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GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 401k Plan overview

Plan NameGROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC.
Plan identification number 505

GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Life insurance
  • Other welfare benefit cover

401k Sponsoring company profile

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

Company Name:ELECTRIC ENERGY, INC.
Employer identification number (EIN):370673432
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC.

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5052019-01-01
5052018-01-01
5052018-01-01
5052017-01-01BARBARA MUELLER
5052017-01-01BARBARA MUELLER
5052017-01-01BARBARA MUELLER
5052016-01-01DONNA MANZI
5052015-01-01SHEILA WALKER
5052014-01-01RICHARD KELLY
5052013-01-01RICHARD KELLY
5052012-01-01DAVID RAMBO
5052011-01-01DAVID RAMBO
5052009-01-01MAXINE RUSSELL

Plan Statistics for GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC.

401k plan membership statisitcs for GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC.

Measure Date Value
2019: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2019 401k membership
Total participants, beginning-of-year2019-01-0176
Total number of active participants reported on line 7a of the Form 55002019-01-010
Number of retired or separated participants receiving benefits2019-01-0172
Number of other retired or separated participants entitled to future benefits2019-01-010
Total of all active and inactive participants2019-01-0172
2018: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2018 401k membership
Total participants, beginning-of-year2018-01-0176
Total number of active participants reported on line 7a of the Form 55002018-01-010
Number of retired or separated participants receiving benefits2018-01-0176
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-0176
2017: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2017 401k membership
Total participants, beginning-of-year2017-01-0164
Total number of active participants reported on line 7a of the Form 55002017-01-010
Number of retired or separated participants receiving benefits2017-01-0176
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-0176
2016: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2016 401k membership
Total participants, beginning-of-year2016-01-01171
Total number of active participants reported on line 7a of the Form 55002016-01-010
Number of retired or separated participants receiving benefits2016-01-0164
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-0164
2015: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2015 401k membership
Total participants, beginning-of-year2015-01-01242
Total number of active participants reported on line 7a of the Form 55002015-01-010
Number of retired or separated participants receiving benefits2015-01-01171
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-01171
2014: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2014 401k membership
Total participants, beginning-of-year2014-01-01262
Total number of active participants reported on line 7a of the Form 55002014-01-010
Number of retired or separated participants receiving benefits2014-01-01242
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-01242
2013: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2013 401k membership
Total participants, beginning-of-year2013-01-01310
Total number of active participants reported on line 7a of the Form 55002013-01-01109
Number of retired or separated participants receiving benefits2013-01-01169
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-01278
2012: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2012 401k membership
Total participants, beginning-of-year2012-01-01318
Total number of active participants reported on line 7a of the Form 55002012-01-01116
Number of retired or separated participants receiving benefits2012-01-01193
Total of all active and inactive participants2012-01-01309
2011: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2011 401k membership
Total participants, beginning-of-year2011-01-01315
Total number of active participants reported on line 7a of the Form 55002011-01-01149
Number of retired or separated participants receiving benefits2011-01-01169
Total of all active and inactive participants2011-01-01318
2009: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2009 401k membership
Total participants, beginning-of-year2009-01-01284
Total number of active participants reported on line 7a of the Form 55002009-01-01147
Number of retired or separated participants receiving benefits2009-01-01155
Number of other retired or separated participants entitled to future benefits2009-01-018
Total of all active and inactive participants2009-01-01310

Financial Data on GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC.

Measure Date Value
2019 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2019 401k financial data
Total income from all sources2019-12-31$4,620,244
Expenses. Total of all expenses incurred2019-12-31$367,013
Benefits paid (including direct rollovers)2019-12-31$320,470
Total plan assets at end of year2019-12-31$21,814,556
Total plan assets at beginning of year2019-12-31$17,561,325
Value of fidelity bond covering the plan2019-12-31$20,000,000
Other income received2019-12-31$4,619,656
Net income (gross income less expenses)2019-12-31$4,253,231
Net plan assets at end of year (total assets less liabilities)2019-12-31$21,814,556
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$17,561,325
Total contributions received or receivable from employer(s)2019-12-31$588
Expenses. Administrative service providers (salaries,fees and commissions)2019-12-31$46,543
2018 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2018 401k financial data
Total plan liabilities at beginning of year2018-12-31$0
Total income from all sources2018-12-31$-361,449
Expenses. Total of all expenses incurred2018-12-31$1,288,277
Benefits paid (including direct rollovers)2018-12-31$1,276,110
Total plan assets at end of year2018-12-31$17,853,560
Total plan assets at beginning of year2018-12-31$19,503,286
Value of fidelity bond covering the plan2018-12-31$20,000,000
Total contributions received or receivable from participants2018-12-31$28,946
Other income received2018-12-31$-390,395
Net income (gross income less expenses)2018-12-31$-1,649,726
Net plan assets at end of year (total assets less liabilities)2018-12-31$17,853,560
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$19,503,286
Expenses. Administrative service providers (salaries,fees and commissions)2018-12-31$12,167
2017 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2017 401k financial data
Transfers to/from the plan2017-12-31$-19,263,775
Total plan liabilities at end of year2017-12-31$0
Total plan liabilities at beginning of year2017-12-31$322,112
Total income from all sources2017-12-31$3,516,984
Expenses. Total of all expenses incurred2017-12-31$904,717
Benefits paid (including direct rollovers)2017-12-31$821,012
Total plan assets at end of year2017-12-31$19,503,286
Total plan assets at beginning of year2017-12-31$36,476,906
Value of fidelity bond covering the plan2017-12-31$25,000,000
Total contributions received or receivable from participants2017-12-31$42,910
Other income received2017-12-31$3,516,984
Net income (gross income less expenses)2017-12-31$2,612,267
Net plan assets at end of year (total assets less liabilities)2017-12-31$19,503,286
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$36,154,794
Expenses. Administrative service providers (salaries,fees and commissions)2017-12-31$83,705
2016 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$322,112
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$2,568,188
Total income from all sources (including contributions)2016-12-31$3,825,435
Total loss/gain on sale of assets2016-12-31$999,542
Total of all expenses incurred2016-12-31$18,715,147
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$18,568,318
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$71,041
Value of total assets at end of year2016-12-31$36,476,906
Value of total assets at beginning of year2016-12-31$53,612,694
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$146,829
Total interest from all sources2016-12-31$363,896
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$628,654
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$77,004
Administrative expenses professional fees incurred2016-12-31$11,598
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$25,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$71,041
Assets. Other investments not covered elsewhere at end of year2016-12-31$180,666
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$183,384
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$350,600
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$1,947,062
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$322,112
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$1,025,690
Other income not declared elsewhere2016-12-31$1,522,907
Administrative expenses (other) incurred2016-12-31$43,206
Liabilities. Value of operating payables at end of year2016-12-31$0
Liabilities. Value of operating payables at beginning of year2016-12-31$1,542,498
Total non interest bearing cash at end of year2016-12-31$183
Total non interest bearing cash at beginning of year2016-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$-14,889,712
Value of net assets at end of year (total assets less liabilities)2016-12-31$36,154,794
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$51,044,506
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Investment advisory and management fees2016-12-31$52,124
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$6,317,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$6,066,895
Interest earned on other investments2016-12-31$10,707
Income. Interest from US Government securities2016-12-31$190,746
Income. Interest from corporate debt instruments2016-12-31$162,443
Expenses. Payments to insurance carriers foe the provision of benefits2016-12-31$18,568,318
Asset value of US Government securities at end of year2016-12-31$7,271,736
Asset value of US Government securities at beginning of year2016-12-31$13,369,635
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$239,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Income. Dividends from common stock2016-12-31$551,650
Asset. Corporate debt instrument preferred debt at end of year2016-12-31$5,051,407
Asset. Corporate debt instrument preferred debt at beginning of year2016-12-31$5,702,103
Asset. Corporate debt instrument debt (other) at end of year2016-12-31$784,763
Asset. Corporate debt instrument debt (other) at beginning of year2016-12-31$0
Contract administrator fees2016-12-31$39,901
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2016-12-31$16,520,261
Assets. Corporate common stocks other than exployer securities at beginning of year2016-12-31$26,343,615
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$67,724,524
Aggregate carrying amount (costs) on sale of assets2016-12-31$66,724,982
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2016-12-31760488832
2015 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$2,568,188
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$735,397
Total income from all sources (including contributions)2015-12-31$980,244
Total loss/gain on sale of assets2015-12-31$-46,476
Total of all expenses incurred2015-12-31$1,859,371
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,748,065
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$98,470
Value of total assets at end of year2015-12-31$53,612,694
Value of total assets at beginning of year2015-12-31$52,659,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$111,306
Total interest from all sources2015-12-31$380,802
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$614,126
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$24,797
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$25,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$98,470
Assets. Other investments not covered elsewhere at end of year2015-12-31$183,384
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$184,056
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$1,947,062
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$331,602
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$1,025,690
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$454,814
Other income not declared elsewhere2015-12-31$-175,077
Liabilities. Value of operating payables at end of year2015-12-31$1,542,498
Liabilities. Value of operating payables at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-879,127
Value of net assets at end of year (total assets less liabilities)2015-12-31$51,044,506
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$51,923,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$70,194
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$6,066,895
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$6,319,207
Interest earned on other investments2015-12-31$8,970
Income. Interest from US Government securities2015-12-31$199,920
Income. Interest from corporate debt instruments2015-12-31$171,912
Expenses. Payments to insurance carriers foe the provision of benefits2015-12-31$1,748,065
Asset value of US Government securities at end of year2015-12-31$13,369,635
Asset value of US Government securities at beginning of year2015-12-31$13,297,505
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$108,399
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Income. Dividends from common stock2015-12-31$589,329
Asset. Corporate debt instrument preferred debt at end of year2015-12-31$5,702,103
Asset. Corporate debt instrument preferred debt at beginning of year2015-12-31$5,316,345
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$435,076
Contract administrator fees2015-12-31$41,112
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2015-12-31$26,343,615
Assets. Corporate common stocks other than exployer securities at beginning of year2015-12-31$26,775,239
Liabilities. Value of benefit claims payable at end of year2015-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2015-12-31$280,583
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$52,429,930
Aggregate carrying amount (costs) on sale of assets2015-12-31$52,476,406
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2015-12-31760488832
2014 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$2,704,859
Total unrealized appreciation/depreciation of assets2014-12-31$2,704,859
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$735,397
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$774,115
Total income from all sources (including contributions)2014-12-31$4,224,781
Total loss/gain on sale of assets2014-12-31$296,284
Total of all expenses incurred2014-12-31$2,169,579
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,118,241
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$304,206
Value of total assets at end of year2014-12-31$52,659,030
Value of total assets at beginning of year2014-12-31$50,642,546
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$51,338
Total interest from all sources2014-12-31$385,674
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$599,230
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$55,862
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$25,000,000
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$234,452
Assets. Other investments not covered elsewhere at end of year2014-12-31$184,056
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$165,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$331,602
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$368,236
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$454,814
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$465,716
Other income not declared elsewhere2014-12-31$29,372
Administrative expenses (other) incurred2014-12-31$231
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$2,055,202
Value of net assets at end of year (total assets less liabilities)2014-12-31$51,923,633
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$49,868,431
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Investment advisory and management fees2014-12-31$51,107
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$6,319,207
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$6,146,803
Interest earned on other investments2014-12-31$8,899
Income. Interest from US Government securities2014-12-31$192,173
Income. Interest from corporate debt instruments2014-12-31$184,602
Asset value of US Government securities at end of year2014-12-31$13,297,505
Asset value of US Government securities at beginning of year2014-12-31$11,897,881
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$-94,844
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$69,754
Income. Dividends from common stock2014-12-31$543,368
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,118,241
Asset. Corporate debt instrument preferred debt at end of year2014-12-31$5,316,345
Asset. Corporate debt instrument preferred debt at beginning of year2014-12-31$5,574,121
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$435,076
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$760,869
Assets. Corporate common stocks other than exployer securities at end of year2014-12-31$26,775,239
Assets. Corporate common stocks other than exployer securities at beginning of year2014-12-31$25,729,626
Liabilities. Value of benefit claims payable at end of year2014-12-31$280,583
Liabilities. Value of benefit claims payable at beginning of year2014-12-31$308,399
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$53,632,292
Aggregate carrying amount (costs) on sale of assets2014-12-31$53,336,008
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2014-12-31760488832
2013 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$774,115
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$826,423
Total income from all sources (including contributions)2013-12-31$8,847,616
Total loss/gain on sale of assets2013-12-31$457,851
Total of all expenses incurred2013-12-31$4,113,039
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,001,533
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,215,935
Value of total assets at end of year2013-12-31$50,642,546
Value of total assets at beginning of year2013-12-31$45,960,277
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$111,506
Total interest from all sources2013-12-31$367,032
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$644,181
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$108,924
Administrative expenses professional fees incurred2013-12-31$28,602
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$230,414
Assets. Other investments not covered elsewhere at end of year2013-12-31$165,010
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$121,758
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$368,236
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$313,618
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$465,716
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$473,224
Other income not declared elsewhere2013-12-31$5,715,460
Administrative expenses (other) incurred2013-12-31$19,568
Total non interest bearing cash at end of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$4,734,577
Value of net assets at end of year (total assets less liabilities)2013-12-31$49,868,431
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$45,133,854
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Investment advisory and management fees2013-12-31$63,336
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$6,146,803
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$5,302,988
Interest earned on other investments2013-12-31$7,450
Income. Interest from US Government securities2013-12-31$161,665
Income. Interest from corporate debt instruments2013-12-31$197,917
Asset value of US Government securities at end of year2013-12-31$11,897,881
Asset value of US Government securities at beginning of year2013-12-31$10,690,474
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$447,157
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$985,521
Employer contributions (assets) at end of year2013-12-31$0
Employer contributions (assets) at beginning of year2013-12-31$182,348
Income. Dividends from common stock2013-12-31$535,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,001,533
Asset. Corporate debt instrument preferred debt at end of year2013-12-31$5,574,121
Asset. Corporate debt instrument preferred debt at beginning of year2013-12-31$5,486,626
Asset. Corporate debt instrument debt (other) at end of year2013-12-31$760,869
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$196,849
Contract administrator fees2013-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2013-12-31$25,729,626
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$23,665,274
Liabilities. Value of benefit claims payable at end of year2013-12-31$308,399
Liabilities. Value of benefit claims payable at beginning of year2013-12-31$353,199
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$25,460,177
Aggregate carrying amount (costs) on sale of assets2013-12-31$25,002,326
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31MCCONNELL & JONES LLP
Accountancy firm EIN2013-12-31760488832
2012 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$2,740,433
Total unrealized appreciation/depreciation of assets2012-12-31$2,740,433
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$826,423
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$541,286
Total income from all sources (including contributions)2012-12-31$7,057,361
Total loss/gain on sale of assets2012-12-31$303,750
Total of all expenses incurred2012-12-31$4,916,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,708,229
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,483,467
Value of total assets at end of year2012-12-31$45,960,277
Value of total assets at beginning of year2012-12-31$43,534,602
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$208,594
Total interest from all sources2012-12-31$366,519
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$631,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$61,225
Administrative expenses professional fees incurred2012-12-31$44,554
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$352,340
Assets. Other investments not covered elsewhere at end of year2012-12-31$121,758
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$549,741
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$313,618
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$214,361
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$473,224
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$251,362
Other income not declared elsewhere2012-12-31$9,035
Administrative expenses (other) incurred2012-12-31$35,155
Total non interest bearing cash at end of year2012-12-31$342
Total non interest bearing cash at beginning of year2012-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$2,140,538
Value of net assets at end of year (total assets less liabilities)2012-12-31$45,133,854
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$42,993,316
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Investment advisory and management fees2012-12-31$61,437
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$5,302,988
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,590,836
Income. Interest from US Government securities2012-12-31$180,252
Income. Interest from corporate debt instruments2012-12-31$186,267
Expenses. Payments to insurance carriers foe the provision of benefits2012-12-31$539,491
Asset value of US Government securities at end of year2012-12-31$10,690,474
Asset value of US Government securities at beginning of year2012-12-31$11,876,553
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$522,207
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,131,127
Employer contributions (assets) at end of year2012-12-31$182,348
Employer contributions (assets) at beginning of year2012-12-31$129,302
Income. Dividends from common stock2012-12-31$570,725
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,168,738
Asset. Corporate debt instrument preferred debt at end of year2012-12-31$5,486,626
Asset. Corporate debt instrument preferred debt at beginning of year2012-12-31$4,447,067
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$196,849
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$121,053
Contract administrator fees2012-12-31$67,448
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$23,665,274
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$21,605,674
Liabilities. Value of benefit claims payable at end of year2012-12-31$353,199
Liabilities. Value of benefit claims payable at beginning of year2012-12-31$289,924
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$24,601,097
Aggregate carrying amount (costs) on sale of assets2012-12-31$24,297,347
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2012-12-31370818432
2011 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$371,746
Total unrealized appreciation/depreciation of assets2011-12-31$371,746
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$541,286
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$775,306
Total income from all sources (including contributions)2011-12-31$3,622,983
Total loss/gain on sale of assets2011-12-31$196,400
Total of all expenses incurred2011-12-31$4,412,278
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,213,956
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,350,669
Value of total assets at end of year2011-12-31$43,534,602
Value of total assets at beginning of year2011-12-31$44,557,917
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$198,322
Total interest from all sources2011-12-31$465,746
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$555,018
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$85,043
Administrative expenses professional fees incurred2011-12-31$38,705
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$250,935
Assets. Other investments not covered elsewhere at end of year2011-12-31$549,741
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$419,357
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$214,361
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$516,486
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$251,362
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$323,840
Administrative expenses (other) incurred2011-12-31$12,847
Liabilities. Value of operating payables at beginning of year2011-12-31$18,063
Total non interest bearing cash at end of year2011-12-31$15
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-789,295
Value of net assets at end of year (total assets less liabilities)2011-12-31$42,993,316
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$43,782,611
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$58,810
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,590,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$4,747,663
Interest earned on other investments2011-12-31$20,844
Income. Interest from US Government securities2011-12-31$252,035
Income. Interest from corporate debt instruments2011-12-31$192,867
Expenses. Payments to insurance carriers foe the provision of benefits2011-12-31$471,445
Asset value of US Government securities at end of year2011-12-31$11,876,553
Asset value of US Government securities at beginning of year2011-12-31$11,655,864
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-316,596
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,099,734
Employer contributions (assets) at end of year2011-12-31$129,302
Employer contributions (assets) at beginning of year2011-12-31$131,487
Income. Dividends from common stock2011-12-31$469,975
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,742,511
Asset. Corporate debt instrument preferred debt at end of year2011-12-31$4,447,067
Asset. Corporate debt instrument preferred debt at beginning of year2011-12-31$3,868,275
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$121,053
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$364,152
Contract administrator fees2011-12-31$87,960
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$21,605,674
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$22,854,633
Liabilities. Value of benefit claims payable at end of year2011-12-31$289,924
Liabilities. Value of benefit claims payable at beginning of year2011-12-31$433,403
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$30,539,816
Aggregate carrying amount (costs) on sale of assets2011-12-31$30,343,416
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2011-12-31370818432
2010 : GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$2,321,519
Total unrealized appreciation/depreciation of assets2010-12-31$2,321,519
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$775,306
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$448,952
Total income from all sources (including contributions)2010-12-31$7,318,447
Total loss/gain on sale of assets2010-12-31$558,196
Total of all expenses incurred2010-12-31$4,890,222
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$4,683,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,964,629
Value of total assets at end of year2010-12-31$44,557,917
Value of total assets at beginning of year2010-12-31$41,803,338
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$206,739
Total interest from all sources2010-12-31$469,038
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$533,219
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$68,227
Administrative expenses professional fees incurred2010-12-31$51,553
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$258,822
Assets. Other investments not covered elsewhere at end of year2010-12-31$419,357
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$362,200
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$516,486
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$169,216
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$323,840
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$275,215
Administrative expenses (other) incurred2010-12-31$12,789
Liabilities. Value of operating payables at end of year2010-12-31$18,063
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,428,225
Value of net assets at end of year (total assets less liabilities)2010-12-31$43,782,611
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$41,354,386
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$57,121
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$4,747,663
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$4,290,375
Interest earned on other investments2010-12-31$12,772
Income. Interest from US Government securities2010-12-31$292,420
Income. Interest from corporate debt instruments2010-12-31$163,845
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$1
Expenses. Payments to insurance carriers foe the provision of benefits2010-12-31$492,354
Asset value of US Government securities at end of year2010-12-31$11,655,864
Asset value of US Government securities at beginning of year2010-12-31$10,586,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$471,846
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,705,807
Employer contributions (assets) at end of year2010-12-31$131,487
Employer contributions (assets) at beginning of year2010-12-31$75,307
Income. Dividends from common stock2010-12-31$464,992
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$4,191,129
Asset. Corporate debt instrument preferred debt at end of year2010-12-31$3,868,275
Asset. Corporate debt instrument preferred debt at beginning of year2010-12-31$2,524,179
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$364,152
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$771,200
Contract administrator fees2010-12-31$85,276
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$22,854,633
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$23,024,364
Liabilities. Value of benefit claims payable at end of year2010-12-31$433,403
Liabilities. Value of benefit claims payable at beginning of year2010-12-31$173,737
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$37,096,839
Aggregate carrying amount (costs) on sale of assets2010-12-31$36,538,643
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31KEMPER CPA GROUP, LLP
Accountancy firm EIN2010-12-31370818432

Form 5500 Responses for GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC.

2019: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedYes
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedYes
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: GROUP INSURANCE FOR BARGAINING UNIT EMPLOYEES OF ELECTRIC ENERGY, INC. 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0146255
Policy instance 2
Insurance contract or identification number0146255
Number of Individuals Covered76
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $3,202
Total amount of fees paid to insurance companyUSD $0
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $9,481
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $2,048
Insurance broker organization code?3
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number079581
Policy instance 1
Insurance contract or identification number079581
Number of Individuals Covered72
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $10,978
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number42151
Policy instance 2
Insurance contract or identification number42151
Number of Individuals Covered76
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $22,261
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number993000
Policy instance 1
Insurance contract or identification number993000
Number of Individuals Covered76
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP-LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $72,754
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930
Policy instance 2
Insurance contract or identification numberG 00610930
Number of Individuals Covered3
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $313
Total amount of fees paid to insurance companyUSD $196
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $4,470
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $313
Amount paid for insurance broker fees196
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameJODY STIVERS HOLLAND STIVERS & ASSO
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 3
Insurance contract or identification numberH2001
Number of Individuals Covered8
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $33,936
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number993000
Policy instance 1
Insurance contract or identification number993000
Number of Individuals Covered76
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP-LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $69,740
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
SIERRA HEALTH & LIFE (National Association of Insurance Commissioners NAIC id number: 71420 )
Policy contract numberH2001
Policy instance 3
Insurance contract or identification numberH2001
Number of Individuals Covered184
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitYes
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $504,280
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
BLUECROSS BLUESHIELD OF TEXAS (National Association of Insurance Commissioners NAIC id number: 70670 )
Policy contract number993000
Policy instance 1
Insurance contract or identification number993000
Number of Individuals Covered63
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedSTOP-LOSS
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $29,676
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930
Policy instance 2
Insurance contract or identification numberG 00610930
Number of Individuals Covered274
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $23,790
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $339,849
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $23,790
Insurance broker organization code?3
Insurance broker nameJODY STIVERS HOLLAND STIVERS & ASSO
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930*
Policy instance 1
Insurance contract or identification numberG 00610930*
Number of Individuals Covered57
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $15,983
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $228,329
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,983
Insurance broker organization code?3
Insurance broker nameHOLLAND STIVERS AND ASSOCIATES
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930*
Policy instance 1
Insurance contract or identification numberG 00610930*
Number of Individuals Covered321
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $34,656
Total amount of fees paid to insurance companyUSD $9,790
Are there contracts with allocated funds for individual policies?No
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 planNo
Contracts With Unallocated Funds Deposit Administration0
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?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Other welfare benefits providedACCIDENTAL DEATH & DISMEMBERMENT
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $273,559
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $34,656
Amount paid for insurance broker fees9790
Additional information about fees paid to insurance brokerOTHER COMPENSATION
Insurance broker organization code?3
Insurance broker nameHOLLAND STIVERS AND ASSOCIATES
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCLI 50,268
Policy instance 1
Insurance contract or identification numberCLI 50,268
Number of Individuals Covered286
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $281,719
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930
Policy instance 3
Insurance contract or identification numberG 00610930
Number of Individuals Covered409
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $16,953
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $251,411
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,953
Insurance broker organization code?3
Insurance broker nameHOLLAND STIVERS AND ASSOCIATES
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930
Policy instance 2
Insurance contract or identification numberG 00610930
Number of Individuals Covered116
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $414
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,269
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $414
Insurance broker organization code?3
Insurance broker nameHOLLAND STIVERS AND ASSOCIATES
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCLI 50,268
Policy instance 1
Insurance contract or identification numberCLI 50,268
Number of Individuals Covered290
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Welfare Benefit Premiums Paid to CarrierUSD $232,022
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930
Policy instance 2
Insurance contract or identification numberG 00610930
Number of Individuals Covered6637
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $690
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,637
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930
Policy instance 3
Insurance contract or identification numberG 00610930
Number of Individuals Covered595
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $20,259
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $231,612
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
ZURICH AMERICAN INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 16535 )
Policy contract numberGTU-5091246-001
Policy instance 5
Insurance contract or identification numberGTU-5091246-001
Number of Individuals Covered145
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $6,089
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCLI 50,268
Policy instance 1
Insurance contract or identification numberCLI 50,268
Number of Individuals Covered285
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Health Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $217,158
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 68195 )
Policy contract number12620
Policy instance 2
Insurance contract or identification number12620
Number of Individuals Covered590
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $253,489
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930
Policy instance 3
Insurance contract or identification numberG 00610930
Number of Individuals Covered149
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Other welfare benefits providedACCIDENTIAL DEATH & DISMEMBERMENT
Welfare Benefit Premiums Paid to CarrierUSD $573
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG 00610930
Policy instance 4
Insurance contract or identification numberG 00610930
Number of Individuals Covered590
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $8,478
Total amount of fees paid to insurance companyUSD $0
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $19,493
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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