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Plan Name | SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP |
Plan identification number | 002 |
401k Plan Type | Defined Contribution Pension |
Plan Features/Benefits |
|
Company Name: | OHIO VALLEY ELECTRIC CORPORATION |
Employer identification number (EIN): | 314392702 |
NAIC Classification: | 221100 |
Additional information about OHIO VALLEY ELECTRIC CORPORATION
Jurisdiction of Incorporation: | Ohio Secretary of State Business Services Division |
Incorporation Date: | 1952-10-01 |
Company Identification Number: | 229896 |
Legal Registered Office Address: |
50 WEST BROAD STREET SUITE 1800 COLUMBUS United States of America (USA) 43215 |
More information about OHIO VALLEY ELECTRIC CORPORATION
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
002 | 2022-01-01 | ||||
002 | 2021-01-01 | ||||
002 | 2020-01-01 | ||||
002 | 2019-01-01 | ||||
002 | 2018-01-01 | ||||
002 | 2017-01-01 | JUSTIN COOPER | JUSTIN COOPER | 2018-09-14 | |
002 | 2016-01-01 | JOHN BRODT | JOHN BRODT | 2017-09-28 | |
002 | 2015-01-01 | JOHN BRODT | JOHN BRODT | 2016-09-19 | |
002 | 2014-01-01 | JOHN BRODT | JOHN BRODT | 2015-10-15 | |
002 | 2013-01-01 | JOHN BRODT | JOHN BRODT | 2014-10-14 | |
002 | 2012-01-01 | JOHN BRODT | JOHN BRODT | 2013-10-14 | |
002 | 2011-01-01 | JOHN BRODT | |||
002 | 2009-01-01 | JOHN BRODT |
Measure | Date | Value |
---|---|---|
2022: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2022 401k membership | ||
Total participants, beginning-of-year | 2022-01-01 | 643 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 497 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 18 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 92 |
Total of all active and inactive participants | 2022-01-01 | 607 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 0 |
Total participants | 2022-01-01 | 607 |
Number of participants with account balances | 2022-01-01 | 603 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2021 401k membership | ||
Total participants, beginning-of-year | 2021-01-01 | 646 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 539 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 83 |
Total of all active and inactive participants | 2021-01-01 | 643 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 0 |
Total participants | 2021-01-01 | 643 |
Number of participants with account balances | 2021-01-01 | 635 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2020 401k membership | ||
Total participants, beginning-of-year | 2020-01-01 | 669 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 553 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 9 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 84 |
Total of all active and inactive participants | 2020-01-01 | 646 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
Total participants | 2020-01-01 | 646 |
Number of participants with account balances | 2020-01-01 | 639 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2019 401k membership | ||
Total participants, beginning-of-year | 2019-01-01 | 724 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 580 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 67 |
Total of all active and inactive participants | 2019-01-01 | 669 |
Total participants | 2019-01-01 | 669 |
Number of participants with account balances | 2019-01-01 | 662 |
2018: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2018 401k membership | ||
Total participants, beginning-of-year | 2018-01-01 | 745 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 626 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 22 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 75 |
Total of all active and inactive participants | 2018-01-01 | 723 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 1 |
Total participants | 2018-01-01 | 724 |
Number of participants with account balances | 2018-01-01 | 716 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2017 401k membership | ||
Total participants, beginning-of-year | 2017-01-01 | 802 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 654 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 24 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 67 |
Total of all active and inactive participants | 2017-01-01 | 745 |
Total participants | 2017-01-01 | 745 |
Number of participants with account balances | 2017-01-01 | 737 |
2016: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2016 401k membership | ||
Total participants, beginning-of-year | 2016-01-01 | 819 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 711 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 69 |
Total of all active and inactive participants | 2016-01-01 | 801 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 1 |
Total participants | 2016-01-01 | 802 |
Number of participants with account balances | 2016-01-01 | 788 |
2015: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2015 401k membership | ||
Total participants, beginning-of-year | 2015-01-01 | 877 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 741 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 20 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 71 |
Total of all active and inactive participants | 2015-01-01 | 832 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 1 |
Total participants | 2015-01-01 | 833 |
Number of participants with account balances | 2015-01-01 | 819 |
2014: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 808 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 780 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 75 |
Total of all active and inactive participants | 2014-01-01 | 876 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 1 |
Total participants | 2014-01-01 | 877 |
Number of participants with account balances | 2014-01-01 | 851 |
2013: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 905 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 808 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 21 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 75 |
Total of all active and inactive participants | 2013-01-01 | 904 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 1 |
Total participants | 2013-01-01 | 905 |
Number of participants with account balances | 2013-01-01 | 879 |
2012: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2012 401k membership | ||
Total participants, beginning-of-year | 2012-01-01 | 865 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 859 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 28 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 45 |
Total of all active and inactive participants | 2012-01-01 | 932 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 1 |
Total participants | 2012-01-01 | 933 |
Number of participants with account balances | 2012-01-01 | 905 |
2011: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2011 401k membership | ||
Total participants, beginning-of-year | 2011-01-01 | 857 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 836 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 26 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 43 |
Total of all active and inactive participants | 2011-01-01 | 905 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 7 |
Total participants | 2011-01-01 | 912 |
Number of participants with account balances | 2011-01-01 | 865 |
2009: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2009 401k membership | ||
Total participants, beginning-of-year | 2009-01-01 | 926 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 836 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 29 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 50 |
Total of all active and inactive participants | 2009-01-01 | 915 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 5 |
Total participants | 2009-01-01 | 920 |
Number of participants with account balances | 2009-01-01 | 881 |
Measure | Date | Value |
---|---|---|
2022 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2022 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-16,759,715 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $19,342,913 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $19,266,465 |
Expenses. Certain deemed distributions of participant loans | 2022-12-31 | $29,148 |
Value of total corrective distributions | 2022-12-31 | $1,072 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $8,542,610 |
Value of total assets at end of year | 2022-12-31 | $127,290,097 |
Value of total assets at beginning of year | 2022-12-31 | $163,392,725 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $46,228 |
Total interest from all sources | 2022-12-31 | $90,407 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $5,367,202 |
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 | $5,367,202 |
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 | $5,435,387 |
Participant contributions at end of year | 2022-12-31 | $1,669,039 |
Participant contributions at beginning of year | 2022-12-31 | $2,035,154 |
Participant contributions at end of year | 2022-12-31 | $196,186 |
Participant contributions at beginning of year | 2022-12-31 | $201,493 |
Income. Received or receivable in cash from other sources (including rollovers) | 2022-12-31 | $1,143,346 |
Administrative expenses (other) incurred | 2022-12-31 | $22,610 |
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 | $-36,102,628 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $127,290,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $163,392,725 |
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 |
Investment advisory and management fees | 2022-12-31 | $23,618 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2022-12-31 | $110,394,331 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2022-12-31 | $143,907,644 |
Interest on participant loans | 2022-12-31 | $90,407 |
Value of interest in common/collective trusts at end of year | 2022-12-31 | $14,961,936 |
Value of interest in common/collective trusts at beginning of year | 2022-12-31 | $17,179,747 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2022-12-31 | $-31,015,983 |
Net investment gain or loss from common/collective trusts | 2022-12-31 | $256,049 |
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 | $1,963,877 |
Employer contributions (assets) at end of year | 2022-12-31 | $68,605 |
Employer contributions (assets) at beginning of year | 2022-12-31 | $68,687 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $19,266,465 |
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 | 2022-12-31 | No |
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 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2022-12-31 | 133891517 |
2021 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2021 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $28,227,231 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $12,965,953 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $12,911,358 |
Expenses. Certain deemed distributions of participant loans | 2021-12-31 | $6,569 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $7,405,636 |
Value of total assets at end of year | 2021-12-31 | $163,392,725 |
Value of total assets at beginning of year | 2021-12-31 | $148,131,447 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $48,026 |
Total interest from all sources | 2021-12-31 | $124,008 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $7,750,701 |
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 | $7,750,701 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Contributions received from participants | 2021-12-31 | $5,487,783 |
Participant contributions at end of year | 2021-12-31 | $2,035,154 |
Participant contributions at beginning of year | 2021-12-31 | $2,304,168 |
Participant contributions at end of year | 2021-12-31 | $201,493 |
Participant contributions at beginning of year | 2021-12-31 | $188,055 |
Administrative expenses (other) incurred | 2021-12-31 | $22,755 |
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 | $15,261,278 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $163,392,725 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $148,131,447 |
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 |
Investment advisory and management fees | 2021-12-31 | $25,271 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2021-12-31 | $143,907,644 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2021-12-31 | $126,945,832 |
Interest on participant loans | 2021-12-31 | $124,008 |
Value of interest in common/collective trusts at end of year | 2021-12-31 | $17,179,747 |
Value of interest in common/collective trusts at beginning of year | 2021-12-31 | $18,628,000 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2021-12-31 | $12,665,929 |
Net investment gain or loss from common/collective trusts | 2021-12-31 | $280,957 |
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 | $1,917,853 |
Employer contributions (assets) at end of year | 2021-12-31 | $68,687 |
Employer contributions (assets) at beginning of year | 2021-12-31 | $65,392 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $12,911,358 |
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 | 2021-12-31 | No |
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 | DELOITTE & TOUCHE |
Accountancy firm EIN | 2021-12-31 | 133891517 |
2020 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2020 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $26,977,186 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $12,016,597 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $11,961,391 |
Expenses. Certain deemed distributions of participant loans | 2020-12-31 | $11,373 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $7,326,730 |
Value of total assets at end of year | 2020-12-31 | $148,131,447 |
Value of total assets at beginning of year | 2020-12-31 | $133,170,858 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $43,833 |
Total interest from all sources | 2020-12-31 | $125,399 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $4,519,958 |
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 | $4,519,958 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Contributions received from participants | 2020-12-31 | $5,368,192 |
Participant contributions at end of year | 2020-12-31 | $2,304,168 |
Participant contributions at beginning of year | 2020-12-31 | $2,216,518 |
Participant contributions at end of year | 2020-12-31 | $188,055 |
Participant contributions at beginning of year | 2020-12-31 | $158,341 |
Income. Received or receivable in cash from other sources (including rollovers) | 2020-12-31 | $28,782 |
Administrative expenses (other) incurred | 2020-12-31 | $24,261 |
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 | $14,960,589 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $148,131,447 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $133,170,858 |
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 |
Investment advisory and management fees | 2020-12-31 | $19,572 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $126,945,832 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $115,886,829 |
Interest on participant loans | 2020-12-31 | $125,399 |
Value of interest in common/collective trusts at end of year | 2020-12-31 | $18,628,000 |
Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $14,853,073 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $14,716,408 |
Net investment gain or loss from common/collective trusts | 2020-12-31 | $288,691 |
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 | $1,929,756 |
Employer contributions (assets) at end of year | 2020-12-31 | $65,392 |
Employer contributions (assets) at beginning of year | 2020-12-31 | $56,097 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $11,961,391 |
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 | 2020-12-31 | No |
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 | DELOITTE & TOUCHE |
Accountancy firm EIN | 2020-12-31 | 133891517 |
2019 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2019 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total income from all sources (including contributions) | 2019-12-31 | $31,198,927 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $15,081,630 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $15,037,476 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $7,341,469 |
Value of total assets at end of year | 2019-12-31 | $133,170,858 |
Value of total assets at beginning of year | 2019-12-31 | $117,053,561 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $44,154 |
Total interest from all sources | 2019-12-31 | $121,039 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $4,360,800 |
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 | $4,360,800 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Contributions received from participants | 2019-12-31 | $5,371,181 |
Participant contributions at end of year | 2019-12-31 | $2,216,518 |
Participant contributions at beginning of year | 2019-12-31 | $2,204,652 |
Participant contributions at end of year | 2019-12-31 | $158,341 |
Participant contributions at beginning of year | 2019-12-31 | $142,670 |
Administrative expenses (other) incurred | 2019-12-31 | $26,911 |
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 | $16,117,297 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $133,170,858 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $117,053,561 |
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 |
Investment advisory and management fees | 2019-12-31 | $17,243 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $115,886,829 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $98,640,986 |
Interest on participant loans | 2019-12-31 | $121,039 |
Value of interest in common/collective trusts at end of year | 2019-12-31 | $14,853,073 |
Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $16,012,596 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $19,037,885 |
Net investment gain or loss from common/collective trusts | 2019-12-31 | $337,734 |
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 | $1,970,288 |
Employer contributions (assets) at end of year | 2019-12-31 | $56,097 |
Employer contributions (assets) at beginning of year | 2019-12-31 | $52,657 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $15,037,476 |
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 | 2019-12-31 | No |
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 | DELOITTE & TOUCHE |
Accountancy firm EIN | 2019-12-31 | 133891517 |
2018 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2018 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
Total income from all sources (including contributions) | 2018-12-31 | $3,002,358 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,478,085 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,421,234 |
Value of total corrective distributions | 2018-12-31 | $18,553 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $8,128,873 |
Value of total assets at end of year | 2018-12-31 | $117,053,561 |
Value of total assets at beginning of year | 2018-12-31 | $120,529,288 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $38,298 |
Total interest from all sources | 2018-12-31 | $111,729 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $5,870,357 |
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 | $5,870,357 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Contributions received from participants | 2018-12-31 | $5,400,337 |
Participant contributions at end of year | 2018-12-31 | $2,204,652 |
Participant contributions at beginning of year | 2018-12-31 | $2,152,158 |
Participant contributions at end of year | 2018-12-31 | $142,670 |
Participant contributions at beginning of year | 2018-12-31 | $304,552 |
Income. Received or receivable in cash from other sources (including rollovers) | 2018-12-31 | $709,435 |
Administrative expenses (other) incurred | 2018-12-31 | $27,030 |
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 | $-3,475,727 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $117,053,561 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $120,529,288 |
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 |
Investment advisory and management fees | 2018-12-31 | $11,268 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $98,640,986 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $102,977,674 |
Interest on participant loans | 2018-12-31 | $111,729 |
Value of interest in common/collective trusts at end of year | 2018-12-31 | $16,012,596 |
Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $14,977,482 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-11,418,772 |
Net investment gain or loss from common/collective trusts | 2018-12-31 | $310,171 |
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 | $2,019,101 |
Employer contributions (assets) at end of year | 2018-12-31 | $52,657 |
Employer contributions (assets) at beginning of year | 2018-12-31 | $117,422 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,421,234 |
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 | DELOITTE & TOUCHE |
Accountancy firm EIN | 2018-12-31 | 133891517 |
2017 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2017 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $23,557,196 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $7,907,780 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $7,857,649 |
Expenses. Certain deemed distributions of participant loans | 2017-12-31 | $15,984 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $7,229,140 |
Value of total assets at end of year | 2017-12-31 | $120,529,288 |
Value of total assets at beginning of year | 2017-12-31 | $104,879,872 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $34,147 |
Total interest from all sources | 2017-12-31 | $96,377 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $4,154,050 |
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 | $4,154,050 |
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 |
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 | $5,139,077 |
Participant contributions at end of year | 2017-12-31 | $2,152,158 |
Participant contributions at beginning of year | 2017-12-31 | $2,091,243 |
Participant contributions at end of year | 2017-12-31 | $304,552 |
Participant contributions at beginning of year | 2017-12-31 | $291,240 |
Income. Received or receivable in cash from other sources (including rollovers) | 2017-12-31 | $85,294 |
Administrative expenses (other) incurred | 2017-12-31 | $34,147 |
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 | $15,649,416 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $120,529,288 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $104,879,872 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $102,977,674 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $86,485,516 |
Interest on participant loans | 2017-12-31 | $96,377 |
Value of interest in common/collective trusts at end of year | 2017-12-31 | $14,977,482 |
Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $15,896,777 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $11,830,134 |
Net investment gain or loss from common/collective trusts | 2017-12-31 | $247,495 |
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 | $2,004,769 |
Employer contributions (assets) at end of year | 2017-12-31 | $117,422 |
Employer contributions (assets) at beginning of year | 2017-12-31 | $115,096 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $7,857,649 |
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 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2017-12-31 | 133891517 |
2016 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2016 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Expenses. Interest paid | 2016-12-31 | $5,856 |
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-102 | 2016-12-31 | $5,856 |
Total income from all sources (including contributions) | 2016-12-31 | $13,910,572 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,154,563 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $6,094,776 |
Value of total corrective distributions | 2016-12-31 | $807 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $7,237,172 |
Value of total assets at end of year | 2016-12-31 | $104,879,872 |
Value of total assets at beginning of year | 2016-12-31 | $97,123,863 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $53,124 |
Total interest from all sources | 2016-12-31 | $84,465 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $3,188,439 |
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 | $3,188,439 |
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 |
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 | $5,004,929 |
Participant contributions at end of year | 2016-12-31 | $2,091,243 |
Participant contributions at beginning of year | 2016-12-31 | $1,820,849 |
Participant contributions at end of year | 2016-12-31 | $291,240 |
Participant contributions at beginning of year | 2016-12-31 | $80,614 |
Income. Received or receivable in cash from other sources (including rollovers) | 2016-12-31 | $235,793 |
Administrative expenses (other) incurred | 2016-12-31 | $53,124 |
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 | $7,756,009 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $104,879,872 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $97,123,863 |
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 | $86,485,516 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $79,006,123 |
Interest on participant loans | 2016-12-31 | $84,231 |
Interest earned on other investments | 2016-12-31 | $234 |
Value of interest in common/collective trusts at end of year | 2016-12-31 | $15,896,777 |
Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $16,184,425 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $3,154,316 |
Net investment gain or loss from common/collective trusts | 2016-12-31 | $246,180 |
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 | $1,996,450 |
Employer contributions (assets) at end of year | 2016-12-31 | $115,096 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $31,852 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $6,094,776 |
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 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2016-12-31 | 133891517 |
2015 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2015 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $7,113,830 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $10,539,548 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $10,487,841 |
Expenses. Certain deemed distributions of participant loans | 2015-12-31 | $2,895 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $6,892,042 |
Value of total assets at end of year | 2015-12-31 | $97,123,863 |
Value of total assets at beginning of year | 2015-12-31 | $100,549,581 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $48,812 |
Total interest from all sources | 2015-12-31 | $75,288 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $3,863,174 |
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 | $3,863,174 |
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 |
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 | $4,878,522 |
Participant contributions at end of year | 2015-12-31 | $1,820,849 |
Participant contributions at beginning of year | 2015-12-31 | $1,706,000 |
Participant contributions at end of year | 2015-12-31 | $80,614 |
Participant contributions at beginning of year | 2015-12-31 | $238,732 |
Income. Received or receivable in cash from other sources (including rollovers) | 2015-12-31 | $12,153 |
Administrative expenses (other) incurred | 2015-12-31 | $48,812 |
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 | $-3,425,718 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $97,123,863 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $100,549,581 |
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 | $79,006,123 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $80,438,676 |
Interest on participant loans | 2015-12-31 | $75,288 |
Value of interest in common/collective trusts at end of year | 2015-12-31 | $16,184,425 |
Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $18,068,471 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-3,779,146 |
Net investment gain or loss from common/collective trusts | 2015-12-31 | $62,472 |
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 | $2,001,367 |
Employer contributions (assets) at end of year | 2015-12-31 | $31,852 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $97,702 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $10,487,841 |
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 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2015-12-31 | 133891517 |
2014 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
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 | $12,879,461 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $6,199,473 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $6,190,019 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $6,796,671 |
Value of total assets at end of year | 2014-12-31 | $100,549,581 |
Value of total assets at beginning of year | 2014-12-31 | $93,869,593 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $9,454 |
Total interest from all sources | 2014-12-31 | $66,919 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $5,641,375 |
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 | $5,641,375 |
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 |
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 | $4,686,638 |
Participant contributions at end of year | 2014-12-31 | $1,706,000 |
Participant contributions at beginning of year | 2014-12-31 | $1,550,324 |
Participant contributions at end of year | 2014-12-31 | $238,732 |
Participant contributions at beginning of year | 2014-12-31 | $216,252 |
Income. Received or receivable in cash from other sources (including rollovers) | 2014-12-31 | $160,829 |
Administrative expenses (other) incurred | 2014-12-31 | $9,454 |
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 | $6,679,988 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $100,549,581 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $93,869,593 |
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 | $80,438,676 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $71,897,112 |
Interest on participant loans | 2014-12-31 | $66,919 |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $18,068,471 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $20,115,778 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $53,231 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $321,265 |
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 | $1,949,204 |
Employer contributions (assets) at end of year | 2014-12-31 | $97,702 |
Employer contributions (assets) at beginning of year | 2014-12-31 | $90,127 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $6,190,019 |
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 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2014-12-31 | 133891517 |
2013 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $19,559,916 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $5,515,954 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $5,501,698 |
Expenses. Certain deemed distributions of participant loans | 2013-12-31 | $2,786 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $6,776,487 |
Value of total assets at end of year | 2013-12-31 | $93,869,593 |
Value of total assets at beginning of year | 2013-12-31 | $79,825,631 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $11,470 |
Total interest from all sources | 2013-12-31 | $61,522 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $2,610,692 |
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 | $2,610,692 |
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 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $4,662,955 |
Participant contributions at end of year | 2013-12-31 | $1,550,324 |
Participant contributions at beginning of year | 2013-12-31 | $1,333,333 |
Participant contributions at end of year | 2013-12-31 | $216,252 |
Participant contributions at beginning of year | 2013-12-31 | $203,978 |
Income. Received or receivable in cash from other sources (including rollovers) | 2013-12-31 | $152,264 |
Administrative expenses (other) incurred | 2013-12-31 | $11,470 |
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 | $14,043,962 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $93,869,593 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $79,825,631 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $71,897,112 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $57,173,139 |
Interest on participant loans | 2013-12-31 | $61,522 |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $20,115,778 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $21,029,196 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $10,271,915 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $-160,700 |
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 | $1,961,268 |
Employer contributions (assets) at end of year | 2013-12-31 | $90,127 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $85,985 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $5,501,698 |
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 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2013-12-31 | 133891517 |
2012 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2012 401k financial data | ||
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,713 |
Total income from all sources (including contributions) | 2012-12-31 | $13,941,258 |
Total of all expenses incurred | 2012-12-31 | $5,052,982 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $5,041,961 |
Expenses. Certain deemed distributions of participant loans | 2012-12-31 | $119 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $6,755,773 |
Value of total assets at end of year | 2012-12-31 | $79,825,631 |
Value of total assets at beginning of year | 2012-12-31 | $70,939,068 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $10,902 |
Total interest from all sources | 2012-12-31 | $51,460 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $1,883,159 |
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 | $1,883,159 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $3,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 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 | $4,547,484 |
Participant contributions at end of year | 2012-12-31 | $1,333,333 |
Participant contributions at beginning of year | 2012-12-31 | $1,143,314 |
Participant contributions at end of year | 2012-12-31 | $203,978 |
Participant contributions at beginning of year | 2012-12-31 | $169,844 |
Income. Received or receivable in cash from other sources (including rollovers) | 2012-12-31 | $190,226 |
Administrative expenses (other) incurred | 2012-12-31 | $10,902 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $930 |
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 | $8,888,276 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $79,825,631 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $70,937,355 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $57,173,139 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $50,223,239 |
Interest on participant loans | 2012-12-31 | $51,460 |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $21,029,196 |
Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $19,329,709 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $5,027,949 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $222,917 |
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 | $2,018,063 |
Employer contributions (assets) at end of year | 2012-12-31 | $85,985 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $72,962 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $5,041,961 |
Liabilities. Value of benefit claims payable at beginning of year | 2012-12-31 | $783 |
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 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2012-12-31 | 133891517 |
2011 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2011 401k financial data | ||
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $1,713 |
Total income from all sources (including contributions) | 2011-12-31 | $6,029,592 |
Total of all expenses incurred | 2011-12-31 | $5,416,787 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $5,398,926 |
Expenses. Certain deemed distributions of participant loans | 2011-12-31 | $10,055 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $6,105,358 |
Value of total assets at end of year | 2011-12-31 | $70,939,068 |
Value of total assets at beginning of year | 2011-12-31 | $69,930,036 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $7,806 |
Total interest from all sources | 2011-12-31 | $46,896 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $1,766,668 |
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 | $1,766,668 |
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 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Contributions received from participants | 2011-12-31 | $4,240,172 |
Participant contributions at end of year | 2011-12-31 | $1,143,314 |
Participant contributions at beginning of year | 2011-12-31 | $1,017,888 |
Participant contributions at end of year | 2011-12-31 | $169,844 |
Participant contributions at beginning of year | 2011-12-31 | $149,972 |
Income. Received or receivable in cash from other sources (including rollovers) | 2011-12-31 | $51,219 |
Administrative expenses (other) incurred | 2011-12-31 | $7,806 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $930 |
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 | $612,805 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $70,937,355 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $69,930,036 |
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 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $50,223,239 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $50,784,664 |
Interest on participant loans | 2011-12-31 | $46,896 |
Value of interest in common/collective trusts at end of year | 2011-12-31 | $19,329,709 |
Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $17,913,446 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $-2,176,690 |
Net investment gain or loss from common/collective trusts | 2011-12-31 | $287,360 |
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 | $1,813,967 |
Employer contributions (assets) at end of year | 2011-12-31 | $72,962 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $64,066 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $5,398,926 |
Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $783 |
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 | DELOITTE & TOUCHE LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2010 401k financial data | ||
Total income from all sources (including contributions) | 2010-12-31 | $12,810,474 |
Total of all expenses incurred | 2010-12-31 | $4,893,250 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $4,885,167 |
Expenses. Certain deemed distributions of participant loans | 2010-12-31 | $112 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $5,809,155 |
Value of total assets at end of year | 2010-12-31 | $69,930,036 |
Value of total assets at beginning of year | 2010-12-31 | $62,012,812 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $7,971 |
Total interest from all sources | 2010-12-31 | $48,899 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $1,038,309 |
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 | $1,038,309 |
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 | $4,059,873 |
Participant contributions at end of year | 2010-12-31 | $1,017,888 |
Participant contributions at beginning of year | 2010-12-31 | $770,859 |
Participant contributions at end of year | 2010-12-31 | $149,972 |
Participant contributions at beginning of year | 2010-12-31 | $157,564 |
Administrative expenses (other) incurred | 2010-12-31 | $7,971 |
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 | $7,917,224 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $69,930,036 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $62,012,812 |
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 | $50,784,664 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $42,599,423 |
Interest on participant loans | 2010-12-31 | $48,899 |
Value of interest in common/collective trusts at end of year | 2010-12-31 | $17,913,446 |
Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $18,426,051 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $5,189,802 |
Net investment gain or loss from common/collective trusts | 2010-12-31 | $724,309 |
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 | $1,749,282 |
Employer contributions (assets) at end of year | 2010-12-31 | $64,066 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $58,915 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $4,885,167 |
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 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |
2022: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2022 form 5500 responses | ||
---|---|---|
2022-01-01 | Type of plan entity | Single employer plan |
2022-01-01 | Submission has been amended | No |
2022-01-01 | This submission is the final filing | No |
2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2022-01-01 | Plan is a collectively bargained plan | No |
2022-01-01 | Plan funding arrangement – Trust | Yes |
2022-01-01 | Plan benefit arrangement - Trust | Yes |
2021: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2021 form 5500 responses | ||
2021-01-01 | Type of plan entity | Single employer plan |
2021-01-01 | Submission has been amended | No |
2021-01-01 | This submission is the final filing | No |
2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2021-01-01 | Plan is a collectively bargained plan | No |
2021-01-01 | Plan funding arrangement – Trust | Yes |
2021-01-01 | Plan benefit arrangement - Trust | Yes |
2020: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2020 form 5500 responses | ||
2020-01-01 | Type of plan entity | Single employer plan |
2020-01-01 | Submission has been amended | No |
2020-01-01 | This submission is the final filing | No |
2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2020-01-01 | Plan is a collectively bargained plan | No |
2020-01-01 | Plan funding arrangement – Trust | Yes |
2020-01-01 | Plan benefit arrangement - Trust | Yes |
2019: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2019 form 5500 responses | ||
2019-01-01 | Type of plan entity | Single employer plan |
2019-01-01 | Submission has been amended | No |
2019-01-01 | This submission is the final filing | No |
2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2019-01-01 | Plan is a collectively bargained plan | No |
2019-01-01 | Plan funding arrangement – Trust | Yes |
2019-01-01 | Plan benefit arrangement - Trust | Yes |
2018: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2018 form 5500 responses | ||
2018-01-01 | Type of plan entity | Single employer plan |
2018-01-01 | Submission has been amended | No |
2018-01-01 | This submission is the final filing | No |
2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2018-01-01 | Plan is a collectively bargained plan | No |
2018-01-01 | Plan funding arrangement – Trust | Yes |
2018-01-01 | Plan benefit arrangement - Trust | Yes |
2017: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2017 form 5500 responses | ||
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2016: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2016 form 5500 responses | ||
2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2015: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2015 form 5500 responses | ||
2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2014: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2014 form 5500 responses | ||
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | No |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | No |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2012 form 5500 responses | ||
2012-01-01 | Type of plan entity | Single employer plan |
2012-01-01 | Submission has been amended | No |
2012-01-01 | This submission is the final filing | No |
2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2012-01-01 | Plan is a collectively bargained plan | No |
2012-01-01 | Plan funding arrangement – Trust | Yes |
2012-01-01 | Plan benefit arrangement - Trust | Yes |
2011: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2011 form 5500 responses | ||
2011-01-01 | Type of plan entity | Single employer plan |
2011-01-01 | Submission has been amended | No |
2011-01-01 | This submission is the final filing | No |
2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2011-01-01 | Plan is a collectively bargained plan | No |
2011-01-01 | Plan funding arrangement – Trust | Yes |
2011-01-01 | Plan benefit arrangement - Trust | Yes |
2009: SUPPLEMENTAL PENSION AND SAVINGS PLAN FOR EE'S OF OHIO VALLEY ELECTRIC CORP/INDIANA-KENTUCKY ELECTRIC CORP 2009 form 5500 responses | ||
2009-01-01 | Type of plan entity | Single employer plan |
2009-01-01 | Submission has been amended | No |
2009-01-01 | This submission is the final filing | No |
2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2009-01-01 | Plan is a collectively bargained plan | No |
2009-01-01 | Plan funding arrangement – Trust | Yes |
2009-01-01 | Plan benefit arrangement - Trust | Yes |