401k Plan data: PHI, INC. 401(K) RETIREMENT PLAN plan

PHI, INC. 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	PHI, INC. 401(K) RETIREMENT PLAN
Plan identification number	002

PHI, INC. 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

PHI, INC. has sponsored the creation of one or more 401k plans.

Company Name: PHI, INC.

Employer identification number (EIN): 720395707

NAIC Classification: 481000
NAIC Description: Air Transportation

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHI, INC. 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2018-01-01
002 2017-01-01 JOHN SAGE
002 2016-01-01 KIMBERLY ESCALANTE
002 2015-01-01 KIMBERLY ESCALANTE
002 2014-01-01 TRUDY MCCONNAUGHHAY
002 2013-01-01 TRUDY MCCONNAUGHHAY
002 2012-01-01 TRUDY MCCONNAUGHHAY
002 2011-01-01 STANLEY HAVA JR
002 2009-01-01 STANLEY HAVA JR
002 2009-01-01 STANLEY HAVA JR 2010-10-15

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
002	2018-01-01
002	2017-01-01	JOHN SAGE
002	2016-01-01	KIMBERLY ESCALANTE
002	2015-01-01	KIMBERLY ESCALANTE
002	2014-01-01	TRUDY MCCONNAUGHHAY
002	2013-01-01	TRUDY MCCONNAUGHHAY
002	2012-01-01	TRUDY MCCONNAUGHHAY
002	2011-01-01	STANLEY HAVA JR
002	2009-01-01	STANLEY HAVA JR
002	2009-01-01		STANLEY HAVA JR	2010-10-15

Plan Statistics for PHI, INC. 401(K) RETIREMENT PLAN

401k plan membership statisitcs for PHI, INC. 401(K) RETIREMENT PLAN

Measure Date Value
2018: PHI, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 2,835
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 2,251
Number of retired or separated participants receiving benefits 2018-01-01 15
Number of other retired or separated participants entitled to future benefits 2018-01-01 488
Total of all active and inactive participants 2018-01-01 2,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 4
Total participants 2018-01-01 2,758
Number of participants with account balances 2018-01-01 2,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 173
2017: PHI, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 2,967
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 2,323
Number of retired or separated participants receiving benefits 2017-01-01 12
Number of other retired or separated participants entitled to future benefits 2017-01-01 480
Total of all active and inactive participants 2017-01-01 2,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 6
Total participants 2017-01-01 2,821
Number of participants with account balances 2017-01-01 2,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 172
2016: PHI, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 3,052
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 2,661
Number of retired or separated participants receiving benefits 2016-01-01 6
Number of other retired or separated participants entitled to future benefits 2016-01-01 392
Total of all active and inactive participants 2016-01-01 3,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 4
Total participants 2016-01-01 3,063
Number of participants with account balances 2016-01-01 2,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 207
2015: PHI, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 3,281
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 2,805
Number of retired or separated participants receiving benefits 2015-01-01 9
Number of other retired or separated participants entitled to future benefits 2015-01-01 537
Total of all active and inactive participants 2015-01-01 3,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 2
Total participants 2015-01-01 3,353
Number of participants with account balances 2015-01-01 3,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 188
2014: PHI, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 3,239
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 2,895
Number of retired or separated participants receiving benefits 2014-01-01 5
Number of other retired or separated participants entitled to future benefits 2014-01-01 485
Total of all active and inactive participants 2014-01-01 3,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 6
Total participants 2014-01-01 3,391
Number of participants with account balances 2014-01-01 3,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 174
2013: PHI, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 3,025
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 2,843
Number of retired or separated participants receiving benefits 2013-01-01 4
Number of other retired or separated participants entitled to future benefits 2013-01-01 388
Total of all active and inactive participants 2013-01-01 3,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 4
Total participants 2013-01-01 3,239
Number of participants with account balances 2013-01-01 3,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 145
2012: PHI, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 2,670
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 2,688
Number of retired or separated participants receiving benefits 2012-01-01 4
Number of other retired or separated participants entitled to future benefits 2012-01-01 331
Total of all active and inactive participants 2012-01-01 3,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 2
Total participants 2012-01-01 3,025
Number of participants with account balances 2012-01-01 2,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 115
2011: PHI, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 2,555
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 2,394
Number of retired or separated participants receiving benefits 2011-01-01 2
Number of other retired or separated participants entitled to future benefits 2011-01-01 360
Total of all active and inactive participants 2011-01-01 2,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 2
Total participants 2011-01-01 2,758
Number of participants with account balances 2011-01-01 2,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 107
2009: PHI, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 2,727
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 2,345
Number of retired or separated participants receiving benefits 2009-01-01 2
Number of other retired or separated participants entitled to future benefits 2009-01-01 343
Total of all active and inactive participants 2009-01-01 2,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 4
Total participants 2009-01-01 2,694
Number of participants with account balances 2009-01-01 2,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 162

Measure	Date	Value
2018: PHI, INC. 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	2,835
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	2,251
Number of retired or separated participants receiving benefits	2018-01-01	15
Number of other retired or separated participants entitled to future benefits	2018-01-01	488
Total of all active and inactive participants	2018-01-01	2,754
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	4
Total participants	2018-01-01	2,758
Number of participants with account balances	2018-01-01	2,672
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	173
2017: PHI, INC. 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	2,967
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	2,323
Number of retired or separated participants receiving benefits	2017-01-01	12
Number of other retired or separated participants entitled to future benefits	2017-01-01	480
Total of all active and inactive participants	2017-01-01	2,815
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	6
Total participants	2017-01-01	2,821
Number of participants with account balances	2017-01-01	2,712
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	172
2016: PHI, INC. 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	3,052
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	2,661
Number of retired or separated participants receiving benefits	2016-01-01	6
Number of other retired or separated participants entitled to future benefits	2016-01-01	392
Total of all active and inactive participants	2016-01-01	3,059
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	4
Total participants	2016-01-01	3,063
Number of participants with account balances	2016-01-01	2,866
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	207
2015: PHI, INC. 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	3,281
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	2,805
Number of retired or separated participants receiving benefits	2015-01-01	9
Number of other retired or separated participants entitled to future benefits	2015-01-01	537
Total of all active and inactive participants	2015-01-01	3,351
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	2
Total participants	2015-01-01	3,353
Number of participants with account balances	2015-01-01	3,186
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	188
2014: PHI, INC. 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	3,239
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	2,895
Number of retired or separated participants receiving benefits	2014-01-01	5
Number of other retired or separated participants entitled to future benefits	2014-01-01	485
Total of all active and inactive participants	2014-01-01	3,385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	6
Total participants	2014-01-01	3,391
Number of participants with account balances	2014-01-01	3,250
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	174
2013: PHI, INC. 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	3,025
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	2,843
Number of retired or separated participants receiving benefits	2013-01-01	4
Number of other retired or separated participants entitled to future benefits	2013-01-01	388
Total of all active and inactive participants	2013-01-01	3,235
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	4
Total participants	2013-01-01	3,239
Number of participants with account balances	2013-01-01	3,070
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	145
2012: PHI, INC. 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	2,670
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	2,688
Number of retired or separated participants receiving benefits	2012-01-01	4
Number of other retired or separated participants entitled to future benefits	2012-01-01	331
Total of all active and inactive participants	2012-01-01	3,023
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	2
Total participants	2012-01-01	3,025
Number of participants with account balances	2012-01-01	2,859
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	115
2011: PHI, INC. 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	2,555
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	2,394
Number of retired or separated participants receiving benefits	2011-01-01	2
Number of other retired or separated participants entitled to future benefits	2011-01-01	360
Total of all active and inactive participants	2011-01-01	2,756
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	2
Total participants	2011-01-01	2,758
Number of participants with account balances	2011-01-01	2,583
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	107
2009: PHI, INC. 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	2,727
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	2,345
Number of retired or separated participants receiving benefits	2009-01-01	2
Number of other retired or separated participants entitled to future benefits	2009-01-01	343
Total of all active and inactive participants	2009-01-01	2,690
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	4
Total participants	2009-01-01	2,694
Number of participants with account balances	2009-01-01	2,512
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	162

Financial Data on PHI, INC. 401(K) RETIREMENT PLAN

Measure	Date	Value
2018 : PHI, INC. 401(K) RETIREMENT PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets	2018-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2018-12-31	$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	$5,653,390
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$35,305,992
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$34,604,012
Expenses. Certain deemed distributions of participant loans	2018-12-31	$222,512
Value of total corrective distributions	2018-12-31	$893
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$28,207,959
Value of total assets at end of year	2018-12-31	$354,628,826
Value of total assets at beginning of year	2018-12-31	$384,281,428
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$478,575
Total interest from all sources	2018-12-31	$339,761
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$23,472,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$23,472,748
Administrative expenses professional fees incurred	2018-12-31	$51,856
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$17,025,969
Participant contributions at end of year	2018-12-31	$5,744,161
Participant contributions at beginning of year	2018-12-31	$6,232,810
Assets. Other investments not covered elsewhere at end of year	2018-12-31	$15,566,842
Assets. Other investments not covered elsewhere at beginning of year	2018-12-31	$14,766,240
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$1,175,925
Other income not declared elsewhere	2018-12-31	$-823,460
Administrative expenses (other) incurred	2018-12-31	$1,979
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Value of net income/loss	2018-12-31	$-29,652,602
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$354,628,826
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$384,281,428
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2018-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2018-12-31	No
Were any leases to which the plan was party in default or uncollectible	2018-12-31	No
Investment advisory and management fees	2018-12-31	$383,550
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$323,272,813
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$354,165,093
Interest on participant loans	2018-12-31	$339,761
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2018-12-31	$10,045,010
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$9,117,285
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$9,117,285
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-45,543,618
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$10,006,065
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$34,604,012
Contract administrator fees	2018-12-31	$41,190
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2018-12-31	133891517
2017 : PHI, INC. 401(K) RETIREMENT PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets	2017-12-31	$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	$82,400,154
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$43,647,714
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$43,018,678
Expenses. Certain deemed distributions of participant loans	2017-12-31	$243,351
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$27,096,760
Value of total assets at end of year	2017-12-31	$384,281,428
Value of total assets at beginning of year	2017-12-31	$345,528,988
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$385,685
Total interest from all sources	2017-12-31	$345,110
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$23,132,061
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$23,132,061
Administrative expenses professional fees incurred	2017-12-31	$300
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$16,255,532
Participant contributions at end of year	2017-12-31	$6,232,810
Participant contributions at beginning of year	2017-12-31	$6,660,278
Assets. Other investments not covered elsewhere at end of year	2017-12-31	$14,766,240
Assets. Other investments not covered elsewhere at beginning of year	2017-12-31	$14,291,033
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$1,373,118
Other income not declared elsewhere	2017-12-31	$1,836,664
Administrative expenses (other) incurred	2017-12-31	$2,449
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Value of net income/loss	2017-12-31	$38,752,440
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$384,281,428
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$345,528,988
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2017-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2017-12-31	No
Were any leases to which the plan was party in default or uncollectible	2017-12-31	No
Investment advisory and management fees	2017-12-31	$348,994
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$354,165,093
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$311,628,712
Interest on participant loans	2017-12-31	$345,110
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$9,117,285
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$12,948,965
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$12,948,965
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$29,989,559
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$9,468,110
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$43,018,678
Contract administrator fees	2017-12-31	$33,942
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	DELOITTE & TOUCHE
Accountancy firm EIN	2017-12-31	133891517
2016 : PHI, INC. 401(K) RETIREMENT PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets	2016-12-31	$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	$54,477,664
Total loss/gain on sale of assets	2016-12-31	$0
Total of all expenses incurred	2016-12-31	$39,488,606
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$39,030,860
Expenses. Certain deemed distributions of participant loans	2016-12-31	$178,662
Value of total corrective distributions	2016-12-31	$2,413
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$28,871,272
Value of total assets at end of year	2016-12-31	$345,528,988
Value of total assets at beginning of year	2016-12-31	$330,539,930
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$276,671
Total interest from all sources	2016-12-31	$369,270
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$15,732,522
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$15,732,522
Administrative expenses professional fees incurred	2016-12-31	$242,131
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$17,733,342
Participant contributions at end of year	2016-12-31	$6,660,278
Participant contributions at beginning of year	2016-12-31	$6,867,459
Assets. Other investments not covered elsewhere at end of year	2016-12-31	$14,291,033
Assets. Other investments not covered elsewhere at beginning of year	2016-12-31	$11,843,954
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$751,992
Other income not declared elsewhere	2016-12-31	$2,190,205
Administrative expenses (other) incurred	2016-12-31	$1,990
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Value of net income/loss	2016-12-31	$14,989,058
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$345,528,988
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$330,539,930
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2016-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2016-12-31	No
Were any leases to which the plan was party in default or uncollectible	2016-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$311,628,712
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$300,489,038
Interest on participant loans	2016-12-31	$369,270
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$12,948,965
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$11,339,479
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$11,339,479
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$7,314,395
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$10,385,938
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$39,030,860
Contract administrator fees	2016-12-31	$32,550
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2016-12-31	133891517
2015 : PHI, INC. 401(K) RETIREMENT PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets	2015-12-31	$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	$26,276,457
Total loss/gain on sale of assets	2015-12-31	$0
Total of all expenses incurred	2015-12-31	$32,138,160
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$32,041,547
Expenses. Certain deemed distributions of participant loans	2015-12-31	$58,236
Value of total corrective distributions	2015-12-31	$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$31,926,375
Value of total assets at end of year	2015-12-31	$330,539,930
Value of total assets at beginning of year	2015-12-31	$336,401,633
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$38,377
Total interest from all sources	2015-12-31	$336,784
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$20,485,483
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$20,485,483
Administrative expenses professional fees incurred	2015-12-31	$32,124
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$18,518,119
Participant contributions at end of year	2015-12-31	$6,867,459
Participant contributions at beginning of year	2015-12-31	$6,468,845
Assets. Other investments not covered elsewhere at end of year	2015-12-31	$11,843,954
Assets. Other investments not covered elsewhere at beginning of year	2015-12-31	$11,889,274
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$1,460,396
Other income not declared elsewhere	2015-12-31	$391,527
Administrative expenses (other) incurred	2015-12-31	$6,253
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Value of net income/loss	2015-12-31	$-5,861,703
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$330,539,930
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$336,401,633
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2015-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2015-12-31	No
Were any leases to which the plan was party in default or uncollectible	2015-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$300,489,038
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$310,423,899
Interest on participant loans	2015-12-31	$336,784
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$11,339,479
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$7,619,615
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$7,619,615
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-26,863,712
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$11,947,860
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$32,041,547
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2015-12-31	133891517
2014 : PHI, INC. 401(K) RETIREMENT PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets	2014-12-31	$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	$50,849,234
Total loss/gain on sale of assets	2014-12-31	$0
Total of all expenses incurred	2014-12-31	$23,537,483
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$23,399,843
Expenses. Certain deemed distributions of participant loans	2014-12-31	$50,246
Value of total corrective distributions	2014-12-31	$10,064
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$30,894,351
Value of total assets at end of year	2014-12-31	$336,401,633
Value of total assets at beginning of year	2014-12-31	$309,089,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$77,330
Total interest from all sources	2014-12-31	$300,614
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$16,800,322
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$16,800,322
Administrative expenses professional fees incurred	2014-12-31	$75,480
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$17,499,944
Participant contributions at end of year	2014-12-31	$6,468,845
Participant contributions at beginning of year	2014-12-31	$5,864,550
Assets. Other investments not covered elsewhere at end of year	2014-12-31	$11,889,274
Assets. Other investments not covered elsewhere at beginning of year	2014-12-31	$13,425,607
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$1,916,271
Other income not declared elsewhere	2014-12-31	$558,336
Administrative expenses (other) incurred	2014-12-31	$1,850
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Value of net income/loss	2014-12-31	$27,311,751
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$336,401,633
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$309,089,882
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2014-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2014-12-31	No
Were any leases to which the plan was party in default or uncollectible	2014-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$310,423,899
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$253,336,941
Interest on participant loans	2014-12-31	$300,614
Value of interest in common/collective trusts at beginning of year	2014-12-31	$32,608,128
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$7,619,615
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$3,854,656
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$3,854,656
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$2,295,610
Net investment gain or loss from common/collective trusts	2014-12-31	$1
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
Was there a failure to transmit to the plan any participant contributions	2014-12-31	No
Has the plan failed to provide any benefit when due under the plan	2014-12-31	No
Contributions received in cash from employer	2014-12-31	$11,478,136
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$23,399,843
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2014-12-31	133891517
2013 : PHI, INC. 401(K) RETIREMENT PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets	2013-12-31	$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	$78,014,010
Total loss/gain on sale of assets	2013-12-31	$0
Total of all expenses incurred	2013-12-31	$20,383,484
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$20,238,639
Value of total corrective distributions	2013-12-31	$2,382
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$27,516,910
Value of total assets at end of year	2013-12-31	$309,089,882
Value of total assets at beginning of year	2013-12-31	$251,459,356
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$142,463
Total interest from all sources	2013-12-31	$276,961
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$9,199,748
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$9,199,748
Administrative expenses professional fees incurred	2013-12-31	$140,081
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2013-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$16,161,529
Participant contributions at end of year	2013-12-31	$5,864,550
Participant contributions at beginning of year	2013-12-31	$5,218,240
Assets. Other investments not covered elsewhere at end of year	2013-12-31	$13,425,607
Assets. Other investments not covered elsewhere at beginning of year	2013-12-31	$11,914,580
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$904,123
Other income not declared elsewhere	2013-12-31	$1,840,417
Administrative expenses (other) incurred	2013-12-31	$2,382
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Value of net income/loss	2013-12-31	$57,630,526
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$309,089,882
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$251,459,356
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2013-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2013-12-31	No
Were any leases to which the plan was party in default or uncollectible	2013-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$253,336,941
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$199,667,194
Interest on participant loans	2013-12-31	$276,961
Value of interest in common/collective trusts at end of year	2013-12-31	$32,608,128
Value of interest in common/collective trusts at beginning of year	2013-12-31	$31,141,620
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$3,854,656
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$3,517,722
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$3,517,722
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$39,435,148
Net investment gain or loss from common/collective trusts	2013-12-31	$-255,174
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$10,451,258
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$20,238,639
Did the plan have assets held for investment	2013-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2013-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2013-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	DELOITTE & TOUCHE, LLP
Accountancy firm EIN	2013-12-31	133891517
2012 : PHI, INC. 401(K) RETIREMENT PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$51,018,246
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$20,273,330
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$20,198,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$24,866,199
Value of total assets at end of year	2012-12-31	$251,459,356
Value of total assets at beginning of year	2012-12-31	$220,714,440
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$74,873
Total interest from all sources	2012-12-31	$263,931
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$4,163,159
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$4,163,159
Administrative expenses professional fees incurred	2012-12-31	$74,873
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2012-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$14,040,332
Participant contributions at end of year	2012-12-31	$5,218,240
Participant contributions at beginning of year	2012-12-31	$5,156,938
Assets. Other investments not covered elsewhere at end of year	2012-12-31	$11,914,580
Assets. Other investments not covered elsewhere at beginning of year	2012-12-31	$12,076,757
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$1,973,214
Other income not declared elsewhere	2012-12-31	$1,265,677
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Value of net income/loss	2012-12-31	$30,744,916
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$251,459,356
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$220,714,440
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2012-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2012-12-31	No
Were any leases to which the plan was party in default or uncollectible	2012-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$199,667,194
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$168,643,179
Interest on participant loans	2012-12-31	$263,931
Value of interest in common/collective trusts at end of year	2012-12-31	$31,141,620
Value of interest in common/collective trusts at beginning of year	2012-12-31	$31,249,918
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$3,517,722
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$3,587,648
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$3,587,648
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$19,330,260
Net investment gain or loss from common/collective trusts	2012-12-31	$1,129,020
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$8,852,653
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$20,198,457
Did the plan have assets held for investment	2012-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2012-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2012-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2012-12-31	133891517
2011 : PHI, INC. 401(K) RETIREMENT PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$17,178,206
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$15,473,745
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$15,378,025
Value of total corrective distributions	2011-12-31	$36,057
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$21,826,525
Value of total assets at end of year	2011-12-31	$220,714,440
Value of total assets at beginning of year	2011-12-31	$219,009,979
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$59,663
Total interest from all sources	2011-12-31	$305,731
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$7,795,003
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$7,795,003
Administrative expenses professional fees incurred	2011-12-31	$59,663
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$12,835,262
Participant contributions at end of year	2011-12-31	$5,156,938
Participant contributions at beginning of year	2011-12-31	$4,910,197
Assets. Other investments not covered elsewhere at end of year	2011-12-31	$12,076,757
Assets. Other investments not covered elsewhere at beginning of year	2011-12-31	$12,904,798
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$650,843
Other income not declared elsewhere	2011-12-31	$-996,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Value of net income/loss	2011-12-31	$1,704,461
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$220,714,440
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$219,009,979
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2011-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2011-12-31	No
Were any leases to which the plan was party in default or uncollectible	2011-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$168,643,179
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$172,601,453
Interest on participant loans	2011-12-31	$305,731
Value of interest in common/collective trusts at end of year	2011-12-31	$31,249,918
Value of interest in common/collective trusts at beginning of year	2011-12-31	$25,989,132
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$3,587,648
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$2,604,399
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$2,604,399
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-12,529,481
Net investment gain or loss from common/collective trusts	2011-12-31	$776,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
Was there a failure to transmit to the plan any participant contributions	2011-12-31	No
Has the plan failed to provide any benefit when due under the plan	2011-12-31	No
Contributions received in cash from employer	2011-12-31	$8,340,420
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$15,378,025
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2011-12-31	133891517
2010 : PHI, INC. 401(K) RETIREMENT PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$46,053,629
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$15,893,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$15,818,717
Value of total corrective distributions	2010-12-31	$45,986
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$20,770,058
Value of total assets at end of year	2010-12-31	$219,009,979
Value of total assets at beginning of year	2010-12-31	$188,849,906
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$28,853
Total interest from all sources	2010-12-31	$309,210
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$2,884,911
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$2,884,911
Administrative expenses professional fees incurred	2010-12-31	$28,853
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$5,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2010-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$12,475,255
Participant contributions at end of year	2010-12-31	$4,910,197
Participant contributions at beginning of year	2010-12-31	$4,841,250
Assets. Other investments not covered elsewhere at end of year	2010-12-31	$12,904,798
Assets. Other investments not covered elsewhere at beginning of year	2010-12-31	$11,003,276
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$252,864
Other income not declared elsewhere	2010-12-31	$1,274,244
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Value of net income/loss	2010-12-31	$30,160,073
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$219,009,979
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$188,849,906
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2010-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2010-12-31	No
Were any leases to which the plan was party in default or uncollectible	2010-12-31	No
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$172,601,453
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$147,710,584
Interest on participant loans	2010-12-31	$309,210
Value of interest in common/collective trusts at end of year	2010-12-31	$25,989,132
Value of interest in common/collective trusts at beginning of year	2010-12-31	$23,667,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$2,604,399
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$1,626,948
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$1,626,948
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$19,418,508
Net investment gain or loss from common/collective trusts	2010-12-31	$1,396,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$8,041,939
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$15,818,717
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	DELOITTE & TOUCHE LLP
Accountancy firm EIN	2010-12-31	133891517

Form 5500 Responses for PHI, INC. 401(K) RETIREMENT PLAN

2018: PHI, INC. 401(K) RETIREMENT 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	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: PHI, INC. 401(K) RETIREMENT 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	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: PHI, INC. 401(K) RETIREMENT 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	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PHI, INC. 401(K) RETIREMENT 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	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PHI, INC. 401(K) RETIREMENT 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	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PHI, INC. 401(K) RETIREMENT 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	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PHI, INC. 401(K) RETIREMENT 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	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PHI, INC. 401(K) RETIREMENT 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	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PHI, INC. 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
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

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Company Name:	PHI, INC.
Employer identification number (EIN):	720395707
NAIC Classification:	481000
NAIC Description:	Air Transportation