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BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 401k Plan overview

Plan NameBORDER STATES ELECTRIC SUPPLY 401(K) PLAN
Plan identification number 003

BORDER STATES ELECTRIC SUPPLY 401(K) PLAN Benefits

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

401k Sponsoring company profile

BORDER STATES INDUSTRIES INC. has sponsored the creation of one or more 401k plans.

Company Name:BORDER STATES INDUSTRIES INC.
Employer identification number (EIN):450275004
NAIC Classification:423600

Form 5500 Filing Information

Submission information for form 5500 for 401k plan BORDER STATES ELECTRIC SUPPLY 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-04-01
0032021-04-01
0032020-04-01
0032019-04-01
0032018-04-01
0032017-04-01MARYANNE Y VONBANK JEREMY WELSAND2019-01-08
0032016-04-01MARYANNE VONBANK JEREMY WELSAND2018-01-12
0032015-04-01MARYANNE VONBANK JEREMY WELSAND2016-12-16
0032014-04-01MARYANNE VONBANK JEREMY WELSAND2015-11-03
0032013-04-01MARYANNE VONBANK JEREMY WELSAND2014-12-30
0032012-04-01MARYANNE VONBANK BRIAN BECKER2013-10-28
0032011-04-01MARYANNE VONBANK BRIAN BECKER2013-01-14
0032009-04-01BRIAN BECKER

Plan Statistics for BORDER STATES ELECTRIC SUPPLY 401(K) PLAN

401k plan membership statisitcs for BORDER STATES ELECTRIC SUPPLY 401(K) PLAN

Measure Date Value
2022: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year2022-04-013,125
Total number of active participants reported on line 7a of the Form 55002022-04-012,682
Number of retired or separated participants receiving benefits2022-04-010
Number of other retired or separated participants entitled to future benefits2022-04-01767
Total of all active and inactive participants2022-04-013,449
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-04-0114
Total participants2022-04-013,463
Number of participants with account balances2022-04-013,256
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-04-011
2021: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year2021-04-013,035
Total number of active participants reported on line 7a of the Form 55002021-04-012,394
Number of retired or separated participants receiving benefits2021-04-010
Number of other retired or separated participants entitled to future benefits2021-04-01693
Total of all active and inactive participants2021-04-013,087
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-04-0112
Total participants2021-04-013,099
Number of participants with account balances2021-04-012,909
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-04-010
2020: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year2020-04-013,189
Total number of active participants reported on line 7a of the Form 55002020-04-012,331
Number of retired or separated participants receiving benefits2020-04-011
Number of other retired or separated participants entitled to future benefits2020-04-01683
Total of all active and inactive participants2020-04-013,015
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-04-019
Total participants2020-04-013,024
Number of participants with account balances2020-04-012,834
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-04-010
2019: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year2019-04-013,304
Total number of active participants reported on line 7a of the Form 55002019-04-012,583
Number of retired or separated participants receiving benefits2019-04-010
Number of other retired or separated participants entitled to future benefits2019-04-01612
Total of all active and inactive participants2019-04-013,195
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-04-016
Total participants2019-04-013,201
Number of participants with account balances2019-04-012,970
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-04-010
2018: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year2018-04-013,074
Total number of active participants reported on line 7a of the Form 55002018-04-012,715
Number of retired or separated participants receiving benefits2018-04-010
Number of other retired or separated participants entitled to future benefits2018-04-01582
Total of all active and inactive participants2018-04-013,297
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-04-015
Total participants2018-04-013,302
Number of participants with account balances2018-04-013,018
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-04-010
2017: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year2017-04-012,694
Total number of active participants reported on line 7a of the Form 55002017-04-012,574
Number of retired or separated participants receiving benefits2017-04-010
Number of other retired or separated participants entitled to future benefits2017-04-01495
Total of all active and inactive participants2017-04-013,069
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-04-014
Total participants2017-04-013,073
Number of participants with account balances2017-04-012,776
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-04-010
2016: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year2016-04-012,220
Total number of active participants reported on line 7a of the Form 55002016-04-012,262
Number of retired or separated participants receiving benefits2016-04-010
Number of other retired or separated participants entitled to future benefits2016-04-01425
Total of all active and inactive participants2016-04-012,687
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-04-014
Total participants2016-04-012,691
Number of participants with account balances2016-04-012,458
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-04-010
2015: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-04-012,275
Total number of active participants reported on line 7a of the Form 55002015-04-011,860
Number of retired or separated participants receiving benefits2015-04-010
Number of other retired or separated participants entitled to future benefits2015-04-01342
Total of all active and inactive participants2015-04-012,202
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-04-012
Total participants2015-04-012,204
Number of participants with account balances2015-04-011,975
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-04-010
2014: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-04-011,859
Total number of active participants reported on line 7a of the Form 55002014-04-011,976
Number of retired or separated participants receiving benefits2014-04-010
Number of other retired or separated participants entitled to future benefits2014-04-01276
Total of all active and inactive participants2014-04-012,252
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-04-012
Total participants2014-04-012,254
Number of participants with account balances2014-04-011,993
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-04-014
2013: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-04-011,654
Total number of active participants reported on line 7a of the Form 55002013-04-011,676
Number of retired or separated participants receiving benefits2013-04-010
Number of other retired or separated participants entitled to future benefits2013-04-01180
Total of all active and inactive participants2013-04-011,856
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-04-013
Total participants2013-04-011,859
Number of participants with account balances2013-04-011,584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-04-010
2012: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-04-011,587
Total number of active participants reported on line 7a of the Form 55002012-04-011,476
Number of retired or separated participants receiving benefits2012-04-010
Number of other retired or separated participants entitled to future benefits2012-04-01158
Total of all active and inactive participants2012-04-011,634
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-04-011
Total participants2012-04-011,635
Number of participants with account balances2012-04-011,357
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-04-010
2011: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-04-011,429
Total number of active participants reported on line 7a of the Form 55002011-04-011,451
Number of retired or separated participants receiving benefits2011-04-010
Number of other retired or separated participants entitled to future benefits2011-04-01116
Total of all active and inactive participants2011-04-011,567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-04-012
Total participants2011-04-011,569
Number of participants with account balances2011-04-011,269
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-04-010
2009: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-04-011,452
Total number of active participants reported on line 7a of the Form 55002009-04-011,234
Number of retired or separated participants receiving benefits2009-04-010
Number of other retired or separated participants entitled to future benefits2009-04-01120
Total of all active and inactive participants2009-04-011,354
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-04-010
Total participants2009-04-011,354
Number of participants with account balances2009-04-011,012
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-04-010

Financial Data on BORDER STATES ELECTRIC SUPPLY 401(K) PLAN

Measure Date Value
2023 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-03-31$0
Total transfer of assets to this plan2023-03-31$9,401,725
Total transfer of assets from this plan2023-03-31$53,273
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$1,529,158
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-03-31$751,732
Total income from all sources (including contributions)2023-03-31$6,145,780
Total loss/gain on sale of assets2023-03-31$0
Total of all expenses incurred2023-03-31$22,393,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-03-31$22,163,707
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-03-31$17,324,272
Value of total assets at end of year2023-03-31$164,609,218
Value of total assets at beginning of year2023-03-31$170,731,328
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-03-31$230,061
Total interest from all sources2023-03-31$106,906
Total dividends received (eg from common stock, registered investment company shares)2023-03-31$1,857,611
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-03-31$1,857,611
Was this plan covered by a fidelity bond2023-03-31Yes
Value of fidelity bond cover2023-03-31$3,000,000
If this is an individual account plan, was there a blackout period2023-03-31No
Were there any nonexempt tranactions with any party-in-interest2023-03-31No
Contributions received from participants2023-03-31$12,491,590
Participant contributions at end of year2023-03-31$2,149,353
Participant contributions at beginning of year2023-03-31$2,209,311
Income. Received or receivable in cash from other sources (including rollovers)2023-03-31$4,832,682
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-03-31$1,529,158
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-03-31$751,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Value of net income/loss2023-03-31$-16,247,988
Value of net assets at end of year (total assets less liabilities)2023-03-31$163,080,060
Value of net assets at beginning of year (total assets less liabilities)2023-03-31$169,979,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-03-31No
Were any leases to which the plan was party in default or uncollectible2023-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-03-31$123,588,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-03-31$132,295,394
Interest on participant loans2023-03-31$106,906
Value of interest in common/collective trusts at end of year2023-03-31$38,871,541
Value of interest in common/collective trusts at beginning of year2023-03-31$36,226,623
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-03-31$-12,498,706
Net investment gain or loss from common/collective trusts2023-03-31$-644,303
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-03-31No
Was there a failure to transmit to the plan any participant contributions2023-03-31Yes
Has the plan failed to provide any benefit when due under the plan2023-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-03-31$22,163,707
Contract administrator fees2023-03-31$230,061
Did the plan have assets held for investment2023-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-03-31No
Opinion of an independent qualified public accountant for this plan2023-03-31Unqualified
Accountancy firm name2023-03-31GRANT THORNTON LLP
Accountancy firm EIN2023-03-31366055558
2022 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$751,732
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-03-31$176,365
Total income from all sources (including contributions)2022-03-31$19,382,479
Total loss/gain on sale of assets2022-03-31$0
Total of all expenses incurred2022-03-31$20,474,539
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-03-31$20,010,434
Value of total corrective distributions2022-03-31$161,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-03-31$12,807,278
Value of total assets at end of year2022-03-31$170,731,328
Value of total assets at beginning of year2022-03-31$171,248,021
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-03-31$302,270
Total interest from all sources2022-03-31$103,991
Total dividends received (eg from common stock, registered investment company shares)2022-03-31$1,422,484
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-03-31$1,422,484
Was this plan covered by a fidelity bond2022-03-31Yes
Value of fidelity bond cover2022-03-31$1,500,000
If this is an individual account plan, was there a blackout period2022-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2022-03-31$0
Were there any nonexempt tranactions with any party-in-interest2022-03-31No
Contributions received from participants2022-03-31$10,268,732
Participant contributions at end of year2022-03-31$2,209,311
Participant contributions at beginning of year2022-03-31$2,190,139
Income. Received or receivable in cash from other sources (including rollovers)2022-03-31$2,538,546
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-03-31$751,732
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-03-31$176,365
Administrative expenses (other) incurred2022-03-31$302,270
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Value of net income/loss2022-03-31$-1,092,060
Value of net assets at end of year (total assets less liabilities)2022-03-31$169,979,596
Value of net assets at beginning of year (total assets less liabilities)2022-03-31$171,071,656
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-03-31No
Were any leases to which the plan was party in default or uncollectible2022-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-03-31$132,295,394
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-03-31$131,560,353
Interest on participant loans2022-03-31$103,991
Value of interest in common/collective trusts at end of year2022-03-31$36,226,623
Value of interest in common/collective trusts at beginning of year2022-03-31$37,497,529
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-03-31$1,472,681
Net investment gain or loss from common/collective trusts2022-03-31$3,576,045
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-03-31No
Was there a failure to transmit to the plan any participant contributions2022-03-31No
Has the plan failed to provide any benefit when due under the plan2022-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-03-31$20,010,434
Did the plan have assets held for investment2022-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-03-31No
Opinion of an independent qualified public accountant for this plan2022-03-31Unqualified
Accountancy firm name2022-03-31GRANT THORNTON
Accountancy firm EIN2022-03-31366055558
2021 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$176,365
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-03-31$118,807
Total income from all sources (including contributions)2021-03-31$63,527,667
Total loss/gain on sale of assets2021-03-31$0
Total of all expenses incurred2021-03-31$19,878,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-03-31$19,292,599
Value of total corrective distributions2021-03-31$296,856
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-03-31$10,986,103
Value of total assets at end of year2021-03-31$171,248,021
Value of total assets at beginning of year2021-03-31$127,541,762
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-03-31$289,511
Total interest from all sources2021-03-31$127,153
Total dividends received (eg from common stock, registered investment company shares)2021-03-31$1,312,812
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-03-31$1,312,812
Was this plan covered by a fidelity bond2021-03-31Yes
Value of fidelity bond cover2021-03-31$1,500,000
If this is an individual account plan, was there a blackout period2021-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-03-31$0
Were there any nonexempt tranactions with any party-in-interest2021-03-31No
Contributions received from participants2021-03-31$8,785,298
Participant contributions at end of year2021-03-31$2,190,139
Participant contributions at beginning of year2021-03-31$2,592,519
Income. Received or receivable in cash from other sources (including rollovers)2021-03-31$2,200,805
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-03-31$176,365
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-03-31$118,807
Other income not declared elsewhere2021-03-31$4,220
Administrative expenses (other) incurred2021-03-31$289,511
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Value of net income/loss2021-03-31$43,648,701
Value of net assets at end of year (total assets less liabilities)2021-03-31$171,071,656
Value of net assets at beginning of year (total assets less liabilities)2021-03-31$127,422,955
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-03-31No
Were any leases to which the plan was party in default or uncollectible2021-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-03-31$131,560,353
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-03-31$95,106,503
Value of interest in pooled separate accounts at beginning of year2021-03-31$136,442
Interest on participant loans2021-03-31$127,153
Value of interest in common/collective trusts at end of year2021-03-31$37,497,529
Value of interest in common/collective trusts at beginning of year2021-03-31$29,706,298
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-03-31$41,945,881
Net investment gain/loss from pooled separate accounts2021-03-31$29,439
Net investment gain or loss from common/collective trusts2021-03-31$9,122,059
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-03-31No
Was there a failure to transmit to the plan any participant contributions2021-03-31No
Has the plan failed to provide any benefit when due under the plan2021-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-03-31$19,292,599
Did the plan have assets held for investment2021-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-03-31No
Opinion of an independent qualified public accountant for this plan2021-03-31Unqualified
Accountancy firm name2021-03-31GRANT THORNTON, LLP
Accountancy firm EIN2021-03-31366055558
2020 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$118,807
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-03-31$148,506
Total income from all sources (including contributions)2020-03-31$4,997,475
Total loss/gain on sale of assets2020-03-31$0
Total of all expenses incurred2020-03-31$16,244,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-03-31$15,939,361
Value of total corrective distributions2020-03-31$19,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-03-31$12,391,709
Value of total assets at end of year2020-03-31$127,541,762
Value of total assets at beginning of year2020-03-31$138,818,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-03-31$285,818
Total interest from all sources2020-03-31$147,083
Total dividends received (eg from common stock, registered investment company shares)2020-03-31$1,788,223
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-03-31$1,788,223
Was this plan covered by a fidelity bond2020-03-31Yes
Value of fidelity bond cover2020-03-31$1,500,000
If this is an individual account plan, was there a blackout period2020-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-03-31$0
Were there any nonexempt tranactions with any party-in-interest2020-03-31No
Contributions received from participants2020-03-31$9,424,789
Participant contributions at end of year2020-03-31$2,592,519
Participant contributions at beginning of year2020-03-31$2,677,836
Income. Received or receivable in cash from other sources (including rollovers)2020-03-31$2,966,920
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-03-31$118,807
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-03-31$148,506
Other income not declared elsewhere2020-03-31$6,923
Administrative expenses (other) incurred2020-03-31$285,818
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Value of net income/loss2020-03-31$-11,246,976
Value of net assets at end of year (total assets less liabilities)2020-03-31$127,422,955
Value of net assets at beginning of year (total assets less liabilities)2020-03-31$138,669,931
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-03-31No
Were any leases to which the plan was party in default or uncollectible2020-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-03-31$95,106,503
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-03-31$105,277,115
Value of interest in pooled separate accounts at end of year2020-03-31$136,442
Value of interest in pooled separate accounts at beginning of year2020-03-31$122,464
Interest on participant loans2020-03-31$147,083
Value of interest in common/collective trusts at end of year2020-03-31$29,706,298
Value of interest in common/collective trusts at beginning of year2020-03-31$30,741,022
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-03-31$-8,069,074
Net investment gain/loss from pooled separate accounts2020-03-31$-10,501
Net investment gain or loss from common/collective trusts2020-03-31$-1,256,888
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-03-31No
Was there a failure to transmit to the plan any participant contributions2020-03-31No
Has the plan failed to provide any benefit when due under the plan2020-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-03-31$15,939,361
Did the plan have assets held for investment2020-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2020-03-31Yes
Opinion of an independent qualified public accountant for this plan2020-03-31Disclaimer
Accountancy firm name2020-03-31GRANT THORNTON LLP
Accountancy firm EIN2020-03-31366055558
2019 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$148,506
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-03-31$152,659
Total income from all sources (including contributions)2019-03-31$18,982,044
Total loss/gain on sale of assets2019-03-31$0
Total of all expenses incurred2019-03-31$14,174,132
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-03-31$13,900,050
Value of total corrective distributions2019-03-31$7,172
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-03-31$11,744,421
Value of total assets at end of year2019-03-31$138,818,437
Value of total assets at beginning of year2019-03-31$134,014,678
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-03-31$266,910
Total interest from all sources2019-03-31$139,546
Total dividends received (eg from common stock, registered investment company shares)2019-03-31$1,589,281
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-03-31$1,589,281
Was this plan covered by a fidelity bond2019-03-31Yes
Value of fidelity bond cover2019-03-31$1,500,000
If this is an individual account plan, was there a blackout period2019-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-03-31$0
Were there any nonexempt tranactions with any party-in-interest2019-03-31No
Contributions received from participants2019-03-31$9,039,574
Participant contributions at end of year2019-03-31$2,677,836
Participant contributions at beginning of year2019-03-31$2,607,477
Participant contributions at beginning of year2019-03-31$261,410
Income. Received or receivable in cash from other sources (including rollovers)2019-03-31$2,704,847
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-03-31$148,506
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-03-31$152,659
Other income not declared elsewhere2019-03-31$862
Administrative expenses (other) incurred2019-03-31$266,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Value of net income/loss2019-03-31$4,807,912
Value of net assets at end of year (total assets less liabilities)2019-03-31$138,669,931
Value of net assets at beginning of year (total assets less liabilities)2019-03-31$133,862,019
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-03-31No
Were any leases to which the plan was party in default or uncollectible2019-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-03-31$105,277,115
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-03-31$101,463,324
Value of interest in pooled separate accounts at end of year2019-03-31$122,464
Value of interest in pooled separate accounts at beginning of year2019-03-31$115,749
Interest on participant loans2019-03-31$139,546
Value of interest in common/collective trusts at end of year2019-03-31$30,741,022
Value of interest in common/collective trusts at beginning of year2019-03-31$29,566,718
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-03-31$3,831,345
Net investment gain/loss from pooled separate accounts2019-03-31$9,182
Net investment gain or loss from common/collective trusts2019-03-31$1,667,407
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-03-31No
Was there a failure to transmit to the plan any participant contributions2019-03-31No
Has the plan failed to provide any benefit when due under the plan2019-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-03-31$13,900,050
Did the plan have assets held for investment2019-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-03-31Yes
Opinion of an independent qualified public accountant for this plan2019-03-31Disclaimer
Accountancy firm name2019-03-31GRANT THORNTON LLP
Accountancy firm EIN2019-03-31366055558
2018 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$152,659
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-03-31$230,677
Total income from all sources (including contributions)2018-03-31$23,870,996
Total loss/gain on sale of assets2018-03-31$0
Total of all expenses incurred2018-03-31$10,420,740
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-03-31$10,138,761
Value of total corrective distributions2018-03-31$54,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-03-31$9,504,586
Value of total assets at end of year2018-03-31$134,014,678
Value of total assets at beginning of year2018-03-31$120,642,440
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-03-31$227,911
Total interest from all sources2018-03-31$115,770
Total dividends received (eg from common stock, registered investment company shares)2018-03-31$1,297,051
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-03-31$1,297,051
Was this plan covered by a fidelity bond2018-03-31Yes
Value of fidelity bond cover2018-03-31$1,500,000
If this is an individual account plan, was there a blackout period2018-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-03-31$0
Were there any nonexempt tranactions with any party-in-interest2018-03-31No
Contributions received from participants2018-03-31$8,030,288
Participant contributions at end of year2018-03-31$2,607,477
Participant contributions at beginning of year2018-03-31$2,673,410
Participant contributions at end of year2018-03-31$261,410
Income. Received or receivable in cash from other sources (including rollovers)2018-03-31$1,474,298
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-03-31$152,659
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-03-31$230,677
Other income not declared elsewhere2018-03-31$1,548
Administrative expenses (other) incurred2018-03-31$227,911
Total non interest bearing cash at beginning of year2018-03-31$1
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Value of net income/loss2018-03-31$13,450,256
Value of net assets at end of year (total assets less liabilities)2018-03-31$133,862,019
Value of net assets at beginning of year (total assets less liabilities)2018-03-31$120,411,763
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-03-31No
Were any leases to which the plan was party in default or uncollectible2018-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-03-31$101,463,324
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-03-31$87,353,150
Value of interest in pooled separate accounts at end of year2018-03-31$115,749
Value of interest in pooled separate accounts at beginning of year2018-03-31$45,559
Interest on participant loans2018-03-31$115,770
Value of interest in common/collective trusts at end of year2018-03-31$29,566,718
Value of interest in common/collective trusts at beginning of year2018-03-31$30,570,320
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-03-31$10,544,194
Net investment gain/loss from pooled separate accounts2018-03-31$38
Net investment gain or loss from common/collective trusts2018-03-31$2,407,809
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-03-31No
Was there a failure to transmit to the plan any participant contributions2018-03-31No
Has the plan failed to provide any benefit when due under the plan2018-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-03-31$10,138,761
Did the plan have assets held for investment2018-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-03-31Yes
Opinion of an independent qualified public accountant for this plan2018-03-31Disclaimer
Accountancy firm name2018-03-31GRANT THORNTON LLP
Accountancy firm EIN2018-03-31366055558
2017 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-03-31$0
Total transfer of assets to this plan2017-03-31$23,740,189
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$230,677
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-03-31$94,914
Total income from all sources (including contributions)2017-03-31$19,844,794
Total loss/gain on sale of assets2017-03-31$0
Total of all expenses incurred2017-03-31$12,017,948
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-03-31$11,944,040
Value of total corrective distributions2017-03-31$3,723
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-03-31$8,858,536
Value of total assets at end of year2017-03-31$120,642,440
Value of total assets at beginning of year2017-03-31$88,939,642
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-03-31$70,185
Total interest from all sources2017-03-31$107,847
Total dividends received (eg from common stock, registered investment company shares)2017-03-31$967,505
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-03-31$967,505
Was this plan covered by a fidelity bond2017-03-31Yes
Value of fidelity bond cover2017-03-31$1,500,000
If this is an individual account plan, was there a blackout period2017-03-31No
Were there any nonexempt tranactions with any party-in-interest2017-03-31No
Contributions received from participants2017-03-31$7,039,739
Participant contributions at end of year2017-03-31$2,673,410
Participant contributions at beginning of year2017-03-31$2,252,720
Income. Received or receivable in cash from other sources (including rollovers)2017-03-31$1,818,797
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-03-31$230,677
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-03-31$94,914
Other income not declared elsewhere2017-03-31$1,215
Administrative expenses (other) incurred2017-03-31$70,185
Total non interest bearing cash at end of year2017-03-31$1
Total non interest bearing cash at beginning of year2017-03-31$5
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Value of net income/loss2017-03-31$7,826,846
Value of net assets at end of year (total assets less liabilities)2017-03-31$120,411,763
Value of net assets at beginning of year (total assets less liabilities)2017-03-31$88,844,728
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-03-31No
Were any leases to which the plan was party in default or uncollectible2017-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-03-31$87,353,150
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-03-31$75,784,354
Value of interest in pooled separate accounts at end of year2017-03-31$45,559
Interest on participant loans2017-03-31$107,847
Value of interest in common/collective trusts at end of year2017-03-31$30,570,320
Value of interest in common/collective trusts at beginning of year2017-03-31$10,902,563
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-03-31$8,039,053
Net investment gain/loss from pooled separate accounts2017-03-31$1,488
Net investment gain or loss from common/collective trusts2017-03-31$1,869,150
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-03-31No
Was there a failure to transmit to the plan any participant contributions2017-03-31No
Has the plan failed to provide any benefit when due under the plan2017-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-03-31$11,944,040
Did the plan have assets held for investment2017-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-03-31Yes
Opinion of an independent qualified public accountant for this plan2017-03-31Disclaimer
Accountancy firm name2017-03-31GRANT THORNTON LLP
Accountancy firm EIN2017-03-31366055558
2016 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$94,914
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-03-31$201,934
Total income from all sources (including contributions)2016-03-31$5,281,626
Total loss/gain on sale of assets2016-03-31$0
Total of all expenses incurred2016-03-31$11,585,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-03-31$11,581,879
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-03-31$7,042,231
Value of total assets at end of year2016-03-31$88,939,642
Value of total assets at beginning of year2016-03-31$95,350,437
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-03-31$3,522
Total interest from all sources2016-03-31$92,815
Total dividends received (eg from common stock, registered investment company shares)2016-03-31$785,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-03-31$785,914
Was this plan covered by a fidelity bond2016-03-31Yes
Value of fidelity bond cover2016-03-31$1,500,000
If this is an individual account plan, was there a blackout period2016-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-03-31$0
Were there any nonexempt tranactions with any party-in-interest2016-03-31No
Contributions received from participants2016-03-31$6,465,205
Participant contributions at end of year2016-03-31$2,252,720
Participant contributions at beginning of year2016-03-31$2,271,457
Income. Received or receivable in cash from other sources (including rollovers)2016-03-31$577,026
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-03-31$94,914
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-03-31$201,934
Administrative expenses (other) incurred2016-03-31$3,522
Total non interest bearing cash at end of year2016-03-31$5
Total non interest bearing cash at beginning of year2016-03-31$22
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Value of net income/loss2016-03-31$-6,303,775
Value of net assets at end of year (total assets less liabilities)2016-03-31$88,844,728
Value of net assets at beginning of year (total assets less liabilities)2016-03-31$95,148,503
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-03-31No
Were any leases to which the plan was party in default or uncollectible2016-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-03-31$75,784,354
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-03-31$81,421,431
Interest on participant loans2016-03-31$92,815
Value of interest in common/collective trusts at end of year2016-03-31$10,902,563
Value of interest in common/collective trusts at beginning of year2016-03-31$11,657,527
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-03-31$-2,639,334
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-03-31No
Was there a failure to transmit to the plan any participant contributions2016-03-31No
Has the plan failed to provide any benefit when due under the plan2016-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-03-31$11,581,879
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-03-31Yes
Did the plan have assets held for investment2016-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-03-31Yes
Opinion of an independent qualified public accountant for this plan2016-03-31Disclaimer
Accountancy firm name2016-03-31GRANT THORNTON LLP
Accountancy firm EIN2016-03-31366055558
2015 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-03-31$0
Total transfer of assets to this plan2015-03-31$13,496,459
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$201,934
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-03-31$225,093
Total income from all sources (including contributions)2015-03-31$12,016,597
Total loss/gain on sale of assets2015-03-31$0
Total of all expenses incurred2015-03-31$7,215,452
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-03-31$7,206,864
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-03-31$6,738,083
Value of total assets at end of year2015-03-31$95,350,437
Value of total assets at beginning of year2015-03-31$77,075,992
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-03-31$8,588
Total interest from all sources2015-03-31$71,239
Total dividends received (eg from common stock, registered investment company shares)2015-03-31$904,814
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-03-31$904,814
Was this plan covered by a fidelity bond2015-03-31Yes
Value of fidelity bond cover2015-03-31$1,500,000
If this is an individual account plan, was there a blackout period2015-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-03-31$0
Were there any nonexempt tranactions with any party-in-interest2015-03-31No
Contributions received from participants2015-03-31$6,004,015
Participant contributions at end of year2015-03-31$2,271,457
Participant contributions at beginning of year2015-03-31$1,431,334
Income. Received or receivable in cash from other sources (including rollovers)2015-03-31$734,068
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-03-31$201,934
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-03-31$225,093
Administrative expenses (other) incurred2015-03-31$8,588
Total non interest bearing cash at end of year2015-03-31$22
Total non interest bearing cash at beginning of year2015-03-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Value of net income/loss2015-03-31$4,801,145
Value of net assets at end of year (total assets less liabilities)2015-03-31$95,148,503
Value of net assets at beginning of year (total assets less liabilities)2015-03-31$76,850,899
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-03-31No
Were any leases to which the plan was party in default or uncollectible2015-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-03-31$81,421,431
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-03-31$64,022,680
Interest on participant loans2015-03-31$71,218
Value of interest in common/collective trusts at end of year2015-03-31$11,657,527
Value of interest in common/collective trusts at beginning of year2015-03-31$11,621,978
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-03-31$21
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-03-31$4,144,329
Net investment gain or loss from common/collective trusts2015-03-31$158,132
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-03-31No
Was there a failure to transmit to the plan any participant contributions2015-03-31No
Has the plan failed to provide any benefit when due under the plan2015-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-03-31$7,206,864
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-03-31Yes
Did the plan have assets held for investment2015-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-03-31Yes
Opinion of an independent qualified public accountant for this plan2015-03-31Disclaimer
Accountancy firm name2015-03-31GRANT THORNTON
Accountancy firm EIN2015-03-31366055558
2014 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-03-31$0
Total transfer of assets to this plan2014-03-31$17,756,966
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$225,093
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-03-31$149,620
Total income from all sources (including contributions)2014-03-31$12,575,085
Total loss/gain on sale of assets2014-03-31$0
Total of all expenses incurred2014-03-31$6,444,418
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-03-31$6,430,309
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-03-31$5,071,334
Value of total assets at end of year2014-03-31$77,075,992
Value of total assets at beginning of year2014-03-31$53,112,886
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-03-31$14,109
Total interest from all sources2014-03-31$49,876
Total dividends received (eg from common stock, registered investment company shares)2014-03-31$557,363
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-03-31$557,363
Was this plan covered by a fidelity bond2014-03-31Yes
Value of fidelity bond cover2014-03-31$1,500,000
If this is an individual account plan, was there a blackout period2014-03-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-03-31$0
Were there any nonexempt tranactions with any party-in-interest2014-03-31No
Contributions received from participants2014-03-31$4,710,842
Participant contributions at end of year2014-03-31$1,431,334
Participant contributions at beginning of year2014-03-31$1,146,105
Income. Received or receivable in cash from other sources (including rollovers)2014-03-31$360,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-03-31$225,093
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-03-31$149,620
Administrative expenses (other) incurred2014-03-31$14,109
Total non interest bearing cash at end of year2014-03-31$0
Total non interest bearing cash at beginning of year2014-03-31$5,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Value of net income/loss2014-03-31$6,130,667
Value of net assets at end of year (total assets less liabilities)2014-03-31$76,850,899
Value of net assets at beginning of year (total assets less liabilities)2014-03-31$52,963,266
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-03-31No
Were any leases to which the plan was party in default or uncollectible2014-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-03-31$64,022,680
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-03-31$45,280,950
Interest on participant loans2014-03-31$49,876
Value of interest in common/collective trusts at end of year2014-03-31$11,621,978
Value of interest in common/collective trusts at beginning of year2014-03-31$6,680,510
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-03-31$6,789,219
Net investment gain or loss from common/collective trusts2014-03-31$107,293
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-03-31No
Was there a failure to transmit to the plan any participant contributions2014-03-31No
Has the plan failed to provide any benefit when due under the plan2014-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-03-31$6,430,309
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-03-31Yes
Did the plan have assets held for investment2014-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-03-31Yes
Opinion of an independent qualified public accountant for this plan2014-03-31Disclaimer
Accountancy firm name2014-03-31GRANT THORNTON
Accountancy firm EIN2014-03-31366055558
2013 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$149,620
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-03-31$0
Total income from all sources (including contributions)2013-03-31$9,220,124
Total loss/gain on sale of assets2013-03-31$0
Total of all expenses incurred2013-03-31$3,251,810
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-03-31$3,153,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-03-31$5,091,053
Value of total assets at end of year2013-03-31$53,112,886
Value of total assets at beginning of year2013-03-31$46,994,952
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-03-31$97,989
Total interest from all sources2013-03-31$48,864
Total dividends received (eg from common stock, registered investment company shares)2013-03-31$1,436,742
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-03-31$1,436,742
Was this plan covered by a fidelity bond2013-03-31Yes
Value of fidelity bond cover2013-03-31$1,500,000
If this is an individual account plan, was there a blackout period2013-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-03-31$0
Were there any nonexempt tranactions with any party-in-interest2013-03-31No
Contributions received from participants2013-03-31$4,440,864
Participant contributions at end of year2013-03-31$1,146,105
Participant contributions at beginning of year2013-03-31$1,228,867
Income. Received or receivable in cash from other sources (including rollovers)2013-03-31$650,189
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-03-31$149,620
Other income not declared elsewhere2013-03-31$326
Administrative expenses (other) incurred2013-03-31$97,989
Total non interest bearing cash at end of year2013-03-31$5,321
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Value of net income/loss2013-03-31$5,968,314
Value of net assets at end of year (total assets less liabilities)2013-03-31$52,963,266
Value of net assets at beginning of year (total assets less liabilities)2013-03-31$46,994,952
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-03-31No
Were any leases to which the plan was party in default or uncollectible2013-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-03-31$45,280,950
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-03-31$39,507,035
Interest on participant loans2013-03-31$48,864
Value of interest in common/collective trusts at end of year2013-03-31$6,680,510
Value of interest in common/collective trusts at beginning of year2013-03-31$6,259,050
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-03-31$2,521,196
Net investment gain or loss from common/collective trusts2013-03-31$121,943
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-03-31No
Was there a failure to transmit to the plan any participant contributions2013-03-31No
Has the plan failed to provide any benefit when due under the plan2013-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-03-31$3,153,821
Did the plan have assets held for investment2013-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-03-31Yes
Opinion of an independent qualified public accountant for this plan2013-03-31Disclaimer
Accountancy firm name2013-03-31GRANT THORNTON
Accountancy firm EIN2013-03-31366055558
2012 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-03-31$14,195
Total income from all sources (including contributions)2012-03-31$6,119,244
Total loss/gain on sale of assets2012-03-31$0
Total of all expenses incurred2012-03-31$2,789,855
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-03-31$2,731,212
Value of total corrective distributions2012-03-31$15,742
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-03-31$4,781,985
Value of total assets at end of year2012-03-31$46,994,952
Value of total assets at beginning of year2012-03-31$43,679,758
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-03-31$42,901
Total interest from all sources2012-03-31$55,917
Total dividends received (eg from common stock, registered investment company shares)2012-03-31$684,756
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-03-31$684,756
Was this plan covered by a fidelity bond2012-03-31Yes
Value of fidelity bond cover2012-03-31$1,500,000
If this is an individual account plan, was there a blackout period2012-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-03-31$0
Were there any nonexempt tranactions with any party-in-interest2012-03-31No
Contributions received from participants2012-03-31$4,106,038
Participant contributions at end of year2012-03-31$1,228,867
Participant contributions at beginning of year2012-03-31$1,170,799
Income. Received or receivable in cash from other sources (including rollovers)2012-03-31$675,947
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-03-31$14,195
Other income not declared elsewhere2012-03-31$0
Administrative expenses (other) incurred2012-03-31$42,901
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Value of net income/loss2012-03-31$3,329,389
Value of net assets at end of year (total assets less liabilities)2012-03-31$46,994,952
Value of net assets at beginning of year (total assets less liabilities)2012-03-31$43,665,563
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-03-31No
Were any leases to which the plan was party in default or uncollectible2012-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-03-31$39,507,035
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-03-31$37,337,275
Interest on participant loans2012-03-31$55,917
Value of interest in common/collective trusts at end of year2012-03-31$6,259,050
Value of interest in common/collective trusts at beginning of year2012-03-31$5,171,684
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-03-31$466,225
Net investment gain or loss from common/collective trusts2012-03-31$130,361
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-03-31No
Was there a failure to transmit to the plan any participant contributions2012-03-31No
Has the plan failed to provide any benefit when due under the plan2012-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-03-31$2,731,212
Did the plan have assets held for investment2012-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-03-31Yes
Opinion of an independent qualified public accountant for this plan2012-03-31Disclaimer
Accountancy firm name2012-03-31GRANT THORNTON
Accountancy firm EIN2012-03-31366055558
2011 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-03-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$14,195
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-03-31$0
Total income from all sources (including contributions)2011-03-31$8,401,254
Total loss/gain on sale of assets2011-03-31$0
Total of all expenses incurred2011-03-31$3,642,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-03-31$3,597,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-03-31$3,734,774
Value of total assets at end of year2011-03-31$43,679,758
Value of total assets at beginning of year2011-03-31$38,907,088
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-03-31$44,867
Total interest from all sources2011-03-31$61,746
Total dividends received (eg from common stock, registered investment company shares)2011-03-31$529,914
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-03-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-03-31$529,914
Was this plan covered by a fidelity bond2011-03-31Yes
Value of fidelity bond cover2011-03-31$1,500,000
If this is an individual account plan, was there a blackout period2011-03-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-03-31$0
Were there any nonexempt tranactions with any party-in-interest2011-03-31No
Contributions received from participants2011-03-31$3,509,576
Participant contributions at end of year2011-03-31$1,170,799
Participant contributions at beginning of year2011-03-31$1,230,158
Income. Received or receivable in cash from other sources (including rollovers)2011-03-31$225,198
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-03-31$14,195
Other income not declared elsewhere2011-03-31$20,373
Administrative expenses (other) incurred2011-03-31$44,867
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Value of net income/loss2011-03-31$4,758,475
Value of net assets at end of year (total assets less liabilities)2011-03-31$43,665,563
Value of net assets at beginning of year (total assets less liabilities)2011-03-31$38,907,088
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-03-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-03-31No
Were any leases to which the plan was party in default or uncollectible2011-03-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-03-31$37,337,275
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-03-31$32,951,856
Interest on participant loans2011-03-31$61,746
Value of interest in common/collective trusts at end of year2011-03-31$5,171,684
Value of interest in common/collective trusts at beginning of year2011-03-31$4,725,074
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-03-31$3,912,328
Net investment gain or loss from common/collective trusts2011-03-31$142,119
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-03-31No
Was there a failure to transmit to the plan any participant contributions2011-03-31No
Has the plan failed to provide any benefit when due under the plan2011-03-31No
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-03-31$3,597,912
Did the plan have assets held for investment2011-03-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-03-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-03-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-03-31Yes
Opinion of an independent qualified public accountant for this plan2011-03-31Disclaimer
Accountancy firm name2011-03-31GRANT THORNTON LLP
Accountancy firm EIN2011-03-31366055558
2010 : BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2010 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-03-31$0

Form 5500 Responses for BORDER STATES ELECTRIC SUPPLY 401(K) PLAN

2022: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2022 form 5500 responses
2022-04-01Type of plan entitySingle employer plan
2022-04-01This submission is the final filingNo
2022-04-01This return/report is a short plan year return/report (less than 12 months)No
2022-04-01Plan is a collectively bargained planNo
2022-04-01Plan funding arrangement – TrustYes
2022-04-01Plan benefit arrangement - TrustYes
2021: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2021 form 5500 responses
2021-04-01Type of plan entitySingle employer plan
2021-04-01This submission is the final filingNo
2021-04-01This return/report is a short plan year return/report (less than 12 months)No
2021-04-01Plan is a collectively bargained planNo
2021-04-01Plan funding arrangement – TrustYes
2021-04-01Plan benefit arrangement - TrustYes
2020: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2020 form 5500 responses
2020-04-01Type of plan entitySingle employer plan
2020-04-01This submission is the final filingNo
2020-04-01This return/report is a short plan year return/report (less than 12 months)No
2020-04-01Plan is a collectively bargained planNo
2020-04-01Plan funding arrangement – InsuranceYes
2020-04-01Plan funding arrangement – TrustYes
2020-04-01Plan benefit arrangement – InsuranceYes
2020-04-01Plan benefit arrangement - TrustYes
2019: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2019 form 5500 responses
2019-04-01Type of plan entitySingle employer plan
2019-04-01Submission has been amendedNo
2019-04-01This submission is the final filingNo
2019-04-01This return/report is a short plan year return/report (less than 12 months)No
2019-04-01Plan is a collectively bargained planNo
2019-04-01Plan funding arrangement – InsuranceYes
2019-04-01Plan funding arrangement – TrustYes
2019-04-01Plan benefit arrangement – InsuranceYes
2019-04-01Plan benefit arrangement - TrustYes
2018: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2018 form 5500 responses
2018-04-01Type of plan entitySingle employer plan
2018-04-01Submission has been amendedNo
2018-04-01This submission is the final filingNo
2018-04-01This return/report is a short plan year return/report (less than 12 months)No
2018-04-01Plan is a collectively bargained planNo
2018-04-01Plan funding arrangement – InsuranceYes
2018-04-01Plan funding arrangement – TrustYes
2018-04-01Plan benefit arrangement – InsuranceYes
2018-04-01Plan benefit arrangement - TrustYes
2017: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2017 form 5500 responses
2017-04-01Type of plan entitySingle employer plan
2017-04-01Submission has been amendedNo
2017-04-01This submission is the final filingNo
2017-04-01This return/report is a short plan year return/report (less than 12 months)No
2017-04-01Plan is a collectively bargained planNo
2017-04-01Plan funding arrangement – InsuranceYes
2017-04-01Plan funding arrangement – TrustYes
2017-04-01Plan benefit arrangement – InsuranceYes
2017-04-01Plan benefit arrangement - TrustYes
2016: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2016 form 5500 responses
2016-04-01Type of plan entitySingle employer plan
2016-04-01Submission has been amendedNo
2016-04-01This submission is the final filingNo
2016-04-01This return/report is a short plan year return/report (less than 12 months)No
2016-04-01Plan is a collectively bargained planNo
2016-04-01Plan funding arrangement – InsuranceYes
2016-04-01Plan funding arrangement – TrustYes
2016-04-01Plan benefit arrangement – InsuranceYes
2016-04-01Plan benefit arrangement - TrustYes
2015: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2015 form 5500 responses
2015-04-01Type of plan entitySingle employer plan
2015-04-01Submission has been amendedNo
2015-04-01This submission is the final filingNo
2015-04-01This return/report is a short plan year return/report (less than 12 months)No
2015-04-01Plan is a collectively bargained planNo
2015-04-01Plan funding arrangement – TrustYes
2015-04-01Plan benefit arrangement - TrustYes
2014: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2014 form 5500 responses
2014-04-01Type of plan entitySingle employer plan
2014-04-01Submission has been amendedNo
2014-04-01This submission is the final filingNo
2014-04-01This return/report is a short plan year return/report (less than 12 months)No
2014-04-01Plan is a collectively bargained planNo
2014-04-01Plan funding arrangement – TrustYes
2014-04-01Plan benefit arrangement - TrustYes
2013: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2013 form 5500 responses
2013-04-01Type of plan entitySingle employer plan
2013-04-01Submission has been amendedNo
2013-04-01This submission is the final filingNo
2013-04-01This return/report is a short plan year return/report (less than 12 months)No
2013-04-01Plan is a collectively bargained planNo
2013-04-01Plan funding arrangement – TrustYes
2013-04-01Plan benefit arrangement - TrustYes
2012: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2012 form 5500 responses
2012-04-01Type of plan entitySingle employer plan
2012-04-01Submission has been amendedNo
2012-04-01This submission is the final filingNo
2012-04-01This return/report is a short plan year return/report (less than 12 months)No
2012-04-01Plan is a collectively bargained planNo
2012-04-01Plan funding arrangement – TrustYes
2012-04-01Plan benefit arrangement - TrustYes
2011: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2011 form 5500 responses
2011-04-01Type of plan entitySingle employer plan
2011-04-01Submission has been amendedNo
2011-04-01This submission is the final filingNo
2011-04-01This return/report is a short plan year return/report (less than 12 months)No
2011-04-01Plan is a collectively bargained planNo
2011-04-01Plan funding arrangement – TrustYes
2011-04-01Plan benefit arrangement - TrustYes
2009: BORDER STATES ELECTRIC SUPPLY 401(K) PLAN 2009 form 5500 responses
2009-04-01Type of plan entitySingle employer plan
2009-04-01Submission has been amendedNo
2009-04-01This submission is the final filingNo
2009-04-01This return/report is a short plan year return/report (less than 12 months)No
2009-04-01Plan is a collectively bargained planNo
2009-04-01Plan funding arrangement – TrustYes
2009-04-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF000134
Policy instance 1
Insurance contract or identification numberWF000134
Number of Individuals Covered3024
Insurance policy start date2020-04-01
Insurance policy end date2021-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF000134
Policy instance 1
Insurance contract or identification numberWF000134
Number of Individuals Covered3201
Insurance policy start date2019-04-01
Insurance policy end date2020-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF000134
Policy instance 1
Insurance contract or identification numberWF000134
Number of Individuals Covered3302
Insurance policy start date2018-04-01
Insurance policy end date2019-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE ANNUITY
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract numberWF000134
Policy instance 1
Insurance contract or identification numberWF000134
Insurance policy start date2017-04-01
Insurance policy end date2018-03-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?Yes
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Other information about contractGROUP VARIABLE ANNUITY

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