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CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NameCHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN
Plan identification number 002

CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
  • Profit-sharing
  • Partial participant-directed account plan - Participants have the opportunity to direct the investment of a portion of 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.
  • ESOP other than a leveraged ESOP - A completed Schedule E must be attached to a Form 5500 filed for an Employee Stock Ownership Plan (ESOP).
  • Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CHESAPEAKE UTILITIES CORPORATION has sponsored the creation of one or more 401k plans.

Company Name:CHESAPEAKE UTILITIES CORPORATION
Employer identification number (EIN):510064146
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Additional information about CHESAPEAKE UTILITIES CORPORATION

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 417629

More information about CHESAPEAKE UTILITIES CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01BETH W COOPER BETH W COOPER2018-10-12
0022016-01-01BETH W. COOPER
0022015-01-01BETH W. COOPER
0022014-01-01BETH W. COOPER
0022013-01-01MATTHEW M. KIM
0022012-01-01MATTHEW M. KIM
0022011-01-01MATTHEW M. KIM
0022009-01-01BETH W. COOPER BETH W. COOPER2010-10-14

Plan Statistics for CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-011,241
Total number of active participants reported on line 7a of the Form 55002022-01-01933
Number of retired or separated participants receiving benefits2022-01-0120
Number of other retired or separated participants entitled to future benefits2022-01-01235
Total of all active and inactive participants2022-01-011,188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-011,191
Number of participants with account balances2022-01-011,189
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0132
2021: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-011,170
Total number of active participants reported on line 7a of the Form 55002021-01-01993
Number of retired or separated participants receiving benefits2021-01-019
Number of other retired or separated participants entitled to future benefits2021-01-01238
Total of all active and inactive participants2021-01-011,240
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-011
Total participants2021-01-011,241
Number of participants with account balances2021-01-011,241
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-011,206
Total number of active participants reported on line 7a of the Form 55002020-01-01901
Number of retired or separated participants receiving benefits2020-01-015
Number of other retired or separated participants entitled to future benefits2020-01-01264
Total of all active and inactive participants2020-01-011,170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-011,170
Number of participants with account balances2020-01-011,170
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,162
Total number of active participants reported on line 7a of the Form 55002019-01-01939
Number of retired or separated participants receiving benefits2019-01-014
Number of other retired or separated participants entitled to future benefits2019-01-01263
Total of all active and inactive participants2019-01-011,206
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-011,206
Number of participants with account balances2019-01-011,206
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-018
2018: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-011,117
Total number of active participants reported on line 7a of the Form 55002018-01-01943
Number of retired or separated participants receiving benefits2018-01-014
Number of other retired or separated participants entitled to future benefits2018-01-01215
Total of all active and inactive participants2018-01-011,162
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-011,162
Number of participants with account balances2018-01-011,162
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-011
2017: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-011,038
Total number of active participants reported on line 7a of the Form 55002017-01-01923
Number of retired or separated participants receiving benefits2017-01-013
Number of other retired or separated participants entitled to future benefits2017-01-01191
Total of all active and inactive participants2017-01-011,117
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-011,117
Number of participants with account balances2017-01-011,117
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01984
Total number of active participants reported on line 7a of the Form 55002016-01-01845
Number of retired or separated participants receiving benefits2016-01-011
Number of other retired or separated participants entitled to future benefits2016-01-01192
Total of all active and inactive participants2016-01-011,038
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-011,038
Number of participants with account balances2016-01-011,038
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-015
2015: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01979
Total number of active participants reported on line 7a of the Form 55002015-01-01776
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01208
Total of all active and inactive participants2015-01-01984
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01984
Number of participants with account balances2015-01-01984
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0110
2014: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01959
Total number of active participants reported on line 7a of the Form 55002014-01-01731
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01248
Total of all active and inactive participants2014-01-01979
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01979
Number of participants with account balances2014-01-01969
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-0114
2013: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01847
Total number of active participants reported on line 7a of the Form 55002013-01-01791
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-01144
Total of all active and inactive participants2013-01-01935
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01935
Number of participants with account balances2013-01-01935
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-016
2012: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01964
Total number of active participants reported on line 7a of the Form 55002012-01-01694
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-01153
Total of all active and inactive participants2012-01-01847
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01847
Number of participants with account balances2012-01-01847
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-013
2011: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01714
Total number of active participants reported on line 7a of the Form 55002011-01-01964
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-010
Total of all active and inactive participants2011-01-01964
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01964
Number of participants with account balances2011-01-01964
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01716
Total number of active participants reported on line 7a of the Form 55002009-01-01483
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-01210
Total of all active and inactive participants2009-01-01693
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01695
Number of participants with account balances2009-01-01597
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-0121

Financial Data on CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2022 401k financial data
Unrealized appreciation/depreciation of real estate assets2022-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-40,533,066
Total unrealized appreciation/depreciation of assets2022-12-31$-40,533,066
Total transfer of assets to this plan2022-12-31$0
Total transfer of assets from this plan2022-12-31$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
Expenses. Interest paid2022-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022022-12-31$0
Total income from all sources (including contributions)2022-12-31$-23,997,220
Total loss/gain on sale of assets2022-12-31$28,987,738
Total of all expenses incurred2022-12-31$19,005,097
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$18,868,979
Expenses. Certain deemed distributions of participant loans2022-12-31$33,331
Value of total corrective distributions2022-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$13,987,168
Value of total assets at end of year2022-12-31$186,195,723
Value of total assets at beginning of year2022-12-31$229,198,040
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$102,787
Total income from rents2022-12-31$0
Total interest from all sources2022-12-31$158,154
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$3,182,250
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$2,377,652
Assets. Real estate other than employer real property at end of year2022-12-31$0
Assets. Real estate other than employer real property at beginning of year2022-12-31$0
Administrative expenses professional fees incurred2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$0
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$5,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$6,821,533
Participant contributions at end of year2022-12-31$3,817,319
Participant contributions at beginning of year2022-12-31$3,562,223
Participant contributions at end of year2022-12-31$63,852
Participant contributions at beginning of year2022-12-31$0
Assets. Other investments not covered elsewhere at end of year2022-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$1,242,963
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2022-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$337,025
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$303,378
Assets. Loans (other than to participants) at end of year2022-12-31$0
Assets. Loans (other than to participants) at beginning of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2022-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2022-12-31$0
Other income not declared elsewhere2022-12-31$293,894
Administrative expenses (other) incurred2022-12-31$102,787
Liabilities. Value of operating payables at end of year2022-12-31$0
Liabilities. Value of operating payables at beginning of year2022-12-31$0
Total non interest bearing cash at end of year2022-12-31$0
Total non interest bearing cash at beginning of year2022-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Income. Non cash contributions2022-12-31$0
Value of net income/loss2022-12-31$-43,002,317
Value of net assets at end of year (total assets less liabilities)2022-12-31$186,195,723
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$229,198,040
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Assets. partnership/joint venture interests at end of year2022-12-31$0
Assets. partnership/joint venture interests at beginning of year2022-12-31$0
Investment advisory and management fees2022-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$56,416,004
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$76,905,861
Value of interest in pooled separate accounts at end of year2022-12-31$0
Value of interest in pooled separate accounts at beginning of year2022-12-31$0
Interest on participant loans2022-12-31$157,005
Income. Interest from loans (other than to participants)2022-12-31$0
Interest earned on other investments2022-12-31$0
Income. Interest from US Government securities2022-12-31$0
Income. Interest from corporate debt instruments2022-12-31$0
Value of interest in master investment trust accounts at end of year2022-12-31$0
Value of interest in master investment trust accounts at beginning of year2022-12-31$0
Value of interest in common/collective trusts at end of year2022-12-31$60,237,149
Value of interest in common/collective trusts at beginning of year2022-12-31$70,131,018
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$1,149
Assets. Value of investments in 103.12 investment entities at end of year2022-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2022-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$16,821,655
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$14,661,043
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$0
Asset value of US Government securities at end of year2022-12-31$0
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-17,891,515
Net investment gain/loss from pooled separate accounts2022-12-31$0
Net investment gain or loss from common/collective trusts2022-12-31$-12,181,843
Net gain/loss from 103.12 investment entities2022-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Assets. Invements in employer securities at end of year2022-12-31$46,962,661
Assets. Invements in employer securities at beginning of year2022-12-31$61,879,263
Assets. Value of employer real property at end of year2022-12-31$0
Assets. Value of employer real property at beginning of year2022-12-31$0
Contributions received in cash from employer2022-12-31$5,922,672
Employer contributions (assets) at end of year2022-12-31$1,540,058
Employer contributions (assets) at beginning of year2022-12-31$1,755,254
Income. Dividends from preferred stock2022-12-31$0
Income. Dividends from common stock2022-12-31$804,598
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$18,868,979
Asset. Corporate debt instrument preferred debt at end of year2022-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$0
Contract administrator fees2022-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$0
Liabilities. Value of benefit claims payable at end of year2022-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2022-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2022-12-31$0
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Aggregate proceeds on sale of assets2022-12-31$46,962,661
Aggregate carrying amount (costs) on sale of assets2022-12-31$17,974,923
Liabilities. Value of acquisition indebtedness at end of year2022-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2022-12-31$0
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31370859910
2021 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2021 401k financial data
Unrealized appreciation/depreciation of real estate assets2021-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-27,994,526
Total unrealized appreciation/depreciation of assets2021-12-31$-27,994,526
Total transfer of assets to this plan2021-12-31$0
Total transfer of assets from this plan2021-12-31$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
Expenses. Interest paid2021-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022021-12-31$0
Total income from all sources (including contributions)2021-12-31$54,093,456
Total loss/gain on sale of assets2021-12-31$44,939,329
Total of all expenses incurred2021-12-31$26,826,842
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$26,571,676
Expenses. Certain deemed distributions of participant loans2021-12-31$3,768
Value of total corrective distributions2021-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$15,176,134
Value of total assets at end of year2021-12-31$229,198,040
Value of total assets at beginning of year2021-12-31$201,931,426
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$251,398
Total income from rents2021-12-31$0
Total interest from all sources2021-12-31$327,908
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$7,886,490
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$7,402,285
Assets. Real estate other than employer real property at end of year2021-12-31$0
Assets. Real estate other than employer real property at beginning of year2021-12-31$0
Administrative expenses professional fees incurred2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$0
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$6,616,287
Participant contributions at end of year2021-12-31$3,562,223
Participant contributions at beginning of year2021-12-31$3,391,665
Participant contributions at end of year2021-12-31$0
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$2,601,398
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$303,378
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$320,297
Assets. Loans (other than to participants) at end of year2021-12-31$0
Assets. Loans (other than to participants) at beginning of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2021-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$131,682
Administrative expenses (other) incurred2021-12-31$251,398
Liabilities. Value of operating payables at end of year2021-12-31$0
Liabilities. Value of operating payables at beginning of year2021-12-31$0
Total non interest bearing cash at end of year2021-12-31$0
Total non interest bearing cash at beginning of year2021-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Income. Non cash contributions2021-12-31$0
Value of net income/loss2021-12-31$27,266,614
Value of net assets at end of year (total assets less liabilities)2021-12-31$229,198,040
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$201,931,426
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Assets. partnership/joint venture interests at end of year2021-12-31$0
Assets. partnership/joint venture interests at beginning of year2021-12-31$0
Investment advisory and management fees2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$76,905,861
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$71,780,700
Value of interest in pooled separate accounts at end of year2021-12-31$0
Value of interest in pooled separate accounts at beginning of year2021-12-31$0
Interest on participant loans2021-12-31$170,285
Income. Interest from loans (other than to participants)2021-12-31$0
Interest earned on other investments2021-12-31$157,622
Income. Interest from US Government securities2021-12-31$0
Income. Interest from corporate debt instruments2021-12-31$0
Value of interest in master investment trust accounts at end of year2021-12-31$0
Value of interest in master investment trust accounts at beginning of year2021-12-31$0
Value of interest in common/collective trusts at end of year2021-12-31$70,131,018
Value of interest in common/collective trusts at beginning of year2021-12-31$59,477,584
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$1
Assets. Value of investments in 103.12 investment entities at end of year2021-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2021-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$14,661,043
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$13,963,660
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$0
Asset value of US Government securities at end of year2021-12-31$0
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,153,780
Net investment gain/loss from pooled separate accounts2021-12-31$0
Net investment gain or loss from common/collective trusts2021-12-31$8,472,659
Net gain/loss from 103.12 investment entities2021-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Assets. Invements in employer securities at end of year2021-12-31$61,879,263
Assets. Invements in employer securities at beginning of year2021-12-31$51,233,292
Assets. Value of employer real property at end of year2021-12-31$0
Assets. Value of employer real property at beginning of year2021-12-31$0
Contributions received in cash from employer2021-12-31$5,958,449
Employer contributions (assets) at end of year2021-12-31$1,755,254
Employer contributions (assets) at beginning of year2021-12-31$1,764,228
Income. Dividends from preferred stock2021-12-31$0
Income. Dividends from common stock2021-12-31$484,205
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$26,571,676
Asset. Corporate debt instrument preferred debt at end of year2021-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$0
Contract administrator fees2021-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$0
Liabilities. Value of benefit claims payable at end of year2021-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2021-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2021-12-31$0
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Aggregate proceeds on sale of assets2021-12-31$62,149,955
Aggregate carrying amount (costs) on sale of assets2021-12-31$17,210,626
Liabilities. Value of acquisition indebtedness at end of year2021-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2021-12-31$0
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31370859910
2020 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,523,175
Total unrealized appreciation/depreciation of assets2020-12-31$1,523,175
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$41,188,225
Total loss/gain on sale of assets2020-12-31$4,459,093
Total of all expenses incurred2020-12-31$20,153,354
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$20,003,747
Expenses. Certain deemed distributions of participant loans2020-12-31$21,023
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$13,075,087
Value of total assets at end of year2020-12-31$201,931,426
Value of total assets at beginning of year2020-12-31$180,896,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$128,584
Total interest from all sources2020-12-31$447,095
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$1,533,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$693,270
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$5,000,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$3,155,837
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$6,452,534
Participant contributions at end of year2020-12-31$3,391,665
Participant contributions at beginning of year2020-12-31$3,599,242
Participant contributions at end of year2020-12-31$0
Participant contributions at beginning of year2020-12-31$3,998
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$574,519
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$320,297
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$311,820
Other income not declared elsewhere2020-12-31$8,475
Administrative expenses (other) incurred2020-12-31$128,584
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$21,034,871
Value of net assets at end of year (total assets less liabilities)2020-12-31$201,931,426
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$180,896,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$71,780,700
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$65,469,616
Interest on participant loans2020-12-31$198,097
Interest earned on other investments2020-12-31$248,998
Value of interest in common/collective trusts at end of year2020-12-31$59,477,584
Value of interest in common/collective trusts at beginning of year2020-12-31$49,705,487
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$13,963,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$10,685,363
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$11,654,664
Net investment gain or loss from common/collective trusts2020-12-31$8,486,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Assets. Invements in employer securities at end of year2020-12-31$51,233,292
Assets. Invements in employer securities at beginning of year2020-12-31$49,469,483
Contributions received in cash from employer2020-12-31$6,048,034
Employer contributions (assets) at end of year2020-12-31$1,764,228
Employer contributions (assets) at beginning of year2020-12-31$1,651,546
Income. Dividends from common stock2020-12-31$840,584
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$20,003,747
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Aggregate proceeds on sale of assets2020-12-31$6,908,865
Aggregate carrying amount (costs) on sale of assets2020-12-31$2,449,772
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31370859910
2019 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$4,787,053
Total unrealized appreciation/depreciation of assets2019-12-31$4,787,053
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$45,931,019
Total loss/gain on sale of assets2019-12-31$2,941,990
Total of all expenses incurred2019-12-31$13,497,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$13,339,006
Expenses. Certain deemed distributions of participant loans2019-12-31$11,682
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$14,228,797
Value of total assets at end of year2019-12-31$180,896,555
Value of total assets at beginning of year2019-12-31$148,462,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$146,645
Total interest from all sources2019-12-31$437,038
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,648,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$822,804
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$1,234,047
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$6,168,480
Participant contributions at end of year2019-12-31$3,599,242
Participant contributions at beginning of year2019-12-31$3,517,739
Participant contributions at end of year2019-12-31$3,998
Participant contributions at beginning of year2019-12-31$2,067
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$2,426,794
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$311,820
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$455,619
Other income not declared elsewhere2019-12-31$-143,799
Administrative expenses (other) incurred2019-12-31$146,645
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$32,433,686
Value of net assets at end of year (total assets less liabilities)2019-12-31$180,896,555
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$148,462,869
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$65,469,616
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$52,114,786
Interest on participant loans2019-12-31$192,238
Interest earned on other investments2019-12-31$244,800
Value of interest in common/collective trusts at end of year2019-12-31$49,705,487
Value of interest in common/collective trusts at beginning of year2019-12-31$36,685,045
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$10,685,363
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$10,297,375
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$13,378,951
Net investment gain or loss from common/collective trusts2019-12-31$8,652,208
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Assets. Invements in employer securities at end of year2019-12-31$49,469,483
Assets. Invements in employer securities at beginning of year2019-12-31$43,424,302
Contributions received in cash from employer2019-12-31$5,633,523
Employer contributions (assets) at end of year2019-12-31$1,651,546
Employer contributions (assets) at beginning of year2019-12-31$1,965,936
Income. Dividends from common stock2019-12-31$825,977
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$13,339,006
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$4,468,006
Aggregate carrying amount (costs) on sale of assets2019-12-31$1,526,016
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31370859910
2018 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-1,260,899
Total unrealized appreciation/depreciation of assets2018-12-31$-1,260,899
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$8,264,009
Total loss/gain on sale of assets2018-12-31$2,577,315
Total of all expenses incurred2018-12-31$5,354,204
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$5,219,009
Expenses. Certain deemed distributions of participant loans2018-12-31$29,075
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$11,967,928
Value of total assets at end of year2018-12-31$148,462,869
Value of total assets at beginning of year2018-12-31$145,553,064
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$106,120
Total interest from all sources2018-12-31$534,376
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$1,502,637
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$749,034
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$10,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$5,780,208
Participant contributions at end of year2018-12-31$3,517,739
Participant contributions at beginning of year2018-12-31$2,824,386
Participant contributions at end of year2018-12-31$2,067
Participant contributions at beginning of year2018-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$167,248
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$455,619
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$276,757
Administrative expenses (other) incurred2018-12-31$106,120
Total non interest bearing cash at end of year2018-12-31$0
Total non interest bearing cash at beginning of year2018-12-31$21
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$2,909,805
Value of net assets at end of year (total assets less liabilities)2018-12-31$148,462,869
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$145,553,064
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$52,114,786
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$87,769,399
Interest on participant loans2018-12-31$149,910
Interest earned on other investments2018-12-31$384,466
Value of interest in common/collective trusts at end of year2018-12-31$36,685,045
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$10,297,375
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$9,504,132
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-3,641,500
Net investment gain or loss from common/collective trusts2018-12-31$-3,415,848
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Assets. Invements in employer securities at end of year2018-12-31$43,424,302
Assets. Invements in employer securities at beginning of year2018-12-31$43,592,099
Contributions received in cash from employer2018-12-31$6,020,472
Employer contributions (assets) at end of year2018-12-31$1,965,936
Employer contributions (assets) at beginning of year2018-12-31$1,586,270
Income. Dividends from common stock2018-12-31$753,603
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$5,219,009
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Aggregate proceeds on sale of assets2018-12-31$3,977,204
Aggregate carrying amount (costs) on sale of assets2018-12-31$1,399,889
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2018-12-31370859910
2017 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2017 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2017-12-31$1,892,905
Total unrealized appreciation/depreciation of assets2017-12-31$1,892,905
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$33,426,494
Total loss/gain on sale of assets2017-12-31$4,817,551
Total of all expenses incurred2017-12-31$11,612,176
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$11,415,589
Expenses. Certain deemed distributions of participant loans2017-12-31$65,765
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$11,196,299
Value of total assets at end of year2017-12-31$145,553,064
Value of total assets at beginning of year2017-12-31$123,738,746
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$130,822
Total interest from all sources2017-12-31$300,779
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$1,814,832
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$1,079,654
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$1,876,387
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$4,992,260
Participant contributions at end of year2017-12-31$2,824,386
Participant contributions at beginning of year2017-12-31$2,544,640
Participant contributions at end of year2017-12-31$0
Participant contributions at beginning of year2017-12-31$69,813
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$1,082,010
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$276,757
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$278,075
Administrative expenses (other) incurred2017-12-31$130,822
Total non interest bearing cash at end of year2017-12-31$21
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$21,814,318
Value of net assets at end of year (total assets less liabilities)2017-12-31$145,553,064
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$123,738,746
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$87,769,399
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$68,581,133
Interest on participant loans2017-12-31$116,211
Interest earned on other investments2017-12-31$184,568
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$9,504,132
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$9,228,400
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$13,404,128
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Assets. Invements in employer securities at end of year2017-12-31$43,592,099
Assets. Invements in employer securities at beginning of year2017-12-31$41,550,669
Contributions received in cash from employer2017-12-31$5,122,029
Employer contributions (assets) at end of year2017-12-31$1,586,270
Employer contributions (assets) at beginning of year2017-12-31$1,486,016
Income. Dividends from common stock2017-12-31$735,178
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$11,415,589
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Aggregate proceeds on sale of assets2017-12-31$7,027,743
Aggregate carrying amount (costs) on sale of assets2017-12-31$2,210,192
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2017-12-31390859910
2016 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2016-12-31$3,895,610
Total unrealized appreciation/depreciation of assets2016-12-31$3,895,610
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$22,191,095
Total loss/gain on sale of assets2016-12-31$2,571,000
Total of all expenses incurred2016-12-31$9,439,261
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$9,341,562
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$9,388,457
Value of total assets at end of year2016-12-31$123,738,746
Value of total assets at beginning of year2016-12-31$110,986,912
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$97,699
Total interest from all sources2016-12-31$284,801
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,649,781
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$894,457
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$1,200,643
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$4,348,501
Participant contributions at end of year2016-12-31$2,544,640
Participant contributions at beginning of year2016-12-31$2,168,640
Participant contributions at end of year2016-12-31$69,813
Participant contributions at beginning of year2016-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$412,369
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$278,075
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$316,594
Other income not declared elsewhere2016-12-31$-38,519
Administrative expenses (other) incurred2016-12-31$97,699
Total non interest bearing cash at end of year2016-12-31$0
Total non interest bearing cash at beginning of year2016-12-31$39
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$12,751,834
Value of net assets at end of year (total assets less liabilities)2016-12-31$123,738,746
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$110,986,912
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$68,581,133
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$61,868,840
Interest on participant loans2016-12-31$101,612
Interest earned on other investments2016-12-31$183,189
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$9,228,400
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$8,490,810
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$4,439,965
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Assets. Invements in employer securities at end of year2016-12-31$41,550,669
Assets. Invements in employer securities at beginning of year2016-12-31$37,319,919
Contributions received in cash from employer2016-12-31$4,627,587
Employer contributions (assets) at end of year2016-12-31$1,486,016
Employer contributions (assets) at beginning of year2016-12-31$822,070
Income. Dividends from common stock2016-12-31$755,324
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$9,341,562
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Aggregate proceeds on sale of assets2016-12-31$3,968,513
Aggregate carrying amount (costs) on sale of assets2016-12-31$1,397,513
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2016-12-31390859910
2015 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2015-12-31$2,681,042
Total unrealized appreciation/depreciation of assets2015-12-31$2,681,042
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$13,775,790
Total loss/gain on sale of assets2015-12-31$1,983,592
Total of all expenses incurred2015-12-31$10,024,205
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$9,925,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$8,083,606
Value of total assets at end of year2015-12-31$110,986,912
Value of total assets at beginning of year2015-12-31$107,235,327
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$98,661
Total interest from all sources2015-12-31$249,058
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$1,947,084
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$1,008,982
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$1,630,132
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$3,967,307
Participant contributions at end of year2015-12-31$2,168,640
Participant contributions at beginning of year2015-12-31$1,848,462
Participant contributions at end of year2015-12-31$0
Participant contributions at beginning of year2015-12-31$2,892
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$448,148
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$316,594
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$303,530
Other income not declared elsewhere2015-12-31$-303,530
Administrative expenses (other) incurred2015-12-31$98,661
Total non interest bearing cash at end of year2015-12-31$39
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$3,751,585
Value of net assets at end of year (total assets less liabilities)2015-12-31$110,986,912
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$107,235,327
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$61,868,840
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$61,520,507
Interest on participant loans2015-12-31$80,823
Interest earned on other investments2015-12-31$168,235
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$8,490,810
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$8,411,607
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-865,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Assets. Invements in employer securities at end of year2015-12-31$37,319,919
Assets. Invements in employer securities at beginning of year2015-12-31$34,430,411
Contributions received in cash from employer2015-12-31$3,668,151
Employer contributions (assets) at end of year2015-12-31$822,070
Employer contributions (assets) at beginning of year2015-12-31$717,918
Income. Dividends from common stock2015-12-31$938,102
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$9,925,544
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Aggregate proceeds on sale of assets2015-12-31$3,377,702
Aggregate carrying amount (costs) on sale of assets2015-12-31$1,394,110
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910
2014 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$5,449,835
Total unrealized appreciation/depreciation of assets2014-12-31$5,449,835
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$20,720,884
Total loss/gain on sale of assets2014-12-31$1,398,535
Total of all expenses incurred2014-12-31$10,723,391
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$10,654,370
Expenses. Certain deemed distributions of participant loans2014-12-31$8,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$8,580,962
Value of total assets at end of year2014-12-31$107,235,327
Value of total assets at beginning of year2014-12-31$97,237,834
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$61,021
Total interest from all sources2014-12-31$242,866
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,842,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$893,895
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$4,068,094
Participant contributions at end of year2014-12-31$1,848,462
Participant contributions at beginning of year2014-12-31$1,828,550
Participant contributions at end of year2014-12-31$2,892
Participant contributions at beginning of year2014-12-31$23,612
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$9,532,940
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$767,249
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$303,530
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$282,417
Other income not declared elsewhere2014-12-31$-283,620
Administrative expenses (other) incurred2014-12-31$61,021
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$9,997,493
Value of net assets at end of year (total assets less liabilities)2014-12-31$107,235,327
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$97,237,834
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$61,520,507
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$56,313,091
Interest on participant loans2014-12-31$76,627
Interest earned on other investments2014-12-31$166,239
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$8,411,607
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,490,285
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Assets. Invements in employer securities at end of year2014-12-31$34,430,411
Assets. Invements in employer securities at beginning of year2014-12-31$28,636,078
Contributions received in cash from employer2014-12-31$3,745,619
Employer contributions (assets) at end of year2014-12-31$717,918
Employer contributions (assets) at beginning of year2014-12-31$621,146
Income. Dividends from common stock2014-12-31$948,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$10,654,370
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Aggregate proceeds on sale of assets2014-12-31$2,543,547
Aggregate carrying amount (costs) on sale of assets2014-12-31$1,145,012
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2014-12-31390859910
2013 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2013-12-31$6,165,394
Total unrealized appreciation/depreciation of assets2013-12-31$6,165,394
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$26,618,350
Total loss/gain on sale of assets2013-12-31$992,255
Total of all expenses incurred2013-12-31$4,365,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$4,314,964
Expenses. Certain deemed distributions of participant loans2013-12-31$845
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$7,972,396
Value of total assets at end of year2013-12-31$97,237,834
Value of total assets at beginning of year2013-12-31$74,984,821
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$49,528
Total interest from all sources2013-12-31$246,641
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,723,065
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$804,270
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$3,752,544
Participant contributions at end of year2013-12-31$1,828,550
Participant contributions at beginning of year2013-12-31$1,822,366
Participant contributions at end of year2013-12-31$23,612
Participant contributions at beginning of year2013-12-31$24,105
Assets. Other investments not covered elsewhere at end of year2013-12-31$9,532,940
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$7,835,806
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$882,381
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$282,417
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$238,532
Administrative expenses (other) incurred2013-12-31$49,528
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$22,253,013
Value of net assets at end of year (total assets less liabilities)2013-12-31$97,237,834
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$74,984,821
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$56,313,091
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$42,289,897
Interest on participant loans2013-12-31$77,905
Interest earned on other investments2013-12-31$168,736
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$9,518,599
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Assets. Invements in employer securities at end of year2013-12-31$28,636,078
Assets. Invements in employer securities at beginning of year2013-12-31$22,187,885
Contributions received in cash from employer2013-12-31$3,337,471
Employer contributions (assets) at end of year2013-12-31$621,146
Employer contributions (assets) at beginning of year2013-12-31$586,230
Income. Dividends from common stock2013-12-31$918,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$4,314,964
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Aggregate proceeds on sale of assets2013-12-31$2,061,840
Aggregate carrying amount (costs) on sale of assets2013-12-31$1,069,585
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2013-12-31390859910
2012 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2012 401k financial data
Unrealized appreciation/depreciation of real estate assets2012-12-31$583,155
Total unrealized appreciation/depreciation of assets2012-12-31$583,155
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$13,206,176
Total loss/gain on sale of assets2012-12-31$422,774
Total of all expenses incurred2012-12-31$2,941,196
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,899,816
Expenses. Certain deemed distributions of participant loans2012-12-31$6,607
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$5,951,283
Value of total assets at end of year2012-12-31$74,984,821
Value of total assets at beginning of year2012-12-31$64,719,841
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$34,773
Total interest from all sources2012-12-31$250,393
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$1,648,957
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$778,467
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$3,229,839
Participant contributions at end of year2012-12-31$1,822,366
Participant contributions at beginning of year2012-12-31$1,658,685
Participant contributions at end of year2012-12-31$24,105
Participant contributions at beginning of year2012-12-31$243,414
Assets. Other investments not covered elsewhere at end of year2012-12-31$7,835,806
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$8,209,865
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$139,262
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$238,532
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$224,431
Other income not declared elsewhere2012-12-31$831
Administrative expenses (other) incurred2012-12-31$34,773
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$10,264,980
Value of net assets at end of year (total assets less liabilities)2012-12-31$74,984,821
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$64,719,841
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$42,289,927
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$32,455,094
Interest on participant loans2012-12-31$77,518
Interest earned on other investments2012-12-31$172,875
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$4,348,783
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Assets. Invements in employer securities at end of year2012-12-31$22,187,855
Assets. Invements in employer securities at beginning of year2012-12-31$21,158,699
Contributions received in cash from employer2012-12-31$2,582,182
Employer contributions (assets) at end of year2012-12-31$586,230
Employer contributions (assets) at beginning of year2012-12-31$769,653
Income. Dividends from common stock2012-12-31$870,490
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,899,816
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Aggregate proceeds on sale of assets2012-12-31$1,454,659
Aggregate carrying amount (costs) on sale of assets2012-12-31$1,031,885
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31PARENTEBEARD LLC
Accountancy firm EIN2012-12-31232932984
2011 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
Total transfer of assets to this plan2011-12-31$12,794,231
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$5,556,889
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$4,097,949
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$4,090,456
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$4,373,705
Value of total assets at end of year2011-12-31$64,719,841
Value of total assets at beginning of year2011-12-31$50,466,670
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$7,493
Total interest from all sources2011-12-31$46,006
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$1,181,735
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$525,893
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31Yes
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$2,154,260
Participant contributions at end of year2011-12-31$1,658,685
Participant contributions at beginning of year2011-12-31$1,083,840
Participant contributions at end of year2011-12-31$243,414
Participant contributions at beginning of year2011-12-31$26,660
Assets. Other investments not covered elsewhere at end of year2011-12-31$8,209,865
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$117,044
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$224,431
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$177,591
Other income not declared elsewhere2011-12-31$-44,557
Administrative expenses (other) incurred2011-12-31$7,493
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,458,940
Value of net assets at end of year (total assets less liabilities)2011-12-31$64,719,841
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$50,466,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$32,455,094
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$25,139,290
Interest on participant loans2011-12-31$46,006
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$2,268,915
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$2,268,915
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Assets. Invements in employer securities at end of year2011-12-31$21,158,699
Assets. Invements in employer securities at beginning of year2011-12-31$21,647,183
Contributions received in cash from employer2011-12-31$2,102,401
Employer contributions (assets) at end of year2011-12-31$769,653
Employer contributions (assets) at beginning of year2011-12-31$123,191
Income. Dividends from common stock2011-12-31$655,842
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$4,090,456
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31Yes
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31PARENTEBEARD LLC
Accountancy firm EIN2011-12-31232932984
2010 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$4,408,321
Total unrealized appreciation/depreciation of assets2010-12-31$4,408,321
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$11,758,576
Total loss/gain on sale of assets2010-12-31$65,871
Total of all expenses incurred2010-12-31$1,573,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,543,075
Value of total corrective distributions2010-12-31$23,882
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$3,396,673
Value of total assets at end of year2010-12-31$50,466,670
Value of total assets at beginning of year2010-12-31$40,281,335
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$6,284
Total interest from all sources2010-12-31$47,106
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$1,149,956
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$473,154
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,803,575
Participant contributions at end of year2010-12-31$1,083,840
Participant contributions at beginning of year2010-12-31$987,104
Participant contributions at end of year2010-12-31$26,660
Participant contributions at beginning of year2010-12-31$26,464
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$3,862
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2010-12-31$103,726
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$177,591
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$163,300
Administrative expenses (other) incurred2010-12-31$6,284
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$10,185,335
Value of net assets at end of year (total assets less liabilities)2010-12-31$50,466,670
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$40,281,335
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$25,139,290
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$21,508,691
Interest on participant loans2010-12-31$47,106
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$2,268,915
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$1,439,120
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$1,439,120
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,690,649
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Assets. Invements in employer securities at end of year2010-12-31$21,647,183
Assets. Invements in employer securities at beginning of year2010-12-31$16,043,056
Contributions received in cash from employer2010-12-31$1,589,236
Employer contributions (assets) at end of year2010-12-31$123,191
Employer contributions (assets) at beginning of year2010-12-31$113,600
Income. Dividends from common stock2010-12-31$676,802
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,439,349
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$6,948,937
Aggregate carrying amount (costs) on sale of assets2010-12-31$6,883,066
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31PARENTEBEARD LLC
Accountancy firm EIN2010-12-31232932984
2009 : CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN

2022: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedYes
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CHESAPEAKE UTILITIES CORPORATION RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan 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 number041862
Policy instance 1
Insurance contract or identification number041862
Number of Individuals Covered237
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
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?Yes
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
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041862
Policy instance 1
Insurance contract or identification number041862
Number of Individuals Covered1241
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041862
Policy instance 1
Insurance contract or identification number041862
Number of Individuals Covered1170
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041862
Policy instance 1
Insurance contract or identification number041862
Number of Individuals Covered1206
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041862
Policy instance 1
Insurance contract or identification number041862
Number of Individuals Covered1162
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041862
Policy instance 1
Insurance contract or identification number041862
Number of Individuals Covered1117
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
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?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041862
Policy instance 1
Insurance contract or identification number041862
Number of Individuals Covered984
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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
PRUDENTIAL RETIREMENT INSURANCE AND ANNUITY COMPANY (National Association of Insurance Commissioners NAIC id number: 93629 )
Policy contract number041862
Policy instance 1
Insurance contract or identification number041862
Number of Individuals Covered979
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
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?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
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

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