PROGRESS ENERGY, INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN
401k plan membership statisitcs for PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN
| Measure | Date | Value |
|---|
| 2013: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 15,970 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 0 |
| Total of all active and inactive participants | 2013-01-01 | 0 |
| 2012: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 16,062 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 10,344 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 5,626 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 0 |
| Total of all active and inactive participants | 2012-01-01 | 15,970 |
| 2011: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 15,724 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 10,057 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 5,464 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 0 |
| Total of all active and inactive participants | 2011-01-01 | 15,521 |
| 2010: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 15,928 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 10,172 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 5,552 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 0 |
| Total of all active and inactive participants | 2010-01-01 | 15,724 |
| 2009: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 16,042 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 10,374 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 5,554 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 0 |
| Total of all active and inactive participants | 2009-01-01 | 15,928 |
| Measure | Date | Value |
|---|
| 2011 : PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $78,058 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $78,058 |
| 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 | $70,144,297 |
| Total loss/gain on sale of assets | 2011-12-31 | $-96,107 |
| Total of all expenses incurred | 2011-12-31 | $77,438,571 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $77,373,886 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $70,152,840 |
| Value of total assets at end of year | 2011-12-31 | $8,788,861 |
| Value of total assets at beginning of year | 2011-12-31 | $16,083,135 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $64,685 |
| Total interest from all sources | 2011-12-31 | $9,506 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $71,438 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $20,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Contributions received from participants | 2011-12-31 | $9,433,039 |
| Assets. Other investments not covered elsewhere at end of year | 2011-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2011-12-31 | $0 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2011-12-31 | $7,039,202 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $102,783 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $0 |
| Administrative expenses (other) incurred | 2011-12-31 | $-12,477 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-7,294,274 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $8,788,861 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $16,083,135 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $5,724 |
| Interest earned on other investments | 2011-12-31 | $9,506 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $104,075 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $104,075 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2011-12-31 | $13,571,047 |
| Asset value of US Government securities at end of year | 2011-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $3,199,949 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $60,719,801 |
| Employer contributions (assets) at end of year | 2011-12-31 | $8,788,861 |
| Employer contributions (assets) at beginning of year | 2011-12-31 | $8,970,705 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $56,763,637 |
| Asset. Corporate debt instrument preferred debt at end of year | 2011-12-31 | $0 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2011-12-31 | $3,705,623 |
| Liabilities. Value of benefit claims payable at end of year | 2011-12-31 | $8,788,861 |
| Did the plan have assets held for investment | 2011-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $6,525,468 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $6,621,575 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Disclaimer |
| Accountancy firm name | 2011-12-31 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2011-12-31 | 133891517 |
| 2010 : PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $-326,352 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $-326,352 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $363,172 |
| Total income from all sources (including contributions) | 2010-12-31 | $68,456,725 |
| Total loss/gain on sale of assets | 2010-12-31 | $1,046,227 |
| Total of all expenses incurred | 2010-12-31 | $94,638,192 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $94,472,838 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $66,757,899 |
| Value of total assets at end of year | 2010-12-31 | $16,083,135 |
| Value of total assets at beginning of year | 2010-12-31 | $42,627,774 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $165,354 |
| Total interest from all sources | 2010-12-31 | $978,951 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $84,986 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $20,000,000 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Contributions received from participants | 2010-12-31 | $8,797,772 |
| Assets. Other investments not covered elsewhere at end of year | 2010-12-31 | $0 |
| Assets. Other investments not covered elsewhere at beginning of year | 2010-12-31 | $3,907,011 |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2010-12-31 | $29,200,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $102,783 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $445,682 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $363,172 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $-26,181,467 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $16,083,135 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $42,264,602 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $80,368 |
| Interest earned on other investments | 2010-12-31 | $978,951 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $104,075 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $23,577,826 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $23,577,826 |
| Expenses. Payments to insurance carriers foe the provision of benefits | 2010-12-31 | $13,003,647 |
| Asset value of US Government securities at end of year | 2010-12-31 | $3,199,949 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $6,596,576 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $57,960,127 |
| Employer contributions (assets) at end of year | 2010-12-31 | $8,970,705 |
| Employer contributions (assets) at beginning of year | 2010-12-31 | $7,485,644 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $52,269,191 |
| Asset. Corporate debt instrument preferred debt at end of year | 2010-12-31 | $3,705,623 |
| Asset. Corporate debt instrument preferred debt at beginning of year | 2010-12-31 | $615,035 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $82,764,060 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $81,717,833 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | Yes |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Disclaimer |
| Accountancy firm name | 2010-12-31 | DELOITTE & TOUCHE LLP |
| Accountancy firm EIN | 2010-12-31 | 133891517 |
| 2013: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2013 form 5500 responses |
|---|
| 2013-01-01 | Type of plan entity | Single employer plan |
| 2013-01-01 | Submission has been amended | Yes |
| 2013-01-01 | This submission is the final filing | Yes |
| 2013-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2013-01-01 | Plan is a collectively bargained plan | Yes |
| 2013-01-01 | Plan funding arrangement – Insurance | Yes |
| 2013-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2012: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2012 form 5500 responses |
|---|
| 2012-01-01 | Type of plan entity | Single employer plan |
| 2012-01-01 | Submission has been amended | No |
| 2012-01-01 | This submission is the final filing | No |
| 2012-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2012-01-01 | Plan is a collectively bargained plan | Yes |
| 2012-01-01 | Plan funding arrangement – Insurance | Yes |
| 2012-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2011 form 5500 responses |
|---|
| 2011-01-01 | Type of plan entity | Single employer plan |
| 2011-01-01 | Submission has been amended | Yes |
| 2011-01-01 | This submission is the final filing | No |
| 2011-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2011-01-01 | Plan is a collectively bargained plan | Yes |
| 2011-01-01 | Plan funding arrangement – Insurance | Yes |
| 2011-01-01 | Plan funding arrangement – Trust | Yes |
| 2011-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2011-01-01 | Plan benefit arrangement - Trust | Yes |
| 2010: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2010 form 5500 responses |
|---|
| 2010-01-01 | Type of plan entity | Single employer plan |
| 2010-01-01 | Submission has been amended | No |
| 2010-01-01 | This submission is the final filing | No |
| 2010-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2010-01-01 | Plan is a collectively bargained plan | Yes |
| 2010-01-01 | Plan funding arrangement – Insurance | Yes |
| 2010-01-01 | Plan funding arrangement – Trust | Yes |
| 2010-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2010-01-01 | Plan benefit arrangement - Trust | Yes |
| 2009: PROGRESS ENERGY, INC. LIFE, AD&D & BUSINESS TRAVEL ACCIDENT PLAN 2009 form 5500 responses |
|---|
| 2009-01-01 | Type of plan entity | Single employer plan |
| 2009-01-01 | Submission has been amended | No |
| 2009-01-01 | This submission is the final filing | No |
| 2009-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
| 2009-01-01 | Plan is a collectively bargained plan | Yes |
| 2009-01-01 | Plan funding arrangement – Insurance | Yes |
| 2009-01-01 | Plan funding arrangement – Trust | Yes |
| 2009-01-01 | Plan benefit arrangement – Insurance | Yes |
| 2009-01-01 | Plan benefit arrangement - Trust | Yes |
