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NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 401k Plan overview

Plan NameNUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN
Plan identification number 001

NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).

401k Sponsoring company profile

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

Company Name:NUCLEAR ENERGY INSTITUTE, INC.
Employer identification number (EIN):521209124
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012022-01-01
0012021-01-01
0012020-01-01
0012020-01-01
0012019-01-01
0012018-01-01
0012017-01-01LORI BRADY
0012016-01-01LORI BRADY
0012015-01-01LORI BRADY
0012015-01-01LORI BRADY
0012014-01-01PHYLLIS RICH
0012013-01-01PHYLLIS RICH
0012012-01-01PHYLLIS RICH
0012011-01-01PHYLLIS RICH
0012010-01-01PHYLLIS RICH
0012009-01-01PHYLLIS RICH

Plan Statistics for NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN

401k plan membership statisitcs for NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN

Measure Date Value
2022: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-3165,771,481
Acturial value of plan assets2022-12-3162,881,774
Funding target for retired participants and beneficiaries receiving payment2022-12-3138,103,926
Number of terminated vested participants2022-12-3157
Fundng target for terminated vested participants2022-12-315,445,892
Active participant vested funding target2022-12-3112,158,247
Number of active participants2022-12-3161
Total funding liabilities for active participants2022-12-3113,159,841
Total participant count2022-12-31189
Total funding target for all participants2022-12-3156,709,659
Balance at beginning of prior year after applicable adjustments2022-12-3123,674
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-3123,674
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-3126,574
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-310
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01188
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-0163
Number of other retired or separated participants entitled to future benefits2022-01-0162
Total of all active and inactive participants2022-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-016
Total participants2022-01-01184
2021: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-3163,297,563
Acturial value of plan assets2021-12-3159,320,505
Funding target for retired participants and beneficiaries receiving payment2021-12-3134,511,363
Number of terminated vested participants2021-12-3155
Fundng target for terminated vested participants2021-12-316,036,747
Active participant vested funding target2021-12-3114,364,870
Number of active participants2021-12-3176
Total funding liabilities for active participants2021-12-3115,309,061
Total participant count2021-12-31198
Total funding target for all participants2021-12-3155,857,171
Balance at beginning of prior year after applicable adjustments2021-12-3121,343
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-3121,343
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31242,242
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31255,347
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-3123,674
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-310
Total employee contributions2021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-310
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01196
Total number of active participants reported on line 7a of the Form 55002021-01-0161
Number of retired or separated participants receiving benefits2021-01-0163
Number of other retired or separated participants entitled to future benefits2021-01-0158
Total of all active and inactive participants2021-01-01182
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-016
Total participants2021-01-01188
2020: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-3159,849,457
Acturial value of plan assets2020-12-3158,103,280
Funding target for retired participants and beneficiaries receiving payment2020-12-3134,493,686
Number of terminated vested participants2020-12-3154
Fundng target for terminated vested participants2020-12-316,286,173
Active participant vested funding target2020-12-3114,873,852
Number of active participants2020-12-3181
Total funding liabilities for active participants2020-12-3115,903,127
Total participant count2020-12-31200
Total funding target for all participants2020-12-3156,682,986
Balance at beginning of prior year after applicable adjustments2020-12-3118,149
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-3118,149
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-3121,343
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31250,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31242,241
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-310
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31242,241
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01198
Total number of active participants reported on line 7a of the Form 55002020-01-0176
Number of retired or separated participants receiving benefits2020-01-0161
Number of other retired or separated participants entitled to future benefits2020-01-0155
Total of all active and inactive participants2020-01-01192
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-014
Total participants2020-01-01196
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-3154,664,276
Acturial value of plan assets2019-12-3157,789,835
Funding target for retired participants and beneficiaries receiving payment2019-12-3129,080,910
Number of terminated vested participants2019-12-3158
Fundng target for terminated vested participants2019-12-3110,925,199
Active participant vested funding target2019-12-3114,223,879
Number of active participants2019-12-3187
Total funding liabilities for active participants2019-12-3115,822,066
Total participant count2019-12-31204
Total funding target for all participants2019-12-3155,828,175
Balance at beginning of prior year after applicable adjustments2019-12-3119,287
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-3119,287
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-312,714,844
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-312,870,948
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-3118,149
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-310
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-310
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01203
Total number of active participants reported on line 7a of the Form 55002019-01-0181
Number of retired or separated participants receiving benefits2019-01-0159
Number of other retired or separated participants entitled to future benefits2019-01-0154
Total of all active and inactive participants2019-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-014
Total participants2019-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-3157,875,640
Acturial value of plan assets2018-12-3154,895,567
Funding target for retired participants and beneficiaries receiving payment2018-12-3124,198,639
Number of terminated vested participants2018-12-3144
Fundng target for terminated vested participants2018-12-318,713,904
Active participant vested funding target2018-12-3117,236,530
Number of active participants2018-12-3199
Total funding liabilities for active participants2018-12-3118,998,644
Total participant count2018-12-31197
Total funding target for all participants2018-12-3151,911,187
Balance at beginning of prior year after applicable adjustments2018-12-3116,699
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Amount remaining of carryover balance2018-12-3116,699
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-312,969,380
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-312,969,380
Balance of carryovers at beginning of current year2018-12-3119,287
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-312,750,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-312,714,844
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-311,934,487
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-312,714,844
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01197
Total number of active participants reported on line 7a of the Form 55002018-01-0187
Number of retired or separated participants receiving benefits2018-01-0156
Number of other retired or separated participants entitled to future benefits2018-01-0158
Total of all active and inactive participants2018-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-012
Total participants2018-01-01203
2017: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-3150,162,939
Acturial value of plan assets2017-12-3151,519,460
Funding target for retired participants and beneficiaries receiving payment2017-12-3120,527,889
Number of terminated vested participants2017-12-3134
Fundng target for terminated vested participants2017-12-313,250,311
Active participant vested funding target2017-12-3119,199,256
Number of active participants2017-12-31113
Total funding liabilities for active participants2017-12-3123,765,822
Total participant count2017-12-31193
Total funding target for all participants2017-12-3147,544,022
Balance at beginning of prior year after applicable adjustments2017-12-3115,743
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Amount remaining of carryover balance2017-12-3115,743
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-312,720,700
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-312,887,207
Balance of carryovers at beginning of current year2017-12-3116,699
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-313,000,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-312,969,380
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-311,965,442
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-312,969,380
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01193
Total number of active participants reported on line 7a of the Form 55002017-01-0188
Number of retired or separated participants receiving benefits2017-01-0152
Number of other retired or separated participants entitled to future benefits2017-01-0144
Total of all active and inactive participants2017-01-01184
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-012
Total participants2017-01-01186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-3146,098,768
Acturial value of plan assets2016-12-3148,460,828
Funding target for retired participants and beneficiaries receiving payment2016-12-3115,731,777
Number of terminated vested participants2016-12-3129
Fundng target for terminated vested participants2016-12-312,212,682
Active participant vested funding target2016-12-3123,685,733
Number of active participants2016-12-31118
Total funding liabilities for active participants2016-12-3124,788,443
Total participant count2016-12-31187
Total funding target for all participants2016-12-3142,732,902
Balance at beginning of prior year after applicable adjustments2016-12-3115,852
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Amount remaining of carryover balance2016-12-3115,852
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-312,721,109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-312,892,811
Balance of carryovers at beginning of current year2016-12-3115,743
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-312,750,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-312,720,700
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-311,802,176
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-312,720,700
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01187
Total number of active participants reported on line 7a of the Form 55002016-01-01107
Number of retired or separated participants receiving benefits2016-01-0144
Number of other retired or separated participants entitled to future benefits2016-01-0134
Total of all active and inactive participants2016-01-01185
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-012
Total participants2016-01-01187
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01169
Total number of active participants reported on line 7a of the Form 55002015-01-01108
Number of retired or separated participants receiving benefits2015-01-0138
Number of other retired or separated participants entitled to future benefits2015-01-0129
Total of all active and inactive participants2015-01-01175
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-012
Total participants2015-01-01177
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01169
Total number of active participants reported on line 7a of the Form 55002014-01-01106
Number of retired or separated participants receiving benefits2014-01-0133
Number of other retired or separated participants entitled to future benefits2014-01-0128
Total of all active and inactive participants2014-01-01167
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-012
Total participants2014-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-012
2013: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01171
Total number of active participants reported on line 7a of the Form 55002013-01-01111
Number of retired or separated participants receiving benefits2013-01-0128
Number of other retired or separated participants entitled to future benefits2013-01-0125
Total of all active and inactive participants2013-01-01164
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01166
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-014
2012: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01161
Total number of active participants reported on line 7a of the Form 55002012-01-01112
Number of retired or separated participants receiving benefits2012-01-0129
Number of other retired or separated participants entitled to future benefits2012-01-0126
Total of all active and inactive participants2012-01-01167
Total participants2012-01-01167
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-011
2011: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01158
Total number of active participants reported on line 7a of the Form 55002011-01-01111
Number of retired or separated participants receiving benefits2011-01-0127
Number of other retired or separated participants entitled to future benefits2011-01-0123
Total of all active and inactive participants2011-01-01161
Total participants2011-01-01161
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-013
2010: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01161
Total number of active participants reported on line 7a of the Form 55002010-01-01110
Number of retired or separated participants receiving benefits2010-01-0124
Number of other retired or separated participants entitled to future benefits2010-01-0124
Total of all active and inactive participants2010-01-01158
Total participants2010-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01149
Total number of active participants reported on line 7a of the Form 55002009-01-01114
Number of retired or separated participants receiving benefits2009-01-0122
Number of other retired or separated participants entitled to future benefits2009-01-0122
Total of all active and inactive participants2009-01-01158
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01158
Number of participants with account balances2009-01-01158
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-016

Financial Data on NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN

Measure Date Value
2022 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-5,719,497
Total unrealized appreciation/depreciation of assets2022-12-31$-5,719,497
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-9,066,794
Total loss/gain on sale of assets2022-12-31$-2,202,485
Total of all expenses incurred2022-12-31$3,852,723
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$3,468,522
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$0
Value of total assets at end of year2022-12-31$53,807,189
Value of total assets at beginning of year2022-12-31$66,726,706
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$384,201
Total interest from all sources2022-12-31$518,240
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$1,040,714
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$672,519
Administrative expenses professional fees incurred2022-12-31$105
Assets. Corporate prefeered stocks other than exployer securities at end of year2022-12-31$75,219
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2022-12-31$130,476
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$179,987
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$287,703
Other income not declared elsewhere2022-12-31$40,301
Total non interest bearing cash at end of year2022-12-31$274,716
Total non interest bearing cash at beginning of year2022-12-31$256,485
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-12,919,517
Value of net assets at end of year (total assets less liabilities)2022-12-31$53,807,189
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$66,726,706
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
Investment advisory and management fees2022-12-31$384,096
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$18,156,672
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$18,696,284
Interest earned on other investments2022-12-31$940
Income. Interest from US Government securities2022-12-31$3,178
Income. Interest from corporate debt instruments2022-12-31$508,333
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$74,402
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$74,402
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,789
Asset value of US Government securities at end of year2022-12-31$236,623
Asset value of US Government securities at beginning of year2022-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,744,067
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
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
Income. Dividends from preferred stock2022-12-31$4,690
Income. Dividends from common stock2022-12-31$363,505
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$3,468,522
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$13,045,768
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$15,041,883
Assets. Corporate common stocks other than exployer securities at end of year2022-12-31$21,838,204
Assets. Corporate common stocks other than exployer securities at beginning of year2022-12-31$32,239,473
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$10,957,227
Aggregate carrying amount (costs) on sale of assets2022-12-31$13,159,712
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$4,892,379
Total unrealized appreciation/depreciation of assets2021-12-31$4,892,379
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$7,956,731
Total loss/gain on sale of assets2021-12-31$374,863
Total of all expenses incurred2021-12-31$4,527,588
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,083,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$0
Value of total assets at end of year2021-12-31$66,726,706
Value of total assets at beginning of year2021-12-31$63,297,563
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$443,825
Total interest from all sources2021-12-31$527,444
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$1,110,681
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$692,054
Administrative expenses professional fees incurred2021-12-31$4,135
Assets. Corporate prefeered stocks other than exployer securities at end of year2021-12-31$130,476
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2021-12-31$201,400
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$287,703
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$160,413
Administrative expenses (other) incurred2021-12-31$20,432
Total non interest bearing cash at end of year2021-12-31$256,485
Total non interest bearing cash at beginning of year2021-12-31$393,711
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
Value of net income/loss2021-12-31$3,429,143
Value of net assets at end of year (total assets less liabilities)2021-12-31$66,726,706
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$63,297,563
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
Investment advisory and management fees2021-12-31$419,258
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$18,696,284
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,639,832
Interest earned on other investments2021-12-31$1,330
Income. Interest from corporate debt instruments2021-12-31$526,075
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$74,402
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$820,806
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$820,806
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$39
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,051,364
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
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
Income. Dividends from preferred stock2021-12-31$7,779
Income. Dividends from common stock2021-12-31$410,848
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,083,763
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$15,041,883
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$17,740,696
Assets. Corporate common stocks other than exployer securities at end of year2021-12-31$32,239,473
Assets. Corporate common stocks other than exployer securities at beginning of year2021-12-31$28,340,705
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$13,057,593
Aggregate carrying amount (costs) on sale of assets2021-12-31$12,682,730
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$5,171,669
Total unrealized appreciation/depreciation of assets2020-12-31$5,171,669
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$6,979,274
Total loss/gain on sale of assets2020-12-31$-575,701
Total of all expenses incurred2020-12-31$3,531,168
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,177,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$250,000
Value of total assets at end of year2020-12-31$63,297,563
Value of total assets at beginning of year2020-12-31$59,849,457
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$353,364
Total interest from all sources2020-12-31$627,808
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$855,595
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$499,529
Administrative expenses professional fees incurred2020-12-31$1,149
Assets. Corporate prefeered stocks other than exployer securities at end of year2020-12-31$201,400
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2020-12-31$0
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Assets. Other investments not covered elsewhere at end of year2020-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$40,101
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$160,413
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$270,993
Other income not declared elsewhere2020-12-31$161,359
Total non interest bearing cash at end of year2020-12-31$393,711
Total non interest bearing cash at beginning of year2020-12-31$254,520
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$3,448,106
Value of net assets at end of year (total assets less liabilities)2020-12-31$63,297,563
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$59,849,457
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
Investment advisory and management fees2020-12-31$3,213
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,639,832
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,940,497
Interest earned on other investments2020-12-31$9,191
Income. Interest from US Government securities2020-12-31$47
Income. Interest from corporate debt instruments2020-12-31$615,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$820,806
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$66,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$66,275
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$3,171
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$3,788,408
Asset value of US Government securities at end of year2020-12-31$0
Asset value of US Government securities at beginning of year2020-12-31$15,953
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$488,544
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
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
Contributions received in cash from employer2020-12-31$250,000
Income. Dividends from preferred stock2020-12-31$12,867
Income. Dividends from common stock2020-12-31$343,199
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,177,804
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$17,740,696
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$19,034,435
Contract administrator fees2020-12-31$349,002
Assets. Corporate common stocks other than exployer securities at end of year2020-12-31$28,340,705
Assets. Corporate common stocks other than exployer securities at beginning of year2020-12-31$21,438,275
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$19,020,241
Aggregate carrying amount (costs) on sale of assets2020-12-31$19,595,942
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,406,321
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$1,406,321
Total unrealized appreciation/depreciation of assets2019-12-31$1,406,321
Total unrealized appreciation/depreciation of assets2019-12-31$1,406,321
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
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 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$9,441,950
Total loss/gain on sale of assets2019-12-31$3,660,641
Total loss/gain on sale of assets2019-12-31$3,660,641
Total of all expenses incurred2019-12-31$4,256,768
Total of all expenses incurred2019-12-31$4,256,768
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,081,110
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$4,081,110
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$0
Value of total assets at end of year2019-12-31$59,849,457
Value of total assets at beginning of year2019-12-31$54,664,275
Value of total assets at beginning of year2019-12-31$54,664,275
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$175,658
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$175,658
Total interest from all sources2019-12-31$442,545
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,037,299
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,037,299
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$861,179
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$861,179
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$5,000,000
Value of fidelity bond cover2019-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Assets. Other investments not covered elsewhere at end of year2019-12-31$40,101
Assets. Other investments not covered elsewhere at end of year2019-12-31$40,101
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$270,993
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$270,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$0
Other income not declared elsewhere2019-12-31$94,789
Other income not declared elsewhere2019-12-31$94,789
Administrative expenses (other) incurred2019-12-31$45
Total non interest bearing cash at end of year2019-12-31$254,520
Total non interest bearing cash at end of year2019-12-31$254,520
Total non interest bearing cash at beginning of year2019-12-31$213,910
Total non interest bearing cash at beginning of year2019-12-31$213,910
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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$5,185,182
Value of net income/loss2019-12-31$5,185,182
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,849,457
Value of net assets at end of year (total assets less liabilities)2019-12-31$59,849,457
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,664,275
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$54,664,275
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$175,613
Investment advisory and management fees2019-12-31$175,613
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,940,497
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,940,497
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,686,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$49,686,791
Interest earned on other investments2019-12-31$597
Interest earned on other investments2019-12-31$597
Income. Interest from US Government securities2019-12-31$2,401
Income. Interest from US Government securities2019-12-31$2,401
Income. Interest from corporate debt instruments2019-12-31$434,704
Income. Interest from corporate debt instruments2019-12-31$434,704
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$66,275
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$66,275
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,843
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$4,843
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,788,408
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$3,788,408
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,763,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$4,763,574
Asset value of US Government securities at end of year2019-12-31$15,953
Asset value of US Government securities at end of year2019-12-31$15,953
Asset value of US Government securities at beginning of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,800,355
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$2,800,355
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Income. Dividends from common stock2019-12-31$176,120
Income. Dividends from common stock2019-12-31$176,120
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,081,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$4,081,110
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$19,034,435
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$19,034,435
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$21,438,275
Assets. Corporate common stocks other than exployer securities at end of year2019-12-31$21,438,275
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2019-12-31$0
Did the plan have assets held for investment2019-12-31Yes
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
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
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$65,213,694
Aggregate proceeds on sale of assets2019-12-31$65,213,694
Aggregate carrying amount (costs) on sale of assets2019-12-31$61,553,053
Aggregate carrying amount (costs) on sale of assets2019-12-31$61,553,053
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm name2019-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2019-12-31463757375
Accountancy firm EIN2019-12-31463757375
2018 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
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$0
Total income from all sources (including contributions)2018-12-31$-716,820
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$2,494,545
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,494,545
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,750,000
Value of total assets at end of year2018-12-31$54,664,275
Value of total assets at beginning of year2018-12-31$57,875,640
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$0
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$2,565,746
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$2,565,746
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$532,795
Other income not declared elsewhere2018-12-31$83,496
Total non interest bearing cash at end of year2018-12-31$213,910
Total non interest bearing cash at beginning of year2018-12-31$177,383
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,211,365
Value of net assets at end of year (total assets less liabilities)2018-12-31$54,664,275
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$57,875,640
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$49,686,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$54,076,859
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$4,763,574
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$3,088,603
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-6,116,062
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Contributions received in cash from employer2018-12-31$2,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,494,545
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2018-12-31463757375
2017 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
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$10,914,226
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$3,201,525
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$3,201,525
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,000,000
Value of total assets at end of year2017-12-31$57,875,640
Value of total assets at beginning of year2017-12-31$50,162,939
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$0
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$3,347,795
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$3,347,795
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Assets. Other investments not covered elsewhere at end of year2017-12-31$532,795
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$1,655,869
Other income not declared elsewhere2017-12-31$92,966
Total non interest bearing cash at end of year2017-12-31$177,383
Total non interest bearing cash at beginning of year2017-12-31$137,303
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$7,712,701
Value of net assets at end of year (total assets less liabilities)2017-12-31$57,875,640
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$50,162,939
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$54,076,859
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$45,327,922
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$3,088,603
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,041,845
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$4,473,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Contributions received in cash from employer2017-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$3,201,525
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2017-12-31463757375
2016 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$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$5,639,496
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,575,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,575,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$2,750,000
Value of total assets at end of year2016-12-31$50,162,939
Value of total assets at beginning of year2016-12-31$46,098,768
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$1,710,900
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$1,710,900
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Assets. Other investments not covered elsewhere at end of year2016-12-31$1,655,869
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$4,467,385
Other income not declared elsewhere2016-12-31$139,961
Total non interest bearing cash at end of year2016-12-31$137,303
Total non interest bearing cash at beginning of year2016-12-31$121,201
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$4,064,171
Value of net assets at end of year (total assets less liabilities)2016-12-31$50,162,939
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$46,098,768
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$45,327,922
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$38,622,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,041,845
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$2,887,324
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,038,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Contributions received in cash from employer2016-12-31$2,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,575,325
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2016-12-31463757375
2015 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$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$2,425,104
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,062,161
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,062,161
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$2,750,412
Value of total assets at end of year2015-12-31$46,098,768
Value of total assets at beginning of year2015-12-31$45,735,825
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$2,150,709
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$2,150,709
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$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Assets. Other investments not covered elsewhere at end of year2015-12-31$4,467,385
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$4,637,486
Other income not declared elsewhere2015-12-31$-107,660
Total non interest bearing cash at end of year2015-12-31$121,201
Total non interest bearing cash at beginning of year2015-12-31$98,081
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
Income. Non cash contributions2015-12-31$412
Value of net income/loss2015-12-31$362,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$46,098,768
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$45,735,825
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$38,622,858
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$38,226,989
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$2,887,324
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$2,773,269
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-2,368,357
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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
Contributions received in cash from employer2015-12-31$2,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,062,161
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2015-12-31463757375
2014 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
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$5,730,229
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$1,900,541
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,900,541
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,750,000
Value of total assets at end of year2014-12-31$45,735,825
Value of total assets at beginning of year2014-12-31$41,906,137
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$0
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$1,885,167
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$1,885,167
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$4,637,486
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$3,836,241
Other income not declared elsewhere2014-12-31$138,109
Total non interest bearing cash at end of year2014-12-31$98,081
Total non interest bearing cash at beginning of year2014-12-31$78,994
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$3,829,688
Value of net assets at end of year (total assets less liabilities)2014-12-31$45,735,825
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$41,906,137
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$38,226,989
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$35,454,993
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$2,773,269
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$2,535,909
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$956,953
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$2,750,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,900,541
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2014-12-31463757375
2013 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$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$6,578,737
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,305,088
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,305,088
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,500,000
Value of total assets at end of year2013-12-31$41,906,137
Value of total assets at beginning of year2013-12-31$36,632,488
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$0
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$1,323,472
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$1,323,472
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$3,836,241
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$3,546,401
Other income not declared elsewhere2013-12-31$342,092
Total non interest bearing cash at end of year2013-12-31$78,994
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$5,273,649
Value of net assets at end of year (total assets less liabilities)2013-12-31$41,906,137
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$36,632,488
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$35,454,993
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$30,625,021
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$69,389
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$69,389
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$2,535,909
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,391,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,413,173
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,305,088
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2013-12-31463757375
2012 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$6,624,292
Total of all expenses incurred2012-12-31$1,265,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,265,483
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,500,000
Value of total assets at end of year2012-12-31$36,632,488
Value of total assets at beginning of year2012-12-31$31,273,679
Total interest from all sources2012-12-31$28,665
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$2,012,201
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$2,012,201
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Assets. Other investments not covered elsewhere at end of year2012-12-31$3,546,401
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$5,358,809
Value of net assets at end of year (total assets less liabilities)2012-12-31$36,632,488
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$31,273,679
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$30,625,021
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$31,205,457
Interest earned on other investments2012-12-31$28,665
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$69,389
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$68,222
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$68,222
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,391,677
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$2,083,426
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,265,483
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STOKES & COMPANY, PC
Accountancy firm EIN2012-12-31521190469
2011 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$2,215,883
Total loss/gain on sale of assets2011-12-31$357,662
Total of all expenses incurred2011-12-31$1,037,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,037,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,500,000
Value of total assets at end of year2011-12-31$31,273,679
Value of total assets at beginning of year2011-12-31$30,094,888
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
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$1,178,791
Value of net assets at end of year (total assets less liabilities)2011-12-31$31,273,679
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$30,094,888
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$31,205,457
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$30,031,713
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$68,222
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$63,175
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$63,175
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-641,779
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$2,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,037,092
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$2,127,407
Aggregate carrying amount (costs) on sale of assets2011-12-31$1,769,745
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STOKES & COMPANY, PC
Accountancy firm EIN2011-12-31521190469
2010 : NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$5,256,275
Total loss/gain on sale of assets2010-12-31$461,596
Total of all expenses incurred2010-12-31$646,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$732,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,000,000
Value of total assets at end of year2010-12-31$30,094,888
Value of total assets at beginning of year2010-12-31$25,484,663
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$-86,377
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
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$4,610,225
Value of net assets at end of year (total assets less liabilities)2010-12-31$30,094,888
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$25,484,663
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$30,031,713
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$25,432,037
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$63,175
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$52,626
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$52,626
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,794,679
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$2,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$732,427
Contract administrator fees2010-12-31$-86,377
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$5,647,749
Aggregate carrying amount (costs) on sale of assets2010-12-31$5,186,153
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STOKES & COMPANY, PC
Accountancy firm EIN2010-12-31521190469

Form 5500 Responses for NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN

2022: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION 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 planNo
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: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION 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 planNo
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: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedYes
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: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION 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: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION 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: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION 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: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION 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: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION 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: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION 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: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION 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 – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NUCLEAR ENERGY INSTITUTE, INC. EMPLOYEES PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36013
Policy instance 1
Insurance contract or identification numberGA36013
Number of Individuals Covered0
Insurance policy start date2020-01-01
Insurance policy end date2020-08-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36013
Policy instance 1
Insurance contract or identification numberGA36013
Number of Individuals Covered198
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36013
Policy instance 1
Insurance contract or identification numberGA36013
Number of Individuals Covered203
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36013
Policy instance 1
Insurance contract or identification numberGA36013
Number of Individuals Covered186
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36013
Policy instance 1
Insurance contract or identification numberGA36013
Number of Individuals Covered108
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36013
Policy instance 1
Insurance contract or identification numberGA36013
Number of Individuals Covered169
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
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?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA36013
Policy instance 2
Insurance contract or identification numberGA36013
Number of Individuals Covered166
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered167
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes

Potentially related plans

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