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PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 401k Plan overview

Plan NamePENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES
Plan identification number 005

PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

CITIZENS ENERGY GROUP has sponsored the creation of one or more 401k plans.

Company Name:CITIZENS ENERGY GROUP
Employer identification number (EIN):356000930
NAIC Classification:221300

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0052023-01-01
0052022-01-01
0052021-01-01
0052020-01-01
0052019-01-01
0052018-01-01
0052017-01-01JODI WHITNEY
0052016-01-01JODI WHITNEY
0052015-01-01JODI WHITNEY
0052014-01-01JODI WHITNEY
0052013-01-01JODI WHITNEY
0052012-01-01JODI WHITNEY JODI WHITNEY2013-10-15
0052011-01-01ROBERT HUMMEL ROBERT HUMMEL2012-10-13

Plan Statistics for PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES

401k plan membership statisitcs for PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES

Measure Date Value
2023: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2023 401k membership
Total participants, beginning-of-year2023-01-01110
Total number of active participants reported on line 7a of the Form 55002023-01-0147
Number of retired or separated participants receiving benefits2023-01-0110
Number of other retired or separated participants entitled to future benefits2023-01-0134
Total of all active and inactive participants2023-01-0191
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-019
Total participants2023-01-01100
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3116,127,595
Acturial value of plan assets2022-12-3114,959,764
Funding target for retired participants and beneficiaries receiving payment2022-12-311,124,563
Number of terminated vested participants2022-12-3145
Fundng target for terminated vested participants2022-12-312,108,060
Active participant vested funding target2022-12-317,450,303
Number of active participants2022-12-3184
Total funding liabilities for active participants2022-12-317,820,170
Total participant count2022-12-31146
Total funding target for all participants2022-12-3111,052,793
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-31301,141
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-31318,216
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-31381,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31368,195
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-3120,000
Net shortfall amortization installment of oustanding balance2022-12-310
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-310
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31368,195
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01145
Total number of active participants reported on line 7a of the Form 55002022-01-0153
Number of retired or separated participants receiving benefits2022-01-019
Number of other retired or separated participants entitled to future benefits2022-01-0139
Total of all active and inactive participants2022-01-01101
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-019
Total participants2022-01-01110
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3116,164,493
Acturial value of plan assets2021-12-3115,011,750
Funding target for retired participants and beneficiaries receiving payment2021-12-31892,469
Number of terminated vested participants2021-12-3153
Fundng target for terminated vested participants2021-12-312,743,729
Active participant vested funding target2021-12-317,880,983
Number of active participants2021-12-3192
Total funding liabilities for active participants2021-12-318,354,749
Total participant count2021-12-31161
Total funding target for all participants2021-12-3111,990,947
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-31202,888
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31214,047
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-31312,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31301,141
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-3120,000
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-310
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-310
Contributions allocatedtoward minimum required contributions for current year2021-12-31301,141
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01160
Total number of active participants reported on line 7a of the Form 55002021-01-0184
Number of retired or separated participants receiving benefits2021-01-018
Number of other retired or separated participants entitled to future benefits2021-01-0144
Total of all active and inactive participants2021-01-01136
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-019
Total participants2021-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3114,391,839
Acturial value of plan assets2020-12-3113,976,834
Funding target for retired participants and beneficiaries receiving payment2020-12-31930,080
Number of terminated vested participants2020-12-3150
Fundng target for terminated vested participants2020-12-312,123,064
Active participant vested funding target2020-12-318,147,732
Number of active participants2020-12-3196
Total funding liabilities for active participants2020-12-318,762,006
Total participant count2020-12-31161
Total funding target for all participants2020-12-3111,815,150
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-31456,314
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31482,187
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-31210,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-31202,888
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-3120,000
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-310
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-310
Contributions allocatedtoward minimum required contributions for current year2020-12-31202,888
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01160
Total number of active participants reported on line 7a of the Form 55002020-01-0192
Number of retired or separated participants receiving benefits2020-01-017
Number of other retired or separated participants entitled to future benefits2020-01-0152
Total of all active and inactive participants2020-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-019
Total participants2020-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3112,669,544
Acturial value of plan assets2019-12-3113,453,133
Funding target for retired participants and beneficiaries receiving payment2019-12-311,003,996
Number of terminated vested participants2019-12-3153
Fundng target for terminated vested participants2019-12-312,041,603
Active participant vested funding target2019-12-318,163,792
Number of active participants2019-12-31100
Total funding liabilities for active participants2019-12-318,809,987
Total participant count2019-12-31170
Total funding target for all participants2019-12-3111,855,586
Balance at beginning of prior year after applicable adjustments2019-12-310
Prefunding balance at beginning of prior year after applicable adjustments2019-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-310
Prefunding balanced used to offset prior years funding requirement2019-12-310
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-310
Present value of excess contributions2019-12-31534,861
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-31566,097
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-310
Total employer contributions2019-12-31473,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-31456,314
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-3170,000
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-310
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-310
Contributions allocatedtoward minimum required contributions for current year2019-12-31456,314
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01169
Total number of active participants reported on line 7a of the Form 55002019-01-0196
Number of retired or separated participants receiving benefits2019-01-017
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-019
Total participants2019-01-01160
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3116,460,651
Acturial value of plan assets2018-12-3115,793,733
Funding target for retired participants and beneficiaries receiving payment2018-12-31812,334
Number of terminated vested participants2018-12-3160
Fundng target for terminated vested participants2018-12-312,653,862
Active participant vested funding target2018-12-319,508,612
Number of active participants2018-12-31111
Total funding liabilities for active participants2018-12-3110,248,379
Total participant count2018-12-31189
Total funding target for all participants2018-12-3113,714,575
Balance at beginning of prior year after applicable adjustments2018-12-310
Prefunding balance at beginning of prior year after applicable adjustments2018-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-310
Prefunding balanced used to offset prior years funding requirement2018-12-310
Amount remaining of carryover balance2018-12-310
Amount remaining of prefunding balance2018-12-310
Present value of excess contributions2018-12-31789,278
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31836,793
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-310
Total employer contributions2018-12-31555,000
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-31534,861
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-3120,000
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-310
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-31534,861
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01188
Total number of active participants reported on line 7a of the Form 55002018-01-01100
Number of retired or separated participants receiving benefits2018-01-019
Number of other retired or separated participants entitled to future benefits2018-01-0151
Total of all active and inactive participants2018-01-01160
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-019
Total participants2018-01-01169
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3115,485,489
Acturial value of plan assets2017-12-3115,912,083
Funding target for retired participants and beneficiaries receiving payment2017-12-31806,396
Number of terminated vested participants2017-12-3157
Fundng target for terminated vested participants2017-12-311,857,795
Active participant vested funding target2017-12-3110,159,319
Number of active participants2017-12-31122
Total funding liabilities for active participants2017-12-3110,927,162
Total participant count2017-12-31199
Total funding target for all participants2017-12-3113,591,353
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-310
Present value of excess contributions2017-12-31653,818
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31694,485
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-310
Total employer contributions2017-12-31820,000
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-31789,278
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-3160,000
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-310
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-31789,278
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01198
Total number of active participants reported on line 7a of the Form 55002017-01-01111
Number of retired or separated participants receiving benefits2017-01-019
Number of other retired or separated participants entitled to future benefits2017-01-0158
Total of all active and inactive participants2017-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0110
Total participants2017-01-01188
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3115,011,143
Acturial value of plan assets2016-12-3116,116,558
Funding target for retired participants and beneficiaries receiving payment2016-12-31771,373
Number of terminated vested participants2016-12-3155
Fundng target for terminated vested participants2016-12-311,686,913
Active participant vested funding target2016-12-3110,070,263
Number of active participants2016-12-31129
Total funding liabilities for active participants2016-12-3110,923,526
Total participant count2016-12-31202
Total funding target for all participants2016-12-3113,381,812
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-310
Present value of excess contributions2016-12-31566,510
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31602,880
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-310
Total employer contributions2016-12-31680,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-31653,818
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-3160,000
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-31653,818
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01202
Total number of active participants reported on line 7a of the Form 55002016-01-01122
Number of retired or separated participants receiving benefits2016-01-0111
Number of other retired or separated participants entitled to future benefits2016-01-0155
Total of all active and inactive participants2016-01-01188
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0110
Total participants2016-01-01198
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01207
Total number of active participants reported on line 7a of the Form 55002015-01-01129
Number of retired or separated participants receiving benefits2015-01-0112
Number of other retired or separated participants entitled to future benefits2015-01-0153
Total of all active and inactive participants2015-01-01194
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-018
Total participants2015-01-01202
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01207
Total number of active participants reported on line 7a of the Form 55002014-01-01137
Number of retired or separated participants receiving benefits2014-01-0114
Number of other retired or separated participants entitled to future benefits2014-01-0149
Total of all active and inactive participants2014-01-01200
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-017
Total participants2014-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01213
Total number of active participants reported on line 7a of the Form 55002013-01-01138
Number of retired or separated participants receiving benefits2013-01-0114
Number of other retired or separated participants entitled to future benefits2013-01-0149
Total of all active and inactive participants2013-01-01201
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-016
Total participants2013-01-01207
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01218
Total number of active participants reported on line 7a of the Form 55002012-01-01142
Number of retired or separated participants receiving benefits2012-01-0115
Number of other retired or separated participants entitled to future benefits2012-01-0151
Total of all active and inactive participants2012-01-01208
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-015
Total participants2012-01-01213
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01230
Total number of active participants reported on line 7a of the Form 55002011-01-01145
Number of retired or separated participants receiving benefits2011-01-0115
Number of other retired or separated participants entitled to future benefits2011-01-0154
Total of all active and inactive participants2011-01-01214
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-014
Total participants2011-01-01218
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010

Financial Data on PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES

Measure Date Value
2023 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2023 401k financial data
Total unrealized appreciation/depreciation of assets2023-12-31$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$1,522,520
Total loss/gain on sale of assets2023-12-31$0
Total of all expenses incurred2023-12-31$1,234,212
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$1,184,276
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$381,000
Value of total assets at end of year2023-12-31$8,357,620
Value of total assets at beginning of year2023-12-31$8,069,312
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$49,936
Total interest from all sources2023-12-31$8,740
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$196,984
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$196,984
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$139
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$3,935
Administrative expenses (other) incurred2023-12-31$42,436
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$-1,591
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$288,308
Value of net assets at end of year (total assets less liabilities)2023-12-31$8,357,620
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$8,069,312
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$8,233,071
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$7,654,625
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$29,160
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$317,093
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$317,093
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$8,740
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$935,796
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31Yes
Was there a failure to transmit to the plan any participant contributions2023-12-31No
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Contributions received in cash from employer2023-12-31$381,000
Employer contributions (assets) at end of year2023-12-31$95,250
Employer contributions (assets) at beginning of year2023-12-31$95,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$1,184,276
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$2,150,266
Aggregate carrying amount (costs) on sale of assets2023-12-31$2,150,266
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31KATZ, SAPPER, & MILLER LLP
Accountancy firm EIN2023-12-31351090346
2022 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$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$0
Total income from all sources (including contributions)2022-12-31$-1,694,566
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$6,363,788
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$6,343,528
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$381,000
Value of total assets at end of year2022-12-31$8,069,312
Value of total assets at beginning of year2022-12-31$16,127,666
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$20,260
Total interest from all sources2022-12-31$5,376
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$237,487
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$237,487
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2022-12-31$3,935
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$0
Administrative expenses (other) incurred2022-12-31$12,760
Total non interest bearing cash at end of year2022-12-31$-1,591
Total non interest bearing cash at beginning of year2022-12-31$-610
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-8,058,354
Value of net assets at end of year (total assets less liabilities)2022-12-31$8,069,312
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$16,127,666
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$7,654,625
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$15,759,188
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$317,093
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$291,088
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$291,088
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$5,376
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-2,318,429
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$381,000
Employer contributions (assets) at end of year2022-12-31$95,250
Employer contributions (assets) at beginning of year2022-12-31$78,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$6,343,528
Contract administrator fees2022-12-31$7,500
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31KATZ, SAPPER, & MILLER LLP
Accountancy firm EIN2022-12-31351090346
2021 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$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$2,325,387
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,362,268
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,341,008
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$312,000
Value of total assets at end of year2021-12-31$16,127,666
Value of total assets at beginning of year2021-12-31$16,164,547
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$21,260
Total interest from all sources2021-12-31$374
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$233,529
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$233,529
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2021-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$50
Administrative expenses (other) incurred2021-12-31$13,760
Total non interest bearing cash at end of year2021-12-31$-610
Total non interest bearing cash at beginning of year2021-12-31$-1,005
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-36,881
Value of net assets at end of year (total assets less liabilities)2021-12-31$16,127,666
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$16,164,547
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$15,759,188
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$15,764,344
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$291,088
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$348,658
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$348,658
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$374
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$1,779,484
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$312,000
Employer contributions (assets) at end of year2021-12-31$78,000
Employer contributions (assets) at beginning of year2021-12-31$52,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,341,008
Contract administrator fees2021-12-31$7,500
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2021-12-31351090346
2020 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$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$1,954,092
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$181,615
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$160,835
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$210,000
Value of total assets at end of year2020-12-31$16,164,547
Value of total assets at beginning of year2020-12-31$14,392,070
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$20,780
Total interest from all sources2020-12-31$2,432
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$243,634
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$243,634
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2020-12-31$50
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$379
Other income not declared elsewhere2020-12-31$0
Administrative expenses (other) incurred2020-12-31$13,280
Total non interest bearing cash at end of year2020-12-31$-1,005
Total non interest bearing cash at beginning of year2020-12-31$-3,344
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$1,772,477
Value of net assets at end of year (total assets less liabilities)2020-12-31$16,164,547
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$14,392,070
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$15,764,344
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$14,000,326
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$348,658
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$276,459
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$276,459
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$2,432
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$1,498,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$210,000
Employer contributions (assets) at end of year2020-12-31$52,500
Employer contributions (assets) at beginning of year2020-12-31$118,250
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$160,835
Contract administrator fees2020-12-31$7,500
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2020-12-31351090346
2019 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$2,642,531
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$920,221
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$843,430
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$473,000
Value of total assets at end of year2019-12-31$14,392,070
Value of total assets at beginning of year2019-12-31$12,669,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$76,791
Total interest from all sources2019-12-31$5,342
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$329,893
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$329,893
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$379
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$615
Other income not declared elsewhere2019-12-31$0
Administrative expenses (other) incurred2019-12-31$69,291
Total non interest bearing cash at end of year2019-12-31$-3,344
Total non interest bearing cash at beginning of year2019-12-31$-3,689
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$1,722,310
Value of net assets at end of year (total assets less liabilities)2019-12-31$14,392,070
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$12,669,760
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$14,000,326
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$12,367,906
Value of interest in common/collective trusts at end of year2019-12-31$0
Value of interest in common/collective trusts at beginning of year2019-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$276,459
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$166,178
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$166,178
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$5,342
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$1,834,296
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$473,000
Employer contributions (assets) at end of year2019-12-31$118,250
Employer contributions (assets) at beginning of year2019-12-31$138,750
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$843,430
Contract administrator fees2019-12-31$7,500
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2019-12-31351090346
2018 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-273,559
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,517,693
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,486,059
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$555,000
Value of total assets at end of year2018-12-31$12,669,760
Value of total assets at beginning of year2018-12-31$16,461,012
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$31,634
Total interest from all sources2018-12-31$9,497
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$308,594
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$308,594
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$615
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$246
Other income not declared elsewhere2018-12-31$1,290
Administrative expenses (other) incurred2018-12-31$24,134
Total non interest bearing cash at end of year2018-12-31$-3,689
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,791,252
Value of net assets at end of year (total assets less liabilities)2018-12-31$12,669,760
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$16,461,012
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$12,367,906
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$16,088,252
Value of interest in common/collective trusts at end of year2018-12-31$0
Value of interest in common/collective trusts at beginning of year2018-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$166,178
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$167,514
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$167,514
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$9,497
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,147,940
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31Yes
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$555,000
Employer contributions (assets) at end of year2018-12-31$138,750
Employer contributions (assets) at beginning of year2018-12-31$205,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,486,059
Contract administrator fees2018-12-31$7,500
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2018-12-31351090346
2017 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$2,651,956
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$1,730,918
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$1,667,970
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$820,000
Value of total assets at end of year2017-12-31$16,461,012
Value of total assets at beginning of year2017-12-31$15,539,974
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$62,948
Total interest from all sources2017-12-31$5,042
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$323,928
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$323,928
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$246
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$54,318
Other income not declared elsewhere2017-12-31$3,285
Administrative expenses (other) incurred2017-12-31$55,448
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$921,038
Value of net assets at end of year (total assets less liabilities)2017-12-31$16,461,012
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$15,539,974
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$16,088,252
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$15,064,253
Value of interest in common/collective trusts at end of year2017-12-31$0
Value of interest in common/collective trusts at beginning of year2017-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$167,514
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$251,403
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$251,403
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$5,042
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$1,499,701
Net investment gain or loss from common/collective trusts2017-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31Yes
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$820,000
Employer contributions (assets) at end of year2017-12-31$205,000
Employer contributions (assets) at beginning of year2017-12-31$170,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$1,667,970
Contract administrator fees2017-12-31$7,500
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2017-12-31351090346
2016 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$1,634,873
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$1,106,393
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$1,044,745
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$680,000
Value of total assets at end of year2016-12-31$15,539,974
Value of total assets at beginning of year2016-12-31$15,011,494
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$61,648
Total interest from all sources2016-12-31$1,347
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$259,154
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$259,154
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2016-12-31$54,318
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2016-12-31$23
Other income not declared elsewhere2016-12-31$4,016
Administrative expenses (other) incurred2016-12-31$54,148
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$528,480
Value of net assets at end of year (total assets less liabilities)2016-12-31$15,539,974
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$15,011,494
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$15,064,253
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$14,720,689
Value of interest in common/collective trusts at end of year2016-12-31$0
Value of interest in common/collective trusts at beginning of year2016-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$251,403
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$143,282
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$143,282
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,347
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$690,356
Net investment gain or loss from common/collective trusts2016-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31Yes
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$680,000
Employer contributions (assets) at end of year2016-12-31$170,000
Employer contributions (assets) at beginning of year2016-12-31$147,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$1,044,745
Contract administrator fees2016-12-31$7,500
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2016-12-31351090346
2015 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$0
Total transfer of assets from this plan2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$211,183
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$655,612
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$630,073
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$590,000
Value of total assets at end of year2015-12-31$15,011,494
Value of total assets at beginning of year2015-12-31$15,455,923
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$25,539
Total interest from all sources2015-12-31$741
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$259,536
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$259,536
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$23
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$120
Other income not declared elsewhere2015-12-31$3,888
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-444,429
Value of net assets at end of year (total assets less liabilities)2015-12-31$15,011,494
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$15,455,923
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$14,720,689
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$14,442,974
Value of interest in common/collective trusts at end of year2015-12-31$0
Value of interest in common/collective trusts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$143,282
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$768,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$768,661
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$741
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-642,982
Net investment gain or loss from common/collective trusts2015-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$590,000
Employer contributions (assets) at end of year2015-12-31$147,500
Employer contributions (assets) at beginning of year2015-12-31$244,168
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$630,073
Contract administrator fees2015-12-31$25,539
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2015-12-31351090346
2014 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets to this plan2014-12-31$0
Total transfer of assets from this plan2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$1,334,487
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$107,922
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$76,733
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$796,668
Value of total assets at end of year2014-12-31$15,455,923
Value of total assets at beginning of year2014-12-31$14,229,358
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$31,189
Total interest from all sources2014-12-31$985
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$259,113
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$259,113
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$120
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$61
Other income not declared elsewhere2014-12-31$5,654
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$1,226,565
Value of net assets at end of year (total assets less liabilities)2014-12-31$15,455,923
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$14,229,358
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$14,442,974
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$4,016,075
Value of interest in common/collective trusts at end of year2014-12-31$0
Value of interest in common/collective trusts at beginning of year2014-12-31$9,623,958
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$768,661
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$411,764
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$411,764
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$985
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$151,234
Net investment gain or loss from common/collective trusts2014-12-31$120,833
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$796,668
Employer contributions (assets) at end of year2014-12-31$244,168
Employer contributions (assets) at beginning of year2014-12-31$177,500
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$76,733
Contract administrator fees2014-12-31$31,189
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2014-12-31351090346
2013 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2013 401k financial data
Unrealized appreciation/depreciation of real estate assets2013-12-31$0
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$2,692,615
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$741,953
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$715,924
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$710,000
Value of total assets at end of year2013-12-31$14,229,358
Value of total assets at beginning of year2013-12-31$12,278,696
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$26,029
Total interest from all sources2013-12-31$679
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$100,861
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$100,861
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2013-12-31$61
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$78
Other income not declared elsewhere2013-12-31$4,939
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,950,662
Value of net assets at end of year (total assets less liabilities)2013-12-31$14,229,358
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$12,278,696
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$4,016,075
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$3,516,791
Value of interest in common/collective trusts at end of year2013-12-31$9,623,958
Value of interest in common/collective trusts at beginning of year2013-12-31$8,561,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$411,764
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$29,959
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$29,959
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$679
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$153,517
Net investment gain or loss from common/collective trusts2013-12-31$1,722,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31Yes
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$710,000
Employer contributions (assets) at end of year2013-12-31$177,500
Employer contributions (assets) at beginning of year2013-12-31$170,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$715,924
Contract administrator fees2013-12-31$26,029
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2013-12-31351090346
2012 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2012 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2012-12-31$-363,554
Total unrealized appreciation/depreciation of assets2012-12-31$-363,554
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,077,960
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$773,713
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$713,243
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$692,178
Value of total assets at end of year2012-12-31$12,278,696
Value of total assets at beginning of year2012-12-31$10,974,449
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$60,470
Total interest from all sources2012-12-31$326
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$148,518
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$148,518
Administrative expenses professional fees incurred2012-12-31$3,771
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$78
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,881
Other income not declared elsewhere2012-12-31$23,137
Administrative expenses (other) incurred2012-12-31$18,862
Total non interest bearing cash at beginning of year2012-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,304,247
Value of net assets at end of year (total assets less liabilities)2012-12-31$12,278,696
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$10,974,449
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$3,516,791
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$9,775,787
Value of interest in common/collective trusts at end of year2012-12-31$8,561,868
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$29,959
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$490,098
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$490,098
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$326
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$1,574,487
Net investment gain or loss from common/collective trusts2012-12-31$2,868
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$692,178
Employer contributions (assets) at end of year2012-12-31$170,000
Employer contributions (assets) at beginning of year2012-12-31$705,683
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$713,243
Contract administrator fees2012-12-31$37,837
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2012-12-31351090346
2011 : PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-629,537
Total unrealized appreciation/depreciation of assets2011-12-31$-629,537
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,326,839
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$1,738,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$1,569,103
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,337,813
Value of total assets at end of year2011-12-31$10,974,449
Value of total assets at beginning of year2011-12-31$11,385,877
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$169,164
Total interest from all sources2011-12-31$170
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$165,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$165,798
Administrative expenses professional fees incurred2011-12-31$138,690
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,881
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$4,042
Other income not declared elsewhere2011-12-31$21,144
Total non interest bearing cash at end of year2011-12-31$0
Total non interest bearing cash at beginning of year2011-12-31$19
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$-411,428
Value of net assets at end of year (total assets less liabilities)2011-12-31$10,974,449
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$11,385,877
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$9,775,787
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$9,760,311
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$490,098
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$221,505
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$221,505
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$170
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$431,451
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$1,337,813
Employer contributions (assets) at end of year2011-12-31$705,683
Employer contributions (assets) at beginning of year2011-12-31$1,400,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$1,569,103
Contract administrator fees2011-12-31$30,474
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31KATZ, SAPPER, & MILLER
Accountancy firm EIN2011-12-31351090346

Form 5500 Responses for PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES

2023: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PENSION PLAN FOR COLLECTIVELY BARGAINED INDIANAPOLIS WATER EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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