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TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 401k Plan overview

Plan NameTALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES
Plan identification number 522

TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Life insurance

401k Sponsoring company profile

TALEN ENERGY SUPPLY, LLC has sponsored the creation of one or more 401k plans.

Company Name:TALEN ENERGY SUPPLY, LLC
Employer identification number (EIN):233074920
NAIC Classification:221100

Additional information about TALEN ENERGY SUPPLY, LLC

Jurisdiction of Incorporation: Texas Secretary of State
Incorporation Date: 2015-04-22
Company Identification Number: 0802201184
Legal Registered Office Address: 2929 ALLEN PKWY STE 2200

HOUSTON
United States of America (USA)
77019

More information about TALEN ENERGY SUPPLY, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5222022-01-01 ANDREW WRIGHT2023-10-13
5222021-01-01 MICHAEL BARRIERE2022-10-17
5222020-01-01RYAN PRICE2021-10-13
5222019-01-01RYAN PRICE2020-10-14
5222018-01-01
5222017-01-01WILLIAM H. FLEENOR2018-10-15
5222016-01-01
5222015-06-01KARLA DURN

Plan Statistics for TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES

401k plan membership statisitcs for TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES

Measure Date Value
2022: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2022 401k membership
Total participants, beginning-of-year2022-01-01337
Total number of active participants reported on line 7a of the Form 55002022-01-01352
Total of all active and inactive participants2022-01-01352
Total participants2022-01-01352
2021: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2021 401k membership
Total participants, beginning-of-year2021-01-01315
Total number of active participants reported on line 7a of the Form 55002021-01-01337
Total of all active and inactive participants2021-01-01337
Total participants2021-01-01337
2020: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2020 401k membership
Total participants, beginning-of-year2020-01-01276
Total number of active participants reported on line 7a of the Form 55002020-01-01315
Total of all active and inactive participants2020-01-01315
Total participants2020-01-01315
2019: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2019 401k membership
Total participants, beginning-of-year2019-01-01136
Total number of active participants reported on line 7a of the Form 55002019-01-01276
Total of all active and inactive participants2019-01-01276
Total participants2019-01-01276
2015: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2015 401k membership
Total participants, beginning-of-year2015-06-010
Number of retired or separated participants receiving benefits2015-06-0116
Total of all active and inactive participants2015-06-0116
Total participants2015-06-0116

Financial Data on TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES

Measure Date Value
2022 : TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2022 401k financial data
Total income from all sources (including contributions)2022-12-31$-1,658,930
Total of all expenses incurred2022-12-31$644,956
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$619,108
Value of total assets at end of year2022-12-31$5,070,498
Value of total assets at beginning of year2022-12-31$7,374,384
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$25,848
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$6,064
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$500,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Other income not declared elsewhere2022-12-31$-215
Administrative expenses (other) incurred2022-12-31$14,466
Total non interest bearing cash at end of year2022-12-31$13,198
Total non interest bearing cash at beginning of year2022-12-31$13,316
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-2,303,886
Value of net assets at end of year (total assets less liabilities)2022-12-31$5,070,498
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$7,374,384
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$5,318
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$44,292
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$33,764
Value of interest in common/collective trusts at end of year2022-12-31$5,013,008
Value of interest in common/collective trusts at beginning of year2022-12-31$7,327,304
Expenses. Payments to insurance carriers foe the provision of benefits2022-12-31$619,108
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$699
Net investment gain or loss from common/collective trusts2022-12-31$-1,659,414
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31Yes
Was there a failure to transmit to the plan any participant contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32022-12-31No
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31BAKER TILLY US, LLP
Accountancy firm EIN2022-12-31390859910
2021 : TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2021 401k financial data
Total income from all sources (including contributions)2021-12-31$786,465
Total of all expenses incurred2021-12-31$646,668
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$611,660
Value of total assets at end of year2021-12-31$7,374,384
Value of total assets at beginning of year2021-12-31$7,234,587
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$35,008
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$431
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$431
Administrative expenses professional fees incurred2021-12-31$14,464
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$500,000
If this is an individual account plan, was there a blackout period2021-12-31No
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Administrative expenses (other) incurred2021-12-31$14,954
Total non interest bearing cash at end of year2021-12-31$13,316
Total non interest bearing cash at beginning of year2021-12-31$13,208
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$139,797
Value of net assets at end of year (total assets less liabilities)2021-12-31$7,374,384
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$7,234,587
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$5,590
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$33,764
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$319,052
Value of interest in common/collective trusts at end of year2021-12-31$7,327,304
Value of interest in common/collective trusts at beginning of year2021-12-31$6,902,327
Expenses. Payments to insurance carriers foe the provision of benefits2021-12-31$611,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$20,948
Net investment gain or loss from common/collective trusts2021-12-31$765,086
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31Yes
Was there a failure to transmit to the plan any participant contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32021-12-31No
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31BAKER TILLY US, LLP
Accountancy firm EIN2021-12-31390859910
2020 : TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2020 401k financial data
Total income from all sources (including contributions)2020-12-31$1,072,600
Total of all expenses incurred2020-12-31$558,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$532,296
Value of total assets at end of year2020-12-31$7,234,587
Value of total assets at beginning of year2020-12-31$6,720,882
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$26,599
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$3,950
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$3,950
Administrative expenses professional fees incurred2020-12-31$12,854
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2020-12-31$61
Administrative expenses (other) incurred2020-12-31$8,813
Total non interest bearing cash at end of year2020-12-31$13,208
Total non interest bearing cash at beginning of year2020-12-31$14,260
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$513,705
Value of net assets at end of year (total assets less liabilities)2020-12-31$7,234,587
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$6,720,882
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$4,932
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$319,052
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$438,288
Value of interest in common/collective trusts at end of year2020-12-31$6,902,327
Value of interest in common/collective trusts at beginning of year2020-12-31$6,268,273
Expenses. Payments to insurance carriers foe the provision of benefits2020-12-31$532,296
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$10,648
Net investment gain or loss from common/collective trusts2020-12-31$1,058,002
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31Yes
Was there a failure to transmit to the plan any participant contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BAKER TILLY US, LLP
Accountancy firm EIN2020-12-31390859910
2019 : TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2019 401k financial data
Total income from all sources (including contributions)2019-12-31$1,404,662
Total income from all sources (including contributions)2019-12-31$1,404,662
Total of all expenses incurred2019-12-31$503,128
Total of all expenses incurred2019-12-31$503,128
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$480,743
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$480,743
Value of total assets at end of year2019-12-31$6,720,882
Value of total assets at end of year2019-12-31$6,720,882
Value of total assets at beginning of year2019-12-31$5,819,348
Value of total assets at beginning of year2019-12-31$5,819,348
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$22,385
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,918
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$4,918
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,918
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$4,918
Administrative expenses professional fees incurred2019-12-31$3,463
Administrative expenses professional fees incurred2019-12-31$3,463
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$10,000,000
Value of fidelity bond cover2019-12-31$10,000,000
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$61
Value of other receiveables (less allowance for doubtful accounts) at end of year2019-12-31$61
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$81
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2019-12-31$81
Administrative expenses (other) incurred2019-12-31$13,674
Administrative expenses (other) incurred2019-12-31$13,674
Total non interest bearing cash at end of year2019-12-31$14,260
Total non interest bearing cash at end of year2019-12-31$14,260
Total non interest bearing cash at beginning of year2019-12-31$14,597
Total non interest bearing cash at beginning of year2019-12-31$14,597
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$901,534
Value of net income/loss2019-12-31$901,534
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,720,882
Value of net assets at end of year (total assets less liabilities)2019-12-31$6,720,882
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,819,348
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$5,819,348
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$5,248
Investment advisory and management fees2019-12-31$5,248
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$438,288
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$438,288
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,701
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$38,701
Value of interest in common/collective trusts at end of year2019-12-31$6,268,273
Value of interest in common/collective trusts at end of year2019-12-31$6,268,273
Value of interest in common/collective trusts at beginning of year2019-12-31$5,765,969
Value of interest in common/collective trusts at beginning of year2019-12-31$5,765,969
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$480,743
Expenses. Payments to insurance carriers foe the provision of benefits2019-12-31$480,743
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,777
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$20,777
Net investment gain or loss from common/collective trusts2019-12-31$1,378,967
Net investment gain or loss from common/collective trusts2019-12-31$1,378,967
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
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 name2019-12-31BAKER TILLY US, LLP
Accountancy firm name2019-12-31BAKER TILLY US, LLP
Accountancy firm EIN2019-12-31390859910
Accountancy firm EIN2019-12-31390859910
2015 : TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 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$930
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$5,347,957
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$6,627
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$4,806
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,323,966
Value of total assets at end of year2015-12-31$5,342,260
Value of total assets at beginning of year2015-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$1,821
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$10,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$5,323,966
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2015-12-31$4,806
Liabilities. Value of operating payables at end of year2015-12-31$930
Total non interest bearing cash at end of year2015-12-31$14,460
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$5,341,330
Value of net assets at end of year (total assets less liabilities)2015-12-31$5,341,330
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$0
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$1,821
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$20,761
Value of interest in common/collective trusts at end of year2015-12-31$5,307,039
Net investment gain or loss from common/collective trusts2015-12-31$23,991
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
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 name2015-12-31BAKER TILLY VIRCHOW KRAUSE, LLP
Accountancy firm EIN2015-12-31390859910

Form 5500 Responses for TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES

2022: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan benefit arrangement – InsuranceYes
2021: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan benefit arrangement – InsuranceYes
2020: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan benefit arrangement – InsuranceYes
2019: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan benefit arrangement – InsuranceYes
2015: TALEN ENERGY RETIREE GROUP LIFE INSURANCE PLAN FOR BARGAINING UNIT RETIREES 2015 form 5500 responses
2015-06-01Type of plan entitySingle employer plan
2015-06-01First time form 5500 has been submittedYes
2015-06-01Submission has been amendedNo
2015-06-01This submission is the final filingNo
2015-06-01This return/report is a short plan year return/report (less than 12 months)Yes
2015-06-01Plan is a collectively bargained planYes
2015-06-01Plan funding arrangement – TrustYes
2015-06-01Plan benefit arrangement – InsuranceYes
2015-06-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX968053
Policy instance 1
Insurance contract or identification numberFLX968053
Number of Individuals Covered352
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $7,450
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $619,108
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Amount paid for insurance broker fees7450
Additional information about fees paid to insurance brokerSALES & SERVICE OVERRIDE
Insurance broker organization code?7
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX968053
Policy instance 1
Insurance contract or identification numberFLX968053
Number of Individuals Covered337
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $611,660
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX968053
Policy instance 1
Insurance contract or identification numberFLX968053
Number of Individuals Covered315
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $532,296
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
LIFE INSURANCE COMPANY OF NORTH AMERICA (National Association of Insurance Commissioners NAIC id number: 65498 )
Policy contract numberFLX968053
Policy instance 1
Insurance contract or identification numberFLX968053
Number of Individuals Covered648
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Life Insurance Welfare BenefitYes
Welfare Benefit Premiums Paid to CarrierUSD $480,743
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
METROPOLITAN LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65978 )
Policy contract number0160068
Policy instance 1
Insurance contract or identification number0160068
Number of Individuals Covered16
Insurance policy start date2015-06-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
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 $4,806

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