THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST
401k plan membership statisitcs for EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST
Measure | Date | Value |
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2022: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2022 401k membership |
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Market value of plan assets | 2022-12-31 | 2,394,067,394 |
Acturial value of plan assets | 2022-12-31 | 2,315,439,000 |
Funding target for retired participants and beneficiaries receiving payment | 2022-12-31 | 1,255,576,384 |
Number of terminated vested participants | 2022-12-31 | 4,394 |
Fundng target for terminated vested participants | 2022-12-31 | 185,421,010 |
Active participant vested funding target | 2022-12-31 | 113,387,926 |
Number of active participants | 2022-12-31 | 1,023 |
Total funding liabilities for active participants | 2022-12-31 | 115,088,730 |
Total participant count | 2022-12-31 | 20,937 |
Total funding target for all participants | 2022-12-31 | 1,556,086,124 |
Balance at beginning of prior year after applicable adjustments | 2022-12-31 | 470,875,624 |
Prefunding balance at beginning of prior year after applicable adjustments | 2022-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2022-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2022-12-31 | 0 |
Amount remaining of carryover balance | 2022-12-31 | 470,875,624 |
Amount remaining of prefunding balance | 2022-12-31 | 0 |
Present value of excess contributions | 2022-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2022-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2022-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2022-12-31 | 0 |
Balance of carryovers at beginning of current year | 2022-12-31 | 500,870,401 |
Balance of prefunding at beginning of current year | 2022-12-31 | 0 |
Total employer contributions | 2022-12-31 | 0 |
Total employee contributions | 2022-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2022-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2022-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2022-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2022-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2022-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2022-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2022-12-31 | 4,000,000 |
Net shortfall amortization installment of oustanding balance | 2022-12-31 | 0 |
Waiver amortization installment | 2022-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2022-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2022-12-31 | 0 |
Additional cash requirement | 2022-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for current year | 2022-12-31 | 0 |
Unpaid minimum required contributions for all years | 2022-12-31 | 0 |
Total participants, beginning-of-year | 2022-01-01 | 21,029 |
Total number of active participants reported on line 7a of the Form 5500 | 2022-01-01 | 978 |
Number of retired or separated participants receiving benefits | 2022-01-01 | 11,282 |
Number of other retired or separated participants entitled to future benefits | 2022-01-01 | 3,908 |
Total of all active and inactive participants | 2022-01-01 | 16,168 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2022-01-01 | 3,589 |
Total participants | 2022-01-01 | 19,757 |
2021: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2021 401k membership |
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Market value of plan assets | 2021-12-31 | 2,379,613,893 |
Acturial value of plan assets | 2021-12-31 | 2,141,652,504 |
Funding target for retired participants and beneficiaries receiving payment | 2021-12-31 | 1,262,776,853 |
Number of terminated vested participants | 2021-12-31 | 4,947 |
Fundng target for terminated vested participants | 2021-12-31 | 197,378,683 |
Active participant vested funding target | 2021-12-31 | 127,831,561 |
Number of active participants | 2021-12-31 | 1,146 |
Total funding liabilities for active participants | 2021-12-31 | 130,565,075 |
Total participant count | 2021-12-31 | 21,959 |
Total funding target for all participants | 2021-12-31 | 1,590,720,611 |
Balance at beginning of prior year after applicable adjustments | 2021-12-31 | 407,269,185 |
Prefunding balance at beginning of prior year after applicable adjustments | 2021-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2021-12-31 | 3,500,000 |
Prefunding balanced used to offset prior years funding requirement | 2021-12-31 | 0 |
Amount remaining of carryover balance | 2021-12-31 | 403,769,185 |
Amount remaining of prefunding balance | 2021-12-31 | 0 |
Present value of excess contributions | 2021-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2021-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2021-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2021-12-31 | 0 |
Balance of carryovers at beginning of current year | 2021-12-31 | 470,875,624 |
Balance of prefunding at beginning of current year | 2021-12-31 | 0 |
Total employer contributions | 2021-12-31 | 0 |
Total employee contributions | 2021-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2021-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2021-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2021-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2021-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2021-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2021-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2021-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2021-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2021-12-31 | 3,500,000 |
Net shortfall amortization installment of oustanding balance | 2021-12-31 | 0 |
Waiver amortization installment | 2021-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2021-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2021-12-31 | 0 |
Additional cash requirement | 2021-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for current year | 2021-12-31 | 0 |
Unpaid minimum required contributions for all years | 2021-12-31 | 0 |
Total participants, beginning-of-year | 2021-01-01 | 22,065 |
Total number of active participants reported on line 7a of the Form 5500 | 2021-01-01 | 1,043 |
Number of retired or separated participants receiving benefits | 2021-01-01 | 11,804 |
Number of other retired or separated participants entitled to future benefits | 2021-01-01 | 4,259 |
Total of all active and inactive participants | 2021-01-01 | 17,106 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2021-01-01 | 3,923 |
Total participants | 2021-01-01 | 21,029 |
2020: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2020 401k membership |
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Market value of plan assets | 2020-12-31 | 2,163,907,287 |
Acturial value of plan assets | 2020-12-31 | 2,056,662,981 |
Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 1,312,261,987 |
Number of terminated vested participants | 2020-12-31 | 5,450 |
Fundng target for terminated vested participants | 2020-12-31 | 204,276,251 |
Active participant vested funding target | 2020-12-31 | 152,957,466 |
Number of active participants | 2020-12-31 | 1,392 |
Total funding liabilities for active participants | 2020-12-31 | 158,470,966 |
Total participant count | 2020-12-31 | 22,893 |
Total funding target for all participants | 2020-12-31 | 1,675,009,204 |
Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 343,082,726 |
Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 5,100,000 |
Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 0 |
Amount remaining of carryover balance | 2020-12-31 | 337,982,726 |
Amount remaining of prefunding balance | 2020-12-31 | 0 |
Present value of excess contributions | 2020-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
Balance of carryovers at beginning of current year | 2020-12-31 | 407,269,185 |
Balance of prefunding at beginning of current year | 2020-12-31 | 0 |
Total employer contributions | 2020-12-31 | 0 |
Total employee contributions | 2020-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2020-12-31 | 3,500,000 |
Net shortfall amortization installment of oustanding balance | 2020-12-31 | 0 |
Waiver amortization installment | 2020-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 3,500,000 |
Carryover balance elected to use to offset funding requirement | 2020-12-31 | 3,500,000 |
Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 0 |
Additional cash requirement | 2020-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
Total participants, beginning-of-year | 2020-01-01 | 22,658 |
Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 1,160 |
Number of retired or separated participants receiving benefits | 2020-01-01 | 12,114 |
Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 4,814 |
Total of all active and inactive participants | 2020-01-01 | 18,088 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 3,977 |
Total participants | 2020-01-01 | 22,065 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
2019: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2019 401k membership |
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Market value of plan assets | 2019-12-31 | 1,920,061,566 |
Acturial value of plan assets | 2019-12-31 | 2,002,931,145 |
Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 1,322,482,968 |
Number of terminated vested participants | 2019-12-31 | 5,803 |
Fundng target for terminated vested participants | 2019-12-31 | 212,297,136 |
Active participant vested funding target | 2019-12-31 | 159,737,580 |
Number of active participants | 2019-12-31 | 1,504 |
Total funding liabilities for active participants | 2019-12-31 | 168,787,182 |
Total participant count | 2019-12-31 | 23,681 |
Total funding target for all participants | 2019-12-31 | 1,703,567,286 |
Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 360,566,779 |
Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 3,449,338 |
Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 0 |
Amount remaining of carryover balance | 2019-12-31 | 357,117,441 |
Amount remaining of prefunding balance | 2019-12-31 | 0 |
Present value of excess contributions | 2019-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
Balance of carryovers at beginning of current year | 2019-12-31 | 343,082,726 |
Balance of prefunding at beginning of current year | 2019-12-31 | 0 |
Total employer contributions | 2019-12-31 | 0 |
Total employee contributions | 2019-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2019-12-31 | 5,100,000 |
Net shortfall amortization installment of oustanding balance | 2019-12-31 | 0 |
Waiver amortization installment | 2019-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 5,100,000 |
Carryover balance elected to use to offset funding requirement | 2019-12-31 | 5,100,000 |
Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 0 |
Additional cash requirement | 2019-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
Total participants, beginning-of-year | 2019-01-01 | 23,449 |
Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 1,409 |
Number of retired or separated participants receiving benefits | 2019-01-01 | 12,331 |
Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 5,284 |
Total of all active and inactive participants | 2019-01-01 | 19,024 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 3,634 |
Total participants | 2019-01-01 | 22,658 |
2018: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2018 401k membership |
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Market value of plan assets | 2018-12-31 | 2,135,534,033 |
Acturial value of plan assets | 2018-12-31 | 2,012,423,099 |
Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 1,323,257,475 |
Number of terminated vested participants | 2018-12-31 | 5,702 |
Fundng target for terminated vested participants | 2018-12-31 | 225,507,050 |
Active participant vested funding target | 2018-12-31 | 164,531,373 |
Number of active participants | 2018-12-31 | 1,630 |
Total funding liabilities for active participants | 2018-12-31 | 178,254,088 |
Total participant count | 2018-12-31 | 23,887 |
Total funding target for all participants | 2018-12-31 | 1,727,018,613 |
Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 372,481,210 |
Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 6,970,632 |
Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 0 |
Amount remaining of carryover balance | 2018-12-31 | 365,510,578 |
Amount remaining of prefunding balance | 2018-12-31 | 0 |
Present value of excess contributions | 2018-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 62,000,000 |
Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
Balance of carryovers at beginning of current year | 2018-12-31 | 360,566,779 |
Balance of prefunding at beginning of current year | 2018-12-31 | 0 |
Total employer contributions | 2018-12-31 | 0 |
Total employee contributions | 2018-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 0 |
Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2018-12-31 | 3,449,338 |
Net shortfall amortization installment of oustanding balance | 2018-12-31 | 0 |
Waiver amortization installment | 2018-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 3,449,338 |
Carryover balance elected to use to offset funding requirement | 2018-12-31 | 3,449,338 |
Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 0 |
Additional cash requirement | 2018-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
Total participants, beginning-of-year | 2018-01-01 | 24,184 |
Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 1,504 |
Number of retired or separated participants receiving benefits | 2018-01-01 | 12,551 |
Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 5,686 |
Total of all active and inactive participants | 2018-01-01 | 19,741 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 3,708 |
Total participants | 2018-01-01 | 23,449 |
2017: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2017 401k membership |
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Market value of plan assets | 2017-12-31 | 1,973,312,437 |
Acturial value of plan assets | 2017-12-31 | 2,012,334,299 |
Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 1,273,608,260 |
Number of terminated vested participants | 2017-12-31 | 5,917 |
Fundng target for terminated vested participants | 2017-12-31 | 233,141,103 |
Active participant vested funding target | 2017-12-31 | 162,797,145 |
Number of active participants | 2017-12-31 | 1,855 |
Total funding liabilities for active participants | 2017-12-31 | 186,781,832 |
Total participant count | 2017-12-31 | 24,633 |
Total funding target for all participants | 2017-12-31 | 1,693,531,195 |
Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 362,328,301 |
Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 0 |
Amount remaining of carryover balance | 2017-12-31 | 362,328,301 |
Amount remaining of prefunding balance | 2017-12-31 | 0 |
Present value of excess contributions | 2017-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2017-12-31 | 18,000,000 |
Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
Balance of carryovers at beginning of current year | 2017-12-31 | 372,481,210 |
Balance of prefunding at beginning of current year | 2017-12-31 | 0 |
Total employer contributions | 2017-12-31 | 0 |
Total employee contributions | 2017-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2017-12-31 | 6,970,632 |
Net shortfall amortization installment of oustanding balance | 2017-12-31 | 0 |
Waiver amortization installment | 2017-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 6,970,632 |
Carryover balance elected to use to offset funding requirement | 2017-12-31 | 6,970,632 |
Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 0 |
Additional cash requirement | 2017-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
Total participants, beginning-of-year | 2017-01-01 | 24,422 |
Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 1,630 |
Number of retired or separated participants receiving benefits | 2017-01-01 | 12,723 |
Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 6,028 |
Total of all active and inactive participants | 2017-01-01 | 20,381 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 3,803 |
Total participants | 2017-01-01 | 24,184 |
2016: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2016 401k membership |
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Market value of plan assets | 2016-12-31 | 1,960,858,728 |
Acturial value of plan assets | 2016-12-31 | 2,029,858,542 |
Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 1,244,564,236 |
Number of terminated vested participants | 2016-12-31 | 6,498 |
Fundng target for terminated vested participants | 2016-12-31 | 218,991,402 |
Active participant vested funding target | 2016-12-31 | 160,918,279 |
Number of active participants | 2016-12-31 | 2,049 |
Total funding liabilities for active participants | 2016-12-31 | 190,068,163 |
Total participant count | 2016-12-31 | 25,672 |
Total funding target for all participants | 2016-12-31 | 1,653,623,801 |
Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 365,397,641 |
Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 0 |
Amount remaining of carryover balance | 2016-12-31 | 365,397,641 |
Amount remaining of prefunding balance | 2016-12-31 | 0 |
Present value of excess contributions | 2016-12-31 | 0 |
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 0 |
Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
Balance of carryovers at beginning of current year | 2016-12-31 | 362,328,301 |
Balance of prefunding at beginning of current year | 2016-12-31 | 0 |
Total employer contributions | 2016-12-31 | 0 |
Total employee contributions | 2016-12-31 | 0 |
Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 0 |
Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
Minimum required contributions for current year target normal cost | 2016-12-31 | 6,065,367 |
Net shortfall amortization installment of oustanding balance | 2016-12-31 | 0 |
Waiver amortization installment | 2016-12-31 | 0 |
Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 0 |
Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 0 |
Additional cash requirement | 2016-12-31 | 0 |
Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
Total participants, beginning-of-year | 2016-01-01 | 25,463 |
Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 1,855 |
Number of retired or separated participants receiving benefits | 2016-01-01 | 12,943 |
Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 5,763 |
Total of all active and inactive participants | 2016-01-01 | 20,561 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 3,861 |
Total participants | 2016-01-01 | 24,422 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
2015: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2015 401k membership |
---|
Total participants, beginning-of-year | 2015-01-01 | 28,570 |
Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 2,049 |
Number of retired or separated participants receiving benefits | 2015-01-01 | 13,209 |
Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 6,312 |
Total of all active and inactive participants | 2015-01-01 | 21,570 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 3,893 |
Total participants | 2015-01-01 | 25,463 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 1 |
2014: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2014 401k membership |
---|
Total participants, beginning-of-year | 2014-01-01 | 29,580 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 3,049 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 12,660 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 9,087 |
Total of all active and inactive participants | 2014-01-01 | 24,796 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 3,774 |
Total participants | 2014-01-01 | 28,570 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 7 |
2013: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2013 401k membership |
---|
Total participants, beginning-of-year | 2013-01-01 | 30,319 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 3,429 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 12,647 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 9,672 |
Total of all active and inactive participants | 2013-01-01 | 25,748 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 3,832 |
Total participants | 2013-01-01 | 29,580 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 30 |
2012: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2012 401k membership |
---|
Total participants, beginning-of-year | 2012-01-01 | 31,104 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 3,890 |
Number of retired or separated participants receiving benefits | 2012-01-01 | 12,686 |
Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 9,927 |
Total of all active and inactive participants | 2012-01-01 | 26,503 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 3,816 |
Total participants | 2012-01-01 | 30,319 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 50 |
2011: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2011 401k membership |
---|
Total participants, beginning-of-year | 2011-01-01 | 32,034 |
Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 4,238 |
Number of retired or separated participants receiving benefits | 2011-01-01 | 12,745 |
Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 10,258 |
Total of all active and inactive participants | 2011-01-01 | 27,241 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 3,863 |
Total participants | 2011-01-01 | 31,104 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 95 |
2009: EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2009 401k membership |
---|
Total participants, beginning-of-year | 2009-01-01 | 32,831 |
Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 4,519 |
Number of retired or separated participants receiving benefits | 2009-01-01 | 12,675 |
Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 11,206 |
Total of all active and inactive participants | 2009-01-01 | 28,400 |
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 3,738 |
Total participants | 2009-01-01 | 32,138 |
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 106 |
Measure | Date | Value |
---|
2022 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2022 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2022-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $526,683 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2022-12-31 | $351,933 |
Total income from all sources (including contributions) | 2022-12-31 | $-466,713,944 |
Total loss/gain on sale of assets | 2022-12-31 | $0 |
Total of all expenses incurred | 2022-12-31 | $131,204,364 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2022-12-31 | $127,565,810 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2022-12-31 | $0 |
Value of total assets at end of year | 2022-12-31 | $1,796,675,769 |
Value of total assets at beginning of year | 2022-12-31 | $2,394,419,327 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2022-12-31 | $3,638,554 |
Total interest from all sources | 2022-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2022-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2022-12-31 | No |
Administrative expenses professional fees incurred | 2022-12-31 | $230,266 |
Was this plan covered by a fidelity bond | 2022-12-31 | Yes |
Value of fidelity bond cover | 2022-12-31 | $85,000,000 |
If this is an individual account plan, was there a blackout period | 2022-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2022-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2022-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2022-12-31 | $246,814 |
Administrative expenses (other) incurred | 2022-12-31 | $1,878,989 |
Liabilities. Value of operating payables at end of year | 2022-12-31 | $526,683 |
Liabilities. Value of operating payables at beginning of year | 2022-12-31 | $351,933 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2022-12-31 | No |
Value of net income/loss | 2022-12-31 | $-597,918,308 |
Value of net assets at end of year (total assets less liabilities) | 2022-12-31 | $1,796,149,086 |
Value of net assets at beginning of year (total assets less liabilities) | 2022-12-31 | $2,394,067,394 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2022-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2022-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2022-12-31 | No |
Investment advisory and management fees | 2022-12-31 | $138,017 |
Value of interest in master investment trust accounts at end of year | 2022-12-31 | $1,796,675,769 |
Value of interest in master investment trust accounts at beginning of year | 2022-12-31 | $2,394,172,513 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2022-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2022-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2022-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2022-12-31 | $127,565,810 |
Contract administrator fees | 2022-12-31 | $1,391,282 |
Did the plan have assets held for investment | 2022-12-31 | 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 | 2022-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2022-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2022-12-31 | Unqualified |
Accountancy firm name | 2022-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2022-12-31 | 133891517 |
2021 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2021 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2021-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $351,933 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2021-12-31 | $223,960 |
Total income from all sources (including contributions) | 2021-12-31 | $147,317,207 |
Total loss/gain on sale of assets | 2021-12-31 | $0 |
Total of all expenses incurred | 2021-12-31 | $132,863,706 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2021-12-31 | $128,913,851 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2021-12-31 | $0 |
Value of total assets at end of year | 2021-12-31 | $2,394,419,327 |
Value of total assets at beginning of year | 2021-12-31 | $2,379,837,853 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2021-12-31 | $3,949,855 |
Total interest from all sources | 2021-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2021-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2021-12-31 | No |
Administrative expenses professional fees incurred | 2021-12-31 | $401,870 |
Was this plan covered by a fidelity bond | 2021-12-31 | Yes |
Value of fidelity bond cover | 2021-12-31 | $85,000,000 |
If this is an individual account plan, was there a blackout period | 2021-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2021-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2021-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2021-12-31 | $246,814 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2021-12-31 | $200,210 |
Administrative expenses (other) incurred | 2021-12-31 | $1,930,137 |
Liabilities. Value of operating payables at end of year | 2021-12-31 | $351,933 |
Liabilities. Value of operating payables at beginning of year | 2021-12-31 | $223,960 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2021-12-31 | No |
Value of net income/loss | 2021-12-31 | $14,453,501 |
Value of net assets at end of year (total assets less liabilities) | 2021-12-31 | $2,394,067,394 |
Value of net assets at beginning of year (total assets less liabilities) | 2021-12-31 | $2,379,613,893 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2021-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2021-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2021-12-31 | No |
Investment advisory and management fees | 2021-12-31 | $133,960 |
Value of interest in master investment trust accounts at end of year | 2021-12-31 | $2,394,172,513 |
Value of interest in master investment trust accounts at beginning of year | 2021-12-31 | $2,379,637,643 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2021-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2021-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2021-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2021-12-31 | $128,913,851 |
Contract administrator fees | 2021-12-31 | $1,483,888 |
Did the plan have assets held for investment | 2021-12-31 | 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 | 2021-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2021-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2021-12-31 | Unqualified |
Accountancy firm name | 2021-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2021-12-31 | 133891517 |
2020 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2020 401k financial data |
---|
Total unrealized appreciation/depreciation of assets | 2020-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $223,960 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $313,215 |
Total income from all sources (including contributions) | 2020-12-31 | $348,513,348 |
Total loss/gain on sale of assets | 2020-12-31 | $0 |
Total of all expenses incurred | 2020-12-31 | $132,806,742 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $129,388,884 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $0 |
Value of total assets at end of year | 2020-12-31 | $2,379,837,853 |
Value of total assets at beginning of year | 2020-12-31 | $2,164,220,502 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $3,417,858 |
Total interest from all sources | 2020-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | No |
Administrative expenses professional fees incurred | 2020-12-31 | $185,695 |
Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
Value of fidelity bond cover | 2020-12-31 | $85,000,000 |
If this is an individual account plan, was there a blackout period | 2020-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2020-12-31 | $1,661 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $200,210 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $204,084 |
Administrative expenses (other) incurred | 2020-12-31 | $1,892,526 |
Liabilities. Value of operating payables at end of year | 2020-12-31 | $223,960 |
Liabilities. Value of operating payables at beginning of year | 2020-12-31 | $313,215 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
Value of net income/loss | 2020-12-31 | $215,706,606 |
Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $2,379,613,893 |
Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $2,163,907,287 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
Investment advisory and management fees | 2020-12-31 | $125,204 |
Value of interest in master investment trust accounts at end of year | 2020-12-31 | $2,379,637,643 |
Value of interest in master investment trust accounts at beginning of year | 2020-12-31 | $2,164,016,418 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $129,388,884 |
Contract administrator fees | 2020-12-31 | $1,214,433 |
Did the plan have assets held for investment | 2020-12-31 | 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 | 2020-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | No |
Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
Accountancy firm name | 2020-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2020-12-31 | 133891517 |
2019 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 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 | $313,215 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $208,894 |
Total income from all sources (including contributions) | 2019-12-31 | $379,699,957 |
Total loss/gain on sale of assets | 2019-12-31 | $0 |
Total of all expenses incurred | 2019-12-31 | $135,854,236 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $130,615,797 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $0 |
Value of total assets at end of year | 2019-12-31 | $2,164,220,502 |
Value of total assets at beginning of year | 2019-12-31 | $1,920,270,460 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $5,238,439 |
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 | No |
Administrative expenses professional fees incurred | 2019-12-31 | $157,626 |
Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
Value of fidelity bond cover | 2019-12-31 | $85,000,000 |
If this is an individual account plan, was there a blackout period | 2019-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2019-12-31 | $1,661 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $204,084 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $254,186 |
Administrative expenses (other) incurred | 2019-12-31 | $3,733,710 |
Liabilities. Value of operating payables at end of year | 2019-12-31 | $313,215 |
Liabilities. Value of operating payables at beginning of year | 2019-12-31 | $208,894 |
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 | $243,845,721 |
Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $2,163,907,287 |
Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $1,920,061,566 |
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 |
Investment advisory and management fees | 2019-12-31 | $142,876 |
Value of interest in master investment trust accounts at end of year | 2019-12-31 | $2,164,016,418 |
Value of interest in master investment trust accounts at beginning of year | 2019-12-31 | $1,920,016,274 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $130,615,797 |
Contract administrator fees | 2019-12-31 | $1,204,227 |
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 | No |
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 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2019-12-31 | 133891517 |
2018 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 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 | $208,894 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $79,799 |
Total income from all sources (including contributions) | 2018-12-31 | $-81,232,908 |
Total loss/gain on sale of assets | 2018-12-31 | $0 |
Total of all expenses incurred | 2018-12-31 | $134,239,559 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $131,105,473 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $0 |
Value of total assets at end of year | 2018-12-31 | $1,920,270,460 |
Value of total assets at beginning of year | 2018-12-31 | $2,135,613,832 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $3,134,086 |
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 |
Administrative expenses professional fees incurred | 2018-12-31 | $85,144 |
Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
Value of fidelity bond cover | 2018-12-31 | $85,000,000 |
If this is an individual account plan, was there a blackout period | 2018-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2018-12-31 | $4,087 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $254,186 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $186,711 |
Administrative expenses (other) incurred | 2018-12-31 | $1,892,988 |
Liabilities. Value of operating payables at end of year | 2018-12-31 | $208,894 |
Liabilities. Value of operating payables at beginning of year | 2018-12-31 | $79,799 |
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 | $-215,472,467 |
Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $1,920,061,566 |
Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $2,135,534,033 |
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 | $142,794 |
Value of interest in master investment trust accounts at end of year | 2018-12-31 | $1,920,016,274 |
Value of interest in master investment trust accounts at beginning of year | 2018-12-31 | $2,135,427,121 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $131,105,473 |
Contract administrator fees | 2018-12-31 | $1,013,160 |
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 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2018-12-31 | 133891517 |
2017 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 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 | $79,799 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $90,278 |
Total income from all sources (including contributions) | 2017-12-31 | $297,549,610 |
Total loss/gain on sale of assets | 2017-12-31 | $0 |
Total of all expenses incurred | 2017-12-31 | $135,328,014 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $131,392,007 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $0 |
Value of total assets at end of year | 2017-12-31 | $2,135,613,832 |
Value of total assets at beginning of year | 2017-12-31 | $1,973,402,715 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $3,936,007 |
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 |
Administrative expenses professional fees incurred | 2017-12-31 | $140,610 |
Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
Value of fidelity bond cover | 2017-12-31 | $95,000,000 |
If this is an individual account plan, was there a blackout period | 2017-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2017-12-31 | $2,685 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $186,711 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $236,839 |
Administrative expenses (other) incurred | 2017-12-31 | $2,493,649 |
Liabilities. Value of operating payables at end of year | 2017-12-31 | $79,799 |
Liabilities. Value of operating payables at beginning of year | 2017-12-31 | $90,278 |
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 | $162,221,596 |
Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $2,135,534,033 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $1,973,312,437 |
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 | $152,120 |
Value of interest in master investment trust accounts at end of year | 2017-12-31 | $2,135,427,121 |
Value of interest in master investment trust accounts at beginning of year | 2017-12-31 | $1,973,165,876 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $131,392,007 |
Contract administrator fees | 2017-12-31 | $1,149,628 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2017-12-31 | 381357951 |
2016 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 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 | $90,278 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $107,744 |
Total income from all sources (including contributions) | 2016-12-31 | $147,124,906 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $134,671,197 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $131,091,410 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $0 |
Value of total assets at end of year | 2016-12-31 | $1,973,402,715 |
Value of total assets at beginning of year | 2016-12-31 | $1,960,966,472 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $3,579,787 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Administrative expenses professional fees incurred | 2016-12-31 | $129,145 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $95,000,000 |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2016-12-31 | $14,272 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $236,839 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $239,999 |
Administrative expenses (other) incurred | 2016-12-31 | $1,748,536 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $90,278 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $107,744 |
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 | $12,453,709 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $1,973,312,437 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $1,960,858,728 |
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 | $141,425 |
Value of interest in master investment trust accounts at end of year | 2016-12-31 | $1,973,165,876 |
Value of interest in master investment trust accounts at beginning of year | 2016-12-31 | $1,960,726,473 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $131,091,410 |
Contract administrator fees | 2016-12-31 | $1,560,681 |
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 |
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 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2016-12-31 | 381357951 |
2015 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 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 | $107,744 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $122,543 |
Total income from all sources (including contributions) | 2015-12-31 | $-17,578,744 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $210,469,505 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $206,779,980 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $0 |
Value of total assets at end of year | 2015-12-31 | $1,960,966,472 |
Value of total assets at beginning of year | 2015-12-31 | $2,189,029,520 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $3,689,525 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Administrative expenses professional fees incurred | 2015-12-31 | $179,389 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $95,000,000 |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2015-12-31 | $9,189 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $239,999 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $201,131 |
Administrative expenses (other) incurred | 2015-12-31 | $1,838,240 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $107,744 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $122,543 |
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 | $-228,048,249 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $1,960,858,728 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $2,188,906,977 |
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 | $140,397 |
Value of interest in master investment trust accounts at end of year | 2015-12-31 | $1,960,726,473 |
Value of interest in master investment trust accounts at beginning of year | 2015-12-31 | $2,188,828,389 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $206,779,980 |
Contract administrator fees | 2015-12-31 | $1,531,499 |
Did the plan have assets held for investment | 2015-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
Accountancy firm name | 2015-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2015-12-31 | 381357951 |
2014 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 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 | $122,543 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $153,971 |
Total income from all sources (including contributions) | 2014-12-31 | $313,721,530 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $111,506,335 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $108,080,472 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $65,000,000 |
Value of total assets at end of year | 2014-12-31 | $2,189,029,520 |
Value of total assets at beginning of year | 2014-12-31 | $1,986,845,753 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $3,425,863 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Administrative expenses professional fees incurred | 2014-12-31 | $240,382 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $95,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2014-12-31 | $1,292 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $201,131 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $184,985 |
Administrative expenses (other) incurred | 2014-12-31 | $1,605,496 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $122,543 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $153,971 |
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 | $202,215,195 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $2,188,906,977 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $1,986,691,782 |
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 | $132,376 |
Value of interest in master investment trust accounts at end of year | 2014-12-31 | $2,188,828,389 |
Value of interest in master investment trust accounts at beginning of year | 2014-12-31 | $1,986,660,768 |
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 | $65,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $108,080,472 |
Contract administrator fees | 2014-12-31 | $1,447,609 |
Did the plan have assets held for investment | 2014-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
Accountancy firm name | 2014-12-31 | PLANTE & MORAN, PLLC |
Accountancy firm EIN | 2014-12-31 | 381357951 |
2013 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 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 | $153,971 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $141,660 |
Total income from all sources (including contributions) | 2013-12-31 | $112,528,775 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $109,229,258 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $106,201,850 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $0 |
Value of total assets at end of year | 2013-12-31 | $1,986,845,753 |
Value of total assets at beginning of year | 2013-12-31 | $1,983,533,925 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $3,027,408 |
Total interest from all sources | 2013-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
Administrative expenses professional fees incurred | 2013-12-31 | $315,698 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $95,000,000 |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2013-12-31 | $417 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $184,985 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $128,110 |
Administrative expenses (other) incurred | 2013-12-31 | $1,277,737 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $153,971 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $141,660 |
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 | $3,299,517 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $1,986,691,782 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $1,983,392,265 |
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 | $141,031 |
Value of interest in master investment trust accounts at end of year | 2013-12-31 | $1,986,660,768 |
Value of interest in master investment trust accounts at beginning of year | 2013-12-31 | $1,983,405,815 |
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 |
Employer contributions (assets) at end of year | 2013-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2013-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $106,201,850 |
Contract administrator fees | 2013-12-31 | $1,292,942 |
Did the plan have assets held for investment | 2013-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
Accountancy firm name | 2013-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2013-12-31 | 133891517 |
2012 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 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 | $141,660 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $710,618 |
Total income from all sources (including contributions) | 2012-12-31 | $228,142,574 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $106,554,247 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $103,524,541 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $0 |
Value of total assets at end of year | 2012-12-31 | $1,983,533,925 |
Value of total assets at beginning of year | 2012-12-31 | $1,862,514,556 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $3,029,706 |
Total interest from all sources | 2012-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
Administrative expenses professional fees incurred | 2012-12-31 | $346,056 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $95,000,000 |
If this is an individual account plan, was there a blackout period | 2012-12-31 | No |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2012-12-31 | $131 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $128,110 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $75,351 |
Administrative expenses (other) incurred | 2012-12-31 | $1,095,332 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $141,660 |
Liabilities. Value of operating payables at beginning of year | 2012-12-31 | $710,618 |
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 | $121,588,327 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $1,983,392,265 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $1,861,803,938 |
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 | $188,766 |
Value of interest in master investment trust accounts at end of year | 2012-12-31 | $1,983,405,815 |
Value of interest in master investment trust accounts at beginning of year | 2012-12-31 | $1,802,439,205 |
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 |
Employer contributions (assets) at beginning of year | 2012-12-31 | $60,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $103,524,541 |
Contract administrator fees | 2012-12-31 | $1,399,552 |
Did the plan have assets held for investment | 2012-12-31 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
Accountancy firm name | 2012-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2012-12-31 | 133891517 |
2011 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 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 | $710,618 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $697,072 |
Total income from all sources (including contributions) | 2011-12-31 | $266,441,524 |
Total loss/gain on sale of assets | 2011-12-31 | $0 |
Total of all expenses incurred | 2011-12-31 | $100,440,463 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $97,329,804 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $130,000,000 |
Value of total assets at end of year | 2011-12-31 | $1,862,514,556 |
Value of total assets at beginning of year | 2011-12-31 | $1,696,499,949 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $3,110,659 |
Total interest from all sources | 2011-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
Administrative expenses professional fees incurred | 2011-12-31 | $268,843 |
Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
Value of fidelity bond cover | 2011-12-31 | $95,000,000 |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2011-12-31 | $2,039 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $75,351 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $595,441 |
Administrative expenses (other) incurred | 2011-12-31 | $1,315,111 |
Liabilities. Value of operating payables at end of year | 2011-12-31 | $710,618 |
Liabilities. Value of operating payables at beginning of year | 2011-12-31 | $697,072 |
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 | $166,001,061 |
Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $1,861,803,938 |
Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $1,695,802,877 |
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 | $114,667 |
Value of interest in master investment trust accounts at end of year | 2011-12-31 | $1,802,439,205 |
Value of interest in master investment trust accounts at beginning of year | 2011-12-31 | $1,695,904,508 |
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 | $130,000,000 |
Employer contributions (assets) at end of year | 2011-12-31 | $60,000,000 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $97,329,804 |
Contract administrator fees | 2011-12-31 | $1,412,038 |
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 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2011-12-31 | 133891517 |
2010 : EMPLOYEE RETIREMENT INCOME PLAN - HOURLY WEST 2010 401k financial data |
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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 | $697,072 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $624,860 |
Total income from all sources (including contributions) | 2010-12-31 | $209,741,835 |
Total loss/gain on sale of assets | 2010-12-31 | $0 |
Total of all expenses incurred | 2010-12-31 | $95,359,759 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $91,931,655 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $0 |
Value of total assets at end of year | 2010-12-31 | $1,696,499,949 |
Value of total assets at beginning of year | 2010-12-31 | $1,582,045,661 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $3,428,104 |
Total interest from all sources | 2010-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
Administrative expenses professional fees incurred | 2010-12-31 | $278,130 |
Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
Value of fidelity bond cover | 2010-12-31 | $95,000,000 |
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 | Yes |
Amount of non-exempt transactions with any party-in-interest | 2010-12-31 | $1,395 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $595,441 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $632,255 |
Administrative expenses (other) incurred | 2010-12-31 | $1,147,358 |
Liabilities. Value of operating payables at end of year | 2010-12-31 | $697,072 |
Liabilities. Value of operating payables at beginning of year | 2010-12-31 | $624,860 |
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 | $114,382,076 |
Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $1,695,802,877 |
Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $1,581,420,801 |
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 | $274,869 |
Value of interest in master investment trust accounts at end of year | 2010-12-31 | $1,695,904,508 |
Value of interest in master investment trust accounts at beginning of year | 2010-12-31 | $1,581,413,406 |
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 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $91,931,655 |
Contract administrator fees | 2010-12-31 | $1,727,747 |
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 | 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 | 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 | No |
Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE, LLP |
Accountancy firm EIN | 2010-12-31 | 133891517 |