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THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 401k Plan overview

Plan NameTHE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES
Plan identification number 003

THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Benefits are primarily flat dollar (includes dollars per year of service)
  • Cash balance or similar plan - Plan has a "cash balance" formula. For this purpose, a "cash balance" formula is a benefit formula in a defined benefit plan by whatever name (for example, personal account plan, pension equity plan, life cycle plan, cash account plan, etc.) that rather than, or in addition to, expressing the accrued benefit as a life annuity commencing at normal retirement age, defines benefits for each employee in terms more common to a defined contribution plan such as a single sum distribution amount (for example, 10 percent of final average pay times years of service, or the amount of the employee's hypothetical account balance).
  • Code section 401(h) arrangement - Plan contains separate accounts under Code section 401(h) to provide employee health benefits.
  • Covered by PBGC - Plan is covered under the PBGC insurance program (see ERISA section 4021).
  • Frozen Plan - As of the last day of the plan year, the plan provides that no participant will get any new benefit accrual (whether because of service or compensation).
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

THE SOUTHERN CONNECTICUT GAS COMPANY has sponsored the creation of one or more 401k plans.

Company Name:THE SOUTHERN CONNECTICUT GAS COMPANY
Employer identification number (EIN):060835501
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Form 5500 Filing Information

Submission information for form 5500 for 401k plan THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0032022-01-01
0032021-01-01
0032020-01-01
0032019-01-01
0032018-01-01
0032017-01-01
0032016-01-01
0032015-01-01ANGEL BRUNO STEVEN FAVUZZA2016-10-14
0032014-01-01ANGEL BRUNO STEVEN FAVUZZA2015-10-14
0032013-01-01ANGEL BRUNO STEVEN P. FAVUZZA2014-10-15
0032012-01-01ANGEL BRUNO STEVEN P. FAVUZZA2013-10-15
0032011-01-01DIANE PIVIROTTO STEVEN FAVUZZA2012-10-15
0032010-01-01JAMES EARLEY JAMES EARLEY2011-10-26
0032009-01-01JOSEPH L. VICIDOMINO JOSEPH L. VICIDOMINO2010-10-14

Plan Statistics for THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

401k plan membership statisitcs for THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

Measure Date Value
2022: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2022 401k membership
Market value of plan assets2022-12-3148,062,760
Acturial value of plan assets2022-12-3145,842,502
Funding target for retired participants and beneficiaries receiving payment2022-12-3125,778,459
Number of terminated vested participants2022-12-3128
Fundng target for terminated vested participants2022-12-311,526,654
Active participant vested funding target2022-12-3117,541,912
Number of active participants2022-12-3194
Total funding liabilities for active participants2022-12-3117,664,446
Total participant count2022-12-31302
Total funding target for all participants2022-12-3144,969,559
Prefunding balance at beginning of prior year after applicable adjustments2022-12-31756,353
Prefunding balanced used to offset prior years funding requirement2022-12-31747,469
Amount remaining of prefunding balance2022-12-318,884
Present value of excess contributions2022-12-3113
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3114
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-319,711
Total employer contributions2022-12-31653,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-31635,100
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-31360,000
Net shortfall amortization installment of oustanding balance2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Contributions allocatedtoward minimum required contributions for current year2022-12-31635,100
Unpaid minimum required contributions for current year2022-12-310
Total participants, beginning-of-year2022-01-01299
Total number of active participants reported on line 7a of the Form 55002022-01-01131
Number of retired or separated participants receiving benefits2022-01-01352
Number of other retired or separated participants entitled to future benefits2022-01-0178
Total of all active and inactive participants2022-01-01561
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-0190
Total participants2022-01-01651
2021: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2021 401k membership
Market value of plan assets2021-12-3150,401,705
Acturial value of plan assets2021-12-3145,975,384
Funding target for retired participants and beneficiaries receiving payment2021-12-3126,502,157
Number of terminated vested participants2021-12-3133
Fundng target for terminated vested participants2021-12-311,846,513
Active participant vested funding target2021-12-3116,772,008
Number of active participants2021-12-31101
Total funding liabilities for active participants2021-12-3117,030,499
Total participant count2021-12-31316
Total funding target for all participants2021-12-3145,379,169
Prefunding balance at beginning of prior year after applicable adjustments2021-12-31386,401
Amount remaining of prefunding balance2021-12-31386,401
Present value of excess contributions2021-12-31296,109
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-31312,958
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-31312,958
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-31756,353
Total employer contributions2021-12-31118,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-31115,346
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-31825,039
Net shortfall amortization installment of oustanding balance2021-12-31160,138
Total funding amount beforereflecting carryover/prefunding balances2021-12-31862,802
Prefunding balance elected to use to offset funding requirement2021-12-31747,469
Additional cash requirement2021-12-31115,333
Contributions allocatedtoward minimum required contributions for current year2021-12-31115,346
Unpaid minimum required contributions for current year2021-12-310
Total participants, beginning-of-year2021-01-01313
Total number of active participants reported on line 7a of the Form 55002021-01-0194
Number of retired or separated participants receiving benefits2021-01-01132
Number of other retired or separated participants entitled to future benefits2021-01-0128
Total of all active and inactive participants2021-01-01254
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-0145
Total participants2021-01-01299
2020: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2020 401k membership
Market value of plan assets2020-12-3145,572,760
Acturial value of plan assets2020-12-3143,789,898
Funding target for retired participants and beneficiaries receiving payment2020-12-3125,692,250
Number of terminated vested participants2020-12-3137
Fundng target for terminated vested participants2020-12-312,038,355
Active participant vested funding target2020-12-3116,832,404
Number of active participants2020-12-31109
Total funding liabilities for active participants2020-12-3117,190,799
Total participant count2020-12-31327
Total funding target for all participants2020-12-3144,921,404
Prefunding balance at beginning of prior year after applicable adjustments2020-12-316,314
Prefunding balanced used to offset prior years funding requirement2020-12-316,314
Present value of excess contributions2020-12-31368,087
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-31389,329
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-31386,401
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-31386,401
Total employer contributions2020-12-311,344,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-311,300,619
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-31847,205
Net shortfall amortization installment of oustanding balance2020-12-311,517,907
Total funding amount beforereflecting carryover/prefunding balances2020-12-311,004,510
Additional cash requirement2020-12-311,004,510
Contributions allocatedtoward minimum required contributions for current year2020-12-311,300,619
Unpaid minimum required contributions for current year2020-12-310
Total participants, beginning-of-year2020-01-01326
Total number of active participants reported on line 7a of the Form 55002020-01-01101
Number of retired or separated participants receiving benefits2020-01-01137
Number of other retired or separated participants entitled to future benefits2020-01-0132
Total of all active and inactive participants2020-01-01270
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-0143
Total participants2020-01-01313
2019: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2019 401k membership
Market value of plan assets2019-12-3138,871,816
Acturial value of plan assets2019-12-3141,587,520
Funding target for retired participants and beneficiaries receiving payment2019-12-3125,842,560
Number of terminated vested participants2019-12-3137
Fundng target for terminated vested participants2019-12-311,996,351
Active participant vested funding target2019-12-3116,586,487
Number of active participants2019-12-31113
Total funding liabilities for active participants2019-12-3117,348,569
Total participant count2019-12-31328
Total funding target for all participants2019-12-3145,187,480
Prefunding balance at beginning of prior year after applicable adjustments2019-12-311,563,842
Prefunding balanced used to offset prior years funding requirement2019-12-311,556,992
Amount remaining of prefunding balance2019-12-316,850
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-316,314
Total employer contributions2019-12-311,610,000
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-311,550,715
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-31855,514
Net shortfall amortization installment of oustanding balance2019-12-313,606,274
Total funding amount beforereflecting carryover/prefunding balances2019-12-311,554,615
Prefunding balance elected to use to offset funding requirement2019-12-316,314
Additional cash requirement2019-12-311,548,301
Contributions allocatedtoward minimum required contributions for current year2019-12-311,550,715
Unpaid minimum required contributions for current year2019-12-310
Total participants, beginning-of-year2019-01-01345
Total number of active participants reported on line 7a of the Form 55002019-01-01109
Number of retired or separated participants receiving benefits2019-01-01140
Number of other retired or separated participants entitled to future benefits2019-01-0137
Total of all active and inactive participants2019-01-01286
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-0140
Total participants2019-01-01326
2018: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2018 401k membership
Market value of plan assets2018-12-3145,222,527
Acturial value of plan assets2018-12-3142,175,421
Funding target for retired participants and beneficiaries receiving payment2018-12-3125,036,184
Number of terminated vested participants2018-12-3145
Fundng target for terminated vested participants2018-12-312,179,328
Active participant vested funding target2018-12-3116,459,247
Number of active participants2018-12-31122
Total funding liabilities for active participants2018-12-3117,673,652
Total participant count2018-12-31348
Total funding target for all participants2018-12-3144,889,164
Prefunding balance at beginning of prior year after applicable adjustments2018-12-312,340,330
Prefunding balanced used to offset prior years funding requirement2018-12-311,003,941
Amount remaining of prefunding balance2018-12-311,336,389
Present value of excess contributions2018-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Balance of carryovers at beginning of current year2018-12-310
Balance of prefunding at beginning of current year2018-12-311,563,842
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-31833,093
Net shortfall amortization installment of oustanding balance2018-12-314,277,585
Total funding amount beforereflecting carryover/prefunding balances2018-12-311,556,992
Prefunding balance elected to use to offset funding requirement2018-12-311,556,992
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-01348
Total number of active participants reported on line 7a of the Form 55002018-01-01113
Number of retired or separated participants receiving benefits2018-01-01153
Number of other retired or separated participants entitled to future benefits2018-01-0137
Total of all active and inactive participants2018-01-01303
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-0142
Total participants2018-01-01345
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2017 401k membership
Market value of plan assets2017-12-3141,222,857
Acturial value of plan assets2017-12-3142,150,170
Funding target for retired participants and beneficiaries receiving payment2017-12-3122,752,029
Number of terminated vested participants2017-12-3147
Fundng target for terminated vested participants2017-12-312,081,938
Active participant vested funding target2017-12-3114,990,167
Number of active participants2017-12-31125
Total funding liabilities for active participants2017-12-3116,293,271
Total participant count2017-12-31351
Total funding target for all participants2017-12-3141,127,238
Balance at beginning of prior year after applicable adjustments2017-12-310
Prefunding balance at beginning of prior year after applicable adjustments2017-12-312,157,185
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-310
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-310
Amount remaining of prefunding balance2017-12-312,157,185
Present value of excess contributions2017-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-310
Balance of prefunding at beginning of current year2017-12-312,340,330
Total employer contributions2017-12-310
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 date2017-12-310
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 cost2017-12-31787,609
Net shortfall amortization installment of oustanding balance2017-12-311,317,398
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-311,003,941
Carryover balance elected to use to offset funding requirement2017-12-310
Prefunding balance elected to use to offset funding requirement2017-12-311,003,941
Additional cash requirement2017-12-310
Contributions allocatedtoward minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01351
Total number of active participants reported on line 7a of the Form 55002017-01-01122
Number of retired or separated participants receiving benefits2017-01-01143
Number of other retired or separated participants entitled to future benefits2017-01-0145
Total of all active and inactive participants2017-01-01310
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-0138
Total participants2017-01-01348
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-010
2016: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2016 401k membership
Market value of plan assets2016-12-3141,203,240
Acturial value of plan assets2016-12-3143,747,438
Funding target for retired participants and beneficiaries receiving payment2016-12-3121,937,563
Number of terminated vested participants2016-12-3165
Fundng target for terminated vested participants2016-12-312,637,915
Active participant vested funding target2016-12-3115,347,937
Number of active participants2016-12-31131
Total funding liabilities for active participants2016-12-3115,554,548
Total participant count2016-12-31376
Total funding target for all participants2016-12-3140,130,026
Balance at beginning of prior year after applicable adjustments2016-12-310
Prefunding balance at beginning of prior year after applicable adjustments2016-12-311,941,598
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-310
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-310
Amount remaining of prefunding balance2016-12-311,941,598
Present value of excess contributions2016-12-31274,331
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-31291,504
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-31275,000
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-310
Balance of prefunding at beginning of current year2016-12-312,157,185
Total employer contributions2016-12-310
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 date2016-12-310
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 cost2016-12-31701,637
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Waived amount of outstanding balance2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-310
Carryover balance elected to use to offset funding requirement2016-12-310
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-310
Contributions allocatedtoward minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01376
Total number of active participants reported on line 7a of the Form 55002016-01-01125
Number of retired or separated participants receiving benefits2016-01-01139
Number of other retired or separated participants entitled to future benefits2016-01-0147
Total of all active and inactive participants2016-01-01311
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-0140
Total participants2016-01-01351
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2015 401k membership
Total participants, beginning-of-year2015-01-01386
Total number of active participants reported on line 7a of the Form 55002015-01-01131
Number of retired or separated participants receiving benefits2015-01-01138
Number of other retired or separated participants entitled to future benefits2015-01-0164
Total of all active and inactive participants2015-01-01333
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-0140
Total participants2015-01-01373
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2014 401k membership
Total participants, beginning-of-year2014-01-01401
Total number of active participants reported on line 7a of the Form 55002014-01-01134
Number of retired or separated participants receiving benefits2014-01-01148
Number of other retired or separated participants entitled to future benefits2014-01-0165
Total of all active and inactive participants2014-01-01347
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-0139
Total participants2014-01-01386
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2013 401k membership
Total participants, beginning-of-year2013-01-01410
Total number of active participants reported on line 7a of the Form 55002013-01-01141
Number of retired or separated participants receiving benefits2013-01-01148
Number of other retired or separated participants entitled to future benefits2013-01-0171
Total of all active and inactive participants2013-01-01360
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-0141
Total participants2013-01-01401
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2012 401k membership
Total participants, beginning-of-year2012-01-01425
Total number of active participants reported on line 7a of the Form 55002012-01-01151
Number of retired or separated participants receiving benefits2012-01-01143
Number of other retired or separated participants entitled to future benefits2012-01-0172
Total of all active and inactive participants2012-01-01366
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-0144
Total participants2012-01-01410
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2011 401k membership
Total participants, beginning-of-year2011-01-01427
Total number of active participants reported on line 7a of the Form 55002011-01-01153
Number of retired or separated participants receiving benefits2011-01-01146
Number of other retired or separated participants entitled to future benefits2011-01-0172
Total of all active and inactive participants2011-01-01371
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-0154
Total participants2011-01-01425
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2010 401k membership
Total participants, beginning-of-year2010-01-01437
Total number of active participants reported on line 7a of the Form 55002010-01-01155
Number of retired or separated participants receiving benefits2010-01-01142
Number of other retired or separated participants entitled to future benefits2010-01-0173
Total of all active and inactive participants2010-01-01370
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2010-01-0157
Total participants2010-01-01427
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-013
2009: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2009 401k membership
Total participants, beginning-of-year2009-01-01444
Total number of active participants reported on line 7a of the Form 55002009-01-01175
Number of retired or separated participants receiving benefits2009-01-01138
Number of other retired or separated participants entitled to future benefits2009-01-0172
Total of all active and inactive participants2009-01-01385
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-0152
Total participants2009-01-01437
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-011

Financial Data on THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

Measure Date Value
2022 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2022 401k financial data
Total transfer of assets to this plan2022-12-31$69,386,471
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$7,485
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$16,627
Total income from all sources (including contributions)2022-12-31$-9,537,826
Total of all expenses incurred2022-12-31$13,687,650
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$13,379,910
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$653,000
Value of total assets at end of year2022-12-31$94,214,613
Value of total assets at beginning of year2022-12-31$48,062,760
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$307,740
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$61,799
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Administrative expenses (other) incurred2022-12-31$206,486
Liabilities. Value of operating payables at end of year2022-12-31$7,485
Liabilities. Value of operating payables at beginning of year2022-12-31$16,627
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-23,225,476
Value of net assets at end of year (total assets less liabilities)2022-12-31$94,207,128
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$48,046,133
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
Investment advisory and management fees2022-12-31$39,455
Value of interest in master investment trust accounts at end of year2022-12-31$94,214,613
Value of interest in master investment trust accounts at beginning of year2022-12-31$48,062,760
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$51,156
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
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$653,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$13,328,754
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BONADIO & CO., LLP
Accountancy firm EIN2022-12-31161131146
2021 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2021 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$16,627
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$18,883
Total income from all sources (including contributions)2021-12-31$2,997,050
Total of all expenses incurred2021-12-31$5,334,082
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$4,996,441
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$118,000
Value of total assets at end of year2021-12-31$48,062,760
Value of total assets at beginning of year2021-12-31$50,402,048
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$337,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Administrative expenses professional fees incurred2021-12-31$70,341
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$209,085
Liabilities. Value of operating payables at end of year2021-12-31$16,627
Liabilities. Value of operating payables at beginning of year2021-12-31$18,883
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-2,337,032
Value of net assets at end of year (total assets less liabilities)2021-12-31$48,046,133
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$50,383,165
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$58,215
Value of interest in master investment trust accounts at end of year2021-12-31$48,062,760
Value of interest in master investment trust accounts at beginning of year2021-12-31$50,228,048
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$73,683
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
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$118,000
Employer contributions (assets) at beginning of year2021-12-31$174,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$4,922,758
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BONADIO & CO., LLP
Accountancy firm EIN2021-12-31161131146
2020 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2020 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$18,883
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$14,737
Total income from all sources (including contributions)2020-12-31$7,895,458
Total of all expenses incurred2020-12-31$3,074,500
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$2,831,911
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,344,000
Value of total assets at end of year2020-12-31$50,402,048
Value of total assets at beginning of year2020-12-31$45,576,944
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$242,589
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Administrative expenses professional fees incurred2020-12-31$27,872
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Administrative expenses (other) incurred2020-12-31$209,944
Liabilities. Value of operating payables at end of year2020-12-31$18,883
Liabilities. Value of operating payables at beginning of year2020-12-31$14,737
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$4,820,958
Value of net assets at end of year (total assets less liabilities)2020-12-31$50,383,165
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$45,562,207
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$4,773
Value of interest in master investment trust accounts at end of year2020-12-31$50,228,048
Value of interest in master investment trust accounts at beginning of year2020-12-31$45,131,944
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$50,999
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
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$1,344,000
Employer contributions (assets) at end of year2020-12-31$174,000
Employer contributions (assets) at beginning of year2020-12-31$445,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$2,780,912
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31BONADIO & CO., LLP
Accountancy firm EIN2020-12-31161131146
2019 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2019 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,737
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$14,737
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$18,493
Total income from all sources (including contributions)2019-12-31$9,723,188
Total income from all sources (including contributions)2019-12-31$9,723,188
Total of all expenses incurred2019-12-31$3,014,304
Total of all expenses incurred2019-12-31$3,014,304
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,731,868
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$2,731,868
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,610,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,610,000
Value of total assets at end of year2019-12-31$45,576,944
Value of total assets at end of year2019-12-31$45,576,944
Value of total assets at beginning of year2019-12-31$38,871,816
Value of total assets at beginning of year2019-12-31$38,871,816
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$282,436
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$282,436
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
Administrative expenses professional fees incurred2019-12-31$39,250
Administrative expenses professional fees incurred2019-12-31$39,250
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$15,000,000
Value of fidelity bond cover2019-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$214,246
Administrative expenses (other) incurred2019-12-31$214,246
Liabilities. Value of operating payables at end of year2019-12-31$14,737
Liabilities. Value of operating payables at end of year2019-12-31$14,737
Liabilities. Value of operating payables at beginning of year2019-12-31$18,493
Liabilities. Value of operating payables at beginning of year2019-12-31$18,493
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$6,708,884
Value of net income/loss2019-12-31$6,708,884
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,562,207
Value of net assets at end of year (total assets less liabilities)2019-12-31$45,562,207
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,853,323
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$38,853,323
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$28,940
Investment advisory and management fees2019-12-31$28,940
Value of interest in master investment trust accounts at end of year2019-12-31$45,131,944
Value of interest in master investment trust accounts at end of year2019-12-31$45,131,944
Value of interest in master investment trust accounts at beginning of year2019-12-31$38,871,816
Value of interest in master investment trust accounts at beginning of year2019-12-31$38,871,816
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$46,775
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$46,775
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
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$1,610,000
Contributions received in cash from employer2019-12-31$1,610,000
Employer contributions (assets) at end of year2019-12-31$445,000
Employer contributions (assets) at end of year2019-12-31$445,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,685,093
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$2,685,093
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
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 name2019-12-31BONADIO & CO., LLP
Accountancy firm name2019-12-31BONADIO & CO., LLP
Accountancy firm EIN2019-12-31161131146
Accountancy firm EIN2019-12-31161131146
2018 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2018 401k financial data
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$18,493
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$17,579
Total income from all sources (including contributions)2018-12-31$-3,350,587
Total of all expenses incurred2018-12-31$3,001,038
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$2,662,988
Value of total assets at end of year2018-12-31$38,871,816
Value of total assets at beginning of year2018-12-31$45,222,527
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$338,050
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Administrative expenses professional fees incurred2018-12-31$58,379
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$15,000,000
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Administrative expenses (other) incurred2018-12-31$207,756
Liabilities. Value of operating payables at end of year2018-12-31$18,493
Liabilities. Value of operating payables at beginning of year2018-12-31$17,579
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-6,351,625
Value of net assets at end of year (total assets less liabilities)2018-12-31$38,853,323
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$45,204,948
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$71,915
Value of interest in master investment trust accounts at end of year2018-12-31$38,871,816
Value of interest in master investment trust accounts at beginning of year2018-12-31$45,222,527
Expenses. Payments to insurance carriers foe the provision of benefits2018-12-31$63,625
Net gain/loss from 103.12 investment entities2018-12-31$-3,350,587
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$2,599,363
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BONADIO & CO., LLP
Accountancy firm EIN2018-12-31161131146
2017 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$17,579
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$32,332
Total income from all sources (including contributions)2017-12-31$6,849,996
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$2,835,572
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$2,531,566
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$0
Value of total assets at end of year2017-12-31$45,222,527
Value of total assets at beginning of year2017-12-31$41,222,856
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$304,006
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Administrative expenses professional fees incurred2017-12-31$63,035
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$15,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2017-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2017-12-31$32,332
Administrative expenses (other) incurred2017-12-31$173,833
Liabilities. Value of operating payables at end of year2017-12-31$17,579
Liabilities. Value of operating payables at beginning of year2017-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$4,014,424
Value of net assets at end of year (total assets less liabilities)2017-12-31$45,204,948
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$41,190,524
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
Investment advisory and management fees2017-12-31$67,138
Value of interest in master investment trust accounts at end of year2017-12-31$45,222,527
Value of interest in master investment trust accounts at beginning of year2017-12-31$41,222,856
Expenses. Payments to insurance carriers foe the provision of benefits2017-12-31$103,892
Net gain/loss from 103.12 investment entities2017-12-31$6,849,996
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
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
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$2,427,674
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 name2017-12-31BAKER NEWMAN NOYES
Accountancy firm EIN2017-12-31010494526
2016 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$32,332
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$58,066
Total income from all sources (including contributions)2016-12-31$3,356,285
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$3,319,431
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$2,971,643
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$0
Value of total assets at end of year2016-12-31$41,222,856
Value of total assets at beginning of year2016-12-31$41,211,736
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$347,788
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Administrative expenses professional fees incurred2016-12-31$347,788
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2016-12-31$32,332
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2016-12-31$58,066
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$36,854
Value of net assets at end of year (total assets less liabilities)2016-12-31$41,190,524
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$41,153,670
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in master investment trust accounts at end of year2016-12-31$41,222,856
Value of interest in master investment trust accounts at beginning of year2016-12-31$40,911,736
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
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
Employer contributions (assets) at end of year2016-12-31$0
Employer contributions (assets) at beginning of year2016-12-31$300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$2,971,643
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 name2016-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2016-12-31061308345
2015 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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$58,066
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$41,861
Total income from all sources (including contributions)2015-12-31$-461,158
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$2,524,126
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$2,311,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$300,000
Value of total assets at end of year2015-12-31$41,211,736
Value of total assets at beginning of year2015-12-31$44,180,815
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$212,607
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$212,607
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2015-12-31$58,066
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2015-12-31$41,861
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,985,284
Value of net assets at end of year (total assets less liabilities)2015-12-31$41,153,670
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$44,138,954
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Value of interest in master investment trust accounts at end of year2015-12-31$40,911,736
Value of interest in master investment trust accounts at beginning of year2015-12-31$43,130,815
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
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$300,000
Employer contributions (assets) at end of year2015-12-31$300,000
Employer contributions (assets) at beginning of year2015-12-31$1,050,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$2,311,519
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 name2015-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2015-12-31061308345
2014 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total transfer of assets from this plan2014-12-31$554,930
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$41,861
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$28,556
Total income from all sources (including contributions)2014-12-31$4,813,529
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$2,561,241
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$2,381,571
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,050,000
Value of total assets at end of year2014-12-31$44,180,815
Value of total assets at beginning of year2014-12-31$42,470,152
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$179,670
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$103,307
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2014-12-31$41,861
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2014-12-31$28,556
Administrative expenses (other) incurred2014-12-31$76,363
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$2,252,288
Value of net assets at end of year (total assets less liabilities)2014-12-31$44,138,954
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$42,441,596
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in master investment trust accounts at end of year2014-12-31$43,130,815
Value of interest in master investment trust accounts at beginning of year2014-12-31$42,470,152
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
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$1,050,000
Employer contributions (assets) at end of year2014-12-31$1,050,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$2,381,571
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 name2014-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2014-12-31061308345
2013 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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$28,556
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$36,157
Total income from all sources (including contributions)2013-12-31$3,502,209
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$2,440,487
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$2,279,989
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$0
Value of total assets at end of year2013-12-31$42,470,152
Value of total assets at beginning of year2013-12-31$41,416,031
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$160,498
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$110,653
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$10,000,000
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
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2013-12-31$28,556
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2013-12-31$36,157
Administrative expenses (other) incurred2013-12-31$49,845
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$1,061,722
Value of net assets at end of year (total assets less liabilities)2013-12-31$42,441,596
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$41,379,874
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in master investment trust accounts at end of year2013-12-31$42,470,152
Value of interest in master investment trust accounts at beginning of year2013-12-31$37,916,031
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
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
Employer contributions (assets) at beginning of year2013-12-31$3,500,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$2,279,989
Did the plan have assets held for investment2013-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2013-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2013-12-31061308345
2012 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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$36,157
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$8,887,396
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$2,417,050
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$2,243,404
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$4,520,000
Value of total assets at end of year2012-12-31$41,416,031
Value of total assets at beginning of year2012-12-31$34,909,528
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$173,646
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Administrative expenses professional fees incurred2012-12-31$94,062
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$10,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$2,830
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2012-12-31$36,157
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2012-12-31$0
Administrative expenses (other) incurred2012-12-31$79,584
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$6,470,346
Value of net assets at end of year (total assets less liabilities)2012-12-31$41,379,874
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$34,909,528
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in master investment trust accounts at end of year2012-12-31$37,916,031
Value of interest in master investment trust accounts at beginning of year2012-12-31$32,396,698
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
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$4,520,000
Employer contributions (assets) at end of year2012-12-31$3,500,000
Employer contributions (assets) at beginning of year2012-12-31$2,510,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$2,243,404
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 name2012-12-31DWORKEN, HILLMAN, LAMORTE & STERCZA
Accountancy firm EIN2012-12-31061308345
2011 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$14,358
Total income from all sources (including contributions)2011-12-31$4,365,234
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$2,380,966
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$2,252,443
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$3,740,000
Value of total assets at end of year2011-12-31$34,909,528
Value of total assets at beginning of year2011-12-31$32,939,618
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$128,523
Total interest from all sources2011-12-31$2,830
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Administrative expenses professional fees incurred2011-12-31$84,265
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$10,000,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$2,830
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$75
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2011-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2011-12-31$14,358
Other income not declared elsewhere2011-12-31$5,906
Administrative expenses (other) incurred2011-12-31$44,258
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$1,984,268
Value of net assets at end of year (total assets less liabilities)2011-12-31$34,909,528
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$32,925,260
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in master investment trust accounts at end of year2011-12-31$32,396,698
Value of interest in master investment trust accounts at beginning of year2011-12-31$31,939,543
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$2,830
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$3,740,000
Employer contributions (assets) at end of year2011-12-31$2,510,000
Employer contributions (assets) at beginning of year2011-12-31$1,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$2,252,443
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2011-12-31010494526
2010 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
Total transfer of assets from this plan2010-12-31$48,109
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$14,358
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$13,599
Total income from all sources (including contributions)2010-12-31$4,831,366
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$2,295,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,202,667
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$1,000,000
Value of total assets at end of year2010-12-31$32,939,618
Value of total assets at beginning of year2010-12-31$30,450,773
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$92,504
Total interest from all sources2010-12-31$251
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Administrative expenses professional fees incurred2010-12-31$79,880
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$15,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$75
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$109
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2010-12-31$14,358
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2010-12-31$13,599
Administrative expenses (other) incurred2010-12-31$12,624
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$2,536,195
Value of net assets at end of year (total assets less liabilities)2010-12-31$32,925,260
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$30,437,174
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
Value of interest in master investment trust accounts at end of year2010-12-31$31,939,543
Value of interest in master investment trust accounts at beginning of year2010-12-31$29,772,742
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$677,922
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$677,922
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$251
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$1,000,000
Employer contributions (assets) at end of year2010-12-31$1,000,000
Employer contributions (assets) at beginning of year2010-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,202,667
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
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 name2010-12-31BAKER NEWMAN & NOYES LLC
Accountancy firm EIN2010-12-31010494526
2009 : THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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 THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES

2022: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan is a collectively bargained planYes
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan is a collectively bargained planYes
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan is a collectively bargained planYes
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan is a collectively bargained planYes
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Plan is a collectively bargained planYes
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planYes
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedNo
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement - TrustYes
2013: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement - TrustYes
2012: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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 planYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: THE SOUTHERN CONNECTICUT GAS COMPANY PENSION PLAN FOR UNION EMPLOYEES 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 planYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223995
Policy instance 1
Insurance contract or identification number0223995
Number of Individuals Covered99
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $4,162
Total amount of fees paid to insurance companyUSD $1,077
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $51,156
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $4,162
Amount paid for insurance broker fees3
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223995
Policy instance 1
Insurance contract or identification number0223995
Number of Individuals Covered96
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $6,318
Total amount of fees paid to insurance companyUSD $990
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $73,683
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $6,318
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION
Insurance broker organization code?3
Amount paid for insurance broker fees990
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0223995
Policy instance 1
Insurance contract or identification number0223995
Number of Individuals Covered62
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Total amount of commissions paid to insurance brokerUSD $3,423
Total amount of fees paid to insurance companyUSD $537
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $50,999
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $3,423
Amount paid for insurance broker fees537
Additional information about fees paid to insurance brokerNON-MONETARY COMPENSATION AND SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0181261
Policy instance 1
Insurance contract or identification number0181261
Number of Individuals Covered109
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $7,016
Total amount of fees paid to insurance companyUSD $589
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $46,775
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $7,016
Amount paid for insurance broker fees589
Additional information about fees paid to insurance brokerNON-MONETARY AND SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0181261
Policy instance 1
Insurance contract or identification number0181261
Number of Individuals Covered113
Insurance policy start date2017-12-01
Insurance policy end date2018-11-30
Total amount of commissions paid to insurance brokerUSD $15,074
Total amount of fees paid to insurance companyUSD $1,827
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $63,625
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $15,074
Amount paid for insurance broker fees1827
Additional information about fees paid to insurance brokerNON-MONETARY AND SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0160419
Policy instance 1
Insurance contract or identification number0160419
Number of Individuals Covered122
Insurance policy start date2016-12-01
Insurance policy end date2017-11-30
Total amount of commissions paid to insurance brokerUSD $33,263
Total amount of fees paid to insurance companyUSD $4,000
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitYes
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Welfare Benefit Premiums Paid to CarrierUSD $103,892
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $33,263
Amount paid for insurance broker fees4000
Additional information about fees paid to insurance brokerNON-MONETARY AND SUPPLEMENTAL COMPENSATION
Insurance broker organization code?3
Insurance broker nameWILLIAM OF MASSACHUSETTS INC.

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