MADISON GAS & ELECTRIC COMPANY has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES
401k plan membership statisitcs for MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES
Measure | Date | Value |
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2022: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 185,308,976 |
Acturial value of plan assets | 2022-12-31 | 171,343,168 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 71,525,188 |
Number of terminated vested participants | 2022-12-31 | 80 |
Fundng target for terminated vested participants | 2022-12-31 | 4,916,005 |
Active participant vested funding target | 2022-12-31 | 30,685,072 |
Number of active participants | 2022-12-31 | 108 |
Total funding liabilities for active participants | 2022-12-31 | 32,068,654 |
Total participant count | 2022-12-31 | 469 |
Total funding target for all participants | 2022-12-31 | 108,509,847 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 41,068,125 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 0 |
Amount remaining of prefunding balance | 2022-12-31 | 41,068,125 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 0 |
Balance of prefunding at beginning of current year | 2022-12-31 | 47,088,712 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 1,871,402 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 468 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 98 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 251 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 76 |
Total of all active and inactive participants | 2022-01-01 | 425 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 37 |
Total participants | 2022-01-01 | 462 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2022-01-01 | 0 |
2021: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 167,645,054 |
Acturial value of plan assets | 2021-12-31 | 150,961,654 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 63,985,692 |
Number of terminated vested participants | 2021-12-31 | 79 |
Fundng target for terminated vested participants | 2021-12-31 | 3,956,805 |
Active participant vested funding target | 2021-12-31 | 35,229,900 |
Number of active participants | 2021-12-31 | 131 |
Total funding liabilities for active participants | 2021-12-31 | 36,920,606 |
Total participant count | 2021-12-31 | 479 |
Total funding target for all participants | 2021-12-31 | 104,863,103 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 35,526,060 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 0 |
Amount remaining of prefunding balance | 2021-12-31 | 35,526,060 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 0 |
Balance of prefunding at beginning of current year | 2021-12-31 | 41,068,125 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 2,199,413 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 478 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 108 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 247 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 80 |
Total of all active and inactive participants | 2021-01-01 | 435 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 33 |
Total participants | 2021-01-01 | 468 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2021-01-01 | 0 |
2020: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 150,530,769 |
Acturial value of plan assets | 2020-12-31 | 141,606,535 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 61,872,781 |
Number of terminated vested participants | 2020-12-31 | 79 |
Fundng target for terminated vested participants | 2020-12-31 | 3,683,509 |
Active participant vested funding target | 2020-12-31 | 34,446,420 |
Number of active participants | 2020-12-31 | 141 |
Total funding liabilities for active participants | 2020-12-31 | 36,133,578 |
Total participant count | 2020-12-31 | 485 |
Total funding target for all participants | 2020-12-31 | 101,689,868 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 28,569,409 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 0 |
Amount remaining of prefunding balance | 2020-12-31 | 28,569,409 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
Balance of prefunding at beginning of current year | 2020-12-31 | 35,526,060 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 2,232,900 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 484 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 131 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 235 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 79 |
Total of all active and inactive participants | 2020-01-01 | 445 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 33 |
Total participants | 2020-01-01 | 478 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 126,359,379 |
Acturial value of plan assets | 2019-12-31 | 133,691,335 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 59,795,426 |
Number of terminated vested participants | 2019-12-31 | 80 |
Fundng target for terminated vested participants | 2019-12-31 | 4,181,690 |
Active participant vested funding target | 2019-12-31 | 36,172,639 |
Number of active participants | 2019-12-31 | 155 |
Total funding liabilities for active participants | 2019-12-31 | 38,133,922 |
Total participant count | 2019-12-31 | 493 |
Total funding target for all participants | 2019-12-31 | 102,111,038 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 30,673,619 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 0 |
Amount remaining of prefunding balance | 2019-12-31 | 30,673,619 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
Balance of prefunding at beginning of current year | 2019-12-31 | 28,569,409 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 2,313,274 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 492 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 141 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 233 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 79 |
Total of all active and inactive participants | 2019-01-01 | 453 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 31 |
Total participants | 2019-01-01 | 484 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
2018: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 141,349,984 |
Acturial value of plan assets | 2018-12-31 | 131,067,976 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 55,396,121 |
Number of terminated vested participants | 2018-12-31 | 77 |
Fundng target for terminated vested participants | 2018-12-31 | 3,267,372 |
Active participant vested funding target | 2018-12-31 | 37,375,837 |
Number of active participants | 2018-12-31 | 174 |
Total funding liabilities for active participants | 2018-12-31 | 39,401,384 |
Total participant count | 2018-12-31 | 501 |
Total funding target for all participants | 2018-12-31 | 98,064,877 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 247,677 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 31,367,452 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 247,677 |
Amount remaining of prefunding balance | 2018-12-31 | 31,367,452 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 293,225 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 6,462,307 |
Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
Balance of prefunding at beginning of current year | 2018-12-31 | 30,673,619 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 2,329,480 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 500 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 155 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 229 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 80 |
Total of all active and inactive participants | 2018-01-01 | 464 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 28 |
Total participants | 2018-01-01 | 492 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 0 |
2017: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 124,053,453 |
Acturial value of plan assets | 2017-12-31 | 124,856,771 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 50,802,169 |
Number of terminated vested participants | 2017-12-31 | 75 |
Fundng target for terminated vested participants | 2017-12-31 | 2,572,655 |
Active participant vested funding target | 2017-12-31 | 34,904,067 |
Number of active participants | 2017-12-31 | 187 |
Total funding liabilities for active participants | 2017-12-31 | 37,257,770 |
Total participant count | 2017-12-31 | 507 |
Total funding target for all participants | 2017-12-31 | 90,632,594 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 228,759 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 28,971,508 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 228,759 |
Amount remaining of prefunding balance | 2017-12-31 | 28,971,508 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 247,677 |
Balance of prefunding at beginning of current year | 2017-12-31 | 31,367,452 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 2,260,993 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 503 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 174 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 221 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 77 |
Total of all active and inactive participants | 2017-01-01 | 472 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 28 |
Total participants | 2017-01-01 | 500 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 0 |
2016: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 118,941,535 |
Acturial value of plan assets | 2016-12-31 | 122,691,815 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 46,826,695 |
Number of terminated vested participants | 2016-12-31 | 77 |
Fundng target for terminated vested participants | 2016-12-31 | 2,717,646 |
Active participant vested funding target | 2016-12-31 | 33,593,330 |
Number of active participants | 2016-12-31 | 198 |
Total funding liabilities for active participants | 2016-12-31 | 36,239,888 |
Total participant count | 2016-12-31 | 508 |
Total funding target for all participants | 2016-12-31 | 85,784,229 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 225,489 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 25,345,255 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 225,489 |
Amount remaining of prefunding balance | 2016-12-31 | 25,345,255 |
Present value of excess contributions | 2016-12-31 | 3,065,902 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 3,258,747 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 3,258,747 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 228,759 |
Balance of prefunding at beginning of current year | 2016-12-31 | 28,971,508 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 2,141,248 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 505 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 187 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 210 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 76 |
Total of all active and inactive participants | 2016-01-01 | 473 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 30 |
Total participants | 2016-01-01 | 503 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 0 |
2015: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2015 401k membership |
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Total participants, beginning-of-year | 2015-01-01 | 517 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 201 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 198 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 77 |
Total of all active and inactive participants | 2015-01-01 | 476 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 29 |
Total participants | 2015-01-01 | 505 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 0 |
2014: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2014 401k membership |
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Total participants, beginning-of-year | 2014-01-01 | 521 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 211 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 197 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 82 |
Total of all active and inactive participants | 2014-01-01 | 490 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 27 |
Total participants | 2014-01-01 | 517 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 0 |
2013: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2013 401k membership |
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Total participants, beginning-of-year | 2013-01-01 | 526 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 219 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 191 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 87 |
Total of all active and inactive participants | 2013-01-01 | 497 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 24 |
Total participants | 2013-01-01 | 521 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 0 |
2012: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 530 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 226 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 189 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 86 |
Total of all active and inactive participants | 2012-01-01 | 501 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 25 |
Total participants | 2012-01-01 | 526 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 0 |
2011: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 534 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 240 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 180 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 84 |
Total of all active and inactive participants | 2011-01-01 | 504 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 26 |
Total participants | 2011-01-01 | 530 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 0 |
2009: MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 545 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 281 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 159 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 77 |
Total of all active and inactive participants | 2009-01-01 | 517 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 22 |
Total participants | 2009-01-01 | 539 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
Measure | Date | Value |
---|
2022 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $0 |
Total income from all sources (including contributions) | 2022-12-31 | $-36,311,388 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $8,431,629 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $8,335,540 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $160,083,695 |
Value of total assets at beginning of year | 2022-12-31 | $204,826,712 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $96,089 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $5,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2022-12-31 | $15,333,498 |
Assets. Other investments not covered elsewhere at beginning of year | 2022-12-31 | $14,823,216 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $102,961 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $111,583 |
Other income not declared elsewhere | 2022-12-31 | $1,169,117 |
Administrative expenses (other) incurred | 2022-12-31 | $96,089 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-44,743,017 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $160,083,695 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $204,826,712 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2022-12-31 | $144,647,236 |
Value of interest in pooled separate accounts at beginning of year | 2022-12-31 | $189,891,913 |
Net investment gain/loss from pooled separate accounts | 2022-12-31 | $-37,480,505 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $8,335,540 |
Did the plan have assets held for investment | 2022-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2022-12-31 | 410746749 |
2021 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $0 |
Total income from all sources (including contributions) | 2021-12-31 | $26,735,289 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $7,767,491 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $7,694,649 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $204,826,712 |
Value of total assets at beginning of year | 2021-12-31 | $185,858,914 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $72,842 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2021-12-31 | $14,823,216 |
Assets. Other investments not covered elsewhere at beginning of year | 2021-12-31 | $11,957,690 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $111,583 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $98,095 |
Other income not declared elsewhere | 2021-12-31 | $2,879,014 |
Administrative expenses (other) incurred | 2021-12-31 | $72,842 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $18,967,798 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $204,826,712 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $185,858,914 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2021-12-31 | $189,891,913 |
Value of interest in pooled separate accounts at beginning of year | 2021-12-31 | $173,803,129 |
Net investment gain/loss from pooled separate accounts | 2021-12-31 | $23,856,275 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $7,694,649 |
Did the plan have assets held for investment | 2021-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2021-12-31 | 410746749 |
2020 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total transfer of assets from this plan | 2020-12-31 | $108,924 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
Total income from all sources (including contributions) | 2020-12-31 | $25,496,337 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $7,205,262 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $7,112,275 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $185,858,914 |
Value of total assets at beginning of year | 2020-12-31 | $167,676,763 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $92,987 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2020-12-31 | $11,957,690 |
Assets. Other investments not covered elsewhere at beginning of year | 2020-12-31 | $11,822,814 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $98,095 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $99,150 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2020-12-31 | $0 |
Other income not declared elsewhere | 2020-12-31 | $133,820 |
Administrative expenses (other) incurred | 2020-12-31 | $92,987 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $18,291,075 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $185,858,914 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $167,676,763 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2020-12-31 | $173,803,129 |
Value of interest in pooled separate accounts at beginning of year | 2020-12-31 | $155,754,799 |
Net investment gain/loss from pooled separate accounts | 2020-12-31 | $25,362,517 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $7,112,275 |
Did the plan have assets held for investment | 2020-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Disclaimer |
Accountancy firm name | 2020-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2020-12-31 | 410746749 |
2019 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2019 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2019-12-31 | $0 |
Total transfer of assets from this plan | 2019-12-31 | $234,343 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $284,499 |
Total income from all sources (including contributions) | 2019-12-31 | $33,553,338 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $6,868,438 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $6,793,067 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $167,676,763 |
Value of total assets at beginning of year | 2019-12-31 | $141,510,705 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $75,371 |
Total interest from all sources | 2019-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2019-12-31 | $11,822,814 |
Assets. Other investments not covered elsewhere at beginning of year | 2019-12-31 | $11,130,679 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $99,150 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $88,562 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2019-12-31 | $0 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2019-12-31 | $284,499 |
Other income not declared elsewhere | 2019-12-31 | $702,724 |
Administrative expenses (other) incurred | 2019-12-31 | $75,371 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Value of net income/loss | 2019-12-31 | $26,684,900 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $167,676,763 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $141,226,206 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2019-12-31 | $155,754,799 |
Value of interest in pooled separate accounts at beginning of year | 2019-12-31 | $130,291,464 |
Net investment gain/loss from pooled separate accounts | 2019-12-31 | $32,850,614 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $6,793,067 |
Did the plan have assets held for investment | 2019-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Disclaimer |
Accountancy firm name | 2019-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2019-12-31 | 410746749 |
2018 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2018 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2018-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $284,499 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $250,687 |
Total income from all sources (including contributions) | 2018-12-31 | $-10,625,551 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $6,319,158 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $6,250,172 |
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 | $141,510,705 |
Value of total assets at beginning of year | 2018-12-31 | $158,421,602 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $68,986 |
Total interest from all sources | 2018-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2018-12-31 | $11,130,679 |
Assets. Other investments not covered elsewhere at beginning of year | 2018-12-31 | $10,358,669 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $88,562 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $86,140 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2018-12-31 | $284,499 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2018-12-31 | $250,687 |
Other income not declared elsewhere | 2018-12-31 | $691,036 |
Administrative expenses (other) incurred | 2018-12-31 | $68,986 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Value of net income/loss | 2018-12-31 | $-16,944,709 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $141,226,206 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $158,170,915 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2018-12-31 | $130,291,464 |
Value of interest in pooled separate accounts at beginning of year | 2018-12-31 | $147,976,793 |
Net investment gain/loss from pooled separate accounts | 2018-12-31 | $-11,316,587 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $6,250,172 |
Did the plan have assets held for investment | 2018-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Disclaimer |
Accountancy firm name | 2018-12-31 | CLIFTONLARSONALLEN LLP |
Accountancy firm EIN | 2018-12-31 | 410746749 |
2017 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2017 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2017-12-31 | $0 |
Total transfer of assets to this plan | 2017-12-31 | $224,331 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $250,687 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
Total income from all sources (including contributions) | 2017-12-31 | $25,068,375 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $6,054,086 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $5,989,404 |
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 | $158,421,602 |
Value of total assets at beginning of year | 2017-12-31 | $138,932,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $64,682 |
Total interest from all sources | 2017-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2017-12-31 | $10,358,669 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-12-31 | $11,767,570 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $86,140 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $100,360 |
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2017-12-31 | $250,687 |
Other income not declared elsewhere | 2017-12-31 | $364 |
Administrative expenses (other) incurred | 2017-12-31 | $64,682 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Value of net income/loss | 2017-12-31 | $19,014,289 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $158,170,915 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $138,932,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2017-12-31 | $147,976,793 |
Value of interest in pooled separate accounts at beginning of year | 2017-12-31 | $127,064,365 |
Net investment gain/loss from pooled separate accounts | 2017-12-31 | $25,068,011 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $5,989,404 |
Did the plan have assets held for investment | 2017-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Disclaimer |
Accountancy firm name | 2017-12-31 | SCHENCK SC |
Accountancy firm EIN | 2017-12-31 | 391173131 |
2016 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2016 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total transfer of assets from this plan | 2016-12-31 | $55,705 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
Total income from all sources (including contributions) | 2016-12-31 | $10,920,766 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $5,699,274 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,633,180 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $138,932,295 |
Value of total assets at beginning of year | 2016-12-31 | $133,766,508 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $66,094 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2016-12-31 | $11,767,570 |
Assets. Other investments not covered elsewhere at beginning of year | 2016-12-31 | $10,874,978 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $100,360 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $101,802 |
Other income not declared elsewhere | 2016-12-31 | $891,150 |
Administrative expenses (other) incurred | 2016-12-31 | $66,094 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $5,221,492 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $138,932,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $133,766,508 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2016-12-31 | $127,064,365 |
Value of interest in pooled separate accounts at beginning of year | 2016-12-31 | $118,789,728 |
Net investment gain/loss from pooled separate accounts | 2016-12-31 | $10,029,616 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,633,180 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | SCHENCK SC |
Accountancy firm EIN | 2016-12-31 | 391173131 |
2015 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2015 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $0 |
Total transfer of assets from this plan | 2015-12-31 | $59,779 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
Total income from all sources (including contributions) | 2015-12-31 | $5,883,276 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $4,825,866 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $4,772,819 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $4,000,000 |
Value of total assets at end of year | 2015-12-31 | $133,766,508 |
Value of total assets at beginning of year | 2015-12-31 | $132,768,877 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $53,047 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2015-12-31 | $10,874,978 |
Assets. Other investments not covered elsewhere at beginning of year | 2015-12-31 | $9,383,935 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $101,802 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $88,814 |
Other income not declared elsewhere | 2015-12-31 | $1,483,532 |
Administrative expenses (other) incurred | 2015-12-31 | $53,047 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $1,057,410 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $133,766,508 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $132,768,877 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2015-12-31 | $118,789,728 |
Value of interest in pooled separate accounts at beginning of year | 2015-12-31 | $119,296,128 |
Net investment gain/loss from pooled separate accounts | 2015-12-31 | $399,744 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $4,000,000 |
Employer contributions (assets) at end of year | 2015-12-31 | $4,000,000 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $4,772,819 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | SCHENCK SC |
Accountancy firm EIN | 2015-12-31 | 391173131 |
2014 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2014 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets from this plan | 2014-12-31 | $90,568 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total income from all sources (including contributions) | 2014-12-31 | $13,754,939 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $4,411,725 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,411,725 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $4,000,000 |
Value of total assets at end of year | 2014-12-31 | $132,768,877 |
Value of total assets at beginning of year | 2014-12-31 | $123,516,231 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $0 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2014-12-31 | $9,383,935 |
Assets. Other investments not covered elsewhere at beginning of year | 2014-12-31 | $7,945,762 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $88,814 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $85,693 |
Other income not declared elsewhere | 2014-12-31 | $983,996 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $9,343,214 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $132,768,877 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $123,516,231 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2014-12-31 | $119,296,128 |
Value of interest in pooled separate accounts at beginning of year | 2014-12-31 | $115,484,776 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2014-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2014-12-31 | $8,770,943 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $4,000,000 |
Employer contributions (assets) at end of year | 2014-12-31 | $4,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,411,725 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | SCHENCK SC |
Accountancy firm EIN | 2014-12-31 | 391173131 |
2013 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2013 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total transfer of assets from this plan | 2013-12-31 | $186,751 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
Total income from all sources (including contributions) | 2013-12-31 | $20,279,423 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $4,350,458 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $4,350,458 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $123,516,231 |
Value of total assets at beginning of year | 2013-12-31 | $107,774,017 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $0 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2013-12-31 | $7,945,762 |
Assets. Other investments not covered elsewhere at beginning of year | 2013-12-31 | $6,916,594 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $85,693 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $97,612 |
Other income not declared elsewhere | 2013-12-31 | $1,030,567 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Value of net income/loss | 2013-12-31 | $15,928,965 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $123,516,231 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $107,774,017 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2013-12-31 | $115,484,776 |
Value of interest in pooled separate accounts at beginning of year | 2013-12-31 | $88,189,200 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2013-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2013-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2013-12-31 | $19,248,856 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Employer contributions (assets) at beginning of year | 2013-12-31 | $12,570,611 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $4,350,458 |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | SCHENCK SC |
Accountancy firm EIN | 2013-12-31 | 391173131 |
2012 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2012 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets from this plan | 2012-12-31 | $15,972 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $24,889,600 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $4,000,906 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $4,000,906 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $12,570,611 |
Value of total assets at end of year | 2012-12-31 | $107,774,017 |
Value of total assets at beginning of year | 2012-12-31 | $86,901,295 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $0 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2012-12-31 | $6,916,594 |
Assets. Other investments not covered elsewhere at beginning of year | 2012-12-31 | $6,141,267 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $97,612 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $228,188 |
Other income not declared elsewhere | 2012-12-31 | $644,751 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Value of net income/loss | 2012-12-31 | $20,888,694 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $107,774,017 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $86,901,295 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2012-12-31 | $88,189,200 |
Value of interest in pooled separate accounts at beginning of year | 2012-12-31 | $71,855,921 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2012-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2012-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2012-12-31 | $11,674,238 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Contributions received in cash from employer | 2012-12-31 | $12,570,611 |
Employer contributions (assets) at end of year | 2012-12-31 | $12,570,611 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $8,675,919 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $4,000,906 |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | SCHENCK SC |
Accountancy firm EIN | 2012-12-31 | 391173131 |
2011 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2011 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2011-12-31 | $0 |
Total transfer of assets from this plan | 2011-12-31 | $243,724 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $0 |
Total income from all sources (including contributions) | 2011-12-31 | $10,104,375 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $3,764,379 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $3,764,379 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $8,675,919 |
Value of total assets at end of year | 2011-12-31 | $86,901,295 |
Value of total assets at beginning of year | 2011-12-31 | $80,805,023 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $0 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $6,141,267 |
Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $4,653,911 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $228,188 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $255,125 |
Other income not declared elsewhere | 2011-12-31 | $748,419 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Value of net income/loss | 2011-12-31 | $6,339,996 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $86,901,295 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $80,805,023 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2011-12-31 | $71,855,921 |
Value of interest in pooled separate accounts at beginning of year | 2011-12-31 | $68,429,065 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2011-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2011-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2011-12-31 | $680,037 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
Contributions received in cash from employer | 2011-12-31 | $8,675,919 |
Employer contributions (assets) at end of year | 2011-12-31 | $8,675,919 |
Employer contributions (assets) at beginning of year | 2011-12-31 | $7,466,922 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $3,764,379 |
Did the plan have assets held for investment | 2011-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
Accountancy firm name | 2011-12-31 | SCHENCK SC |
Accountancy firm EIN | 2011-12-31 | 391173131 |
2010 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2010 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2010-12-31 | $0 |
Total transfer of assets from this plan | 2010-12-31 | $99,566 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
Total income from all sources (including contributions) | 2010-12-31 | $17,779,059 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $3,470,162 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $3,470,162 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $8,476,922 |
Value of total assets at end of year | 2010-12-31 | $80,805,023 |
Value of total assets at beginning of year | 2010-12-31 | $66,595,692 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $0 |
Total interest from all sources | 2010-12-31 | $1,443,050 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $5,000,000 |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $4,653,911 |
Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $4,467,581 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $255,125 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $47,703 |
Other income not declared elsewhere | 2010-12-31 | $573,244 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Value of net income/loss | 2010-12-31 | $14,308,897 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $80,805,023 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $66,595,692 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
Value of interest in pooled separate accounts at end of year | 2010-12-31 | $68,429,065 |
Value of interest in pooled separate accounts at beginning of year | 2010-12-31 | $58,026,414 |
Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,443,050 |
Value of funds held in insurance company general accounts (unallocated contracts) at end of year | 2010-12-31 | $0 |
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year | 2010-12-31 | $0 |
Net investment gain/loss from pooled separate accounts | 2010-12-31 | $7,285,843 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
Contributions received in cash from employer | 2010-12-31 | $8,476,922 |
Employer contributions (assets) at end of year | 2010-12-31 | $7,466,922 |
Employer contributions (assets) at beginning of year | 2010-12-31 | $4,053,994 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $3,470,162 |
Did the plan have assets held for investment | 2010-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
Accountancy firm name | 2010-12-31 | SCHENCK SC |
Accountancy firm EIN | 2010-12-31 | 391173131 |
2009 : MADISON GAS & ELECTRIC COMPANY RETIREMENT PLAN FOR BARGAINING EMPLOYEES 2009 401k financial data |
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Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2009-12-31 | $0 |