401k Plan data: PUGET SOUND ENERGY RETIREE MEDICAL PLAN plan

PUGET SOUND ENERGY RETIREE MEDICAL PLAN 401k Plan overview

Plan Name	PUGET SOUND ENERGY RETIREE MEDICAL PLAN
Plan identification number	515

PUGET SOUND ENERGY RETIREE MEDICAL PLAN Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Health (other than dental or vision) Life insurance

401k Sponsoring company profile

PUGET SOUND ENERGY, INC. has sponsored the creation of one or more 401k plans.

Company Name: PUGET SOUND ENERGY, INC.

Employer identification number (EIN): 910374630

NAIC Classification: 221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PUGET SOUND ENERGY RETIREE MEDICAL PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
515 2019-01-01
515 2019-01-01
515 2019-01-01
515 2017-01-01 THOMAS HUNT
515 2016-01-01 THOMAS HUNT
515 2015-01-01 THOMAS HUNT
515 2014-01-01 THOMAS HUNT THOMAS HUNT 2015-09-25
515 2013-01-01 THOMAS HUNT
515 2012-01-01 THOMAS HUNT THOMAS HUNT 2013-10-09
515 2011-01-01 THOMAS HUNT
515 2009-01-01 THOMAS HUNT

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
515	2019-01-01
515	2019-01-01
515	2019-01-01
515	2017-01-01	THOMAS HUNT
515	2016-01-01	THOMAS HUNT
515	2015-01-01	THOMAS HUNT
515	2014-01-01	THOMAS HUNT	THOMAS HUNT	2015-09-25
515	2013-01-01	THOMAS HUNT
515	2012-01-01	THOMAS HUNT	THOMAS HUNT	2013-10-09
515	2011-01-01	THOMAS HUNT
515	2009-01-01	THOMAS HUNT

Plan Statistics for PUGET SOUND ENERGY RETIREE MEDICAL PLAN

401k plan membership statisitcs for PUGET SOUND ENERGY RETIREE MEDICAL PLAN

Measure Date Value
2019: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 567
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 0
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 0
Total of all active and inactive participants 2019-01-01 0
Total participants 2019-01-01 0
2017: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 638
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 0
Number of retired or separated participants receiving benefits 2017-01-01 611
Number of other retired or separated participants entitled to future benefits 2017-01-01 0
Total of all active and inactive participants 2017-01-01 611
2016: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 653
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 0
Number of retired or separated participants receiving benefits 2016-01-01 638
Number of other retired or separated participants entitled to future benefits 2016-01-01 0
Total of all active and inactive participants 2016-01-01 638
2015: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 642
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 653
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 0
Total of all active and inactive participants 2015-01-01 653
2014: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 492
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 505
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 0
Total of all active and inactive participants 2014-01-01 505
2013: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 514
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 536
Number of retired or separated participants receiving benefits 2013-01-01 0
Number of other retired or separated participants entitled to future benefits 2013-01-01 0
Total of all active and inactive participants 2013-01-01 536
2012: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 601
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 553
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 0
Total of all active and inactive participants 2012-01-01 553
2011: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 625
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 601
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 0
Total of all active and inactive participants 2011-01-01 601
Total participants 2011-01-01 601
2009: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 662
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 0
Number of retired or separated participants receiving benefits 2009-01-01 645
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 645
Total participants 2009-01-01 645

Measure	Date	Value
2019: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	567
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	0
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	0
Total of all active and inactive participants	2019-01-01	0
Total participants	2019-01-01	0
2017: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	638
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	0
Number of retired or separated participants receiving benefits	2017-01-01	611
Number of other retired or separated participants entitled to future benefits	2017-01-01	0
Total of all active and inactive participants	2017-01-01	611
2016: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	653
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	0
Number of retired or separated participants receiving benefits	2016-01-01	638
Number of other retired or separated participants entitled to future benefits	2016-01-01	0
Total of all active and inactive participants	2016-01-01	638
2015: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	642
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	653
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	0
Total of all active and inactive participants	2015-01-01	653
2014: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	492
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	505
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	0
Total of all active and inactive participants	2014-01-01	505
2013: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	514
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	536
Number of retired or separated participants receiving benefits	2013-01-01	0
Number of other retired or separated participants entitled to future benefits	2013-01-01	0
Total of all active and inactive participants	2013-01-01	536
2012: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	601
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	553
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	0
Total of all active and inactive participants	2012-01-01	553
2011: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	625
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	601
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	0
Total of all active and inactive participants	2011-01-01	601
Total participants	2011-01-01	601
2009: PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	662
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	0
Number of retired or separated participants receiving benefits	2009-01-01	645
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	645
Total participants	2009-01-01	645

Financial Data on PUGET SOUND ENERGY RETIREE MEDICAL PLAN

Measure	Date	Value
2019 : PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets	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 income from all sources (including contributions)	2019-12-31	$3,392,965
Total loss/gain on sale of assets	2019-12-31	$0
Total of all expenses incurred	2019-12-31	$3,392,965
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$3,369,493
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,392,965
Value of total assets at end of year	2019-12-31	$0
Value of total assets at beginning of year	2019-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$23,472
Total interest from all sources	2019-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan	2019-12-31	$0
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$3,100,703
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2019-12-31	No
Value of net income/loss	2019-12-31	$0
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2019-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2019-12-31	No
Were any leases to which the plan was party in default or uncollectible	2019-12-31	No
Expenses. Payments to insurance carriers foe the provision of benefits	2019-12-31	$3,369,493
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$292,262
Contract administrator fees	2019-12-31	$23,472
Did the plan have assets held for investment	2019-12-31	No
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	2019-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2019-12-31	Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	No
Opinion of an independent qualified public accountant for this plan	2019-12-31	Unqualified
Accountancy firm name	2019-12-31	CLARK NUBER P.S.
Accountancy firm EIN	2019-12-31	911194016
2018 : PUGET SOUND ENERGY RETIREE MEDICAL 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	$3,569,383
Total loss/gain on sale of assets	2018-12-31	$0
Total of all expenses incurred	2018-12-31	$3,569,383
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$3,540,298
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,569,383
Value of total assets at end of year	2018-12-31	$0
Value of total assets at beginning of year	2018-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$29,085
Total interest from all sources	2018-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$3,311,876
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	$0
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$0
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
Expenses. Payments to insurance carriers foe the provision of benefits	2018-12-31	$3,540,298
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	$257,507
Contract administrator fees	2018-12-31	$29,085
Did the plan have assets held for investment	2018-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2018-12-31	Unqualified
Accountancy firm name	2018-12-31	CLARK NUBER P.S.
Accountancy firm EIN	2018-12-31	911194016
2017 : PUGET SOUND ENERGY RETIREE MEDICAL 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	$69,932
Total income from all sources (including contributions)	2017-12-31	$3,782,505
Total loss/gain on sale of assets	2017-12-31	$0
Total of all expenses incurred	2017-12-31	$3,712,573
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$3,767,457
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$3,782,505
Value of total assets at end of year	2017-12-31	$0
Value of total assets at beginning of year	2017-12-31	$0
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$-54,884
Total interest from all sources	2017-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$3,496,767
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2017-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2017-12-31	$69,932
Administrative expenses (other) incurred	2017-12-31	$-69,932
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	$69,932
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$0
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$-69,932
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
Expenses. Payments to insurance carriers foe the provision of benefits	2017-12-31	$3,767,457
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	$285,738
Contract administrator fees	2017-12-31	$15,048
Did the plan have assets held for investment	2017-12-31	No
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	No
Opinion of an independent qualified public accountant for this plan	2017-12-31	Unqualified
Accountancy firm name	2017-12-31	CLARK NUBER P.S.
Accountancy firm EIN	2017-12-31	911194016
2016 : PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2016 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2016-12-31	$-44,469
Total unrealized appreciation/depreciation of assets	2016-12-31	$-44,469
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$69,932
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$39,304
Total income from all sources (including contributions)	2016-12-31	$3,586,305
Total loss/gain on sale of assets	2016-12-31	$41,708
Total of all expenses incurred	2016-12-31	$3,883,780
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$3,798,716
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,587,541
Value of total assets at end of year	2016-12-31	$0
Value of total assets at beginning of year	2016-12-31	$266,847
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$85,064
Total interest from all sources	2016-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,525
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	$1,525
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$3,272,664
Value of other receiveables (less allowance for doubtful accounts) at end of year	2016-12-31	$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2016-12-31	$1,696
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2016-12-31	$69,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$39,304
Administrative expenses (other) incurred	2016-12-31	$-35,567
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	$-297,475
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$-69,932
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$227,543
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
Investment advisory and management fees	2016-12-31	$25,000
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$265,151
Expenses. Payments to insurance carriers foe the provision of benefits	2016-12-31	$3,798,716
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	Yes
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	$314,877
Contract administrator fees	2016-12-31	$95,631
Did the plan have assets held for investment	2016-12-31	No
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
Aggregate proceeds on sale of assets	2016-12-31	$310,310
Aggregate carrying amount (costs) on sale of assets	2016-12-31	$268,602
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	No
Opinion of an independent qualified public accountant for this plan	2016-12-31	Unqualified
Accountancy firm name	2016-12-31	CLARK NUBER P.S.
Accountancy firm EIN	2016-12-31	911194016
2015 : PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2015 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2015-12-31	$-245,786
Total unrealized appreciation/depreciation of assets	2015-12-31	$-245,786
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$39,304
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$23,648
Total income from all sources (including contributions)	2015-12-31	$4,010,192
Total loss/gain on sale of assets	2015-12-31	$212,851
Total of all expenses incurred	2015-12-31	$4,990,145
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$4,807,384
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$4,028,232
Value of total assets at end of year	2015-12-31	$266,847
Value of total assets at beginning of year	2015-12-31	$1,231,144
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$182,761
Total interest from all sources	2015-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$14,895
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	$14,895
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$10,000,000
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$3,471,693
Value of other receiveables (less allowance for doubtful accounts) at end of year	2015-12-31	$1,696
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2015-12-31	$2,412
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$39,304
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$23,648
Administrative expenses (other) incurred	2015-12-31	$-4,457
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	$-979,953
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$227,543
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$1,207,496
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
Investment advisory and management fees	2015-12-31	$25,003
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$265,151
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$1,228,732
Expenses. Payments to insurance carriers foe the provision of benefits	2015-12-31	$4,807,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	Yes
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	$556,539
Contract administrator fees	2015-12-31	$162,215
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
Aggregate proceeds on sale of assets	2015-12-31	$1,027,624
Aggregate carrying amount (costs) on sale of assets	2015-12-31	$814,773
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	No
Opinion of an independent qualified public accountant for this plan	2015-12-31	Unqualified
Accountancy firm name	2015-12-31	CLARK NUBER P.S.
Accountancy firm EIN	2015-12-31	911194016
2014 : PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2014-12-31	$-164,833
Total unrealized appreciation/depreciation of assets	2014-12-31	$-164,833
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$23,648
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$45,556
Total income from all sources (including contributions)	2014-12-31	$3,975,997
Total loss/gain on sale of assets	2014-12-31	$278,933
Total of all expenses incurred	2014-12-31	$4,944,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$4,763,200
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$3,828,074
Value of total assets at end of year	2014-12-31	$1,231,144
Value of total assets at beginning of year	2014-12-31	$2,221,506
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$181,251
Total interest from all sources	2014-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$33,823
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	$33,823
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$25,000,000
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	$3,712,283
Value of other receiveables (less allowance for doubtful accounts) at end of year	2014-12-31	$2,412
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2014-12-31	$2,552
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$23,648
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2014-12-31	$45,556
Administrative expenses (other) incurred	2014-12-31	$-35,417
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	$-968,454
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$1,207,496
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$2,175,950
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
Investment advisory and management fees	2014-12-31	$62,694
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$1,228,732
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$2,218,954
Expenses. Payments to insurance carriers foe the provision of benefits	2014-12-31	$4,763,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	Yes
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	$115,791
Contract administrator fees	2014-12-31	$153,974
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
Aggregate proceeds on sale of assets	2014-12-31	$1,125,643
Aggregate carrying amount (costs) on sale of assets	2014-12-31	$846,710
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	No
Opinion of an independent qualified public accountant for this plan	2014-12-31	Unqualified
Accountancy firm name	2014-12-31	CLARK NUBER P.S.
Accountancy firm EIN	2014-12-31	911194016
2013 : PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2013 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2013-12-31	$428,533
Total unrealized appreciation/depreciation of assets	2013-12-31	$428,533
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$45,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2013-12-31	$25,667
Total income from all sources (including contributions)	2013-12-31	$4,837,692
Total loss/gain on sale of assets	2013-12-31	$135,409
Total of all expenses incurred	2013-12-31	$5,049,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$4,857,027
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$4,229,151
Value of total assets at end of year	2013-12-31	$2,221,506
Value of total assets at beginning of year	2013-12-31	$2,413,258
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$192,306
Total interest from all sources	2013-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$44,599
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	$44,599
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$25,000,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$3,732,558
Value of other receiveables (less allowance for doubtful accounts) at end of year	2013-12-31	$2,552
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2013-12-31	$1,998
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2013-12-31	$45,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2013-12-31	$25,667
Administrative expenses (other) incurred	2013-12-31	$-6,353
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	$-211,641
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$2,175,950
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$2,387,591
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
Investment advisory and management fees	2013-12-31	$37,504
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$2,218,954
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$2,411,260
Expenses. Payments to insurance carriers foe the provision of benefits	2013-12-31	$4,857,027
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	Yes
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	$496,593
Contract administrator fees	2013-12-31	$161,155
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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
Aggregate proceeds on sale of assets	2013-12-31	$813,347
Aggregate carrying amount (costs) on sale of assets	2013-12-31	$677,938
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	No
Opinion of an independent qualified public accountant for this plan	2013-12-31	Unqualified
Accountancy firm name	2013-12-31	CLARK NUBER P.S.
Accountancy firm EIN	2013-12-31	911194016
2012 : PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2012-12-31	$421,708
Total unrealized appreciation/depreciation of assets	2012-12-31	$421,708
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$25,667
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$13,477
Total income from all sources (including contributions)	2012-12-31	$4,552,713
Total loss/gain on sale of assets	2012-12-31	$-18,653
Total of all expenses incurred	2012-12-31	$5,017,634
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$4,853,567
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$4,088,311
Value of total assets at end of year	2012-12-31	$2,413,258
Value of total assets at beginning of year	2012-12-31	$2,865,989
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$164,067
Total interest from all sources	2012-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$61,347
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	$61,347
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$15,000,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$3,641,320
Value of other receiveables (less allowance for doubtful accounts) at end of year	2012-12-31	$1,998
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2012-12-31	$5,993
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2012-12-31	$25,667
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2012-12-31	$13,477
Administrative expenses (other) incurred	2012-12-31	$5,519
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	$-464,921
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$2,387,591
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$2,852,512
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
Investment advisory and management fees	2012-12-31	$7,176
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$2,411,260
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$2,859,996
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2012-12-31	$4,853,567
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	Yes
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	$446,991
Contract administrator fees	2012-12-31	$151,372
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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
Aggregate proceeds on sale of assets	2012-12-31	$913,137
Aggregate carrying amount (costs) on sale of assets	2012-12-31	$931,790
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	No
Opinion of an independent qualified public accountant for this plan	2012-12-31	Unqualified
Accountancy firm name	2012-12-31	CLARK NUBER P.S.
Accountancy firm EIN	2012-12-31	911194016
2011 : PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets	2011-12-31	$-48,607
Total unrealized appreciation/depreciation of assets	2011-12-31	$-48,607
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$13,477
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$15,040
Total income from all sources (including contributions)	2011-12-31	$3,614,711
Total loss/gain on sale of assets	2011-12-31	$-86,962
Total of all expenses incurred	2011-12-31	$4,527,799
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$4,369,273
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$3,672,067
Value of total assets at end of year	2011-12-31	$2,865,989
Value of total assets at beginning of year	2011-12-31	$3,780,640
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$158,526
Total interest from all sources	2011-12-31	$0
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$78,213
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	$78,213
Administrative expenses professional fees incurred	2011-12-31	$0
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$3,205,389
Value of other receiveables (less allowance for doubtful accounts) at end of year	2011-12-31	$5,993
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2011-12-31	$14,932
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2011-12-31	$13,477
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2011-12-31	$15,040
Administrative expenses (other) incurred	2011-12-31	$9,899
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	$-913,088
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$2,852,512
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$3,765,600
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
Investment advisory and management fees	2011-12-31	$7,175
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$2,859,996
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$3,765,708
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2011-12-31	$4,369,273
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	Yes
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	$466,678
Contract administrator fees	2011-12-31	$141,452
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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
Aggregate proceeds on sale of assets	2011-12-31	$848,356
Aggregate carrying amount (costs) on sale of assets	2011-12-31	$935,318
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	No
Opinion of an independent qualified public accountant for this plan	2011-12-31	Unqualified
Accountancy firm name	2011-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2011-12-31	134008342
2010 : PUGET SOUND ENERGY RETIREE MEDICAL PLAN 2010 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$15,040
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$15,397
Total income from all sources (including contributions)	2010-12-31	$3,620,492
Total loss/gain on sale of assets	2010-12-31	$-176,405
Total of all expenses incurred	2010-12-31	$4,753,303
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$4,588,398
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$3,702,578
Value of total assets at end of year	2010-12-31	$3,780,640
Value of total assets at beginning of year	2010-12-31	$4,485,965
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$164,905
Total interest from all sources	2010-12-31	$1
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$94,318
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	$94,318
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$10,000,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$3,235,507
Value of other receiveables (less allowance for doubtful accounts) at end of year	2010-12-31	$14,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2010-12-31	$44,474
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2010-12-31	$15,040
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2010-12-31	$15,397
Administrative expenses (other) incurred	2010-12-31	$149,865
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	$-1,132,811
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$3,765,600
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,470,568
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
Investment advisory and management fees	2010-12-31	$0
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$3,765,708
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$4,441,491
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)	2010-12-31	$1
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$0
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$0
Expenses. Payments to insurance carriers foe the provision of benefits	2010-12-31	$4,588,398
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	Yes
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	$467,071
Contract administrator fees	2010-12-31	$15,040
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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
Aggregate proceeds on sale of assets	2010-12-31	$1,125,642
Aggregate carrying amount (costs) on sale of assets	2010-12-31	$1,302,047
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	No
Opinion of an independent qualified public accountant for this plan	2010-12-31	Unqualified
Accountancy firm name	2010-12-31	PRICEWATERHOUSE COOPERS LLP
Accountancy firm EIN	2010-12-31	134008324

Form 5500 Responses for PUGET SOUND ENERGY RETIREE MEDICAL PLAN

2019: PUGET SOUND ENERGY RETIREE MEDICAL 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	Yes
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	No
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2017: PUGET SOUND ENERGY RETIREE MEDICAL 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 – Insurance	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2016: PUGET SOUND ENERGY RETIREE MEDICAL 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 – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: PUGET SOUND ENERGY RETIREE MEDICAL 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 – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: PUGET SOUND ENERGY RETIREE MEDICAL 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 – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: PUGET SOUND ENERGY RETIREE MEDICAL 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 – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: PUGET SOUND ENERGY RETIREE MEDICAL 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 – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: PUGET SOUND ENERGY RETIREE MEDICAL 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 – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: PUGET SOUND ENERGY RETIREE MEDICAL 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	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	10010186
Policy instance	2
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number	6265600
Policy instance	1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	157816R
Policy instance	4
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number	6265600
Policy instance	3
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number	0973800
Policy instance	2
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	10010186
Policy instance	1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	157816R
Policy instance	2
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	10010186
Policy instance	3
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number	0973800
Policy instance	4
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	157816R
Policy instance	1
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number	0973800
Policy instance	3
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	10010186
Policy instance	2
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	0157816
Policy instance	4
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number	*6265600
Policy instance	1
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number	*0157816
Policy instance	3
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	10010186
Policy instance	2
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number	6265600
Policy instance	1
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number	0973800
Policy instance	4
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number	0973800
Policy instance	4
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	202404
Policy instance	3
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	10010186
Policy instance	2
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number	6265600
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	202404
Policy instance	4
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	10010186
Policy instance	3
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number	0973800
Policy instance	2
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number	6265600
Policy instance	1
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	10010186
Policy instance	1
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number	6265600
Policy instance	2
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number	0973800
Policy instance	3
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	202404
Policy instance	4
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	378047
Policy instance	5
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number	0973800
Policy instance	4
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number	6265600
Policy instance	3
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	10000780
Policy instance	2
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	202404
Policy instance	1
GROUP HEALTH OPTIONS, INC. (National Association of Insurance Commissioners NAIC id number: 47055 )
Policy contract number	6265600
Policy instance	1
REGENCE BLUESHIELD (National Association of Insurance Commissioners NAIC id number: 53902 )
Policy contract number	039761/039762
Policy instance	2
AETNA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60054 )
Policy contract number	378047
Policy instance	3
GROUP HEALTH COOPERATIVE (National Association of Insurance Commissioners NAIC id number: 95672 )
Policy contract number	0973800
Policy instance	4

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Company Name:	PUGET SOUND ENERGY, INC.
Employer identification number (EIN):	910374630
NAIC Classification:	221100