401k Plan data: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN plan

VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 401k Plan overview

Plan Name	VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN
Plan identification number	001

VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Age/Service Weighted or new comparability or similar plan - Age/Service Weighted Plan: Allocations are based on age, service, or age and service. New comparability or similar plan: Allocations are based on participant classifications and a classification(s) consists entirely or predominantly of highly compensated employees; or the plan provides an additional allocation rate on compensation above a specified threshold, and the theshold or additional rate exceeds the maximum threshold or rate allowed under the permitted disparity rules of section 401(l).
Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Code section 403(b)(1) arrangement - See Limited Pension Plan Reporting instructions for Code section 403(b)(1) arrangements for certain exempt organizations.
Code section 403(b)(7) accounts - See Limited Pension Plan Reporting instructions for Code section 403(b)(7) custodial accounts for regulated investment company stock for certain exempt organizations.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.
Plan sponsor(s) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

VERMONT ENERGY INVESTMENT CORPORATION has sponsored the creation of one or more 401k plans.

Company Name: VERMONT ENERGY INVESTMENT CORPORATION

Employer identification number (EIN): 030304418

NAIC Classification: 541600

Additional information about VERMONT ENERGY INVESTMENT CORPORATION

Jurisdiction of Incorporation: Vermont Secretary of State Corporations Division

Incorporation Date: 1991-05-27

Company Identification Number: 50017

Legal Registered Office Address: 20 Winooski Falls Way
5th Floor
Winooski
United States of America (USA)
05404

More information about VERMONT ENERGY INVESTMENT CORPORATION

Form 5500 Filing Information

Submission information for form 5500 for 401k plan VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2023-01-01
001 2022-01-01
001 2021-01-01
001 2020-01-01
001 2019-01-01 KELLY GRAHAM 2020-06-03 KELLY GRAHAM 2020-06-03
001 2018-01-01 KELLY GRAHAM 2019-08-02 KELLY GRAHAM 2019-08-02
001 2017-01-01
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01
001 2012-01-01 MICHELLE SACCO MICHELLE SACCO 2013-10-11
001 2011-01-01 MICHELLE SACCO MICHELLE SACCO 2012-10-10
001 2009-01-01 LOUISE ANDREWS LOUISE ANDREWS 2010-10-01

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
001	2023-01-01
001	2022-01-01
001	2021-01-01
001	2020-01-01
001	2019-01-01	KELLY GRAHAM	2020-06-03	KELLY GRAHAM	2020-06-03
001	2018-01-01	KELLY GRAHAM	2019-08-02	KELLY GRAHAM	2019-08-02
001	2017-01-01
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01
001	2012-01-01	MICHELLE SACCO		MICHELLE SACCO	2013-10-11
001	2011-01-01	MICHELLE SACCO		MICHELLE SACCO	2012-10-10
001	2009-01-01	LOUISE ANDREWS		LOUISE ANDREWS	2010-10-01

Plan Statistics for VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN

401k plan membership statisitcs for VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN

Measure Date Value
2023: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year 2023-01-01 431
Total number of active participants reported on line 7a of the Form 5500 2023-01-01 345
Number of retired or separated participants receiving benefits 2023-01-01 0
Number of other retired or separated participants entitled to future benefits 2023-01-01 119
Total of all active and inactive participants 2023-01-01 464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2023-01-01 1
Total participants 2023-01-01 465
Number of participants with account balances 2023-01-01 454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2023-01-01 0
2022: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 409
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 322
Number of retired or separated participants receiving benefits 2022-01-01 1
Number of other retired or separated participants entitled to future benefits 2022-01-01 107
Total of all active and inactive participants 2022-01-01 430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 431
Number of participants with account balances 2022-01-01 425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 389
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 283
Number of retired or separated participants receiving benefits 2021-01-01 1
Number of other retired or separated participants entitled to future benefits 2021-01-01 124
Total of all active and inactive participants 2021-01-01 408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 0
Total participants 2021-01-01 408
Number of participants with account balances 2021-01-01 403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 394
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 276
Number of retired or separated participants receiving benefits 2020-01-01 5
Number of other retired or separated participants entitled to future benefits 2020-01-01 107
Total of all active and inactive participants 2020-01-01 388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 388
Number of participants with account balances 2020-01-01 386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 377
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 303
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 91
Total of all active and inactive participants 2019-01-01 394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 394
Number of participants with account balances 2019-01-01 391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 386
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 292
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 84
Total of all active and inactive participants 2018-01-01 376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 376
Number of participants with account balances 2018-01-01 373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 388
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 320
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 66
Total of all active and inactive participants 2017-01-01 386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 386
Number of participants with account balances 2017-01-01 381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 380
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 332
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 55
Total of all active and inactive participants 2016-01-01 387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 387
Number of participants with account balances 2016-01-01 379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 359
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 335
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 46
Total of all active and inactive participants 2015-01-01 381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 381
Number of participants with account balances 2015-01-01 374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 347
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 313
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 44
Total of all active and inactive participants 2014-01-01 357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 357
Number of participants with account balances 2014-01-01 351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 326
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 315
Number of other retired or separated participants entitled to future benefits 2013-01-01 31
Total of all active and inactive participants 2013-01-01 346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 346
Number of participants with account balances 2013-01-01 338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 278
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 298
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 27
Total of all active and inactive participants 2012-01-01 325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 326
Number of participants with account balances 2012-01-01 304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 225
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 245
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 23
Total of all active and inactive participants 2011-01-01 268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 1
Total participants 2011-01-01 269
Number of participants with account balances 2011-01-01 249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 0
2009: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 183
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 180
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 19
Total of all active and inactive participants 2009-01-01 199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 199
Number of participants with account balances 2009-01-01 190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2023: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2023 401k membership
Total participants, beginning-of-year	2023-01-01	431
Total number of active participants reported on line 7a of the Form 5500	2023-01-01	345
Number of retired or separated participants receiving benefits	2023-01-01	0
Number of other retired or separated participants entitled to future benefits	2023-01-01	119
Total of all active and inactive participants	2023-01-01	464
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2023-01-01	1
Total participants	2023-01-01	465
Number of participants with account balances	2023-01-01	454
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2023-01-01	0
2022: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	409
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	322
Number of retired or separated participants receiving benefits	2022-01-01	1
Number of other retired or separated participants entitled to future benefits	2022-01-01	107
Total of all active and inactive participants	2022-01-01	430
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	431
Number of participants with account balances	2022-01-01	425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	389
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	283
Number of retired or separated participants receiving benefits	2021-01-01	1
Number of other retired or separated participants entitled to future benefits	2021-01-01	124
Total of all active and inactive participants	2021-01-01	408
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	0
Total participants	2021-01-01	408
Number of participants with account balances	2021-01-01	403
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	394
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	276
Number of retired or separated participants receiving benefits	2020-01-01	5
Number of other retired or separated participants entitled to future benefits	2020-01-01	107
Total of all active and inactive participants	2020-01-01	388
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	388
Number of participants with account balances	2020-01-01	386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	377
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	303
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	91
Total of all active and inactive participants	2019-01-01	394
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	394
Number of participants with account balances	2019-01-01	391
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	386
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	292
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	84
Total of all active and inactive participants	2018-01-01	376
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	376
Number of participants with account balances	2018-01-01	373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	388
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	320
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	66
Total of all active and inactive participants	2017-01-01	386
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	386
Number of participants with account balances	2017-01-01	381
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	380
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	332
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	55
Total of all active and inactive participants	2016-01-01	387
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	387
Number of participants with account balances	2016-01-01	379
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	359
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	335
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	46
Total of all active and inactive participants	2015-01-01	381
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	381
Number of participants with account balances	2015-01-01	374
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	347
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	313
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	44
Total of all active and inactive participants	2014-01-01	357
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	357
Number of participants with account balances	2014-01-01	351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	326
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	315
Number of other retired or separated participants entitled to future benefits	2013-01-01	31
Total of all active and inactive participants	2013-01-01	346
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	346
Number of participants with account balances	2013-01-01	338
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	278
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	298
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	27
Total of all active and inactive participants	2012-01-01	325
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	326
Number of participants with account balances	2012-01-01	304
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	225
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	245
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	23
Total of all active and inactive participants	2011-01-01	268
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	1
Total participants	2011-01-01	269
Number of participants with account balances	2011-01-01	249
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	0
2009: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	183
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	180
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	19
Total of all active and inactive participants	2009-01-01	199
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	199
Number of participants with account balances	2009-01-01	190
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN

Measure	Date	Value
2023 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2023 401k financial data
Total unrealized appreciation/depreciation of assets	2023-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2023-12-31	$0
Total income from all sources (including contributions)	2023-12-31	$13,337,162
Total loss/gain on sale of assets	2023-12-31	$0
Total of all expenses incurred	2023-12-31	$3,503,935
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2023-12-31	$3,386,730
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2023-12-31	$4,934,302
Value of total assets at end of year	2023-12-31	$54,291,288
Value of total assets at beginning of year	2023-12-31	$44,458,061
Total of administrative expenses incurred including professional, contract, advisory and management fees	2023-12-31	$117,205
Total interest from all sources	2023-12-31	$19,885
Total dividends received (eg from common stock, registered investment company shares)	2023-12-31	$874,163
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2023-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2023-12-31	$874,163
Was this plan covered by a fidelity bond	2023-12-31	Yes
Value of fidelity bond cover	2023-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2023-12-31	Yes
Were there any nonexempt tranactions with any party-in-interest	2023-12-31	No
Contributions received from participants	2023-12-31	$3,234,097
Participant contributions at end of year	2023-12-31	$341,202
Participant contributions at beginning of year	2023-12-31	$266,157
Assets. Other investments not covered elsewhere at end of year	2023-12-31	$811
Income. Received or receivable in cash from other sources (including rollovers)	2023-12-31	$541,651
Other income not declared elsewhere	2023-12-31	$23,091
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2023-12-31	No
Value of net income/loss	2023-12-31	$9,833,227
Value of net assets at end of year (total assets less liabilities)	2023-12-31	$54,291,288
Value of net assets at beginning of year (total assets less liabilities)	2023-12-31	$44,458,061
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2023-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2023-12-31	No
Were any leases to which the plan was party in default or uncollectible	2023-12-31	No
Investment advisory and management fees	2023-12-31	$41,812
Value of interest in registered invesment companies (eg mutual funds) at end of year	2023-12-31	$53,321,313
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2023-12-31	$44,191,904
Interest on participant loans	2023-12-31	$19,885
Income. Interest from loans (other than to participants)	2023-12-31	$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2023-12-31	$27
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2023-12-31	$627,935
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2023-12-31	$7,485,721
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2023-12-31	No
Was there a failure to transmit to the plan any participant contributions	2023-12-31	No
Has the plan failed to provide any benefit when due under the plan	2023-12-31	No
Contributions received in cash from employer	2023-12-31	$1,158,554
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2023-12-31	$3,386,730
Contract administrator fees	2023-12-31	$75,393
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	2023-12-31	Yes
Did the plan have assets held for investment	2023-12-31	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	2023-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2023-12-31	No
Opinion of an independent qualified public accountant for this plan	2023-12-31	Unqualified
Accountancy firm name	2023-12-31	MCSOLEY MCCOY & CO.
Accountancy firm EIN	2023-12-31	030327374
2022 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2022-12-31	$0
Total income from all sources (including contributions)	2022-12-31	$-5,198,281
Total loss/gain on sale of assets	2022-12-31	$0
Total of all expenses incurred	2022-12-31	$3,520,409
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$3,384,287
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$4,095,878
Value of total assets at end of year	2022-12-31	$44,458,061
Value of total assets at beginning of year	2022-12-31	$53,176,751
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$136,122
Total interest from all sources	2022-12-31	$10,538
Total dividends received (eg from common stock, registered investment company shares)	2022-12-31	$2,137,796
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2022-12-31	$2,137,796
Administrative expenses professional fees incurred	2022-12-31	$13,962
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
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
Contributions received from participants	2022-12-31	$2,922,462
Participant contributions at end of year	2022-12-31	$266,157
Participant contributions at beginning of year	2022-12-31	$229,149
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$104,328
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	$-8,718,690
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$44,458,061
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$53,176,751
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	$80,196
Value of interest in registered invesment companies (eg mutual funds) at end of year	2022-12-31	$44,191,904
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2022-12-31	$52,947,602
Interest on participant loans	2022-12-31	$10,538
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2022-12-31	$-11,442,493
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
Contributions received in cash from employer	2022-12-31	$1,069,088
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$3,384,287
Contract administrator fees	2022-12-31	$41,964
Did the plan have assets held for investment	2022-12-31	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	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	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2022-12-31	030327374
2021 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2021-12-31	$0
Total income from all sources (including contributions)	2021-12-31	$11,167,330
Total loss/gain on sale of assets	2021-12-31	$0
Total of all expenses incurred	2021-12-31	$4,440,337
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$4,301,213
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$3,600,991
Value of total assets at end of year	2021-12-31	$53,176,751
Value of total assets at beginning of year	2021-12-31	$46,449,758
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$139,124
Total interest from all sources	2021-12-31	$12,243
Total dividends received (eg from common stock, registered investment company shares)	2021-12-31	$2,637,854
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2021-12-31	$2,637,854
Administrative expenses professional fees incurred	2021-12-31	$14,605
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
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
Contributions received from participants	2021-12-31	$2,363,150
Participant contributions at end of year	2021-12-31	$229,149
Participant contributions at beginning of year	2021-12-31	$246,028
Income. Received or receivable in cash from other sources (including rollovers)	2021-12-31	$245,150
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	$6,726,993
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$53,176,751
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$46,449,758
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	$84,784
Value of interest in registered invesment companies (eg mutual funds) at end of year	2021-12-31	$52,947,602
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2021-12-31	$46,203,730
Interest on participant loans	2021-12-31	$12,243
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2021-12-31	$4,916,242
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
Contributions received in cash from employer	2021-12-31	$992,691
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$4,301,213
Contract administrator fees	2021-12-31	$39,735
Did the plan have assets held for investment	2021-12-31	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	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	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2021-12-31	030327374
2020 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 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	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2020-12-31	$0
Total income from all sources (including contributions)	2020-12-31	$10,504,781
Total loss/gain on sale of assets	2020-12-31	$0
Total of all expenses incurred	2020-12-31	$2,495,495
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$2,378,659
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$3,642,400
Value of total assets at end of year	2020-12-31	$46,449,758
Value of total assets at beginning of year	2020-12-31	$38,440,472
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$116,836
Total interest from all sources	2020-12-31	$15,189
Total dividends received (eg from common stock, registered investment company shares)	2020-12-31	$1,426,109
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2020-12-31	$1,426,109
Administrative expenses professional fees incurred	2020-12-31	$11,196
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$500,000
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	No
Contributions received from participants	2020-12-31	$2,584,041
Participant contributions at end of year	2020-12-31	$246,028
Participant contributions at beginning of year	2020-12-31	$300,573
Income. Received or receivable in cash from other sources (including rollovers)	2020-12-31	$16,933
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2020-12-31	No
Value of net income/loss	2020-12-31	$8,009,286
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$46,449,758
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$38,440,472
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	$67,112
Value of interest in registered invesment companies (eg mutual funds) at end of year	2020-12-31	$46,203,730
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2020-12-31	$38,137,609
Interest on participant loans	2020-12-31	$15,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2020-12-31	$5,421,083
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
Contributions received in cash from employer	2020-12-31	$1,041,426
Employer contributions (assets) at end of year	2020-12-31	$0
Employer contributions (assets) at beginning of year	2020-12-31	$2,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$2,378,659
Contract administrator fees	2020-12-31	$38,528
Did the plan have assets held for investment	2020-12-31	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	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	Disclaimer
Accountancy firm name	2020-12-31	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2020-12-31	030327374
2019 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2019 401k financial data
Total income from all sources (including contributions)	2019-12-31	$11,975,602
Total of all expenses incurred	2019-12-31	$6,518,451
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$6,511,974
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$3,955,363
Value of total assets at end of year	2019-12-31	$38,440,472
Value of total assets at beginning of year	2019-12-31	$32,983,321
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$6,477
Total interest from all sources	2019-12-31	$17,912
Total dividends received (eg from common stock, registered investment company shares)	2019-12-31	$1,987,032
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2019-12-31	$1,987,032
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$500,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2019-12-31	No
Contributions received from participants	2019-12-31	$1,049,780
Participant contributions at end of year	2019-12-31	$300,573
Participant contributions at beginning of year	2019-12-31	$331,003
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$316,939
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	$5,457,151
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$38,440,472
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$32,983,321
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2019-12-31	$38,137,609
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2019-12-31	$32,652,318
Interest on participant loans	2019-12-31	$17,912
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2019-12-31	$6,015,295
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
Was there a failure to transmit to the plan any participant contributions	2019-12-31	No
Has the plan failed to provide any benefit when due under the plan	2019-12-31	No
Contributions received in cash from employer	2019-12-31	$2,588,644
Employer contributions (assets) at end of year	2019-12-31	$2,290
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$6,511,974
Contract administrator fees	2019-12-31	$6,477
Did the plan have assets held for investment	2019-12-31	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	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	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2019-12-31	030327374
2018 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2018 401k financial data
Total income from all sources (including contributions)	2018-12-31	$1,584,775
Total of all expenses incurred	2018-12-31	$1,368,657
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,316,424
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$3,529,140
Value of total assets at end of year	2018-12-31	$32,983,321
Value of total assets at beginning of year	2018-12-31	$32,767,203
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$52,233
Total interest from all sources	2018-12-31	$14,437
Total dividends received (eg from common stock, registered investment company shares)	2018-12-31	$1,409,663
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2018-12-31	$1,409,663
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$500,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2018-12-31	No
Contributions received from participants	2018-12-31	$2,481,199
Participant contributions at end of year	2018-12-31	$331,003
Participant contributions at beginning of year	2018-12-31	$256,113
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$536
Total non interest bearing cash at beginning of year	2018-12-31	$16,335
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	$216,118
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$32,983,321
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$32,767,203
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	$14,813
Value of interest in registered invesment companies (eg mutual funds) at end of year	2018-12-31	$32,652,318
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2018-12-31	$32,494,727
Interest on participant loans	2018-12-31	$14,437
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2018-12-31	$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2018-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$-3,368,465
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
Was there a failure to transmit to the plan any participant contributions	2018-12-31	No
Has the plan failed to provide any benefit when due under the plan	2018-12-31	No
Contributions received in cash from employer	2018-12-31	$1,047,405
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,316,424
Contract administrator fees	2018-12-31	$37,420
Did the plan have assets held for investment	2018-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2018-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2018-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2018-12-31	030327374
2017 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$8,819,788
Total of all expenses incurred	2017-12-31	$2,713,593
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$2,709,068
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$4,027,482
Value of total assets at end of year	2017-12-31	$32,767,203
Value of total assets at beginning of year	2017-12-31	$26,661,008
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$4,525
Total interest from all sources	2017-12-31	$9,689
Total dividends received (eg from common stock, registered investment company shares)	2017-12-31	$1,655,437
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2017-12-31	$1,655,437
Administrative expenses professional fees incurred	2017-12-31	$1,800
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$500,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2017-12-31	No
Contributions received from participants	2017-12-31	$2,402,617
Participant contributions at end of year	2017-12-31	$256,113
Participant contributions at beginning of year	2017-12-31	$235,020
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$299,044
Total non interest bearing cash at end of year	2017-12-31	$16,335
Total non interest bearing cash at beginning of year	2017-12-31	$2,403
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	$6,106,195
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$32,767,203
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$26,661,008
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
Value of interest in registered invesment companies (eg mutual funds) at end of year	2017-12-31	$32,494,727
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2017-12-31	$26,422,891
Interest on participant loans	2017-12-31	$9,689
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2017-12-31	$28
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2017-12-31	$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2017-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$3,127,180
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
Was there a failure to transmit to the plan any participant contributions	2017-12-31	No
Has the plan failed to provide any benefit when due under the plan	2017-12-31	No
Contributions received in cash from employer	2017-12-31	$1,325,821
Employer contributions (assets) at beginning of year	2017-12-31	$666
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$2,709,068
Contract administrator fees	2017-12-31	$2,725
Did the plan have assets held for investment	2017-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2017-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2017-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2017-12-31	030327374
2016 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2016 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2016-12-31	$0
Total income from all sources (including contributions)	2016-12-31	$5,947,926
Total of all expenses incurred	2016-12-31	$1,268,401
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,265,286
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$3,976,817
Value of total assets at end of year	2016-12-31	$26,661,008
Value of total assets at beginning of year	2016-12-31	$21,981,483
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$3,115
Total interest from all sources	2016-12-31	$9,381
Total dividends received (eg from common stock, registered investment company shares)	2016-12-31	$1,040,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2016-12-31	$1,040,504
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$500,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2016-12-31	No
Contributions received from participants	2016-12-31	$2,242,449
Participant contributions at end of year	2016-12-31	$235,020
Participant contributions at beginning of year	2016-12-31	$194,868
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$463,492
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2016-12-31	$0
Total non interest bearing cash at end of year	2016-12-31	$2,403
Total non interest bearing cash at beginning of year	2016-12-31	$1,100
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	$4,679,525
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$26,661,008
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$21,981,483
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	$3,115
Value of interest in registered invesment companies (eg mutual funds) at end of year	2016-12-31	$26,422,891
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2016-12-31	$21,783,236
Interest on participant loans	2016-12-31	$9,381
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2016-12-31	$28
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2016-12-31	$75
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2016-12-31	$75
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2016-12-31	$921,224
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
Was there a failure to transmit to the plan any participant contributions	2016-12-31	No
Has the plan failed to provide any benefit when due under the plan	2016-12-31	No
Contributions received in cash from employer	2016-12-31	$1,270,876
Employer contributions (assets) at end of year	2016-12-31	$666
Employer contributions (assets) at beginning of year	2016-12-31	$2,204
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,265,286
Did the plan have assets held for investment	2016-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2016-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2016-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2016-12-31	030327374
2015 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2015 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2015-12-31	$112,999
Total income from all sources (including contributions)	2015-12-31	$3,248,591
Total of all expenses incurred	2015-12-31	$756,442
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$753,030
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$3,503,610
Value of total assets at end of year	2015-12-31	$21,981,483
Value of total assets at beginning of year	2015-12-31	$19,602,333
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$3,412
Total interest from all sources	2015-12-31	$7,782
Total dividends received (eg from common stock, registered investment company shares)	2015-12-31	$1,249,583
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2015-12-31	$1,249,583
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2015-12-31	No
Contributions received from participants	2015-12-31	$2,175,354
Participant contributions at end of year	2015-12-31	$194,868
Participant contributions at beginning of year	2015-12-31	$152,317
Income. Received or receivable in cash from other sources (including rollovers)	2015-12-31	$97,289
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2015-12-31	$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year	2015-12-31	$112,999
Total non interest bearing cash at end of year	2015-12-31	$1,100
Total non interest bearing cash at beginning of year	2015-12-31	$1,081
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	$2,492,149
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$21,981,483
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$19,489,334
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	$3,412
Value of interest in registered invesment companies (eg mutual funds) at end of year	2015-12-31	$21,783,236
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2015-12-31	$19,447,621
Interest on participant loans	2015-12-31	$7,782
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2015-12-31	$75
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2015-12-31	$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2015-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2015-12-31	$-1,512,384
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
Was there a failure to transmit to the plan any participant contributions	2015-12-31	No
Has the plan failed to provide any benefit when due under the plan	2015-12-31	No
Contributions received in cash from employer	2015-12-31	$1,230,967
Employer contributions (assets) at end of year	2015-12-31	$2,204
Employer contributions (assets) at beginning of year	2015-12-31	$1,286
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$753,030
Did the plan have assets held for investment	2015-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2015-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2015-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2015-12-31	030327374
2014 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2014 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2014-12-31	$112,999
Total income from all sources (including contributions)	2014-12-31	$4,022,510
Total of all expenses incurred	2014-12-31	$1,591,864
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$1,588,544
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$2,841,024
Value of total assets at end of year	2014-12-31	$19,602,333
Value of total assets at beginning of year	2014-12-31	$17,058,688
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$3,320
Total interest from all sources	2014-12-31	$6,864
Total dividends received (eg from common stock, registered investment company shares)	2014-12-31	$1,076,816
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2014-12-31	$1,076,816
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2014-12-31	No
Contributions received from participants	2014-12-31	$1,741,435
Participant contributions at end of year	2014-12-31	$152,317
Participant contributions at beginning of year	2014-12-31	$130,717
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$77,626
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year	2014-12-31	$112,999
Total non interest bearing cash at end of year	2014-12-31	$1,081
Total non interest bearing cash at beginning of year	2014-12-31	$1,312
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	$2,430,646
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$19,489,334
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$17,058,688
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	$3,320
Value of interest in registered invesment companies (eg mutual funds) at end of year	2014-12-31	$19,447,621
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2014-12-31	$16,926,460
Interest on participant loans	2014-12-31	$6,864
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2014-12-31	$28
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2014-12-31	$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2014-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2014-12-31	$97,806
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	$1,021,963
Employer contributions (assets) at end of year	2014-12-31	$1,286
Employer contributions (assets) at beginning of year	2014-12-31	$171
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$1,588,544
Did the plan have assets held for investment	2014-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2014-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2014-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2014-12-31	030327374
2013 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$5,488,308
Total of all expenses incurred	2013-12-31	$307,356
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$305,325
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$2,794,252
Value of total assets at end of year	2013-12-31	$17,058,688
Value of total assets at beginning of year	2013-12-31	$11,877,736
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$2,031
Total interest from all sources	2013-12-31	$4,314
Total dividends received (eg from common stock, registered investment company shares)	2013-12-31	$607,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2013-12-31	$607,154
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2013-12-31	No
Contributions received from participants	2013-12-31	$1,581,868
Participant contributions at end of year	2013-12-31	$130,717
Participant contributions at beginning of year	2013-12-31	$72,177
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$326,825
Total non interest bearing cash at end of year	2013-12-31	$1,312
Total non interest bearing cash at beginning of year	2013-12-31	$1,245
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	$5,180,952
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$17,058,688
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$11,877,736
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	$2,031
Value of interest in registered invesment companies (eg mutual funds) at end of year	2013-12-31	$16,926,460
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2013-12-31	$11,795,495
Interest on participant loans	2013-12-31	$4,314
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2013-12-31	$28
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2013-12-31	$28
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2013-12-31	$28
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2013-12-31	$2,082,588
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
Was there a failure to transmit to the plan any participant contributions	2013-12-31	No
Has the plan failed to provide any benefit when due under the plan	2013-12-31	No
Contributions received in cash from employer	2013-12-31	$885,559
Employer contributions (assets) at end of year	2013-12-31	$171
Employer contributions (assets) at beginning of year	2013-12-31	$8,791
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$305,325
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	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2013-12-31	030327374
2012 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2012 401k financial data
Total income from all sources (including contributions)	2012-12-31	$3,235,414
Total of all expenses incurred	2012-12-31	$496,234
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$491,821
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$1,944,082
Value of total assets at end of year	2012-12-31	$11,877,736
Value of total assets at beginning of year	2012-12-31	$9,138,556
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$4,413
Total interest from all sources	2012-12-31	$2,091
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$260,685
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2012-12-31	$260,685
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2012-12-31	No
Contributions received from participants	2012-12-31	$1,215,861
Participant contributions at end of year	2012-12-31	$72,177
Participant contributions at beginning of year	2012-12-31	$25,624
Participant contributions at beginning of year	2012-12-31	$225
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$14,904
Total non interest bearing cash at end of year	2012-12-31	$1,245
Total non interest bearing cash at beginning of year	2012-12-31	$16,212
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	$2,739,180
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$11,877,736
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$9,138,556
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	$3,788
Value of interest in registered invesment companies (eg mutual funds) at end of year	2012-12-31	$11,795,495
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2012-12-31	$9,081,041
Interest on participant loans	2012-12-31	$2,091
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2012-12-31	$28
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2012-12-31	$174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2012-12-31	$174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2012-12-31	$1,028,556
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
Was there a failure to transmit to the plan any participant contributions	2012-12-31	No
Has the plan failed to provide any benefit when due under the plan	2012-12-31	No
Contributions received in cash from employer	2012-12-31	$713,317
Employer contributions (assets) at end of year	2012-12-31	$8,791
Employer contributions (assets) at beginning of year	2012-12-31	$15,280
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$491,821
Contract administrator fees	2012-12-31	$625
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	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2012-12-31	030327374
2011 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2011 401k financial data
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$1,894,101
Total of all expenses incurred	2011-12-31	$1,240,427
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$1,238,654
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$2,026,556
Value of total assets at end of year	2011-12-31	$9,138,556
Value of total assets at beginning of year	2011-12-31	$8,484,882
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$1,773
Total interest from all sources	2011-12-31	$941
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$205,825
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2011-12-31	$205,825
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2011-12-31	No
Contributions received from participants	2011-12-31	$908,385
Participant contributions at end of year	2011-12-31	$25,624
Participant contributions at beginning of year	2011-12-31	$26,351
Participant contributions at end of year	2011-12-31	$225
Participant contributions at beginning of year	2011-12-31	$563
Income. Received or receivable in cash from other sources (including rollovers)	2011-12-31	$512,597
Total non interest bearing cash at end of year	2011-12-31	$16,212
Total non interest bearing cash at beginning of year	2011-12-31	$4,511
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	$653,674
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$9,138,556
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$8,484,882
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	$1,273
Value of interest in registered invesment companies (eg mutual funds) at end of year	2011-12-31	$9,081,041
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2011-12-31	$8,449,240
Interest on participant loans	2011-12-31	$941
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2011-12-31	$174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2011-12-31	$174
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2011-12-31	$174
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2011-12-31	$-339,221
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	$605,574
Employer contributions (assets) at end of year	2011-12-31	$15,280
Employer contributions (assets) at beginning of year	2011-12-31	$4,043
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$1,238,654
Contract administrator fees	2011-12-31	$500
Did the plan have assets held for investment	2011-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2011-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2011-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2011-12-31	030327374
2010 : VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$2,391,417
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$373,276
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$371,509
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$1,535,552
Value of total assets at end of year	2010-12-31	$8,484,882
Value of total assets at beginning of year	2010-12-31	$6,466,741
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$1,767
Total interest from all sources	2010-12-31	$678
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$144,345
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Total dividends received from registered investment company shares (eg mutual funds)	2010-12-31	$144,345
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2010-12-31	No
Contributions received from participants	2010-12-31	$813,424
Participant contributions at end of year	2010-12-31	$26,351
Participant contributions at beginning of year	2010-12-31	$15,498
Participant contributions at end of year	2010-12-31	$563
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$215,430
Total non interest bearing cash at end of year	2010-12-31	$4,511
Total non interest bearing cash at beginning of year	2010-12-31	$657
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	$2,018,141
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$8,484,882
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$6,466,741
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	$1,392
Value of interest in registered invesment companies (eg mutual funds) at end of year	2010-12-31	$8,449,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year	2010-12-31	$6,357,778
Interest on participant loans	2010-12-31	$678
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year	2010-12-31	$174
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year	2010-12-31	$34
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year	2010-12-31	$34
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2010-12-31	$710,842
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
Was there a failure to transmit to the plan any participant contributions	2010-12-31	No
Has the plan failed to provide any benefit when due under the plan	2010-12-31	No
Contributions received in cash from employer	2010-12-31	$506,698
Employer contributions (assets) at end of year	2010-12-31	$4,043
Employer contributions (assets) at beginning of year	2010-12-31	$92,774
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$371,509
Contract administrator fees	2010-12-31	$375
Did the plan have assets held for investment	2010-12-31	Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser	2010-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2010-12-31	No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	MCSOLEY MCCOY & COMPANY
Accountancy firm EIN	2010-12-31	030327374

Form 5500 Responses for VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN

2023: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2023 form 5500 responses
2023-01-01	Type of plan entity	Single employer plan
2023-01-01	Submission has been amended	No
2023-01-01	This submission is the final filing	No
2023-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2023-01-01	Plan is a collectively bargained plan	No
2023-01-01	Plan funding arrangement – Insurance	Yes
2023-01-01	Plan funding arrangement – Trust	Yes
2023-01-01	Plan benefit arrangement – Insurance	Yes
2023-01-01	Plan benefit arrangement - Trust	Yes
2022: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Submission has been amended	No
2022-01-01	This submission is the final filing	No
2022-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2022-01-01	Plan is a collectively bargained plan	No
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Submission has been amended	No
2021-01-01	This submission is the final filing	No
2021-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-01-01	Plan is a collectively bargained plan	No
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Submission has been amended	No
2020-01-01	This submission is the final filing	No
2020-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-01-01	Plan is a collectively bargained plan	No
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Submission has been amended	No
2019-01-01	This submission is the final filing	No
2019-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-01-01	Plan is a collectively bargained plan	No
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Submission has been amended	No
2018-01-01	This submission is the final filing	No
2018-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-01-01	Plan is a collectively bargained plan	No
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Submission has been amended	No
2017-01-01	This submission is the final filing	No
2017-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-01-01	Plan is a collectively bargained plan	No
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Submission has been amended	No
2016-01-01	This submission is the final filing	No
2016-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-01-01	Plan is a collectively bargained plan	No
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Submission has been amended	No
2015-01-01	This submission is the final filing	No
2015-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-01-01	Plan is a collectively bargained plan	No
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Submission has been amended	No
2014-01-01	This submission is the final filing	No
2014-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-01-01	Plan is a collectively bargained plan	No
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Submission has been amended	No
2013-01-01	This submission is the final filing	No
2013-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-01-01	Plan is a collectively bargained plan	No
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: VERMONT ENERGY INVESTMENT CORP. TAX DEFERRED ANNUITY PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

STANDARD INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 69019 )

Policy contract number

811153

Policy instance

Insurance contract or identification number	811153
Number of Individuals Covered	454
Insurance policy start date	2023-01-01
Insurance policy end date	2023-12-31
Total amount of commissions paid to insurance broker	USD $0
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	0
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	1
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	No
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

Potentially related plans

VERMONT ENERGY 401(K) PLAN [EIN = 883354829]

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Company Name:	VERMONT ENERGY INVESTMENT CORPORATION
Employer identification number (EIN):	030304418
NAIC Classification:	541600

Jurisdiction of Incorporation:	Vermont Secretary of State Corporations Division
Incorporation Date:	1991-05-27
Company Identification Number:	50017
Legal Registered Office Address:	20 Winooski Falls Way 5th Floor Winooski United States of America (USA) 05404