participant contributions at beginning of year | 2022-01-01 | $3,098,156 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2022-01-01 | $43,813 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-01-01 | No |
| Value of net income/loss | 2022-01-01 | $-32,487,774 |
| Value of net assets at end of year (total assets less liabilities) | 2022-01-01 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2022-01-01 | $160,954,676 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-01-01 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2022-01-01 | No |
| Were any leases to which the plan was party in default or uncollectible | 2022-01-01 | No |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-01-01 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-01-01 | $149,452,759 |
| Interest on participant loans | 2022-01-01 | $74,017 |
| Value of interest in common/collective trusts at end of year | 2022-01-01 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2022-01-01 | $8,403,761 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-01-01 | $-27,923,071 |
| Net investment gain or loss from common/collective trusts | 2022-01-01 | $13,497 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-01-01 | No |
| Was there a failure to transmit to the plan any participant contributions | 2022-01-01 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2022-01-01 | No |
| Contributions received in cash from employer | 2022-01-01 | $3,518,300 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-01-01 | $12,473,022 |
| Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3 | 2022-01-01 | Yes |
| Did the plan have assets held for investment | 2022-01-01 | No |
| 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 | 2022-01-01 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-01-01 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2022-01-01 | 1 |
| Accountancy firm name | 2022-01-01 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2022-01-01 | 251408703 |
| 2021 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2021 401k financial data |
|---|
| Total transfer of assets from this plan | 2021-12-31 | $218,885 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $3,746 |
| Total income from all sources (including contributions) | 2021-12-31 | $31,551,671 |
| Total of all expenses incurred | 2021-12-31 | $9,894,320 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $9,776,459 |
| Value of total corrective distributions | 2021-12-31 | $4,426 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $13,550,302 |
| Value of total assets at end of year | 2021-12-31 | $160,954,676 |
| Value of total assets at beginning of year | 2021-12-31 | $139,519,956 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $113,435 |
| Total interest from all sources | 2021-12-31 | $164,993 |
| Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $5,711,254 |
| 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 | $5,711,254 |
| Administrative expenses professional fees incurred | 2021-12-31 | $113,435 |
| Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
| Value of fidelity bond cover | 2021-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
| Contributions received from participants | 2021-12-31 | $5,890,253 |
| Participant contributions at end of year | 2021-12-31 | $3,098,156 |
| Participant contributions at beginning of year | 2021-12-31 | $3,312,364 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2021-12-31 | $510,839 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2021-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2021-12-31 | $3,746 |
| 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 | $21,657,351 |
| Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $160,954,676 |
| Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $139,516,210 |
| 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 | $149,452,759 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $127,984,338 |
| Interest on participant loans | 2021-12-31 | $164,993 |
| Value of interest in common/collective trusts at end of year | 2021-12-31 | $8,403,761 |
| Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $8,223,254 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $12,067,860 |
| Net investment gain or loss from common/collective trusts | 2021-12-31 | $57,262 |
| 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 | Yes |
| Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
| Contributions received in cash from employer | 2021-12-31 | $7,149,210 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $9,776,459 |
| 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 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2021-12-31 | 251408703 |
| 2020 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2020 401k financial data |
|---|
| Total transfer of assets from this plan | 2020-12-31 | $88,091 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $3,746 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $20,112 |
| Total income from all sources (including contributions) | 2020-12-31 | $29,979,231 |
| Total of all expenses incurred | 2020-12-31 | $5,804,884 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $5,640,084 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $12,659,524 |
| Value of total assets at end of year | 2020-12-31 | $139,519,956 |
| Value of total assets at beginning of year | 2020-12-31 | $115,450,066 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $164,800 |
| Total interest from all sources | 2020-12-31 | $184,522 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,172,084 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2020-12-31 | $4,172,084 |
| Administrative expenses professional fees incurred | 2020-12-31 | $164,800 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Contributions received from participants | 2020-12-31 | $5,445,095 |
| Participant contributions at end of year | 2020-12-31 | $3,312,364 |
| Participant contributions at beginning of year | 2020-12-31 | $3,171,239 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $629,897 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2020-12-31 | $3,746 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $20,112 |
| 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 | $24,174,347 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $139,516,210 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $115,429,954 |
| 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 | $127,984,338 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $105,129,671 |
| Interest on participant loans | 2020-12-31 | $184,522 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $8,223,254 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $7,149,156 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $13,216,684 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $-253,583 |
| 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 | Yes |
| 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 | $6,584,532 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $5,640,084 |
| 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 | Unqualified |
| Accountancy firm name | 2020-12-31 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2020-12-31 | 251408703 |
| 2019 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2019 401k financial data |
|---|
| Total transfer of assets from this plan | 2019-12-31 | $921 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $20,112 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $21,560 |
| Total income from all sources (including contributions) | 2019-12-31 | $31,785,588 |
| Total loss/gain on sale of assets | 2019-12-31 | $1,724,445 |
| Total of all expenses incurred | 2019-12-31 | $5,357,844 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $5,236,158 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $12,193,209 |
| Value of total assets at end of year | 2019-12-31 | $115,450,066 |
| Value of total assets at beginning of year | 2019-12-31 | $89,024,691 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $121,686 |
| Total interest from all sources | 2019-12-31 | $169,003 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $3,405,353 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $3,405,353 |
| Administrative expenses professional fees incurred | 2019-12-31 | $121,686 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Contributions received from participants | 2019-12-31 | $5,302,975 |
| Participant contributions at end of year | 2019-12-31 | $3,171,239 |
| Participant contributions at beginning of year | 2019-12-31 | $2,625,575 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2019-12-31 | $427,050 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $20,112 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $21,560 |
| 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 | $26,427,744 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $115,429,954 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $89,003,131 |
| 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 | $105,129,671 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $81,470,650 |
| Interest on participant loans | 2019-12-31 | $151,586 |
| Interest earned on other investments | 2019-12-31 | $17,417 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $7,149,156 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $4,928,466 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $14,159,828 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $133,750 |
| 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 | $6,463,184 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $5,236,158 |
| 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 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $20,066,867 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $18,342,422 |
| 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 | SCHNEIDER DOWNS & CO., INC. |
| Accountancy firm EIN | 2019-12-31 | 251408703 |
| 2018 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2018 401k financial data |
|---|
| Total transfer of assets to this plan | 2018-12-31 | $22,378 |
| Total transfer of assets from this plan | 2018-12-31 | $186,507 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $21,560 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $6,399 |
| Total income from all sources (including contributions) | 2018-12-31 | $5,599,749 |
| Total loss/gain on sale of assets | 2018-12-31 | $188,650 |
| Total of all expenses incurred | 2018-12-31 | $4,359,614 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $4,214,999 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $10,709,336 |
| Value of total assets at end of year | 2018-12-31 | $89,024,691 |
| Value of total assets at beginning of year | 2018-12-31 | $87,933,524 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $144,615 |
| Total interest from all sources | 2018-12-31 | $104,557 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $3,955,894 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $3,955,894 |
| Administrative expenses professional fees incurred | 2018-12-31 | $144,615 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $4,684,824 |
| Participant contributions at end of year | 2018-12-31 | $2,625,575 |
| Participant contributions at beginning of year | 2018-12-31 | $2,150,257 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $229,341 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $21,560 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $6,399 |
| Other income not declared elsewhere | 2018-12-31 | $13,198 |
| 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 | $1,240,135 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $89,003,131 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $87,927,125 |
| 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 | $81,470,650 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $80,441,008 |
| Interest on participant loans | 2018-12-31 | $104,557 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $4,928,466 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $5,342,259 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-9,454,101 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $82,215 |
| 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 | $5,795,171 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $4,214,999 |
| 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 |
| Aggregate proceeds on sale of assets | 2018-12-31 | $28,030,451 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $27,841,801 |
| 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 | SCHNEIDER DOWNS & COMPANY |
| Accountancy firm EIN | 2018-12-31 | 251408703 |
| 2017 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2017 401k financial data |
|---|
| Total transfer of assets to this plan | 2017-12-31 | $19,912 |
| Total transfer of assets from this plan | 2017-12-31 | $275,404 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $6,399 |
| Total income from all sources (including contributions) | 2017-12-31 | $20,727,333 |
| Total loss/gain on sale of assets | 2017-12-31 | $550,294 |
| Total of all expenses incurred | 2017-12-31 | $5,490,665 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,335,799 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $9,561,051 |
| Value of total assets at end of year | 2017-12-31 | $87,933,524 |
| Value of total assets at beginning of year | 2017-12-31 | $72,945,949 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $154,866 |
| Total interest from all sources | 2017-12-31 | $72,634 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $2,735,667 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $2,735,667 |
| Administrative expenses professional fees incurred | 2017-12-31 | $100,866 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $3,999,954 |
| Participant contributions at end of year | 2017-12-31 | $2,150,257 |
| Participant contributions at beginning of year | 2017-12-31 | $1,577,295 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $463,936 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $6,399 |
| Other income not declared elsewhere | 2017-12-31 | $9,546 |
| 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 | $15,236,668 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $87,927,125 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $72,945,949 |
| 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 |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Investment advisory and management fees | 2017-12-31 | $54,000 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $80,441,008 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $64,952,777 |
| Interest on participant loans | 2017-12-31 | $72,634 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $5,342,259 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $6,415,877 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $7,723,264 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $74,877 |
| 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 | $5,097,161 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,335,799 |
| 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 |
| Aggregate proceeds on sale of assets | 2017-12-31 | $16,179,923 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $15,629,629 |
| 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 | SCHNEIDER DOWNS & COMPANY |
| Accountancy firm EIN | 2017-12-31 | 251408703 |
| 2016 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2016 401k financial data |
|---|
| Total transfer of assets to this plan | 2016-12-31 | $23,523,221 |
| Total transfer of assets from this plan | 2016-12-31 | $458,419 |
| Total income from all sources (including contributions) | 2016-12-31 | $12,222,897 |
| Total loss/gain on sale of assets | 2016-12-31 | $429,197 |
| Total of all expenses incurred | 2016-12-31 | $11,437,860 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $11,367,396 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $7,483,906 |
| Value of total assets at end of year | 2016-12-31 | $72,945,949 |
| Value of total assets at beginning of year | 2016-12-31 | $49,096,110 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $70,464 |
| Total interest from all sources | 2016-12-31 | $64,471 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,131,613 |
| 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 | $2,131,613 |
| Administrative expenses professional fees incurred | 2016-12-31 | $40,857 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $3,307,817 |
| Participant contributions at end of year | 2016-12-31 | $1,577,295 |
| Participant contributions at beginning of year | 2016-12-31 | $1,388,327 |
| Participant contributions at beginning of year | 2016-12-31 | $116,671 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $85,022 |
| Other income not declared elsewhere | 2016-12-31 | $2,024 |
| 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 | $785,037 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $72,945,949 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $49,096,110 |
| 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 |
| Investment advisory and management fees | 2016-12-31 | $29,607 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $64,952,777 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $47,479,195 |
| Interest on participant loans | 2016-12-31 | $64,471 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $6,415,877 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,038,223 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $73,463 |
| 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 | $4,091,067 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $111,917 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $11,367,396 |
| 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 |
| Aggregate proceeds on sale of assets | 2016-12-31 | $21,179,705 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $20,750,508 |
| 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 | SCHNEIDER DOWNS & COMPANY, INC. |
| Accountancy firm EIN | 2016-12-31 | 251408703 |
| 2015 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2015 401k financial data |
|---|
| Total transfer of assets from this plan | 2015-12-31 | $368,578 |
| Total income from all sources (including contributions) | 2015-12-31 | $4,815,309 |
| Total of all expenses incurred | 2015-12-31 | $4,762,682 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,667,666 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $5,530,433 |
| Value of total assets at end of year | 2015-12-31 | $49,096,110 |
| Value of total assets at beginning of year | 2015-12-31 | $49,412,061 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $95,016 |
| Total interest from all sources | 2015-12-31 | $56,397 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,087,946 |
| 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 | $2,087,946 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $2,563,141 |
| Participant contributions at end of year | 2015-12-31 | $1,388,327 |
| Participant contributions at beginning of year | 2015-12-31 | $1,304,995 |
| Participant contributions at end of year | 2015-12-31 | $116,671 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $52,669 |
| 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 | $52,627 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $49,096,110 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $49,412,061 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $47,479,195 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $48,107,066 |
| Interest on participant loans | 2015-12-31 | $56,397 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-2,859,467 |
| 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 | $2,914,623 |
| Employer contributions (assets) at end of year | 2015-12-31 | $111,917 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,667,666 |
| Contract administrator fees | 2015-12-31 | $95,016 |
| 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 | SCHNEIDER DOWNS & COMPANY, INC. |
| Accountancy firm EIN | 2015-12-31 | 251408703 |
| 2014 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2014 401k financial data |
|---|
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $8,365,574 |
| Total of all expenses incurred | 2014-12-31 | $4,522,995 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,434,404 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,718,728 |
| Value of total assets at end of year | 2014-12-31 | $49,412,061 |
| Value of total assets at beginning of year | 2014-12-31 | $45,569,482 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $88,591 |
| Total interest from all sources | 2014-12-31 | $48,137 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $1,751,234 |
| 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 | $1,751,234 |
| Administrative expenses professional fees incurred | 2014-12-31 | $88,591 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $2,575,871 |
| Participant contributions at end of year | 2014-12-31 | $1,304,995 |
| Participant contributions at beginning of year | 2014-12-31 | $1,093,704 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $0 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $3,842,579 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $49,412,061 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $45,569,482 |
| 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 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $48,107,066 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $44,475,778 |
| Interest on participant loans | 2014-12-31 | $48,137 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $1,847,475 |
| 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 | $2,142,857 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,434,404 |
| 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 | SCHNEIDER DOWNS & COMPANY, INC. |
| Accountancy firm EIN | 2014-12-31 | 251408703 |
| 2013 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2013 401k financial data |
|---|
| Total transfer of assets to this plan | 2013-12-31 | $0 |
| Total transfer of assets from this plan | 2013-12-31 | $730 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $510 |
| Total income from all sources (including contributions) | 2013-12-31 | $8,635,611 |
| Total of all expenses incurred | 2013-12-31 | $1,399,414 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,303,040 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $3,524,191 |
| Value of total assets at end of year | 2013-12-31 | $45,569,482 |
| Value of total assets at beginning of year | 2013-12-31 | $38,334,525 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $96,374 |
| Total interest from all sources | 2013-12-31 | $41,334 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $1,421,718 |
| 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 | $1,421,718 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2013-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Contributions received from participants | 2013-12-31 | $2,547,590 |
| Participant contributions at end of year | 2013-12-31 | $1,093,704 |
| Participant contributions at beginning of year | 2013-12-31 | $947,406 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $8,738 |
| Other income not declared elsewhere | 2013-12-31 | $0 |
| Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $510 |
| 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 | $7,236,197 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $45,569,482 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $38,334,015 |
| 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 | $31,121 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $44,475,778 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $37,267,297 |
| Interest on participant loans | 2013-12-31 | $41,334 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2013-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2013-12-31 | $119,822 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2013-12-31 | $119,822 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $3,648,368 |
| 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 | $967,863 |
| 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 | $1,303,040 |
| Contract administrator fees | 2013-12-31 | $65,253 |
| 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 | SCHNEIDER DOWNS & COMPANY, INC. |
| Accountancy firm EIN | 2013-12-31 | 251408703 |
| 2012 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2012 401k financial data |
|---|
| Total transfer of assets to this plan | 2012-12-31 | $2,227 |
| Total transfer of assets from this plan | 2012-12-31 | $33,136 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $510 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
| Total income from all sources (including contributions) | 2012-12-31 | $5,416,561 |
| Total of all expenses incurred | 2012-12-31 | $1,912,522 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $1,801,224 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $3,353,762 |
| Value of total assets at end of year | 2012-12-31 | $38,334,525 |
| Value of total assets at beginning of year | 2012-12-31 | $34,860,885 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $111,298 |
| Total interest from all sources | 2012-12-31 | $34,720 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $416,764 |
| 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 | $416,764 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Contributions received from participants | 2012-12-31 | $2,400,726 |
| Participant contributions at end of year | 2012-12-31 | $947,406 |
| Participant contributions at beginning of year | 2012-12-31 | $686,431 |
| Participant contributions at beginning of year | 2012-12-31 | $44 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $31,773 |
| Other income not declared elsewhere | 2012-12-31 | $3,763 |
| Liabilities. Value of operating payables at end of year | 2012-12-31 | $510 |
| 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 | $3,504,039 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $38,334,015 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $34,860,885 |
| 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 | $44,370 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $37,267,297 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $11,055,120 |
| Interest on participant loans | 2012-12-31 | $34,720 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2012-12-31 | $119,822 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2012-12-31 | $23,116,250 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2012-12-31 | $23,116,250 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $1,607,552 |
| 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 | $921,263 |
| Employer contributions (assets) at end of year | 2012-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $3,040 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $1,801,224 |
| Contract administrator fees | 2012-12-31 | $66,928 |
| 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 | SCHNEIDER DOWNS & COMPANY, INC. |
| Accountancy firm EIN | 2012-12-31 | 251408703 |
| 2011 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2011 401k financial data |
|---|
| Total transfer of assets to this plan | 2011-12-31 | $20,040,298 |
| Total transfer of assets from this plan | 2011-12-31 | $215,405 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
| Total income from all sources (including contributions) | 2011-12-31 | $6,402,615 |
| Total of all expenses incurred | 2011-12-31 | $1,714,442 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $1,668,543 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,158,404 |
| Value of total assets at end of year | 2011-12-31 | $34,860,885 |
| Value of total assets at beginning of year | 2011-12-31 | $10,347,819 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $45,899 |
| Total interest from all sources | 2011-12-31 | $29,303 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $258,506 |
| 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 | $258,506 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $2,195,089 |
| Participant contributions at end of year | 2011-12-31 | $686,431 |
| Participant contributions at beginning of year | 2011-12-31 | $589,151 |
| Participant contributions at end of year | 2011-12-31 | $44 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $3,250,451 |
| Administrative expenses (other) incurred | 2011-12-31 | $33,310 |
| 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 | $4,688,173 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $34,860,885 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $10,347,819 |
| 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 | $12,589 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $11,055,120 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $7,400,054 |
| Interest on participant loans | 2011-12-31 | $29,303 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $23,116,250 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $2,358,614 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $2,358,614 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-43,598 |
| 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 | $712,864 |
| Employer contributions (assets) at end of year | 2011-12-31 | $3,040 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $1,668,543 |
| 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 | SCHNEIDER DOWNS & COMPANY, INC. |
| Accountancy firm EIN | 2011-12-31 | 251408703 |
| 2010 : PEOPLES NATURAL GAS COMPANY LLC UNION SAVINGS PLAN 2010 401k financial data |
|---|
| Total transfer of assets to this plan | 2010-12-31 | $0 |
| Total transfer of assets from this plan | 2010-12-31 | $3,486 |
| Total income from all sources (including contributions) | 2010-12-31 | $10,541,858 |
| Total of all expenses incurred | 2010-12-31 | $190,553 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $151,289 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $9,869,340 |
| Value of total assets at end of year | 2010-12-31 | $10,347,819 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $39,264 |
| Total interest from all sources | 2010-12-31 | $32,687 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $159,464 |
| 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 | $159,464 |
| Was this plan covered by a fidelity bond | 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 | $1,746,146 |
| Participant contributions at end of year | 2010-12-31 | $589,151 |
| Income. Received or receivable in cash from other sources (including rollovers) | 2010-12-31 | $7,615,914 |
| Administrative expenses (other) incurred | 2010-12-31 | $25,769 |
| 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 | $10,351,305 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $10,347,819 |
| 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 |
| Investment advisory and management fees | 2010-12-31 | $13,495 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $7,400,054 |
| Interest on participant loans | 2010-12-31 | $32,687 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $2,358,614 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $0 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $480,367 |
| 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 | $507,280 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $151,289 |
| 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 | SCHNEIDER DOWNS & COMPANY, INC. |
| Accountancy firm EIN | 2010-12-31 | 251408703 |
