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YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 401k Plan overview

Plan NameYORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN
Plan identification number 526

YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Dental

401k Sponsoring company profile

YORK ELECTRIC COOPERATIVE, INC. has sponsored the creation of one or more 401k plans.

Company Name:YORK ELECTRIC COOPERATIVE, INC.
Employer identification number (EIN):570274084
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5262023-01-01PATTY MOSS2024-06-21 PATTY MOSS2024-06-21
5262022-01-01
5262021-01-01
5262020-01-01
5262019-01-01
5262018-01-01
5262017-01-01JANICE CHEW
5262016-01-01JANICE CHEW
5262015-01-01JANICE CHEW
5262014-01-01JANICE CHEW
5262013-01-01JANICE CHEW
5262012-01-01ALISON YOUNG
5262011-01-01BRIDGET FORD

Plan Statistics for YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN

401k plan membership statisitcs for YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN

Measure Date Value
2023: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-0131
Number of retired or separated participants receiving benefits2023-01-0131
Total of all active and inactive participants2023-01-0131
Total participants2023-01-0131
2022: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-0131
Number of retired or separated participants receiving benefits2022-01-0131
Total of all active and inactive participants2022-01-0131
Total participants2022-01-0131
2021: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-0131
Number of retired or separated participants receiving benefits2021-01-0131
Total of all active and inactive participants2021-01-0131
Total participants2021-01-0131
2020: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-0131
Number of retired or separated participants receiving benefits2020-01-0131
Total of all active and inactive participants2020-01-0131
Total participants2020-01-0131
2019: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-0131
Number of retired or separated participants receiving benefits2019-01-0131
Total of all active and inactive participants2019-01-0131
Total participants2019-01-0131
2018: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-0131
Number of retired or separated participants receiving benefits2018-01-0131
Total of all active and inactive participants2018-01-0131
Total participants2018-01-0131
2017: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-0131
Number of retired or separated participants receiving benefits2017-01-0131
Total of all active and inactive participants2017-01-0131
Total participants2017-01-0131
2016: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-0131
Number of retired or separated participants receiving benefits2016-01-0131
Total of all active and inactive participants2016-01-0131
Total participants2016-01-0131
2015: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-0131
Number of retired or separated participants receiving benefits2015-01-0131
Total of all active and inactive participants2015-01-0131
Total participants2015-01-0131
2014: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-0131
Number of retired or separated participants receiving benefits2014-01-0131
Total of all active and inactive participants2014-01-0131
Total participants2014-01-0131
2013: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-0131
Number of retired or separated participants receiving benefits2013-01-0131
Total of all active and inactive participants2013-01-0131
Total participants2013-01-0131
2012: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-0131
Number of retired or separated participants receiving benefits2012-01-0131
Total of all active and inactive participants2012-01-0131
Total participants2012-01-0131
2011: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-0131
Total number of active participants reported on line 7a of the Form 55002011-01-0131
Total of all active and inactive participants2011-01-0131
Total participants2011-01-0131

Financial Data on YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN

Measure Date Value
2023 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2023 401k financial data
Total income from all sources2023-12-31$1,247,285
Expenses. Total of all expenses incurred2023-12-31$1,060,880
Benefits paid (including direct rollovers)2023-12-31$1,060,880
Total plan assets at end of year2023-12-31$8,096,743
Total plan assets at beginning of year2023-12-31$7,910,338
Value of fidelity bond covering the plan2023-12-31$500,000
Other income received2023-12-31$345,278
Net income (gross income less expenses)2023-12-31$186,405
Net plan assets at end of year (total assets less liabilities)2023-12-31$8,096,743
Net plan assets at beginning of year (total assets less liabilities)2023-12-31$7,910,338
Total contributions received or receivable from employer(s)2023-12-31$902,007
2022 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2022 401k financial data
Total income from all sources2022-12-31$-777,740
Expenses. Total of all expenses incurred2022-12-31$458,507
Benefits paid (including direct rollovers)2022-12-31$458,507
Total plan assets at end of year2022-12-31$7,910,338
Total plan assets at beginning of year2022-12-31$9,146,585
Value of fidelity bond covering the plan2022-12-31$500,000
Other income received2022-12-31$-985,652
Net income (gross income less expenses)2022-12-31$-1,236,247
Net plan assets at end of year (total assets less liabilities)2022-12-31$7,910,338
Net plan assets at beginning of year (total assets less liabilities)2022-12-31$9,146,585
Total contributions received or receivable from employer(s)2022-12-31$207,912
2021 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2021 401k financial data
Total income from all sources2021-12-31$97,221
Expenses. Total of all expenses incurred2021-12-31$429,988
Benefits paid (including direct rollovers)2021-12-31$429,988
Total plan assets at end of year2021-12-31$9,146,585
Total plan assets at beginning of year2021-12-31$9,479,352
Value of fidelity bond covering the plan2021-12-31$500,000
Other income received2021-12-31$97,221
Net income (gross income less expenses)2021-12-31$-332,767
Net plan assets at end of year (total assets less liabilities)2021-12-31$9,146,585
Net plan assets at beginning of year (total assets less liabilities)2021-12-31$9,479,352
2020 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2020 401k financial data
Total income from all sources2020-12-31$661,374
Expenses. Total of all expenses incurred2020-12-31$412,807
Benefits paid (including direct rollovers)2020-12-31$412,807
Total plan assets at end of year2020-12-31$9,479,353
Total plan assets at beginning of year2020-12-31$9,230,786
Value of fidelity bond covering the plan2020-12-31$500,000
Other income received2020-12-31$661,374
Net income (gross income less expenses)2020-12-31$248,567
Net plan assets at end of year (total assets less liabilities)2020-12-31$9,479,353
Net plan assets at beginning of year (total assets less liabilities)2020-12-31$9,230,786
2019 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2019 401k financial data
Total income from all sources2019-12-31$552,484
Expenses. Total of all expenses incurred2019-12-31$0
Benefits paid (including direct rollovers)2019-12-31$0
Total plan assets at end of year2019-12-31$9,230,786
Total plan assets at beginning of year2019-12-31$8,678,302
Value of fidelity bond covering the plan2019-12-31$500,000
Other income received2019-12-31$233,666
Net income (gross income less expenses)2019-12-31$552,484
Net plan assets at end of year (total assets less liabilities)2019-12-31$9,230,786
Net plan assets at beginning of year (total assets less liabilities)2019-12-31$8,678,302
Total contributions received or receivable from employer(s)2019-12-31$318,818
2018 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-12-31$165,741
Expenses. Total of all expenses incurred2018-12-31$0
Total plan assets at end of year2018-12-31$8,678,302
Total plan assets at beginning of year2018-12-31$8,512,561
Value of fidelity bond covering the plan2018-12-31$500,000
Other income received2018-12-31$165,741
Net income (gross income less expenses)2018-12-31$165,741
Net plan assets at end of year (total assets less liabilities)2018-12-31$8,678,302
Net plan assets at beginning of year (total assets less liabilities)2018-12-31$8,512,561
2017 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-12-31$138,370
Expenses. Total of all expenses incurred2017-12-31$0
Benefits paid (including direct rollovers)2017-12-31$0
Total plan assets at end of year2017-12-31$8,512,562
Total plan assets at beginning of year2017-12-31$8,374,192
Value of fidelity bond covering the plan2017-12-31$500,000
Other income received2017-12-31$-414
Net income (gross income less expenses)2017-12-31$138,370
Net plan assets at end of year (total assets less liabilities)2017-12-31$8,512,562
Net plan assets at beginning of year (total assets less liabilities)2017-12-31$8,374,192
Total contributions received or receivable from employer(s)2017-12-31$138,784
2016 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-12-31$2,564,547
Expenses. Total of all expenses incurred2016-12-31$2,441,952
Benefits paid (including direct rollovers)2016-12-31$2,441,952
Total plan assets at end of year2016-12-31$8,374,193
Total plan assets at beginning of year2016-12-31$8,251,598
Value of fidelity bond covering the plan2016-12-31$500,000
Other income received2016-12-31$1,176
Net income (gross income less expenses)2016-12-31$122,595
Net plan assets at end of year (total assets less liabilities)2016-12-31$8,374,193
Net plan assets at beginning of year (total assets less liabilities)2016-12-31$8,251,598
Total contributions received or receivable from employer(s)2016-12-31$2,563,371
2015 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-12-31$1,874,579
Expenses. Total of all expenses incurred2015-12-31$1,903,916
Benefits paid (including direct rollovers)2015-12-31$1,903,916
Total plan assets at end of year2015-12-31$8,251,597
Total plan assets at beginning of year2015-12-31$8,280,934
Value of fidelity bond covering the plan2015-12-31$500,000
Other income received2015-12-31$-276,515
Net income (gross income less expenses)2015-12-31$-29,337
Net plan assets at end of year (total assets less liabilities)2015-12-31$8,251,597
Net plan assets at beginning of year (total assets less liabilities)2015-12-31$8,280,934
Total contributions received or receivable from employer(s)2015-12-31$2,151,094
2014 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-12-31$1,691,700
Expenses. Total of all expenses incurred2014-12-31$1,094,585
Benefits paid (including direct rollovers)2014-12-31$1,094,585
Total plan assets at end of year2014-12-31$8,280,934
Total plan assets at beginning of year2014-12-31$7,683,819
Value of fidelity bond covering the plan2014-12-31$500,000
Other income received2014-12-31$471,628
Net income (gross income less expenses)2014-12-31$597,115
Net plan assets at end of year (total assets less liabilities)2014-12-31$8,280,934
Net plan assets at beginning of year (total assets less liabilities)2014-12-31$7,683,819
Total contributions received or receivable from employer(s)2014-12-31$1,220,072
2013 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2013 401k financial data
Total income from all sources2013-12-31$1,898,241
Expenses. Total of all expenses incurred2013-12-31$546,881
Benefits paid (including direct rollovers)2013-12-31$546,881
Total plan assets at end of year2013-12-31$7,683,819
Total plan assets at beginning of year2013-12-31$6,332,459
Value of fidelity bond covering the plan2013-12-31$500,000
Other income received2013-12-31$1,241,042
Net income (gross income less expenses)2013-12-31$1,351,360
Net plan assets at end of year (total assets less liabilities)2013-12-31$7,683,819
Net plan assets at beginning of year (total assets less liabilities)2013-12-31$6,332,459
Total contributions received or receivable from employer(s)2013-12-31$657,199
2012 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2012 401k financial data
Total income from all sources2012-12-31$560,943
Total plan assets at end of year2012-12-31$6,332,459
Total plan assets at beginning of year2012-12-31$5,771,516
Value of fidelity bond covering the plan2012-12-31$500,000
Other income received2012-12-31$440,938
Net income (gross income less expenses)2012-12-31$560,943
Net plan assets at end of year (total assets less liabilities)2012-12-31$6,332,459
Net plan assets at beginning of year (total assets less liabilities)2012-12-31$5,771,516
Total contributions received or receivable from employer(s)2012-12-31$120,005
2011 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2011 401k financial data
Total income from all sources2011-12-31$106,989
Expenses. Total of all expenses incurred2011-12-31$25,230
Total plan assets at end of year2011-12-31$5,771,515
Total plan assets at beginning of year2011-12-31$5,689,756
Value of fidelity bond covering the plan2011-12-31$500,000
Expenses. Other expenses not covered elsewhere2011-12-31$25,230
Net income (gross income less expenses)2011-12-31$81,759
Net plan assets at end of year (total assets less liabilities)2011-12-31$5,771,515
Net plan assets at beginning of year (total assets less liabilities)2011-12-31$5,689,756
Total contributions received or receivable from employer(s)2011-12-31$106,989
2010 : YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 2010 401k financial data
Total income from all sources2010-12-31$562,075
Total plan assets at end of year2010-12-31$5,689,756
Total plan assets at beginning of year2010-12-31$5,127,681
Value of fidelity bond covering the plan2010-12-31$500,000
Other income received2010-12-31$562,075
Net income (gross income less expenses)2010-12-31$562,075
Net plan assets at end of year (total assets less liabilities)2010-12-31$5,689,756
Net plan assets at beginning of year (total assets less liabilities)2010-12-31$5,127,681

Form 5500 Responses for YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN

2023: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: YORK ELECTRIC COOPERATIVE INC., RETIREE WELFARE BENEFIT PLAN 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 planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes

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