401k Plan data: PELCO PROFIT SHARING/401(K) PLAN plan

PELCO PROFIT SHARING/401(K) PLAN 401k Plan overview

Plan Name	PELCO PROFIT SHARING/401(K) PLAN
Plan identification number	001

PELCO PROFIT SHARING/401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SCHNEIDER ELECTRIC HOLDINGS, INC. has sponsored the creation of one or more 401k plans.

Company Name: SCHNEIDER ELECTRIC HOLDINGS, INC.

Employer identification number (EIN): 364141566

NAIC Classification: 335900

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PELCO PROFIT SHARING/401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2018-01-01 TINA LALIBERTE 2019-10-14
001 2017-01-01
001 2017-01-01 TINA LALIBERTE 2019-09-28
001 2009-01-01 DAVID WHITEHORN CURT S. DAILY 2010-10-05

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2018-01-01	TINA LALIBERTE	2019-10-14
001	2017-01-01
001	2017-01-01	TINA LALIBERTE	2019-09-28
001	2009-01-01	DAVID WHITEHORN		CURT S. DAILY	2010-10-05

Plan Statistics for PELCO PROFIT SHARING/401(K) PLAN

401k plan membership statisitcs for PELCO PROFIT SHARING/401(K) PLAN

Measure Date Value
2009: PELCO PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,358
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 0
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 129

Measure	Date	Value
2009: PELCO PROFIT SHARING/401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,358
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	0
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	0
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	129

Financial Data on PELCO PROFIT SHARING/401(K) PLAN

Measure	Date	Value
2018 : PELCO PROFIT SHARING/401(K) PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2018-12-31	$-3,973,712
Total unrealized appreciation/depreciation of assets	2018-12-31	$-3,973,712
Total transfer of assets to this plan	2018-12-31	$67,047,000
Total transfer of assets from this plan	2018-12-31	$1,031,677,232
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	$3,527,273
Total income from all sources (including contributions)	2018-12-31	$-23,947,905
Total loss/gain on sale of assets	2018-12-31	$-6,858,322
Total of all expenses incurred	2018-12-31	$2,814,180
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$0
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$994,919,590
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$2,814,180
Total interest from all sources	2018-12-31	$1,961,189
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$5,448,940
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$3,155,042
Administrative expenses professional fees incurred	2018-12-31	$1,682,850
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$0
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$11,831,497
Value of other receiveables (less allowance for doubtful accounts) at end of year	2018-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2018-12-31	$3,950,368
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2018-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2018-12-31	$3,527,273
Other income not declared elsewhere	2018-12-31	$16,175
Administrative expenses (other) incurred	2018-12-31	$21,890
Total non interest bearing cash at end of year	2018-12-31	$0
Total non interest bearing cash at beginning of year	2018-12-31	$2,907,949
Value of net income/loss	2018-12-31	$-26,762,085
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$991,392,317
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	$1,109,440
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$191,969,710
Interest earned on other investments	2018-12-31	$236,874
Income. Interest from US Government securities	2018-12-31	$26,367
Income. Interest from corporate debt instruments	2018-12-31	$1,568,962
Value of interest in common/collective trusts at end of year	2018-12-31	$0
Value of interest in common/collective trusts at beginning of year	2018-12-31	$475,762,369
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$50,393,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$50,393,101
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2018-12-31	$128,986
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$2
Asset value of US Government securities at end of year	2018-12-31	$0
Asset value of US Government securities at beginning of year	2018-12-31	$185,845,265
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-10,127,030
Net investment gain or loss from common/collective trusts	2018-12-31	$-10,415,145
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Income. Dividends from preferred stock	2018-12-31	$3,366
Income. Dividends from common stock	2018-12-31	$2,290,532
Asset. Corporate debt instrument preferred debt at end of year	2018-12-31	$0
Asset. Corporate debt instrument preferred debt at beginning of year	2018-12-31	$72,073,861
Assets. Corporate common stocks other than exployer securities at end of year	2018-12-31	$0
Assets. Corporate common stocks other than exployer securities at beginning of year	2018-12-31	$185,468
Did the plan have assets held for investment	2018-12-31	No
Aggregate proceeds on sale of assets	2018-12-31	$402,638,190
Aggregate carrying amount (costs) on sale of assets	2018-12-31	$409,496,512
2017 : PELCO PROFIT SHARING/401(K) PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2017-12-31	$48,693,274
Total unrealized appreciation/depreciation of assets	2017-12-31	$48,693,274
Total transfer of assets to this plan	2017-12-31	$37,594,250
Total transfer of assets from this plan	2017-12-31	$461,530,288
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$3,527,273
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2017-12-31	$1,342,803
Total income from all sources (including contributions)	2017-12-31	$137,760,200
Total loss/gain on sale of assets	2017-12-31	$68,645,915
Total of all expenses incurred	2017-12-31	$5,753,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$0
Value of total assets at end of year	2017-12-31	$994,919,590
Value of total assets at beginning of year	2017-12-31	$1,284,664,774
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$5,753,816
Total interest from all sources	2017-12-31	$7,468,995
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$519,125
Administrative expenses professional fees incurred	2017-12-31	$2,573,158
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$11,831,497
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$19,135,735
Value of other receiveables (less allowance for doubtful accounts) at end of year	2017-12-31	$3,950,368
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2017-12-31	$2,672,851
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$3,527,273
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$1,342,803
Other income not declared elsewhere	2017-12-31	$74,854
Administrative expenses (other) incurred	2017-12-31	$34,609
Total non interest bearing cash at end of year	2017-12-31	$2,907,949
Total non interest bearing cash at beginning of year	2017-12-31	$11
Value of net income/loss	2017-12-31	$132,006,384
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$991,392,317
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$1,283,321,971
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
Assets. partnership/joint venture interests at end of year	2017-12-31	$0
Assets. partnership/joint venture interests at beginning of year	2017-12-31	$219,755,839
Investment advisory and management fees	2017-12-31	$3,146,049
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$191,969,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$139,309,217
Income. Interest from loans (other than to participants)	2017-12-31	$-1,221
Interest earned on other investments	2017-12-31	$1,001,972
Income. Interest from US Government securities	2017-12-31	$72,073
Income. Interest from corporate debt instruments	2017-12-31	$5,709,004
Value of interest in common/collective trusts at end of year	2017-12-31	$475,762,369
Value of interest in common/collective trusts at beginning of year	2017-12-31	$493,042,081
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$50,393,101
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$48,241,535
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$48,241,535
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2017-12-31	$687,167
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$2
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$721,307
Asset value of US Government securities at end of year	2017-12-31	$185,845,265
Asset value of US Government securities at beginning of year	2017-12-31	$165,304,749
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$2,566,128
Net investment gain or loss from common/collective trusts	2017-12-31	$9,791,909
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	Yes
Income. Dividends from common stock	2017-12-31	$519,125
Asset. Corporate debt instrument preferred debt at end of year	2017-12-31	$72,073,861
Asset. Corporate debt instrument preferred debt at beginning of year	2017-12-31	$128,344,963
Assets. Corporate common stocks other than exployer securities at end of year	2017-12-31	$185,468
Assets. Corporate common stocks other than exployer securities at beginning of year	2017-12-31	$68,136,486
Did the plan have assets held for investment	2017-12-31	Yes
Aggregate proceeds on sale of assets	2017-12-31	$1,751,085,901
Aggregate carrying amount (costs) on sale of assets	2017-12-31	$1,682,439,986

Form 5500 Responses for PELCO PROFIT SHARING/401(K) PLAN

2018: PELCO PROFIT SHARING/401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	DFE (Diect Filing Entity)
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	Yes
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
2017: PELCO PROFIT SHARING/401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	DFE (Diect Filing Entity)
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
2009: PELCO PROFIT SHARING/401(K) PLAN 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	Yes
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

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

7166

Policy instance

Insurance contract or identification number	7166
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )

Policy contract number

7166

Policy instance

Insurance contract or identification number	7166
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No

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Company Name:	SCHNEIDER ELECTRIC HOLDINGS, INC.
Employer identification number (EIN):	364141566
NAIC Classification:	335900