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INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 401k Plan overview

Plan NameINSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN
Plan identification number 002

INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 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).
  • Plan covered by PBGC that was terminated and closed out for PBGC purposes - Before the end of the plan year (or a prior plan year), (1) the plan terminated in a standard (or distress) termination and completed the distribution of plan assets in satisfaction of all benefit liabilities (or all ERISA Title IV benefits for distress termination); or (2) a trustee was appointed for a terminated plan pursuant to ERISA section 4042.
  • 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) received services of leased employees, as defined in Code section 414(n), during the plan year.

401k Sponsoring company profile

INSTITUTE OF NUCLEAR POWER OPERATIONS has sponsored the creation of one or more 401k plans.

Company Name:INSTITUTE OF NUCLEAR POWER OPERATIONS
Employer identification number (EIN):581382198
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about INSTITUTE OF NUCLEAR POWER OPERATIONS

Jurisdiction of Incorporation: State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number: 880422

More information about INSTITUTE OF NUCLEAR POWER OPERATIONS

Form 5500 Filing Information

Submission information for form 5500 for 401k plan INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022023-01-01
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01KRIS STRAW
0022016-01-01KRIS STRAW
0022015-01-01KRIS STRAW
0022014-01-01KRIS STRAW
0022013-01-01KRIS STRAW
0022012-01-01KRIS STRAW
0022011-01-01KRIS SRAW
0022010-01-01KRIS SRAW
0022009-01-01KRIS STRAW

Plan Statistics for INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN

401k plan membership statisitcs for INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN

Measure Date Value
2023: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01185
Total number of active participants reported on line 7a of the Form 55002023-01-011
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-010
Total of all active and inactive participants2023-01-011
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-011
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2022 401k membership
Market value of plan assets2022-12-31189,983,626
Acturial value of plan assets2022-12-31189,983,626
Funding target for retired participants and beneficiaries receiving payment2022-12-31117,323,292
Number of terminated vested participants2022-12-3169
Fundng target for terminated vested participants2022-12-316,691,333
Active participant vested funding target2022-12-3127,623,211
Number of active participants2022-12-3166
Total funding liabilities for active participants2022-12-3127,645,827
Total participant count2022-12-31569
Total funding target for all participants2022-12-31151,660,452
Balance at beginning of prior year after applicable adjustments2022-12-313,775,124
Prefunding balance at beginning of prior year after applicable adjustments2022-12-3120,299,140
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 balance2022-12-313,775,124
Amount remaining of prefunding balance2022-12-3120,299,140
Present value of excess contributions2022-12-3110,032,820
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3110,586,632
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 year2022-12-314,223,609
Balance of prefunding at beginning of current year2022-12-3122,710,678
Total employer contributions2022-12-31100,000
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 date2022-12-3199,858
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
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 cost2022-12-3193,352
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 year2022-12-3199,858
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-01559
Total number of active participants reported on line 7a of the Form 55002022-01-0159
Number of retired or separated participants receiving benefits2022-01-0158
Number of other retired or separated participants entitled to future benefits2022-01-0161
Total of all active and inactive participants2022-01-01178
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-017
Total participants2022-01-01185
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2021 401k membership
Market value of plan assets2021-12-31170,188,733
Acturial value of plan assets2021-12-31170,188,733
Funding target for retired participants and beneficiaries receiving payment2021-12-31114,229,755
Number of terminated vested participants2021-12-3175
Fundng target for terminated vested participants2021-12-318,554,394
Active participant vested funding target2021-12-3130,300,990
Number of active participants2021-12-3174
Total funding liabilities for active participants2021-12-3130,325,535
Total participant count2021-12-31576
Total funding target for all participants2021-12-31153,109,684
Balance at beginning of prior year after applicable adjustments2021-12-313,538,736
Prefunding balance at beginning of prior year after applicable adjustments2021-12-3119,028,065
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 balance2021-12-313,538,736
Amount remaining of prefunding balance2021-12-3119,028,065
Present value of excess contributions2021-12-31458,129
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31482,456
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 year2021-12-313,775,124
Balance of prefunding at beginning of current year2021-12-3120,299,140
Total employer contributions2021-12-3110,400,000
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 date2021-12-3110,113,375
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
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 cost2021-12-3180,555
Net shortfall amortization installment of oustanding balance2021-12-310
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3180,555
Additional cash requirement2021-12-3180,555
Contributions allocatedtoward minimum required contributions for current year2021-12-3110,113,375
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-01566
Total number of active participants reported on line 7a of the Form 55002021-01-0166
Number of retired or separated participants receiving benefits2021-01-01390
Number of other retired or separated participants entitled to future benefits2021-01-0167
Total of all active and inactive participants2021-01-01523
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0136
Total participants2021-01-01559
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2020 401k membership
Market value of plan assets2020-12-31166,466,104
Acturial value of plan assets2020-12-31166,466,104
Funding target for retired participants and beneficiaries receiving payment2020-12-31109,878,480
Number of terminated vested participants2020-12-3177
Fundng target for terminated vested participants2020-12-319,034,006
Active participant vested funding target2020-12-3134,607,042
Number of active participants2020-12-3186
Total funding liabilities for active participants2020-12-3134,656,892
Total participant count2020-12-31578
Total funding target for all participants2020-12-31153,569,378
Balance at beginning of prior year after applicable adjustments2020-12-314,766,129
Prefunding balance at beginning of prior year after applicable adjustments2020-12-3116,180,327
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-311,757,000
Prefunding balanced used to offset prior years funding requirement2020-12-310
Amount remaining of carryover balance2020-12-313,009,129
Amount remaining of prefunding balance2020-12-3116,180,327
Present value of excess contributions2020-12-311,116
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-311,312
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 year2020-12-313,538,736
Balance of prefunding at beginning of current year2020-12-3119,028,065
Total employer contributions2020-12-312,756,000
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 date2020-12-312,751,329
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
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 cost2020-12-312,293,200
Net shortfall amortization installment of oustanding balance2020-12-310
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-312,293,200
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-312,293,200
Contributions allocatedtoward minimum required contributions for current year2020-12-312,751,329
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-01570
Total number of active participants reported on line 7a of the Form 55002020-01-0174
Number of retired or separated participants receiving benefits2020-01-01383
Number of other retired or separated participants entitled to future benefits2020-01-0173
Total of all active and inactive participants2020-01-01530
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0136
Total participants2020-01-01566
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2019 401k membership
Market value of plan assets2019-12-31149,520,848
Acturial value of plan assets2019-12-31149,520,848
Funding target for retired participants and beneficiaries receiving payment2019-12-31103,072,346
Number of terminated vested participants2019-12-3183
Fundng target for terminated vested participants2019-12-318,853,280
Active participant vested funding target2019-12-3137,486,287
Number of active participants2019-12-3199
Total funding liabilities for active participants2019-12-3137,540,149
Total participant count2019-12-31584
Total funding target for all participants2019-12-31149,465,775
Balance at beginning of prior year after applicable adjustments2019-12-315,042,989
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3117,120,227
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 balance2019-12-315,042,989
Amount remaining of prefunding balance2019-12-3117,120,227
Present value of excess contributions2019-12-3110,669,606
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-3111,272,439
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 year2019-12-314,766,129
Balance of prefunding at beginning of current year2019-12-3116,180,327
Total employer contributions2019-12-31894,000
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 date2019-12-31846,234
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
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 cost2019-12-312,602,118
Net shortfall amortization installment of oustanding balance2019-12-310
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-312,602,118
Carryover balance elected to use to offset funding requirement2019-12-311,757,000
Prefunding balance elected to use to offset funding requirement2019-12-310
Additional cash requirement2019-12-31845,118
Contributions allocatedtoward minimum required contributions for current year2019-12-31846,234
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-01576
Total number of active participants reported on line 7a of the Form 55002019-01-0186
Number of retired or separated participants receiving benefits2019-01-01375
Number of other retired or separated participants entitled to future benefits2019-01-0176
Total of all active and inactive participants2019-01-01537
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0133
Total participants2019-01-01570
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2018 401k membership
Market value of plan assets2018-12-31152,758,625
Acturial value of plan assets2018-12-31152,758,625
Funding target for retired participants and beneficiaries receiving payment2018-12-3194,767,750
Number of terminated vested participants2018-12-3187
Fundng target for terminated vested participants2018-12-318,611,819
Active participant vested funding target2018-12-3140,465,460
Number of active participants2018-12-31116
Total funding liabilities for active participants2018-12-3140,537,869
Total participant count2018-12-31587
Total funding target for all participants2018-12-31143,917,438
Balance at beginning of prior year after applicable adjustments2018-12-314,398,595
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3114,932,601
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 balance2018-12-314,398,595
Amount remaining of prefunding balance2018-12-3114,932,601
Present value of excess contributions2018-12-31456,168
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-31482,626
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 year2018-12-315,042,989
Balance of prefunding at beginning of current year2018-12-3117,120,227
Total employer contributions2018-12-3114,100,000
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 date2018-12-3113,503,029
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
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 cost2018-12-312,833,423
Net shortfall amortization installment of oustanding balance2018-12-310
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-312,833,423
Carryover balance elected to use to offset funding requirement2018-12-310
Prefunding balance elected to use to offset funding requirement2018-12-310
Additional cash requirement2018-12-312,833,423
Contributions allocatedtoward minimum required contributions for current year2018-12-3113,503,029
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01579
Total number of active participants reported on line 7a of the Form 55002018-01-0199
Number of retired or separated participants receiving benefits2018-01-01365
Number of other retired or separated participants entitled to future benefits2018-01-0181
Total of all active and inactive participants2018-01-01545
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0133
Total participants2018-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2017 401k membership
Market value of plan assets2017-12-31137,562,356
Acturial value of plan assets2017-12-31137,562,356
Funding target for retired participants and beneficiaries receiving payment2017-12-3187,100,681
Number of terminated vested participants2017-12-3192
Fundng target for terminated vested participants2017-12-316,756,418
Active participant vested funding target2017-12-3143,569,827
Number of active participants2017-12-31128
Total funding liabilities for active participants2017-12-3143,700,358
Total participant count2017-12-31591
Total funding target for all participants2017-12-31137,557,457
Balance at beginning of prior year after applicable adjustments2017-12-314,139,854
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3114,054,213
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 balance2017-12-314,139,854
Amount remaining of prefunding balance2017-12-3114,054,213
Present value of excess contributions2017-12-31136,629
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-31144,827
Balance of carryovers at beginning of current year2017-12-314,398,595
Balance of prefunding at beginning of current year2017-12-3114,932,601
Total employer contributions2017-12-313,320,000
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 date2017-12-313,314,876
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
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 cost2017-12-312,858,708
Net shortfall amortization installment of oustanding balance2017-12-310
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-312,858,708
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-310
Additional cash requirement2017-12-312,858,708
Contributions allocatedtoward minimum required contributions for current year2017-12-313,314,876
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01584
Total number of active participants reported on line 7a of the Form 55002017-01-01116
Number of retired or separated participants receiving benefits2017-01-01351
Number of other retired or separated participants entitled to future benefits2017-01-0186
Total of all active and inactive participants2017-01-01553
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0125
Total participants2017-01-01578
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2016 401k membership
Market value of plan assets2016-12-31133,151,216
Acturial value of plan assets2016-12-31133,151,216
Funding target for retired participants and beneficiaries receiving payment2016-12-3174,941,114
Number of terminated vested participants2016-12-3190
Fundng target for terminated vested participants2016-12-315,917,102
Active participant vested funding target2016-12-3150,314,797
Number of active participants2016-12-31154
Total funding liabilities for active participants2016-12-3150,500,337
Total participant count2016-12-31594
Total funding target for all participants2016-12-31131,358,553
Balance at beginning of prior year after applicable adjustments2016-12-316,798,518
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3114,035,966
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-312,664,039
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-314,134,479
Amount remaining of prefunding balance2016-12-3114,035,966
Present value of excess contributions2016-12-316,878
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-316,887
Balance of carryovers at beginning of current year2016-12-314,139,854
Balance of prefunding at beginning of current year2016-12-3114,054,213
Total employer contributions2016-12-313,680,000
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 date2016-12-313,635,240
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
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 cost2016-12-313,498,611
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-313,498,611
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-313,498,611
Contributions allocatedtoward minimum required contributions for current year2016-12-313,635,240
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01587
Total number of active participants reported on line 7a of the Form 55002016-01-01128
Number of retired or separated participants receiving benefits2016-01-01339
Number of other retired or separated participants entitled to future benefits2016-01-0191
Total of all active and inactive participants2016-01-01558
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0126
Total participants2016-01-01584
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01590
Total number of active participants reported on line 7a of the Form 55002015-01-01154
Number of retired or separated participants receiving benefits2015-01-01320
Number of other retired or separated participants entitled to future benefits2015-01-0190
Total of all active and inactive participants2015-01-01564
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0123
Total participants2015-01-01587
Number of participants with account balances2015-01-010
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01646
Total number of active participants reported on line 7a of the Form 55002014-01-01177
Number of retired or separated participants receiving benefits2014-01-01296
Number of other retired or separated participants entitled to future benefits2014-01-0194
Total of all active and inactive participants2014-01-01567
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0123
Total participants2014-01-01590
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01652
Total number of active participants reported on line 7a of the Form 55002013-01-01191
Number of retired or separated participants receiving benefits2013-01-01274
Number of other retired or separated participants entitled to future benefits2013-01-01159
Total of all active and inactive participants2013-01-01624
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0122
Total participants2013-01-01646
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01657
Total number of active participants reported on line 7a of the Form 55002012-01-01206
Number of retired or separated participants receiving benefits2012-01-01265
Number of other retired or separated participants entitled to future benefits2012-01-01162
Total of all active and inactive participants2012-01-01633
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0119
Total participants2012-01-01652
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01661
Total number of active participants reported on line 7a of the Form 55002011-01-01223
Number of retired or separated participants receiving benefits2011-01-01241
Number of other retired or separated participants entitled to future benefits2011-01-01174
Total of all active and inactive participants2011-01-01638
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0119
Total participants2011-01-01657
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01661
Total number of active participants reported on line 7a of the Form 55002010-01-01240
Number of retired or separated participants receiving benefits2010-01-01231
Number of other retired or separated participants entitled to future benefits2010-01-01172
Total of all active and inactive participants2010-01-01643
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0118
Total participants2010-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-010
2009: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01664
Total number of active participants reported on line 7a of the Form 55002009-01-01256
Number of retired or separated participants receiving benefits2009-01-01214
Number of other retired or separated participants entitled to future benefits2009-01-01174
Total of all active and inactive participants2009-01-01644
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0117
Total participants2009-01-01661
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN

Measure Date Value
2023 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2023 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$12,363,399
Total unrealized appreciation/depreciation of assets2023-12-31$12,363,399
Total transfer of assets from this plan2023-12-31$41,026,793
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$59,013
Total income from all sources (including contributions)2023-12-31$6,475,190
Total loss/gain on sale of assets2023-12-31$-14,621,450
Total of all expenses incurred2023-12-31$27,840,233
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$27,338,912
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$6,777,013
Value of total assets at end of year2023-12-31$59,014
Value of total assets at beginning of year2023-12-31$62,391,837
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$501,321
Total interest from all sources2023-12-31$1,955,293
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31Yes
Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$1,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Other income not declared elsewhere2023-12-31$935
Total non interest bearing cash at beginning of year2023-12-31$402,336
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Value of net income/loss2023-12-31$-21,365,043
Value of net assets at end of year (total assets less liabilities)2023-12-31$1
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$62,391,837
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
Investment advisory and management fees2023-12-31$321,285
Income. Interest from US Government securities2023-12-31$62,751
Income. Interest from corporate debt instruments2023-12-31$1,307,029
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$1
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$15,074,669
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$15,074,669
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$585,513
Asset value of US Government securities at beginning of year2023-12-31$8,251,121
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$6,777,013
Employer contributions (assets) at end of year2023-12-31$59,013
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$27,338,912
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$38,663,711
Liabilities. Value of benefit claims payable at end of year2023-12-31$59,013
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$85,167,388
Aggregate carrying amount (costs) on sale of assets2023-12-31$99,788,838
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2023-12-31581673613
2022 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2022 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2022-12-31$-13,361,479
Total unrealized appreciation/depreciation of assets2022-12-31$-13,361,479
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$0
Total income from all sources (including contributions)2022-12-31$-32,002,983
Total loss/gain on sale of assets2022-12-31$-15,968,978
Total of all expenses incurred2022-12-31$95,596,382
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$94,991,804
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$100,000
Value of total assets at end of year2022-12-31$62,391,837
Value of total assets at beginning of year2022-12-31$189,991,202
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$604,578
Total interest from all sources2022-12-31$2,890,331
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Administrative expenses professional fees incurred2022-12-31$496,417
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
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$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2022-12-31$770,729
Other income not declared elsewhere2022-12-31$256,416
Administrative expenses (other) incurred2022-12-31$108,161
Total non interest bearing cash at end of year2022-12-31$402,336
Total non interest bearing cash at beginning of year2022-12-31$3,020,932
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-127,599,365
Value of net assets at end of year (total assets less liabilities)2022-12-31$62,391,837
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$189,991,202
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
Income. Interest from US Government securities2022-12-31$190,248
Income. Interest from corporate debt instruments2022-12-31$2,623,732
Value of interest in common/collective trusts at end of year2022-12-31$0
Value of interest in common/collective trusts at beginning of year2022-12-31$70,739,862
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2022-12-31$15,074,669
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2022-12-31$513,036
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2022-12-31$513,036
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2022-12-31$76,351
Asset value of US Government securities at end of year2022-12-31$8,251,121
Asset value of US Government securities at beginning of year2022-12-31$17,974,814
Net investment gain or loss from common/collective trusts2022-12-31$-5,919,273
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$100,000
Employer contributions (assets) at end of year2022-12-31$0
Employer contributions (assets) at beginning of year2022-12-31$5,150,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$94,991,804
Asset. Corporate debt instrument debt (other) at end of year2022-12-31$38,663,711
Asset. Corporate debt instrument debt (other) at beginning of year2022-12-31$91,821,829
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
Aggregate proceeds on sale of assets2022-12-31$144,283,390
Aggregate carrying amount (costs) on sale of assets2022-12-31$160,252,368
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2022-12-31581673613
2021 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2021 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2021-12-31$-2,871,363
Total unrealized appreciation/depreciation of assets2021-12-31$-2,871,363
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$31,414,527
Total loss/gain on sale of assets2021-12-31$3,062,819
Total of all expenses incurred2021-12-31$11,023,857
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$10,625,158
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$10,400,000
Value of total assets at end of year2021-12-31$189,991,202
Value of total assets at beginning of year2021-12-31$169,600,532
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$398,699
Total interest from all sources2021-12-31$3,776,994
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$298,448
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$298,448
Administrative expenses professional fees incurred2021-12-31$55,636
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
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$770,729
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2021-12-31$0
Other income not declared elsewhere2021-12-31$35,470
Administrative expenses (other) incurred2021-12-31$93,352
Total non interest bearing cash at end of year2021-12-31$3,020,932
Total non interest bearing cash at beginning of year2021-12-31$2,688,677
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$20,390,670
Value of net assets at end of year (total assets less liabilities)2021-12-31$189,991,202
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$169,600,532
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
Investment advisory and management fees2021-12-31$249,711
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$57,711,932
Income. Interest from US Government securities2021-12-31$152,892
Income. Interest from corporate debt instruments2021-12-31$3,623,480
Value of interest in common/collective trusts at end of year2021-12-31$70,739,862
Value of interest in common/collective trusts at beginning of year2021-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2021-12-31$513,036
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2021-12-31$48,931,819
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2021-12-31$48,931,819
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2021-12-31$622
Asset value of US Government securities at end of year2021-12-31$17,974,814
Asset value of US Government securities at beginning of year2021-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$11,248,830
Net investment gain or loss from common/collective trusts2021-12-31$5,463,329
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$10,400,000
Employer contributions (assets) at end of year2021-12-31$5,150,000
Employer contributions (assets) at beginning of year2021-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$10,625,158
Asset. Corporate debt instrument debt (other) at end of year2021-12-31$91,821,829
Asset. Corporate debt instrument debt (other) at beginning of year2021-12-31$60,268,104
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
Aggregate proceeds on sale of assets2021-12-31$103,232,249
Aggregate carrying amount (costs) on sale of assets2021-12-31$100,169,430
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2021-12-31581673613
2020 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2020 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2020-12-31$1,763,554
Total unrealized appreciation/depreciation of assets2020-12-31$1,763,554
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$13,864
Total income from all sources (including contributions)2020-12-31$13,297,203
Total loss/gain on sale of assets2020-12-31$-17,199
Total of all expenses incurred2020-12-31$10,150,472
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$9,889,581
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$2,756,000
Value of total assets at end of year2020-12-31$169,600,532
Value of total assets at beginning of year2020-12-31$166,467,665
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$260,891
Total interest from all sources2020-12-31$1,842,868
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$775,107
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$775,107
Administrative expenses professional fees incurred2020-12-31$79,992
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
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$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$698,828
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2020-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2020-12-31$13,864
Administrative expenses (other) incurred2020-12-31$80,555
Total non interest bearing cash at end of year2020-12-31$2,688,677
Total non interest bearing cash at beginning of year2020-12-31$1,126,370
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$3,146,731
Value of net assets at end of year (total assets less liabilities)2020-12-31$169,600,532
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$166,453,801
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
Investment advisory and management fees2020-12-31$100,344
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$57,711,932
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$51,609,952
Income. Interest from US Government securities2020-12-31$15,401
Income. Interest from corporate debt instruments2020-12-31$1,818,101
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2020-12-31$48,931,819
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2020-12-31$46,145,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2020-12-31$46,145,276
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2020-12-31$9,366
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$6,176,873
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$2,756,000
Employer contributions (assets) at end of year2020-12-31$0
Employer contributions (assets) at beginning of year2020-12-31$894,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$9,889,581
Asset. Corporate debt instrument debt (other) at end of year2020-12-31$60,268,104
Asset. Corporate debt instrument debt (other) at beginning of year2020-12-31$65,993,239
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
Aggregate proceeds on sale of assets2020-12-31$15,038,648
Aggregate carrying amount (costs) on sale of assets2020-12-31$15,055,847
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2020-12-31581673613
2019 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2019 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,466,156
Unrealized appreciation/depreciation of other (non real estate) assets2019-12-31$2,466,156
Total unrealized appreciation/depreciation of assets2019-12-31$2,466,156
Total unrealized appreciation/depreciation of assets2019-12-31$2,466,156
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,864
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$13,864
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,771
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$11,771
Total income from all sources (including contributions)2019-12-31$26,434,329
Total income from all sources (including contributions)2019-12-31$26,434,329
Total loss/gain on sale of assets2019-12-31$46,453
Total loss/gain on sale of assets2019-12-31$46,453
Total of all expenses incurred2019-12-31$9,606,099
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,351,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$9,351,126
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,686,763
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,686,763
Value of total assets at end of year2019-12-31$166,467,665
Value of total assets at end of year2019-12-31$166,467,665
Value of total assets at beginning of year2019-12-31$149,637,342
Value of total assets at beginning of year2019-12-31$149,637,342
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$254,973
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$254,973
Total interest from all sources2019-12-31$2,509,859
Total interest from all sources2019-12-31$2,509,859
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,538,835
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,538,835
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
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$1,538,835
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,538,835
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$1,000,000
Value of fidelity bond cover2019-12-31$1,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
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
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$698,828
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$698,828
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,445,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$1,445,855
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2019-12-31$13,864
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2019-12-31$11,771
Other income not declared elsewhere2019-12-31$-792,763
Other income not declared elsewhere2019-12-31$-792,763
Administrative expenses (other) incurred2019-12-31$40,338
Administrative expenses (other) incurred2019-12-31$40,338
Total non interest bearing cash at end of year2019-12-31$1,126,370
Total non interest bearing cash at end of year2019-12-31$1,126,370
Total non interest bearing cash at beginning of year2019-12-31$1,500,746
Total non interest bearing cash at beginning of year2019-12-31$1,500,746
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
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$16,828,230
Value of net income/loss2019-12-31$16,828,230
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,453,801
Value of net assets at end of year (total assets less liabilities)2019-12-31$166,453,801
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$149,625,571
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$149,625,571
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
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 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
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$214,635
Investment advisory and management fees2019-12-31$214,635
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$51,609,952
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$51,609,952
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$79,788,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$79,788,240
Income. Interest from US Government securities2019-12-31$23,759
Income. Interest from US Government securities2019-12-31$23,759
Income. Interest from corporate debt instruments2019-12-31$2,419,661
Income. Interest from corporate debt instruments2019-12-31$2,419,661
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$46,145,276
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2019-12-31$46,145,276
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$787,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$787,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2019-12-31$787,837
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2019-12-31$787,837
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$66,439
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2019-12-31$66,439
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at end of year2019-12-31$0
Asset value of US Government securities at beginning of year2019-12-31$548,249
Asset value of US Government securities at beginning of year2019-12-31$548,249
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,979,026
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$18,979,026
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
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
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,686,763
Contributions received in cash from employer2019-12-31$1,686,763
Employer contributions (assets) at end of year2019-12-31$894,000
Employer contributions (assets) at end of year2019-12-31$894,000
Employer contributions (assets) at beginning of year2019-12-31$8,850,000
Employer contributions (assets) at beginning of year2019-12-31$8,850,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,351,126
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$9,351,126
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$65,993,239
Asset. Corporate debt instrument debt (other) at end of year2019-12-31$65,993,239
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$56,716,415
Asset. Corporate debt instrument debt (other) at beginning of year2019-12-31$56,716,415
Did the plan have assets held for investment2019-12-31Yes
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
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
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$25,405,549
Aggregate proceeds on sale of assets2019-12-31$25,405,549
Aggregate carrying amount (costs) on sale of assets2019-12-31$25,359,096
Aggregate carrying amount (costs) on sale of assets2019-12-31$25,359,096
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BENNETT THRASHER, P.C.
Accountancy firm name2019-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2019-12-31581673613
Accountancy firm EIN2019-12-31581673613
2018 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2018 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2018-12-31$-896,879
Total unrealized appreciation/depreciation of assets2018-12-31$-896,879
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$11,771
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$5,846,370
Total loss/gain on sale of assets2018-12-31$-22,554
Total of all expenses incurred2018-12-31$8,979,424
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$8,807,618
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$14,171,540
Value of total assets at end of year2018-12-31$149,637,342
Value of total assets at beginning of year2018-12-31$152,758,625
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$171,806
Total interest from all sources2018-12-31$978,386
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$4,630,285
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$4,630,285
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2018-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$14,043,333
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$1,445,855
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2018-12-31$11,771
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2018-12-31$0
Other income not declared elsewhere2018-12-31$63,248
Administrative expenses (other) incurred2018-12-31$9,307
Total non interest bearing cash at end of year2018-12-31$1,500,746
Total non interest bearing cash at beginning of year2018-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-3,133,054
Value of net assets at end of year (total assets less liabilities)2018-12-31$149,625,571
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$152,758,625
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
Investment advisory and management fees2018-12-31$162,499
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$79,788,240
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$137,562,767
Income. Interest from US Government securities2018-12-31$14,502
Income. Interest from corporate debt instruments2018-12-31$930,012
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2018-12-31$787,837
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2018-12-31$1,152,525
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2018-12-31$1,152,525
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2018-12-31$33,872
Asset value of US Government securities at end of year2018-12-31$548,249
Asset value of US Government securities at beginning of year2018-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-13,077,656
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$14,171,540
Employer contributions (assets) at end of year2018-12-31$8,850,000
Employer contributions (assets) at beginning of year2018-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$8,807,618
Asset. Corporate debt instrument debt (other) at end of year2018-12-31$56,716,415
Asset. Corporate debt instrument debt (other) at beginning of year2018-12-31$0
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
Aggregate proceeds on sale of assets2018-12-31$4,516,751
Aggregate carrying amount (costs) on sale of assets2018-12-31$4,539,305
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 name2018-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2018-12-31581673613
2017 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 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$23,440,006
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$8,244,820
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$8,112,474
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,320,000
Value of total assets at end of year2017-12-31$152,758,625
Value of total assets at beginning of year2017-12-31$137,563,439
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$132,346
Total interest from all sources2017-12-31$4,859
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$5,028,430
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$5,028,430
Administrative expenses professional fees incurred2017-12-31$118,433
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2017-12-31$14,043,333
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$13,671,866
Other income not declared elsewhere2017-12-31$162,939
Administrative expenses (other) incurred2017-12-31$13,913
Total non interest bearing cash at end of year2017-12-31$0
Total non interest bearing cash at beginning of year2017-12-31$664,818
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$15,195,186
Value of net assets at end of year (total assets less liabilities)2017-12-31$152,758,625
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$137,563,439
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$137,562,767
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$122,361,907
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2017-12-31$1,152,525
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2017-12-31$184,848
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2017-12-31$184,848
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2017-12-31$4,859
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$14,923,778
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$3,320,000
Employer contributions (assets) at end of year2017-12-31$0
Employer contributions (assets) at beginning of year2017-12-31$680,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$8,112,474
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 name2017-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2017-12-31581673613
2016 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 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$12,073,194
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$7,662,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$7,501,634
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,680,000
Value of total assets at end of year2016-12-31$137,563,439
Value of total assets at beginning of year2016-12-31$133,153,024
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$161,145
Total interest from all sources2016-12-31$1,213
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$2,671,867
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$2,671,867
Administrative expenses professional fees incurred2016-12-31$500
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2016-12-31$13,671,866
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$14,109,504
Other income not declared elsewhere2016-12-31$-428,751
Administrative expenses (other) incurred2016-12-31$16,350
Total non interest bearing cash at end of year2016-12-31$664,818
Total non interest bearing cash at beginning of year2016-12-31$576,906
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$4,410,415
Value of net assets at end of year (total assets less liabilities)2016-12-31$137,563,439
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$133,153,024
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
Investment advisory and management fees2016-12-31$144,295
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$122,361,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$117,215,624
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2016-12-31$184,848
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2016-12-31$250,990
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2016-12-31$250,990
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2016-12-31$1,213
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$6,148,865
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$3,680,000
Employer contributions (assets) at end of year2016-12-31$680,000
Employer contributions (assets) at beginning of year2016-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$7,501,634
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 name2016-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2016-12-31581673613
2015 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$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$1,269,185
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,511,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$6,371,216
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,000,000
Value of total assets at end of year2015-12-31$133,153,024
Value of total assets at beginning of year2015-12-31$138,394,967
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$139,912
Total interest from all sources2015-12-31$332
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$3,602,908
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$3,602,908
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$14,109,504
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$13,471,406
Other income not declared elsewhere2015-12-31$638,851
Administrative expenses (other) incurred2015-12-31$43,023
Total non interest bearing cash at end of year2015-12-31$576,906
Total non interest bearing cash at beginning of year2015-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-5,241,943
Value of net assets at end of year (total assets less liabilities)2015-12-31$133,153,024
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$138,394,967
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
Investment advisory and management fees2015-12-31$96,889
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$117,215,624
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$120,282,851
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$250,990
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$640,710
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$640,710
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2015-12-31$332
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-3,972,906
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$1,000,000
Employer contributions (assets) at end of year2015-12-31$1,000,000
Employer contributions (assets) at beginning of year2015-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$6,371,216
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 name2015-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2015-12-31581673613
2014 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$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$12,117,099
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$11,661,001
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$11,558,169
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$4,000,000
Value of total assets at end of year2014-12-31$138,394,967
Value of total assets at beginning of year2014-12-31$137,938,869
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$102,832
Total interest from all sources2014-12-31$137
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$4,000,015
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$4,000,015
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2014-12-31$13,471,406
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$26,129,031
Other income not declared elsewhere2014-12-31$1,042,608
Administrative expenses (other) incurred2014-12-31$27,832
Total non interest bearing cash at end of year2014-12-31$0
Total non interest bearing cash at beginning of year2014-12-31$438,910
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$456,098
Value of net assets at end of year (total assets less liabilities)2014-12-31$138,394,967
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$137,938,869
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
Investment advisory and management fees2014-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$120,282,851
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$106,721,052
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$640,710
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$649,876
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$649,876
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2014-12-31$137
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$3,074,339
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$4,000,000
Employer contributions (assets) at end of year2014-12-31$4,000,000
Employer contributions (assets) at beginning of year2014-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$11,558,169
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 name2014-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2014-12-31581673613
2013 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2013 401k financial data
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$18,571,867
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$5,176,982
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$5,068,907
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$4,000,000
Value of total assets at end of year2013-12-31$137,938,869
Value of total assets at beginning of year2013-12-31$124,543,984
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$108,075
Total interest from all sources2013-12-31$1,183
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$2,716,440
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$2,716,440
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2013-12-31$26,129,031
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$22,808,395
Other income not declared elsewhere2013-12-31$1,320,636
Administrative expenses (other) incurred2013-12-31$33,075
Total non interest bearing cash at end of year2013-12-31$438,910
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$13,394,885
Value of net assets at end of year (total assets less liabilities)2013-12-31$137,938,869
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$124,543,984
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
Investment advisory and management fees2013-12-31$75,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$106,721,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$94,075,909
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2013-12-31$649,876
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$3,659,680
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$3,659,680
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2013-12-31$1,183
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$10,533,608
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$4,000,000
Employer contributions (assets) at end of year2013-12-31$4,000,000
Employer contributions (assets) at beginning of year2013-12-31$4,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$5,068,907
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 name2013-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2013-12-31581673613
2012 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
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$15,227,231
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$4,635,567
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$4,487,092
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,000,000
Value of total assets at end of year2012-12-31$124,543,984
Value of total assets at beginning of year2012-12-31$113,952,320
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$148,475
Total interest from all sources2012-12-31$2,575
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$3,581,517
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$3,581,517
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2012-12-31$22,808,395
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$21,127,025
Other income not declared elsewhere2012-12-31$-317,963
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$10,591,664
Value of net assets at end of year (total assets less liabilities)2012-12-31$124,543,984
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$113,952,320
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
Investment advisory and management fees2012-12-31$90,000
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$94,075,909
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$84,480,341
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$3,659,680
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$3,244,954
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$3,244,954
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2012-12-31$2,575
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$7,961,102
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$4,000,000
Employer contributions (assets) at end of year2012-12-31$4,000,000
Employer contributions (assets) at beginning of year2012-12-31$5,100,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$4,487,092
Contract administrator fees2012-12-31$58,475
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 name2012-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2012-12-31581673613
2011 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2011 401k financial data
Unrealized appreciation/depreciation of real estate assets2011-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$-9,514,306
Total unrealized appreciation/depreciation of assets2011-12-31$-9,514,306
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$7,425,459
Total loss/gain on sale of assets2011-12-31$5,943,355
Total of all expenses incurred2011-12-31$4,066,403
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$3,971,530
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$8,600,000
Value of total assets at end of year2011-12-31$113,952,320
Value of total assets at beginning of year2011-12-31$110,593,264
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$94,873
Total interest from all sources2011-12-31$1,483
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$2,392,640
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$2,392,640
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$1,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
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
Assets. Other investments not covered elsewhere at end of year2011-12-31$21,127,025
Other income not declared elsewhere2011-12-31$2,287
Total non interest bearing cash at beginning of year2011-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$3,359,056
Value of net assets at end of year (total assets less liabilities)2011-12-31$113,952,320
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$110,593,264
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
Investment advisory and management fees2011-12-31$57,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$84,480,341
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$102,641,828
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$3,244,954
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$1,436
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$1,436
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$1,483
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$8,600,000
Employer contributions (assets) at end of year2011-12-31$5,100,000
Employer contributions (assets) at beginning of year2011-12-31$7,950,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$3,971,530
Contract administrator fees2011-12-31$37,373
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Aggregate proceeds on sale of assets2011-12-31$67,728,217
Aggregate carrying amount (costs) on sale of assets2011-12-31$61,784,862
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 name2011-12-31BENNETT THRASHER, P.C.
Accountancy firm EIN2011-12-31581673613
2010 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$1,475,001
Total unrealized appreciation/depreciation of assets2010-12-31$1,475,001
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$18,988,782
Total loss/gain on sale of assets2010-12-31$6,221,094
Total of all expenses incurred2010-12-31$3,622,719
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$3,511,521
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$7,950,000
Value of total assets at end of year2010-12-31$110,593,264
Value of total assets at beginning of year2010-12-31$95,227,201
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$111,198
Total interest from all sources2010-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$3,338,041
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$1,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Other income not declared elsewhere2010-12-31$4,646
Administrative expenses (other) incurred2010-12-31$10,269
Total non interest bearing cash at end of year2010-12-31$0
Total non interest bearing cash at beginning of year2010-12-31$258,420
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$15,366,063
Value of net assets at end of year (total assets less liabilities)2010-12-31$110,593,264
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$95,227,201
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$62,500
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$102,641,828
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$84,068,495
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$1,436
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$286
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$286
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$7,950,000
Employer contributions (assets) at end of year2010-12-31$7,950,000
Employer contributions (assets) at beginning of year2010-12-31$10,900,000
Income. Dividends from common stock2010-12-31$3,338,041
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$3,511,521
Contract administrator fees2010-12-31$38,429
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$64,219,251
Aggregate carrying amount (costs) on sale of assets2010-12-31$57,998,157
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BENNETT THRASHER,P.C.
Accountancy firm EIN2010-12-31581673613
2009 : INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN

2023: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement - TrustYes
2022: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION 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
2010: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedNo
2010-01-01This submission is the final filingNo
2010-01-01This return/report is a short plan year return/report (less than 12 months)No
2010-01-01Plan is a collectively bargained planNo
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: INSTITUTE OF NUCLEAR POWER OPERATIONS PENSION PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

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