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Plan Name | PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN |
Plan identification number | 530 |
401k Plan Type | Welfare Benefit |
Plan Features/Benefits |
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Company Name: | PORTLAND GENERAL ELECTRIC COMPANY |
Employer identification number (EIN): | 930256820 |
NAIC Classification: | 221100 |
Additional information about PORTLAND GENERAL ELECTRIC COMPANY
Jurisdiction of Incorporation: | Oregon Secretary of State Corporations Division |
Incorporation Date: | 2030-07-25 |
Company Identification Number: | 3414216 |
Legal Registered Office Address: |
121 SW SALMON ST PORTLAND United States of America (USA) 97204 |
More information about PORTLAND GENERAL ELECTRIC COMPANY
Plan id# | Filing Submission Date | Name of Administrator | Date Administrator Signed | Name of Company Sponsor | Date Sponsor Signed |
---|---|---|---|---|---|
530 | 2014-01-01 | ARLEEN N. BARNETT, VP ADMIN | |||
530 | 2013-01-01 | ARLEEN N. BARNETT, VP ADMIN | |||
530 | 2012-12-20 | ARLEEN N. BARNETT, VP ADMIN |
Measure | Date | Value |
---|---|---|
2014: PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN 2014 401k membership | ||
Total participants, beginning-of-year | 2014-01-01 | 732 |
Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 721 |
Number of retired or separated participants receiving benefits | 2014-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 0 |
Total of all active and inactive participants | 2014-01-01 | 721 |
2013: PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN 2013 401k membership | ||
Total participants, beginning-of-year | 2013-01-01 | 757 |
Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 732 |
Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
Total of all active and inactive participants | 2013-01-01 | 732 |
2012: PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN 2012 401k membership | ||
Total participants, beginning-of-year | 2012-12-20 | 757 |
Total number of active participants reported on line 7a of the Form 5500 | 2012-12-20 | 757 |
Number of retired or separated participants receiving benefits | 2012-12-20 | 0 |
Number of other retired or separated participants entitled to future benefits | 2012-12-20 | 0 |
Total of all active and inactive participants | 2012-12-20 | 757 |
Measure | Date | Value |
---|---|---|
2014 : PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN 2014 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $24,521 |
Total income from all sources (including contributions) | 2014-12-31 | $51,828 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $230,043 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $229,924 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $51,699 |
Value of total assets at end of year | 2014-12-31 | $0 |
Value of total assets at beginning of year | 2014-12-31 | $202,736 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $119 |
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 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $14 |
Administrative expenses (other) incurred | 2014-12-31 | $119 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $0 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $24,521 |
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 | $-178,215 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $0 |
Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $178,215 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in common/collective trusts at end of year | 2014-12-31 | $0 |
Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $202,722 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $229,924 |
Net investment gain or loss from common/collective trusts | 2014-12-31 | $129 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $51,699 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | Yes |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2014-12-31 | 366055558 |
2013 : PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN 2013 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2013-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $24,521 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $24,565 |
Total income from all sources (including contributions) | 2013-12-31 | $624 |
Total loss/gain on sale of assets | 2013-12-31 | $0 |
Total of all expenses incurred | 2013-12-31 | $230,361 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $229,996 |
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 | $202,736 |
Value of total assets at beginning of year | 2013-12-31 | $432,517 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $365 |
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 |
Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
Value of fidelity bond cover | 2013-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $14 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $54 |
Administrative expenses (other) incurred | 2013-12-31 | $365 |
Liabilities. Value of operating payables at end of year | 2013-12-31 | $24,521 |
Liabilities. Value of operating payables at beginning of year | 2013-12-31 | $24,565 |
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 | $-229,737 |
Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $178,215 |
Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $407,952 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
Value of interest in common/collective trusts at end of year | 2013-12-31 | $202,722 |
Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $432,463 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2013-12-31 | $229,996 |
Net investment gain or loss from common/collective trusts | 2013-12-31 | $624 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
Did the plan have assets held for investment | 2013-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Disclaimer |
Accountancy firm name | 2013-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2013-12-31 | 366055558 |
2012 : PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN 2012 401k financial data | ||
Total unrealized appreciation/depreciation of assets | 2012-12-31 | $0 |
Total transfer of assets to this plan | 2012-12-31 | $407,952 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $24,565 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $0 |
Total income from all sources (including contributions) | 2012-12-31 | $16 |
Total loss/gain on sale of assets | 2012-12-31 | $0 |
Total of all expenses incurred | 2012-12-31 | $16 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $0 |
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 | $432,517 |
Value of total assets at beginning of year | 2012-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $16 |
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 |
Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
Value of fidelity bond cover | 2012-12-31 | $10,000,000 |
Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $54 |
Administrative expenses (other) incurred | 2012-12-31 | $16 |
Liabilities. Value of operating payables at end of year | 2012-12-31 | $24,565 |
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 | $0 |
Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $407,952 |
Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $0 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
Value of interest in common/collective trusts at end of year | 2012-12-31 | $432,463 |
Net investment gain or loss from common/collective trusts | 2012-12-31 | $16 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
Did the plan have assets held for investment | 2012-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Disclaimer |
Accountancy firm name | 2012-12-31 | GRANT THORNTON LLP |
Accountancy firm EIN | 2012-12-31 | 366055558 |
2014: PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN 2014 form 5500 responses | ||
---|---|---|
2014-01-01 | Type of plan entity | Single employer plan |
2014-01-01 | Submission has been amended | No |
2014-01-01 | This submission is the final filing | No |
2014-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2014-01-01 | Plan is a collectively bargained plan | Yes |
2014-01-01 | Plan funding arrangement – Insurance | Yes |
2014-01-01 | Plan funding arrangement – Trust | Yes |
2014-01-01 | Plan benefit arrangement – Insurance | Yes |
2014-01-01 | Plan benefit arrangement - Trust | Yes |
2013: PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN 2013 form 5500 responses | ||
2013-01-01 | Type of plan entity | Single employer plan |
2013-01-01 | Submission has been amended | No |
2013-01-01 | This submission is the final filing | No |
2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2013-01-01 | Plan is a collectively bargained plan | Yes |
2013-01-01 | Plan funding arrangement – Insurance | Yes |
2013-01-01 | Plan funding arrangement – Trust | Yes |
2013-01-01 | Plan benefit arrangement – Insurance | Yes |
2013-01-01 | Plan benefit arrangement - Trust | Yes |
2012: PORTLAND GENERAL ELECTRIC COMPANY BARGAINING EMPLOYEE LIFE INSURANCE PLAN 2012 form 5500 responses | ||
2012-12-20 | Type of plan entity | Single employer plan |
2012-12-20 | First time form 5500 has been submitted | Yes |
2012-12-20 | Submission has been amended | No |
2012-12-20 | This submission is the final filing | No |
2012-12-20 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2012-12-20 | Plan is a collectively bargained plan | Yes |
2012-12-20 | Plan funding arrangement – Insurance | Yes |
2012-12-20 | Plan funding arrangement – Trust | Yes |
2012-12-20 | Plan benefit arrangement – Insurance | Yes |
2012-12-20 | Plan benefit arrangement - Trust | Yes |