DOMINION ENERGY, INC. has sponsored the creation of one or more 401k plans.
Additional information about DOMINION ENERGY, INC.
Submission information for form 5500 for 401k plan DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN
| Measure | Date | Value |
|---|
| 2023 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2023 401k financial data |
|---|
| Total income from all sources | 2023-12-31 | $3,194,116 |
| Expenses. Total of all expenses incurred | 2023-12-31 | $307,186 |
| Benefits paid (including direct rollovers) | 2023-12-31 | $280,106 |
| Total plan assets at end of year | 2023-12-31 | $29,269,567 |
| Total plan assets at beginning of year | 2023-12-31 | $26,382,637 |
| Value of fidelity bond covering the plan | 2023-12-31 | $50,000,000 |
| Total contributions received or receivable from participants | 2023-12-31 | $6,786 |
| Other income received | 2023-12-31 | $3,168,275 |
| Net income (gross income less expenses) | 2023-12-31 | $2,886,930 |
| Net plan assets at end of year (total assets less liabilities) | 2023-12-31 | $29,269,567 |
| Net plan assets at beginning of year (total assets less liabilities) | 2023-12-31 | $26,382,637 |
| Assets. Value of assets in partnership/joint-venture interests | 2023-12-31 | $4,897,744 |
| Total contributions received or receivable from employer(s) | 2023-12-31 | $19,055 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2023-12-31 | $27,080 |
| 2022 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2022 401k financial data |
|---|
| Total income from all sources | 2022-12-31 | $-6,436,517 |
| Expenses. Total of all expenses incurred | 2022-12-31 | $153,703 |
| Benefits paid (including direct rollovers) | 2022-12-31 | $125,185 |
| Total plan assets at end of year | 2022-12-31 | $26,382,637 |
| Total plan assets at beginning of year | 2022-12-31 | $32,972,857 |
| Value of fidelity bond covering the plan | 2022-12-31 | $50,000,000 |
| Total contributions received or receivable from participants | 2022-12-31 | $6,420 |
| Other income received | 2022-12-31 | $-6,442,937 |
| Net income (gross income less expenses) | 2022-12-31 | $-6,590,220 |
| Net plan assets at end of year (total assets less liabilities) | 2022-12-31 | $26,382,637 |
| Net plan assets at beginning of year (total assets less liabilities) | 2022-12-31 | $32,972,857 |
| Assets. Value of assets in partnership/joint-venture interests | 2022-12-31 | $4,473,281 |
| Total contributions received or receivable from employer(s) | 2022-12-31 | $0 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2022-12-31 | $28,518 |
| 2021 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2021 401k financial data |
|---|
| Total income from all sources | 2021-12-31 | $4,265,654 |
| Expenses. Total of all expenses incurred | 2021-12-31 | $426,684 |
| Benefits paid (including direct rollovers) | 2021-12-31 | $398,668 |
| Total plan assets at end of year | 2021-12-31 | $32,972,857 |
| Total plan assets at beginning of year | 2021-12-31 | $29,133,887 |
| Value of fidelity bond covering the plan | 2021-12-31 | $50,000,000 |
| Total contributions received or receivable from participants | 2021-12-31 | $8,236 |
| Expenses. Other expenses not covered elsewhere | 2021-12-31 | $28,016 |
| Other income received | 2021-12-31 | $4,257,418 |
| Net income (gross income less expenses) | 2021-12-31 | $3,838,970 |
| Net plan assets at end of year (total assets less liabilities) | 2021-12-31 | $32,972,857 |
| Net plan assets at beginning of year (total assets less liabilities) | 2021-12-31 | $29,133,887 |
| Assets. Value of assets in partnership/joint-venture interests | 2021-12-31 | $4,440,650 |
| Total contributions received or receivable from employer(s) | 2021-12-31 | $0 |
| 2020 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2020 401k financial data |
|---|
| Total income from all sources | 2020-12-31 | $3,996,614 |
| Expenses. Total of all expenses incurred | 2020-12-31 | $451,286 |
| Benefits paid (including direct rollovers) | 2020-12-31 | $408,450 |
| Total plan assets at end of year | 2020-12-31 | $29,133,887 |
| Total plan assets at beginning of year | 2020-12-31 | $25,588,559 |
| Value of fidelity bond covering the plan | 2020-12-31 | $50,000,000 |
| Total contributions received or receivable from participants | 2020-12-31 | $11,323 |
| Expenses. Other expenses not covered elsewhere | 2020-12-31 | $42,836 |
| Other income received | 2020-12-31 | $3,840,441 |
| Net income (gross income less expenses) | 2020-12-31 | $3,545,328 |
| Net plan assets at end of year (total assets less liabilities) | 2020-12-31 | $29,133,887 |
| Net plan assets at beginning of year (total assets less liabilities) | 2020-12-31 | $25,588,559 |
| Total contributions received or receivable from employer(s) | 2020-12-31 | $144,850 |
| 2019 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2019 401k financial data |
|---|
| Total income from all sources | 2019-12-31 | $4,667,853 |
| Expenses. Total of all expenses incurred | 2019-12-31 | $347,578 |
| Benefits paid (including direct rollovers) | 2019-12-31 | $310,775 |
| Total plan assets at end of year | 2019-12-31 | $25,588,559 |
| Total plan assets at beginning of year | 2019-12-31 | $21,268,284 |
| Value of fidelity bond covering the plan | 2019-12-31 | $50,000,000 |
| Expenses. Other expenses not covered elsewhere | 2019-12-31 | $36,803 |
| Other income received | 2019-12-31 | $4,667,853 |
| Net income (gross income less expenses) | 2019-12-31 | $4,320,275 |
| Net plan assets at end of year (total assets less liabilities) | 2019-12-31 | $25,588,559 |
| Net plan assets at beginning of year (total assets less liabilities) | 2019-12-31 | $21,268,284 |
| 2018 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2018 401k financial data |
|---|
| Total income from all sources | 2018-12-31 | $-249,344 |
| Expenses. Total of all expenses incurred | 2018-12-31 | $475,358 |
| Benefits paid (including direct rollovers) | 2018-12-31 | $447,569 |
| Total plan assets at end of year | 2018-12-31 | $21,268,284 |
| Total plan assets at beginning of year | 2018-12-31 | $21,992,986 |
| Value of fidelity bond covering the plan | 2018-12-31 | $50,000,000 |
| Other income received | 2018-12-31 | $-258,548 |
| Net income (gross income less expenses) | 2018-12-31 | $-724,702 |
| Net plan assets at end of year (total assets less liabilities) | 2018-12-31 | $21,268,284 |
| Net plan assets at beginning of year (total assets less liabilities) | 2018-12-31 | $21,992,986 |
| Total contributions received or receivable from employer(s) | 2018-12-31 | $9,204 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2018-12-31 | $27,789 |
| 2017 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2017 401k financial data |
|---|
| Total income from all sources | 2017-12-31 | $3,098,867 |
| Expenses. Total of all expenses incurred | 2017-12-31 | $227,054 |
| Benefits paid (including direct rollovers) | 2017-12-31 | $191,303 |
| Total plan assets at end of year | 2017-12-31 | $21,992,986 |
| Total plan assets at beginning of year | 2017-12-31 | $19,121,173 |
| Value of fidelity bond covering the plan | 2017-12-31 | $50,000,000 |
| Other income received | 2017-12-31 | $2,871,813 |
| Net income (gross income less expenses) | 2017-12-31 | $2,871,813 |
| Net plan assets at end of year (total assets less liabilities) | 2017-12-31 | $21,992,986 |
| Net plan assets at beginning of year (total assets less liabilities) | 2017-12-31 | $19,121,173 |
| Total contributions received or receivable from employer(s) | 2017-12-31 | $227,054 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2017-12-31 | $35,751 |
| 2016 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2016 401k financial data |
|---|
| Total income from all sources | 2016-12-31 | $2,256,721 |
| Expenses. Total of all expenses incurred | 2016-12-31 | $482,799 |
| Benefits paid (including direct rollovers) | 2016-12-31 | $472,967 |
| Total plan assets at end of year | 2016-12-31 | $19,121,173 |
| Total plan assets at beginning of year | 2016-12-31 | $17,347,251 |
| Value of fidelity bond covering the plan | 2016-12-31 | $50,000,000 |
| Other income received | 2016-12-31 | $1,773,922 |
| Net income (gross income less expenses) | 2016-12-31 | $1,773,922 |
| Net plan assets at end of year (total assets less liabilities) | 2016-12-31 | $19,121,173 |
| Net plan assets at beginning of year (total assets less liabilities) | 2016-12-31 | $17,347,251 |
| Total contributions received or receivable from employer(s) | 2016-12-31 | $482,799 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2016-12-31 | $9,832 |
| 2015 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2015 401k financial data |
|---|
| Total income from all sources | 2015-12-31 | $356,258 |
| Expenses. Total of all expenses incurred | 2015-12-31 | $284,204 |
| Benefits paid (including direct rollovers) | 2015-12-31 | $261,626 |
| Total plan assets at end of year | 2015-12-31 | $17,347,251 |
| Total plan assets at beginning of year | 2015-12-31 | $17,275,197 |
| Value of fidelity bond covering the plan | 2015-12-31 | $50,000,000 |
| Other income received | 2015-12-31 | $72,054 |
| Net income (gross income less expenses) | 2015-12-31 | $72,054 |
| Net plan assets at end of year (total assets less liabilities) | 2015-12-31 | $17,347,251 |
| Net plan assets at beginning of year (total assets less liabilities) | 2015-12-31 | $17,275,197 |
| Total contributions received or receivable from employer(s) | 2015-12-31 | $284,204 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2015-12-31 | $22,578 |
| 2014 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2014 401k financial data |
|---|
| Total income from all sources | 2014-12-31 | $1,302,258 |
| Expenses. Total of all expenses incurred | 2014-12-31 | $492,421 |
| Benefits paid (including direct rollovers) | 2014-12-31 | $473,701 |
| Total plan assets at end of year | 2014-12-31 | $17,275,197 |
| Total plan assets at beginning of year | 2014-12-31 | $16,465,360 |
| Value of fidelity bond covering the plan | 2014-12-31 | $50,000,000 |
| Other income received | 2014-12-31 | $809,838 |
| Net income (gross income less expenses) | 2014-12-31 | $809,837 |
| Net plan assets at end of year (total assets less liabilities) | 2014-12-31 | $17,275,197 |
| Net plan assets at beginning of year (total assets less liabilities) | 2014-12-31 | $16,465,360 |
| Total contributions received or receivable from employer(s) | 2014-12-31 | $492,420 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2014-12-31 | $18,720 |
| 2013 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2013 401k financial data |
|---|
| Total income from all sources | 2013-12-31 | $2,640,446 |
| Expenses. Total of all expenses incurred | 2013-12-31 | $521,325 |
| Benefits paid (including direct rollovers) | 2013-12-31 | $505,942 |
| Total plan assets at end of year | 2013-12-31 | $16,465,360 |
| Total plan assets at beginning of year | 2013-12-31 | $14,346,239 |
| Value of fidelity bond covering the plan | 2013-12-31 | $50,000,000 |
| Other income received | 2013-12-31 | $2,119,121 |
| Net income (gross income less expenses) | 2013-12-31 | $2,119,121 |
| Net plan assets at end of year (total assets less liabilities) | 2013-12-31 | $16,465,360 |
| Net plan assets at beginning of year (total assets less liabilities) | 2013-12-31 | $14,346,239 |
| Total contributions received or receivable from employer(s) | 2013-12-31 | $521,325 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2013-12-31 | $15,383 |
| 2012 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2012 401k financial data |
|---|
| Total income from all sources | 2012-12-31 | $1,929,298 |
| Expenses. Total of all expenses incurred | 2012-12-31 | $277,937 |
| Benefits paid (including direct rollovers) | 2012-12-31 | $261,956 |
| Total plan assets at end of year | 2012-12-31 | $14,346,239 |
| Total plan assets at beginning of year | 2012-12-31 | $12,694,878 |
| Value of fidelity bond covering the plan | 2012-12-31 | $50,000,000 |
| Total contributions received or receivable from participants | 2012-12-31 | $30,300 |
| Other income received | 2012-12-31 | $1,651,361 |
| Net income (gross income less expenses) | 2012-12-31 | $1,651,361 |
| Net plan assets at end of year (total assets less liabilities) | 2012-12-31 | $14,346,239 |
| Net plan assets at beginning of year (total assets less liabilities) | 2012-12-31 | $12,694,878 |
| Total contributions received or receivable from employer(s) | 2012-12-31 | $247,637 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2012-12-31 | $15,981 |
| 2011 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2011 401k financial data |
|---|
| Total income from all sources | 2011-12-31 | $248,706 |
| Expenses. Total of all expenses incurred | 2011-12-31 | $171,172 |
| Benefits paid (including direct rollovers) | 2011-12-31 | $161,793 |
| Total plan assets at end of year | 2011-12-31 | $12,694,878 |
| Total plan assets at beginning of year | 2011-12-31 | $12,617,344 |
| Value of fidelity bond covering the plan | 2011-12-31 | $50,000,000 |
| Total contributions received or receivable from participants | 2011-12-31 | $27,823 |
| Other income received | 2011-12-31 | $77,533 |
| Net income (gross income less expenses) | 2011-12-31 | $77,534 |
| Net plan assets at end of year (total assets less liabilities) | 2011-12-31 | $12,694,878 |
| Net plan assets at beginning of year (total assets less liabilities) | 2011-12-31 | $12,617,344 |
| Total contributions received or receivable from employer(s) | 2011-12-31 | $143,350 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2011-12-31 | $9,379 |
| 2010 : DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2010 401k financial data |
|---|
| Total income from all sources | 2010-12-31 | $1,395,657 |
| Expenses. Total of all expenses incurred | 2010-12-31 | $117,199 |
| Benefits paid (including direct rollovers) | 2010-12-31 | $111,196 |
| Total plan assets at end of year | 2010-12-31 | $12,617,344 |
| Total plan assets at beginning of year | 2010-12-31 | $11,338,886 |
| Value of fidelity bond covering the plan | 2010-12-31 | $50,000,000 |
| Total contributions received or receivable from participants | 2010-12-31 | $16,977 |
| Other income received | 2010-12-31 | $1,278,457 |
| Net income (gross income less expenses) | 2010-12-31 | $1,278,458 |
| Net plan assets at end of year (total assets less liabilities) | 2010-12-31 | $12,617,344 |
| Net plan assets at beginning of year (total assets less liabilities) | 2010-12-31 | $11,338,886 |
| Total contributions received or receivable from employer(s) | 2010-12-31 | $100,223 |
| Expenses. Administrative service providers (salaries,fees and commissions) | 2010-12-31 | $6,003 |
| 2023: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2023 form 5500 responses |
|---|
| 2023-01-01 | Type of plan entity | Single employer plan |
| 2023-01-01 | Submission has been amended | No |
| 2023-01-01 | This submission is the final filing | No |
| 2023-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2023-01-01 | Plan is a collectively bargained plan | Yes |
| 2023-01-01 | Plan funding arrangement – Trust | Yes |
| 2023-01-01 | Plan benefit arrangement - Trust | Yes |
| 2022: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2022 form 5500 responses |
|---|
| 2022-01-01 | Type of plan entity | Single employer plan |
| 2022-01-01 | Submission has been amended | No |
| 2022-01-01 | This submission is the final filing | No |
| 2022-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2022-01-01 | Plan is a collectively bargained plan | Yes |
| 2022-01-01 | Plan funding arrangement – Trust | Yes |
| 2022-01-01 | Plan benefit arrangement - Trust | Yes |
| 2021: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2021 form 5500 responses |
|---|
| 2021-01-01 | Type of plan entity | Single employer plan |
| 2021-01-01 | Submission has been amended | No |
| 2021-01-01 | This submission is the final filing | No |
| 2021-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2021-01-01 | Plan is a collectively bargained plan | Yes |
| 2021-01-01 | Plan funding arrangement – Trust | Yes |
| 2021-01-01 | Plan benefit arrangement - Trust | Yes |
| 2020: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2020 form 5500 responses |
|---|
| 2020-01-01 | Type of plan entity | Single employer plan |
| 2020-01-01 | Submission has been amended | No |
| 2020-01-01 | This submission is the final filing | No |
| 2020-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2020-01-01 | Plan is a collectively bargained plan | Yes |
| 2020-01-01 | Plan funding arrangement – Trust | Yes |
| 2020-01-01 | Plan benefit arrangement - Trust | Yes |
| 2019: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2019 form 5500 responses |
|---|
| 2019-01-01 | Type of plan entity | Single employer plan |
| 2019-01-01 | Submission has been amended | No |
| 2019-01-01 | This submission is the final filing | No |
| 2019-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2019-01-01 | Plan is a collectively bargained plan | Yes |
| 2019-01-01 | Plan funding arrangement – Trust | Yes |
| 2019-01-01 | Plan benefit arrangement - Trust | Yes |
| 2018: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2018 form 5500 responses |
|---|
| 2018-01-01 | Type of plan entity | Single employer plan |
| 2018-01-01 | Submission has been amended | No |
| 2018-01-01 | This submission is the final filing | No |
| 2018-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2018-01-01 | Plan is a collectively bargained plan | Yes |
| 2018-01-01 | Plan funding arrangement – Trust | Yes |
| 2018-01-01 | Plan benefit arrangement - Trust | Yes |
| 2017: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2017 form 5500 responses |
|---|
| 2017-01-01 | Type of plan entity | Single employer plan |
| 2017-01-01 | Submission has been amended | No |
| 2017-01-01 | This submission is the final filing | No |
| 2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2017-01-01 | Plan is a collectively bargained plan | Yes |
| 2017-01-01 | Plan funding arrangement – Trust | Yes |
| 2017-01-01 | Plan benefit arrangement - Trust | Yes |
| 2016: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2016 form 5500 responses |
|---|
| 2016-01-01 | Type of plan entity | Single employer plan |
| 2016-01-01 | Submission has been amended | No |
| 2016-01-01 | This submission is the final filing | No |
| 2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2016-01-01 | Plan is a collectively bargained plan | Yes |
| 2016-01-01 | Plan funding arrangement – Trust | Yes |
| 2016-01-01 | Plan benefit arrangement - Trust | Yes |
| 2015: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2015 form 5500 responses |
|---|
| 2015-01-01 | Type of plan entity | Single employer plan |
| 2015-01-01 | Submission has been amended | No |
| 2015-01-01 | This submission is the final filing | No |
| 2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2015-01-01 | Plan is a collectively bargained plan | Yes |
| 2015-01-01 | Plan funding arrangement – Trust | Yes |
| 2015-01-01 | Plan benefit arrangement - Trust | Yes |
| 2014: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2014 form 5500 responses |
|---|
| 2014-01-01 | Type of plan entity | Single employer plan |
| 2014-01-01 | Submission has been amended | No |
| 2014-01-01 | This submission is the final filing | No |
| 2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2014-01-01 | Plan is a collectively bargained plan | Yes |
| 2014-01-01 | Plan funding arrangement – Trust | Yes |
| 2014-01-01 | Plan benefit arrangement - Trust | Yes |
| 2013: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | No |
| 2013-01-01 | This submission is the final filing | No |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Trust | Yes |
| 2013-01-01 | Plan benefit arrangement - Trust | Yes |
| 2012: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Trust | Yes |
| 2012-01-01 | Plan benefit arrangement - Trust | Yes |
| 2011: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | No |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: DOMINION KEWAUNEE UNION RETIREE HEALTH AND WELFARE PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
