THE EDISON INSTITUTE DBA THE HENRY FORD has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan THE EDISON INSTITUTE RETIREMENT PLAN
| Measure | Date | Value |
|---|
| 2020: THE EDISON INSTITUTE RETIREMENT PLAN 2020 401k membership |
|---|
| Market value of plan assets | 2020-12-31 | 31,362,682 |
| Acturial value of plan assets | 2020-12-31 | 30,716,253 |
| Funding target for retired participants and beneficiaries receiving payment | 2020-12-31 | 12,224,766 |
| Number of terminated vested participants | 2020-12-31 | 110 |
| Fundng target for terminated vested participants | 2020-12-31 | 3,238,009 |
| Active participant vested funding target | 2020-12-31 | 10,881,118 |
| Number of active participants | 2020-12-31 | 212 |
| Total funding liabilities for active participants | 2020-12-31 | 11,020,888 |
| Total participant count | 2020-12-31 | 574 |
| Total funding target for all participants | 2020-12-31 | 26,483,663 |
| Balance at beginning of prior year after applicable adjustments | 2020-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2020-12-31 | 7,192,973 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2020-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2020-12-31 | 710,437 |
| Amount remaining of carryover balance | 2020-12-31 | 0 |
| Amount remaining of prefunding balance | 2020-12-31 | 6,482,536 |
| Present value of excess contributions | 2020-12-31 | 0 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2020-12-31 | 0 |
| Reductions in caryover balances due to elections or deemed elections | 2020-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2020-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2020-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2020-12-31 | 7,569,657 |
| Total employer contributions | 2020-12-31 | 6,565,783 |
| Total employee contributions | 2020-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2020-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2020-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2020-12-31 | 6,253,370 |
| Liquidity shortfalls end of Q1 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2020-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2020-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2020-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2020-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2020-12-31 | 389,197 |
| Net shortfall amortization installment of oustanding balance | 2020-12-31 | 3,337,067 |
| Waiver amortization installment | 2020-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2020-12-31 | 1,031,775 |
| Carryover balance elected to use to offset funding requirement | 2020-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2020-12-31 | 957,768 |
| Additional cash requirement | 2020-12-31 | 74,007 |
| Contributions allocatedtoward minimum required contributions for current year | 2020-12-31 | 6,253,370 |
| Unpaid minimum required contributions for current year | 2020-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2020-12-31 | 0 |
| Total participants, beginning-of-year | 2020-01-01 | 562 |
| Total number of active participants reported on line 7a of the Form 5500 | 2020-01-01 | 0 |
| Number of retired or separated participants receiving benefits | 2020-01-01 | 0 |
| Number of other retired or separated participants entitled to future benefits | 2020-01-01 | 0 |
| Total of all active and inactive participants | 2020-01-01 | 0 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2020-01-01 | 0 |
| Total participants | 2020-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2020-01-01 | 0 |
| 2019: THE EDISON INSTITUTE RETIREMENT PLAN 2019 401k membership |
|---|
| Market value of plan assets | 2019-12-31 | 28,020,408 |
| Acturial value of plan assets | 2019-12-31 | 29,819,841 |
| Funding target for retired participants and beneficiaries receiving payment | 2019-12-31 | 11,321,217 |
| Number of terminated vested participants | 2019-12-31 | 137 |
| Fundng target for terminated vested participants | 2019-12-31 | 3,797,112 |
| Active participant vested funding target | 2019-12-31 | 10,854,305 |
| Number of active participants | 2019-12-31 | 240 |
| Total funding liabilities for active participants | 2019-12-31 | 11,094,593 |
| Total participant count | 2019-12-31 | 627 |
| Total funding target for all participants | 2019-12-31 | 26,212,922 |
| Balance at beginning of prior year after applicable adjustments | 2019-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2019-12-31 | 7,308,760 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2019-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2019-12-31 | 533,904 |
| Amount remaining of carryover balance | 2019-12-31 | 0 |
| Amount remaining of prefunding balance | 2019-12-31 | 6,774,856 |
| Present value of excess contributions | 2019-12-31 | 892,950 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2019-12-31 | 877,733 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2019-12-31 | 870,000 |
| Reductions in caryover balances due to elections or deemed elections | 2019-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2019-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2019-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2019-12-31 | 7,192,973 |
| Total employer contributions | 2019-12-31 | 600,000 |
| Total employee contributions | 2019-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2019-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2019-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2019-12-31 | 566,587 |
| Liquidity shortfalls end of Q1 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2019-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2019-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2019-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2019-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2019-12-31 | 432,538 |
| Net shortfall amortization installment of oustanding balance | 2019-12-31 | 3,586,054 |
| Waiver amortization installment | 2019-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2019-12-31 | 1,277,024 |
| Carryover balance elected to use to offset funding requirement | 2019-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2019-12-31 | 710,437 |
| Additional cash requirement | 2019-12-31 | 566,587 |
| Contributions allocatedtoward minimum required contributions for current year | 2019-12-31 | 566,587 |
| Unpaid minimum required contributions for current year | 2019-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2019-12-31 | 0 |
| Total participants, beginning-of-year | 2019-01-01 | 605 |
| Total number of active participants reported on line 7a of the Form 5500 | 2019-01-01 | 213 |
| Number of retired or separated participants receiving benefits | 2019-01-01 | 205 |
| Number of other retired or separated participants entitled to future benefits | 2019-01-01 | 111 |
| Total of all active and inactive participants | 2019-01-01 | 529 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2019-01-01 | 33 |
| Total participants | 2019-01-01 | 562 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2019-01-01 | 0 |
| 2018: THE EDISON INSTITUTE RETIREMENT PLAN 2018 401k membership |
|---|
| Market value of plan assets | 2018-12-31 | 30,141,793 |
| Acturial value of plan assets | 2018-12-31 | 28,841,926 |
| Funding target for retired participants and beneficiaries receiving payment | 2018-12-31 | 9,796,492 |
| Number of terminated vested participants | 2018-12-31 | 145 |
| Fundng target for terminated vested participants | 2018-12-31 | 3,725,137 |
| Active participant vested funding target | 2018-12-31 | 10,485,634 |
| Number of active participants | 2018-12-31 | 263 |
| Total funding liabilities for active participants | 2018-12-31 | 10,772,633 |
| Total participant count | 2018-12-31 | 658 |
| Total funding target for all participants | 2018-12-31 | 24,294,262 |
| Balance at beginning of prior year after applicable adjustments | 2018-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2018-12-31 | 5,979,499 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2018-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2018-12-31 | 743,295 |
| Amount remaining of carryover balance | 2018-12-31 | 0 |
| Amount remaining of prefunding balance | 2018-12-31 | 5,236,204 |
| Present value of excess contributions | 2018-12-31 | 1,109,646 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,246,222 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2018-12-31 | 1,240,000 |
| Reductions in caryover balances due to elections or deemed elections | 2018-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2018-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2018-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2018-12-31 | 7,308,760 |
| Total employer contributions | 2018-12-31 | 1,200,000 |
| Total employee contributions | 2018-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2018-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2018-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2018-12-31 | 1,115,150 |
| Liquidity shortfalls end of Q1 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2018-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2018-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2018-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2018-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2018-12-31 | 439,108 |
| Net shortfall amortization installment of oustanding balance | 2018-12-31 | 2,761,096 |
| Waiver amortization installment | 2018-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2018-12-31 | 756,104 |
| Carryover balance elected to use to offset funding requirement | 2018-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2018-12-31 | 533,904 |
| Additional cash requirement | 2018-12-31 | 222,200 |
| Contributions allocatedtoward minimum required contributions for current year | 2018-12-31 | 1,115,150 |
| Unpaid minimum required contributions for current year | 2018-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2018-12-31 | 0 |
| Total participants, beginning-of-year | 2018-01-01 | 658 |
| Total number of active participants reported on line 7a of the Form 5500 | 2018-01-01 | 239 |
| Number of retired or separated participants receiving benefits | 2018-01-01 | 214 |
| Number of other retired or separated participants entitled to future benefits | 2018-01-01 | 120 |
| Total of all active and inactive participants | 2018-01-01 | 573 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2018-01-01 | 32 |
| Total participants | 2018-01-01 | 605 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2018-01-01 | 1 |
| 2017: THE EDISON INSTITUTE RETIREMENT PLAN 2017 401k membership |
|---|
| Market value of plan assets | 2017-12-31 | 26,296,694 |
| Acturial value of plan assets | 2017-12-31 | 27,152,725 |
| Funding target for retired participants and beneficiaries receiving payment | 2017-12-31 | 9,301,107 |
| Number of terminated vested participants | 2017-12-31 | 138 |
| Fundng target for terminated vested participants | 2017-12-31 | 3,268,024 |
| Active participant vested funding target | 2017-12-31 | 9,942,297 |
| Number of active participants | 2017-12-31 | 293 |
| Total funding liabilities for active participants | 2017-12-31 | 10,251,629 |
| Total participant count | 2017-12-31 | 677 |
| Total funding target for all participants | 2017-12-31 | 22,820,760 |
| Balance at beginning of prior year after applicable adjustments | 2017-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2017-12-31 | 1,912,390 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2017-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2017-12-31 | 407,984 |
| Amount remaining of carryover balance | 2017-12-31 | 0 |
| Amount remaining of prefunding balance | 2017-12-31 | 1,504,406 |
| Present value of excess contributions | 2017-12-31 | 4,157,428 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2017-12-31 | 4,404,235 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2017-12-31 | 4,404,235 |
| Reductions in prefunding balances due to elections or deemed elections | 2017-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2017-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2017-12-31 | 5,979,499 |
| Total employer contributions | 2017-12-31 | 1,200,000 |
| Total employee contributions | 2017-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2017-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2017-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2017-12-31 | 1,109,646 |
| Liquidity shortfalls end of Q1 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2017-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2017-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2017-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2017-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2017-12-31 | 420,729 |
| Net shortfall amortization installment of oustanding balance | 2017-12-31 | 1,647,534 |
| Waiver amortization installment | 2017-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2017-12-31 | 711,869 |
| Carryover balance elected to use to offset funding requirement | 2017-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2017-12-31 | 743,295 |
| Additional cash requirement | 2017-12-31 | 0 |
| Contributions allocatedtoward minimum required contributions for current year | 2017-12-31 | 1,109,646 |
| Unpaid minimum required contributions for current year | 2017-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2017-12-31 | 0 |
| Total participants, beginning-of-year | 2017-01-01 | 687 |
| Total number of active participants reported on line 7a of the Form 5500 | 2017-01-01 | 263 |
| Number of retired or separated participants receiving benefits | 2017-01-01 | 211 |
| Number of other retired or separated participants entitled to future benefits | 2017-01-01 | 145 |
| Total of all active and inactive participants | 2017-01-01 | 619 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2017-01-01 | 39 |
| Total participants | 2017-01-01 | 658 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2017-01-01 | 4 |
| 2016: THE EDISON INSTITUTE RETIREMENT PLAN 2016 401k membership |
|---|
| Market value of plan assets | 2016-12-31 | 21,389,685 |
| Acturial value of plan assets | 2016-12-31 | 22,878,192 |
| Funding target for retired participants and beneficiaries receiving payment | 2016-12-31 | 9,753,961 |
| Number of terminated vested participants | 2016-12-31 | 141 |
| Fundng target for terminated vested participants | 2016-12-31 | 3,030,113 |
| Active participant vested funding target | 2016-12-31 | 9,032,837 |
| Number of active participants | 2016-12-31 | 310 |
| Total funding liabilities for active participants | 2016-12-31 | 9,350,791 |
| Total participant count | 2016-12-31 | 707 |
| Total funding target for all participants | 2016-12-31 | 22,134,865 |
| Balance at beginning of prior year after applicable adjustments | 2016-12-31 | 0 |
| Prefunding balance at beginning of prior year after applicable adjustments | 2016-12-31 | 1,626,825 |
| Carryover balanced portion elected for use to offset prior years funding requirement | 2016-12-31 | 0 |
| Prefunding balanced used to offset prior years funding requirement | 2016-12-31 | 431,484 |
| Amount remaining of carryover balance | 2016-12-31 | 0 |
| Amount remaining of prefunding balance | 2016-12-31 | 1,195,341 |
| Present value of excess contributions | 2016-12-31 | 734,078 |
| Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance | 2016-12-31 | 744,857 |
| Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance | 2016-12-31 | 740,000 |
| Reductions in caryover balances due to elections or deemed elections | 2016-12-31 | 0 |
| Reductions in prefunding balances due to elections or deemed elections | 2016-12-31 | 0 |
| Balance of carryovers at beginning of current year | 2016-12-31 | 0 |
| Balance of prefunding at beginning of current year | 2016-12-31 | 1,912,390 |
| Total employer contributions | 2016-12-31 | 5,200,000 |
| Total employee contributions | 2016-12-31 | 0 |
| Contributions allocated toward unpaid minimum require contributions from prior years | 2016-12-31 | 0 |
| Contributions made to avoid restrictions adjusted to valuation date | 2016-12-31 | 0 |
| Contributions allocated toward minimum required contributions for current year adjusted to valuation date | 2016-12-31 | 4,740,503 |
| Liquidity shortfalls end of Q1 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q2 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q3 | 2016-12-31 | 0 |
| Liquidity shortfalls end of Q4 | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all prior years | 2016-12-31 | 0 |
| iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years | 2016-12-31 | 0 |
| Remaining amount of unpaid minimum required contributions | 2016-12-31 | 0 |
| Minimum required contributions for current year target normal cost | 2016-12-31 | 398,272 |
| Net shortfall amortization installment of oustanding balance | 2016-12-31 | 1,169,063 |
| Waiver amortization installment | 2016-12-31 | 0 |
| Waived amount of outstanding balance | 2016-12-31 | 0 |
| Total funding amount beforereflecting carryover/prefunding balances | 2016-12-31 | 991,059 |
| Carryover balance elected to use to offset funding requirement | 2016-12-31 | 0 |
| Prefunding balance elected to use to offset funding requirement | 2016-12-31 | 407,984 |
| Additional cash requirement | 2016-12-31 | 583,075 |
| Contributions allocatedtoward minimum required contributions for current year | 2016-12-31 | 4,740,503 |
| Unpaid minimum required contributions for current year | 2016-12-31 | 0 |
| Unpaid minimum required contributions for all years | 2016-12-31 | 0 |
| Total participants, beginning-of-year | 2016-01-01 | 707 |
| Total number of active participants reported on line 7a of the Form 5500 | 2016-01-01 | 293 |
| Number of retired or separated participants receiving benefits | 2016-01-01 | 223 |
| Number of other retired or separated participants entitled to future benefits | 2016-01-01 | 139 |
| Total of all active and inactive participants | 2016-01-01 | 655 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2016-01-01 | 32 |
| Total participants | 2016-01-01 | 687 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2016-01-01 | 1 |
| 2015: THE EDISON INSTITUTE RETIREMENT PLAN 2015 401k membership |
|---|
| Total participants, beginning-of-year | 2015-01-01 | 727 |
| Total number of active participants reported on line 7a of the Form 5500 | 2015-01-01 | 310 |
| Number of retired or separated participants receiving benefits | 2015-01-01 | 219 |
| Number of other retired or separated participants entitled to future benefits | 2015-01-01 | 142 |
| Total of all active and inactive participants | 2015-01-01 | 671 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2015-01-01 | 36 |
| Total participants | 2015-01-01 | 707 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2015-01-01 | 6 |
| 2014: THE EDISON INSTITUTE RETIREMENT PLAN 2014 401k membership |
|---|
| Total participants, beginning-of-year | 2014-01-01 | 762 |
| Total number of active participants reported on line 7a of the Form 5500 | 2014-01-01 | 362 |
| Number of retired or separated participants receiving benefits | 2014-01-01 | 205 |
| Number of other retired or separated participants entitled to future benefits | 2014-01-01 | 127 |
| Total of all active and inactive participants | 2014-01-01 | 694 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2014-01-01 | 33 |
| Total participants | 2014-01-01 | 727 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2014-01-01 | 9 |
| 2013: THE EDISON INSTITUTE RETIREMENT PLAN 2013 401k membership |
|---|
| Total participants, beginning-of-year | 2013-01-01 | 787 |
| Total number of active participants reported on line 7a of the Form 5500 | 2013-01-01 | 402 |
| Number of retired or separated participants receiving benefits | 2013-01-01 | 204 |
| Number of other retired or separated participants entitled to future benefits | 2013-01-01 | 123 |
| Total of all active and inactive participants | 2013-01-01 | 729 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2013-01-01 | 33 |
| Total participants | 2013-01-01 | 762 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2013-01-01 | 5 |
| 2012: THE EDISON INSTITUTE RETIREMENT PLAN 2012 401k membership |
|---|
| Total participants, beginning-of-year | 2012-01-01 | 810 |
| Total number of active participants reported on line 7a of the Form 5500 | 2012-01-01 | 442 |
| Number of retired or separated participants receiving benefits | 2012-01-01 | 197 |
| Number of other retired or separated participants entitled to future benefits | 2012-01-01 | 117 |
| Total of all active and inactive participants | 2012-01-01 | 756 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2012-01-01 | 31 |
| Total participants | 2012-01-01 | 787 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2012-01-01 | 7 |
| 2011: THE EDISON INSTITUTE RETIREMENT PLAN 2011 401k membership |
|---|
| Total participants, beginning-of-year | 2011-01-01 | 856 |
| Total number of active participants reported on line 7a of the Form 5500 | 2011-01-01 | 466 |
| Number of retired or separated participants receiving benefits | 2011-01-01 | 195 |
| Number of other retired or separated participants entitled to future benefits | 2011-01-01 | 114 |
| Total of all active and inactive participants | 2011-01-01 | 775 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2011-01-01 | 35 |
| Total participants | 2011-01-01 | 810 |
| Number of participants with account balances | 2011-01-01 | 0 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2011-01-01 | 20 |
| 2010: THE EDISON INSTITUTE RETIREMENT PLAN 2010 401k membership |
|---|
| Total participants, beginning-of-year | 2010-01-01 | 930 |
| Total number of active participants reported on line 7a of the Form 5500 | 2010-01-01 | 511 |
| Number of retired or separated participants receiving benefits | 2010-01-01 | 209 |
| Number of other retired or separated participants entitled to future benefits | 2010-01-01 | 111 |
| Total of all active and inactive participants | 2010-01-01 | 831 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2010-01-01 | 32 |
| Total participants | 2010-01-01 | 863 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2010-01-01 | 38 |
| 2009: THE EDISON INSTITUTE RETIREMENT PLAN 2009 401k membership |
|---|
| Total participants, beginning-of-year | 2009-01-01 | 975 |
| Total number of active participants reported on line 7a of the Form 5500 | 2009-01-01 | 586 |
| Number of retired or separated participants receiving benefits | 2009-01-01 | 199 |
| Number of other retired or separated participants entitled to future benefits | 2009-01-01 | 112 |
| Total of all active and inactive participants | 2009-01-01 | 897 |
| Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits | 2009-01-01 | 33 |
| Total participants | 2009-01-01 | 930 |
| Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested | 2009-01-01 | 0 |
| Measure | Date | Value |
|---|
| 2020 : THE EDISON INSTITUTE RETIREMENT PLAN 2020 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2020-12-31 | $-86,570 |
| Total unrealized appreciation/depreciation of assets | 2020-12-31 | $-86,570 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2020-12-31 | $0 |
| Total income from all sources (including contributions) | 2020-12-31 | $7,874,648 |
| Total loss/gain on sale of assets | 2020-12-31 | $54,070 |
| Total of all expenses incurred | 2020-12-31 | $39,240,441 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2020-12-31 | $39,152,957 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2020-12-31 | $6,565,783 |
| Value of total assets at end of year | 2020-12-31 | $0 |
| Value of total assets at beginning of year | 2020-12-31 | $31,365,793 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2020-12-31 | $87,484 |
| Total interest from all sources | 2020-12-31 | $465 |
| Total dividends received (eg from common stock, registered investment company shares) | 2020-12-31 | $0 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2020-12-31 | Yes |
| Value of any plan assets that reverted to the employer resulting from resoluton to terminate the plan | 2020-12-31 | $0 |
| Administrative expenses professional fees incurred | 2020-12-31 | $9,846 |
| Was this plan covered by a fidelity bond | 2020-12-31 | Yes |
| Value of fidelity bond cover | 2020-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2020-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2020-12-31 | No |
| Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries) | 2020-12-31 | $14,108,000 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2020-12-31 | $0 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2020-12-31 | $806,093 |
| Other income not declared elsewhere | 2020-12-31 | $5,520 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Value of net income/loss | 2020-12-31 | $-31,365,793 |
| Value of net assets at end of year (total assets less liabilities) | 2020-12-31 | $0 |
| Value of net assets at beginning of year (total assets less liabilities) | 2020-12-31 | $31,365,793 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2020-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2020-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2020-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2020-12-31 | $0 |
| Assets. partnership/joint venture interests at beginning of year | 2020-12-31 | $4,316,790 |
| Investment advisory and management fees | 2020-12-31 | $77,638 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2020-12-31 | $0 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2020-12-31 | $9,459,113 |
| Interest earned on other investments | 2020-12-31 | $465 |
| Value of interest in common/collective trusts at end of year | 2020-12-31 | $0 |
| Value of interest in common/collective trusts at beginning of year | 2020-12-31 | $11,235,072 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2020-12-31 | $0 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2020-12-31 | $5,248,725 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2020-12-31 | $34,119 |
| Net investment gain or loss from common/collective trusts | 2020-12-31 | $1,841,729 |
| Net gain/loss from 103.12 investment entities | 2020-12-31 | $-540,468 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2020-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2020-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2020-12-31 | No |
| Contributions received in cash from employer | 2020-12-31 | $6,565,783 |
| Employer contributions (assets) at end of year | 2020-12-31 | $0 |
| Employer contributions (assets) at beginning of year | 2020-12-31 | $300,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2020-12-31 | $25,044,957 |
| Did the plan have assets held for investment | 2020-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2020-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2020-12-31 | Yes |
| Aggregate proceeds on sale of assets | 2020-12-31 | $4,370,860 |
| Aggregate carrying amount (costs) on sale of assets | 2020-12-31 | $4,316,790 |
| Opinion of an independent qualified public accountant for this plan | 2020-12-31 | Unqualified |
| Accountancy firm name | 2020-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2020-12-31 | 381357951 |
| 2019 : THE EDISON INSTITUTE RETIREMENT PLAN 2019 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $897,428 |
| Unrealized appreciation/depreciation of other (non real estate) assets | 2019-12-31 | $897,428 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $897,428 |
| Total unrealized appreciation/depreciation of assets | 2019-12-31 | $897,428 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2019-12-31 | $0 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,180,938 |
| Total income from all sources (including contributions) | 2019-12-31 | $5,180,938 |
| Total loss/gain on sale of assets | 2019-12-31 | $77,553 |
| Total loss/gain on sale of assets | 2019-12-31 | $77,553 |
| Total of all expenses incurred | 2019-12-31 | $1,857,925 |
| Total of all expenses incurred | 2019-12-31 | $1,857,925 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2019-12-31 | $1,758,136 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $600,000 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2019-12-31 | $600,000 |
| Value of total assets at end of year | 2019-12-31 | $31,365,793 |
| Value of total assets at end of year | 2019-12-31 | $31,365,793 |
| Value of total assets at beginning of year | 2019-12-31 | $28,042,780 |
| Value of total assets at beginning of year | 2019-12-31 | $28,042,780 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2019-12-31 | $99,789 |
| Total interest from all sources | 2019-12-31 | $2,820 |
| Total interest from all sources | 2019-12-31 | $2,820 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $18,703 |
| Total dividends received (eg from common stock, registered investment company shares) | 2019-12-31 | $18,703 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2019-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $18,703 |
| Total dividends received from registered investment company shares (eg mutual funds) | 2019-12-31 | $18,703 |
| Administrative expenses professional fees incurred | 2019-12-31 | $9,136 |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Was this plan covered by a fidelity bond | 2019-12-31 | Yes |
| Value of fidelity bond cover | 2019-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2019-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Were there any nonexempt tranactions with any party-in-interest | 2019-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $806,093 |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2019-12-31 | $806,093 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $117,436 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2019-12-31 | $117,436 |
| Other income not declared elsewhere | 2019-12-31 | $3,753 |
| Other income not declared elsewhere | 2019-12-31 | $3,753 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Value of net income/loss | 2019-12-31 | $3,323,013 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $31,365,793 |
| Value of net assets at end of year (total assets less liabilities) | 2019-12-31 | $31,365,793 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $28,042,780 |
| Value of net assets at beginning of year (total assets less liabilities) | 2019-12-31 | $28,042,780 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2019-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2019-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2019-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $4,316,790 |
| Assets. partnership/joint venture interests at end of year | 2019-12-31 | $4,316,790 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $3,371,793 |
| Assets. partnership/joint venture interests at beginning of year | 2019-12-31 | $3,371,793 |
| Investment advisory and management fees | 2019-12-31 | $90,653 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,459,113 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2019-12-31 | $9,459,113 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,844,525 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2019-12-31 | $7,844,525 |
| Interest earned on other investments | 2019-12-31 | $2,820 |
| Interest earned on other investments | 2019-12-31 | $2,820 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $11,235,072 |
| Value of interest in common/collective trusts at end of year | 2019-12-31 | $11,235,072 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $11,327,012 |
| Value of interest in common/collective trusts at beginning of year | 2019-12-31 | $11,327,012 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $5,248,725 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2019-12-31 | $5,248,725 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $4,482,014 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2019-12-31 | $4,482,014 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,609,703 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2019-12-31 | $1,609,703 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,152,889 |
| Net investment gain or loss from common/collective trusts | 2019-12-31 | $1,152,889 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $818,089 |
| Net gain/loss from 103.12 investment entities | 2019-12-31 | $818,089 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2019-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2019-12-31 | No |
| Contributions received in cash from employer | 2019-12-31 | $600,000 |
| Contributions received in cash from employer | 2019-12-31 | $600,000 |
| Employer contributions (assets) at end of year | 2019-12-31 | $300,000 |
| Employer contributions (assets) at end of year | 2019-12-31 | $300,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $900,000 |
| Employer contributions (assets) at beginning of year | 2019-12-31 | $900,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,758,136 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2019-12-31 | $1,758,136 |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan have assets held for investment | 2019-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2019-12-31 | No |
| Aggregate proceeds on sale of assets | 2019-12-31 | $3,449,346 |
| Aggregate proceeds on sale of assets | 2019-12-31 | $3,449,346 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $3,371,793 |
| Aggregate carrying amount (costs) on sale of assets | 2019-12-31 | $3,371,793 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2019-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Opinion of an independent qualified public accountant for this plan | 2019-12-31 | Unqualified |
| Accountancy firm name | 2019-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2019-12-31 | 381357951 |
| 2018 : THE EDISON INSTITUTE RETIREMENT PLAN 2018 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2018-12-31 | $-486,104 |
| Total unrealized appreciation/depreciation of assets | 2018-12-31 | $-486,104 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2018-12-31 | $0 |
| Total income from all sources (including contributions) | 2018-12-31 | $-642,136 |
| Total loss/gain on sale of assets | 2018-12-31 | $268,933 |
| Total of all expenses incurred | 2018-12-31 | $1,481,982 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2018-12-31 | $1,377,483 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2018-12-31 | $1,200,000 |
| Value of total assets at end of year | 2018-12-31 | $28,042,780 |
| Value of total assets at beginning of year | 2018-12-31 | $30,166,898 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2018-12-31 | $104,499 |
| Total interest from all sources | 2018-12-31 | $2,491 |
| Total dividends received (eg from common stock, registered investment company shares) | 2018-12-31 | $12,230 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2018-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2018-12-31 | $12,230 |
| Administrative expenses professional fees incurred | 2018-12-31 | $9,147 |
| Was this plan covered by a fidelity bond | 2018-12-31 | Yes |
| Value of fidelity bond cover | 2018-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2018-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2018-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2018-12-31 | $117,436 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2018-12-31 | $113,318 |
| Other income not declared elsewhere | 2018-12-31 | $13 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Value of net income/loss | 2018-12-31 | $-2,124,118 |
| Value of net assets at end of year (total assets less liabilities) | 2018-12-31 | $28,042,780 |
| Value of net assets at beginning of year (total assets less liabilities) | 2018-12-31 | $30,166,898 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2018-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2018-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2018-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2018-12-31 | $3,371,793 |
| Assets. partnership/joint venture interests at beginning of year | 2018-12-31 | $3,617,875 |
| Investment advisory and management fees | 2018-12-31 | $95,352 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2018-12-31 | $7,844,525 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2018-12-31 | $9,963,047 |
| Interest earned on other investments | 2018-12-31 | $2,491 |
| Value of interest in common/collective trusts at end of year | 2018-12-31 | $11,327,012 |
| Value of interest in common/collective trusts at beginning of year | 2018-12-31 | $9,927,176 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2018-12-31 | $4,482,014 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2018-12-31 | $5,345,482 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2018-12-31 | $-813,841 |
| Net investment gain or loss from common/collective trusts | 2018-12-31 | $-11,265 |
| Net gain/loss from 103.12 investment entities | 2018-12-31 | $-814,593 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2018-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2018-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2018-12-31 | No |
| Contributions received in cash from employer | 2018-12-31 | $1,200,000 |
| Employer contributions (assets) at end of year | 2018-12-31 | $900,000 |
| Employer contributions (assets) at beginning of year | 2018-12-31 | $1,200,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2018-12-31 | $1,377,483 |
| Did the plan have assets held for investment | 2018-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2018-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2018-12-31 | No |
| Aggregate proceeds on sale of assets | 2018-12-31 | $3,886,808 |
| Aggregate carrying amount (costs) on sale of assets | 2018-12-31 | $3,617,875 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2018-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2018-12-31 | Unqualified |
| Accountancy firm name | 2018-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2018-12-31 | 381357951 |
| 2017 : THE EDISON INSTITUTE RETIREMENT PLAN 2017 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2017-12-31 | $405,467 |
| Total unrealized appreciation/depreciation of assets | 2017-12-31 | $405,467 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-12-31 | $0 |
| Total income from all sources (including contributions) | 2017-12-31 | $4,910,693 |
| Total loss/gain on sale of assets | 2017-12-31 | $197,286 |
| Total of all expenses incurred | 2017-12-31 | $1,216,176 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-12-31 | $1,123,203 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-12-31 | $1,200,000 |
| Value of total assets at end of year | 2017-12-31 | $30,166,898 |
| Value of total assets at beginning of year | 2017-12-31 | $26,472,381 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-12-31 | $92,973 |
| Total interest from all sources | 2017-12-31 | $933 |
| Total dividends received (eg from common stock, registered investment company shares) | 2017-12-31 | $96,610 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2017-12-31 | $96,610 |
| Administrative expenses professional fees incurred | 2017-12-31 | $8,743 |
| Was this plan covered by a fidelity bond | 2017-12-31 | Yes |
| Value of fidelity bond cover | 2017-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2017-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2017-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-12-31 | $113,318 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-12-31 | $1,339 |
| Other income not declared elsewhere | 2017-12-31 | $922 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Value of net income/loss | 2017-12-31 | $3,694,517 |
| Value of net assets at end of year (total assets less liabilities) | 2017-12-31 | $30,166,898 |
| Value of net assets at beginning of year (total assets less liabilities) | 2017-12-31 | $26,472,381 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2017-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2017-12-31 | No |
| Assets. partnership/joint venture interests at end of year | 2017-12-31 | $3,617,875 |
| Assets. partnership/joint venture interests at beginning of year | 2017-12-31 | $0 |
| Investment advisory and management fees | 2017-12-31 | $84,230 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-12-31 | $9,963,047 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-12-31 | $8,122,387 |
| Interest earned on other investments | 2017-12-31 | $933 |
| Value of interest in common/collective trusts at end of year | 2017-12-31 | $9,927,176 |
| Value of interest in common/collective trusts at beginning of year | 2017-12-31 | $9,508,988 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2017-12-31 | $5,345,482 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2017-12-31 | $3,939,667 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-12-31 | $1,311,680 |
| Net investment gain or loss from common/collective trusts | 2017-12-31 | $437,174 |
| Net gain/loss from 103.12 investment entities | 2017-12-31 | $1,260,621 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2017-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2017-12-31 | No |
| Contributions received in cash from employer | 2017-12-31 | $1,200,000 |
| Employer contributions (assets) at end of year | 2017-12-31 | $1,200,000 |
| Employer contributions (assets) at beginning of year | 2017-12-31 | $4,900,000 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-12-31 | $1,123,203 |
| Did the plan have assets held for investment | 2017-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-12-31 | No |
| Aggregate proceeds on sale of assets | 2017-12-31 | $3,235,815 |
| Aggregate carrying amount (costs) on sale of assets | 2017-12-31 | $3,038,529 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2017-12-31 | Unqualified |
| Accountancy firm name | 2017-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2017-12-31 | 381357951 |
| 2016 : THE EDISON INSTITUTE RETIREMENT PLAN 2016 401k financial data |
|---|
| Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $0 |
| Total income from all sources (including contributions) | 2016-12-31 | $6,252,029 |
| Total loss/gain on sale of assets | 2016-12-31 | $342,029 |
| Total of all expenses incurred | 2016-12-31 | $1,184,348 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $1,095,617 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $5,200,000 |
| Value of total assets at end of year | 2016-12-31 | $26,472,381 |
| Value of total assets at beginning of year | 2016-12-31 | $21,404,700 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $88,731 |
| Total interest from all sources | 2016-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $61,865 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $18,282 |
| Administrative expenses professional fees incurred | 2016-12-31 | $11,816 |
| Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
| Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2016-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $1,339 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $7,659 |
| Other income not declared elsewhere | 2016-12-31 | $52 |
| Administrative expenses (other) incurred | 2016-12-31 | $85 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Value of net income/loss | 2016-12-31 | $5,067,681 |
| Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $26,472,381 |
| Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $21,404,700 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
| Investment advisory and management fees | 2016-12-31 | $76,830 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $8,122,387 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $7,305,948 |
| Value of interest in common/collective trusts at end of year | 2016-12-31 | $9,508,988 |
| Value of interest in common/collective trusts at beginning of year | 2016-12-31 | $8,256,946 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2016-12-31 | $3,939,667 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2016-12-31 | $2,754,711 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $223,603 |
| Net investment gain or loss from common/collective trusts | 2016-12-31 | $78,164 |
| Net gain/loss from 103.12 investment entities | 2016-12-31 | $346,316 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
| Contributions received in cash from employer | 2016-12-31 | $5,200,000 |
| Employer contributions (assets) at end of year | 2016-12-31 | $4,900,000 |
| Employer contributions (assets) at beginning of year | 2016-12-31 | $900,000 |
| Income. Dividends from common stock | 2016-12-31 | $43,583 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $1,095,617 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2016-12-31 | $0 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2016-12-31 | $2,179,436 |
| Did the plan have assets held for investment | 2016-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
| Aggregate proceeds on sale of assets | 2016-12-31 | $3,327,390 |
| Aggregate carrying amount (costs) on sale of assets | 2016-12-31 | $2,985,361 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Unqualified |
| Accountancy firm name | 2016-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2016-12-31 | 381357951 |
| 2015 : THE EDISON INSTITUTE RETIREMENT PLAN 2015 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-1,431,888 |
| Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-1,431,888 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $0 |
| Total income from all sources (including contributions) | 2015-12-31 | $890,356 |
| Total loss/gain on sale of assets | 2015-12-31 | $1,095,017 |
| Total of all expenses incurred | 2015-12-31 | $1,190,515 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $1,086,333 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $1,200,000 |
| Value of total assets at end of year | 2015-12-31 | $21,404,700 |
| Value of total assets at beginning of year | 2015-12-31 | $21,704,859 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $104,182 |
| Total interest from all sources | 2015-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $108,917 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
| Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $37,550 |
| Administrative expenses professional fees incurred | 2015-12-31 | $11,186 |
| Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
| Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2015-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $7,659 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $22,370 |
| Other income not declared elsewhere | 2015-12-31 | $4,331 |
| Administrative expenses (other) incurred | 2015-12-31 | $443 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Value of net income/loss | 2015-12-31 | $-300,159 |
| Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $21,404,700 |
| Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $21,704,859 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
| Investment advisory and management fees | 2015-12-31 | $92,553 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $7,305,948 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $2,486,345 |
| Value of interest in common/collective trusts at end of year | 2015-12-31 | $8,256,946 |
| Value of interest in common/collective trusts at beginning of year | 2015-12-31 | $9,791,815 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2015-12-31 | $2,754,711 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2015-12-31 | $2,721,990 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $-13,352 |
| Net investment gain or loss from common/collective trusts | 2015-12-31 | $-134,116 |
| Net gain/loss from 103.12 investment entities | 2015-12-31 | $61,447 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
| Contributions received in cash from employer | 2015-12-31 | $1,200,000 |
| Employer contributions (assets) at end of year | 2015-12-31 | $900,000 |
| Employer contributions (assets) at beginning of year | 2015-12-31 | $900,000 |
| Income. Dividends from common stock | 2015-12-31 | $71,367 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $1,086,333 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2015-12-31 | $2,179,436 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2015-12-31 | $5,782,339 |
| Did the plan have assets held for investment | 2015-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
| Aggregate proceeds on sale of assets | 2015-12-31 | $4,400,396 |
| Aggregate carrying amount (costs) on sale of assets | 2015-12-31 | $3,305,379 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Unqualified |
| Accountancy firm name | 2015-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2015-12-31 | 381357951 |
| 2014 : THE EDISON INSTITUTE RETIREMENT PLAN 2014 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2014-12-31 | $469,924 |
| Total unrealized appreciation/depreciation of assets | 2014-12-31 | $469,924 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $0 |
| Total income from all sources (including contributions) | 2014-12-31 | $1,913,394 |
| Total loss/gain on sale of assets | 2014-12-31 | $-3,979 |
| Total of all expenses incurred | 2014-12-31 | $1,149,144 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $1,036,775 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $1,200,000 |
| Value of total assets at end of year | 2014-12-31 | $21,704,859 |
| Value of total assets at beginning of year | 2014-12-31 | $20,940,609 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $112,369 |
| Total interest from all sources | 2014-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $153,902 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
| Administrative expenses professional fees incurred | 2014-12-31 | $10,008 |
| Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
| Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2014-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $22,370 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $15,242 |
| Other income not declared elsewhere | 2014-12-31 | $2,016 |
| Administrative expenses (other) incurred | 2014-12-31 | $366 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Value of net income/loss | 2014-12-31 | $764,250 |
| Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $21,704,859 |
| Value of net assets at beginning of year (total assets less liabilities) | 2014-12-31 | $20,940,609 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2014-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
| Investment advisory and management fees | 2014-12-31 | $101,995 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $2,486,345 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $2,615,320 |
| Value of interest in common/collective trusts at end of year | 2014-12-31 | $9,791,815 |
| Value of interest in common/collective trusts at beginning of year | 2014-12-31 | $9,362,996 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2014-12-31 | $2,721,990 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2014-12-31 | $2,779,652 |
| Net investment gain or loss from common/collective trusts | 2014-12-31 | $120,746 |
| Net gain/loss from 103.12 investment entities | 2014-12-31 | $-29,215 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
| Contributions received in cash from employer | 2014-12-31 | $1,200,000 |
| Employer contributions (assets) at end of year | 2014-12-31 | $900,000 |
| Employer contributions (assets) at beginning of year | 2014-12-31 | $900,000 |
| Income. Dividends from common stock | 2014-12-31 | $153,902 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $1,036,775 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2014-12-31 | $5,782,339 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2014-12-31 | $5,267,399 |
| Did the plan have assets held for investment | 2014-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
| Aggregate proceeds on sale of assets | 2014-12-31 | $1,042,258 |
| Aggregate carrying amount (costs) on sale of assets | 2014-12-31 | $1,046,237 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Unqualified |
| Accountancy firm name | 2014-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2014-12-31 | 381357951 |
| 2013 : THE EDISON INSTITUTE RETIREMENT PLAN 2013 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2013-12-31 | $557,791 |
| Total unrealized appreciation/depreciation of assets | 2013-12-31 | $557,791 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $0 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2013-12-31 | $1,624 |
| Total income from all sources (including contributions) | 2013-12-31 | $3,193,506 |
| Total loss/gain on sale of assets | 2013-12-31 | $480,981 |
| Total of all expenses incurred | 2013-12-31 | $1,112,346 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2013-12-31 | $1,005,958 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2013-12-31 | $1,200,000 |
| Value of total assets at end of year | 2013-12-31 | $20,940,609 |
| Value of total assets at beginning of year | 2013-12-31 | $18,861,073 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2013-12-31 | $106,388 |
| Total interest from all sources | 2013-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2013-12-31 | $93,751 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2013-12-31 | No |
| Administrative expenses professional fees incurred | 2013-12-31 | $17,789 |
| Was this plan covered by a fidelity bond | 2013-12-31 | Yes |
| Value of fidelity bond cover | 2013-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2013-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2013-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2013-12-31 | $15,242 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2013-12-31 | $11,826 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2013-12-31 | $0 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2013-12-31 | $1,624 |
| Other income not declared elsewhere | 2013-12-31 | $211 |
| Administrative expenses (other) incurred | 2013-12-31 | $125 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Value of net income/loss | 2013-12-31 | $2,081,160 |
| Value of net assets at end of year (total assets less liabilities) | 2013-12-31 | $20,940,609 |
| Value of net assets at beginning of year (total assets less liabilities) | 2013-12-31 | $18,859,449 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2013-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2013-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2013-12-31 | No |
| Investment advisory and management fees | 2013-12-31 | $88,474 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2013-12-31 | $2,615,320 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2013-12-31 | $466,137 |
| Value of interest in common/collective trusts at end of year | 2013-12-31 | $9,362,996 |
| Value of interest in common/collective trusts at beginning of year | 2013-12-31 | $11,780,324 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2013-12-31 | $2,779,652 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2013-12-31 | $2,160,448 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2013-12-31 | $107,327 |
| Net investment gain or loss from common/collective trusts | 2013-12-31 | $109,169 |
| Net gain/loss from 103.12 investment entities | 2013-12-31 | $644,276 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2013-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2013-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2013-12-31 | No |
| Contributions received in cash from employer | 2013-12-31 | $1,200,000 |
| Employer contributions (assets) at end of year | 2013-12-31 | $900,000 |
| Employer contributions (assets) at beginning of year | 2013-12-31 | $600,000 |
| Income. Dividends from common stock | 2013-12-31 | $93,751 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2013-12-31 | $1,005,958 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2013-12-31 | $5,267,399 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2013-12-31 | $3,842,338 |
| Did the plan have assets held for investment | 2013-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2013-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2013-12-31 | No |
| Aggregate proceeds on sale of assets | 2013-12-31 | $3,756,636 |
| Aggregate carrying amount (costs) on sale of assets | 2013-12-31 | $3,275,655 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2013-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2013-12-31 | Unqualified |
| Accountancy firm name | 2013-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2013-12-31 | 381357951 |
| 2012 : THE EDISON INSTITUTE RETIREMENT PLAN 2012 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2012-12-31 | $435,157 |
| Total unrealized appreciation/depreciation of assets | 2012-12-31 | $435,157 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $1,624 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2012-12-31 | $7,115 |
| Total income from all sources (including contributions) | 2012-12-31 | $3,889,378 |
| Total loss/gain on sale of assets | 2012-12-31 | $104,386 |
| Total of all expenses incurred | 2012-12-31 | $1,011,927 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2012-12-31 | $910,552 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2012-12-31 | $2,250,000 |
| Value of total assets at end of year | 2012-12-31 | $18,861,073 |
| Value of total assets at beginning of year | 2012-12-31 | $15,989,113 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2012-12-31 | $101,375 |
| Total interest from all sources | 2012-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2012-12-31 | $88,082 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2012-12-31 | No |
| Administrative expenses professional fees incurred | 2012-12-31 | $20,312 |
| Was this plan covered by a fidelity bond | 2012-12-31 | Yes |
| Value of fidelity bond cover | 2012-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2012-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2012-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2012-12-31 | $11,826 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2012-12-31 | $5,886 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2012-12-31 | $1,624 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2012-12-31 | $7,115 |
| Other income not declared elsewhere | 2012-12-31 | $1,243 |
| Administrative expenses (other) incurred | 2012-12-31 | $35 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Value of net income/loss | 2012-12-31 | $2,877,451 |
| Value of net assets at end of year (total assets less liabilities) | 2012-12-31 | $18,859,449 |
| Value of net assets at beginning of year (total assets less liabilities) | 2012-12-31 | $15,981,998 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2012-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2012-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2012-12-31 | No |
| Investment advisory and management fees | 2012-12-31 | $81,028 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2012-12-31 | $466,137 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2012-12-31 | $410,198 |
| Value of interest in common/collective trusts at end of year | 2012-12-31 | $11,780,324 |
| Value of interest in common/collective trusts at beginning of year | 2012-12-31 | $10,273,929 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2012-12-31 | $2,160,448 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2012-12-31 | $1,861,775 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2012-12-31 | $55,939 |
| Net investment gain or loss from common/collective trusts | 2012-12-31 | $636,129 |
| Net gain/loss from 103.12 investment entities | 2012-12-31 | $318,442 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2012-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2012-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2012-12-31 | No |
| Contributions received in cash from employer | 2012-12-31 | $2,250,000 |
| Employer contributions (assets) at end of year | 2012-12-31 | $600,000 |
| Employer contributions (assets) at beginning of year | 2012-12-31 | $0 |
| Income. Dividends from common stock | 2012-12-31 | $88,082 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2012-12-31 | $910,552 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2012-12-31 | $3,842,338 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2012-12-31 | $3,437,325 |
| Did the plan have assets held for investment | 2012-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2012-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2012-12-31 | No |
| Aggregate proceeds on sale of assets | 2012-12-31 | $918,007 |
| Aggregate carrying amount (costs) on sale of assets | 2012-12-31 | $813,621 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2012-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2012-12-31 | Unqualified |
| Accountancy firm name | 2012-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2012-12-31 | 381357951 |
| 2011 : THE EDISON INSTITUTE RETIREMENT PLAN 2011 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2011-12-31 | $5,902 |
| Total unrealized appreciation/depreciation of assets | 2011-12-31 | $5,902 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $7,115 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2011-12-31 | $5,161 |
| Total income from all sources (including contributions) | 2011-12-31 | $874,368 |
| Total loss/gain on sale of assets | 2011-12-31 | $58,175 |
| Total of all expenses incurred | 2011-12-31 | $989,083 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2011-12-31 | $884,571 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2011-12-31 | $500,000 |
| Value of total assets at end of year | 2011-12-31 | $15,989,113 |
| Value of total assets at beginning of year | 2011-12-31 | $16,101,874 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2011-12-31 | $104,512 |
| Total interest from all sources | 2011-12-31 | $0 |
| Total dividends received (eg from common stock, registered investment company shares) | 2011-12-31 | $67,613 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2011-12-31 | No |
| Administrative expenses professional fees incurred | 2011-12-31 | $20,103 |
| Was this plan covered by a fidelity bond | 2011-12-31 | Yes |
| Value of fidelity bond cover | 2011-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2011-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2011-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2011-12-31 | $5,886 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2011-12-31 | $4,851 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2011-12-31 | $7,115 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2011-12-31 | $5,161 |
| Other income not declared elsewhere | 2011-12-31 | $-833 |
| Administrative expenses (other) incurred | 2011-12-31 | $3 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Value of net income/loss | 2011-12-31 | $-114,715 |
| Value of net assets at end of year (total assets less liabilities) | 2011-12-31 | $15,981,998 |
| Value of net assets at beginning of year (total assets less liabilities) | 2011-12-31 | $16,096,713 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2011-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2011-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2011-12-31 | No |
| Investment advisory and management fees | 2011-12-31 | $84,406 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2011-12-31 | $410,198 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2011-12-31 | $408,158 |
| Value of interest in common/collective trusts at end of year | 2011-12-31 | $10,273,929 |
| Value of interest in common/collective trusts at beginning of year | 2011-12-31 | $9,085,828 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2011-12-31 | $0 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2011-12-31 | $854,653 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2011-12-31 | $854,653 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2011-12-31 | $1,861,775 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2011-12-31 | $1,949,198 |
| Asset value of US Government securities at end of year | 2011-12-31 | $0 |
| Asset value of US Government securities at beginning of year | 2011-12-31 | $22,613 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2011-12-31 | $2,040 |
| Net investment gain or loss from common/collective trusts | 2011-12-31 | $309,052 |
| Net gain/loss from 103.12 investment entities | 2011-12-31 | $-67,581 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2011-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2011-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2011-12-31 | No |
| Contributions received in cash from employer | 2011-12-31 | $500,000 |
| Income. Dividends from common stock | 2011-12-31 | $67,613 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2011-12-31 | $884,571 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2011-12-31 | $3,437,325 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2011-12-31 | $3,776,573 |
| Did the plan have assets held for investment | 2011-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2011-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2011-12-31 | No |
| Aggregate proceeds on sale of assets | 2011-12-31 | $1,254,107 |
| Aggregate carrying amount (costs) on sale of assets | 2011-12-31 | $1,195,932 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2011-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2011-12-31 | Unqualified |
| Accountancy firm name | 2011-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2011-12-31 | 381357951 |
| 2010 : THE EDISON INSTITUTE RETIREMENT PLAN 2010 401k financial data |
|---|
| Unrealized appreciation/depreciation of other (non real estate) assets | 2010-12-31 | $419,956 |
| Total unrealized appreciation/depreciation of assets | 2010-12-31 | $419,956 |
| Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $5,161 |
| Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2010-12-31 | $1,868 |
| Total income from all sources (including contributions) | 2010-12-31 | $2,331,157 |
| Total loss/gain on sale of assets | 2010-12-31 | $76,622 |
| Total of all expenses incurred | 2010-12-31 | $1,035,323 |
| Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2010-12-31 | $936,858 |
| Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2010-12-31 | $350,000 |
| Value of total assets at end of year | 2010-12-31 | $16,101,874 |
| Value of total assets at beginning of year | 2010-12-31 | $14,802,747 |
| Total of administrative expenses incurred including professional, contract, advisory and management fees | 2010-12-31 | $98,465 |
| Total interest from all sources | 2010-12-31 | $1,482 |
| Total dividends received (eg from common stock, registered investment company shares) | 2010-12-31 | $75,304 |
| Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2010-12-31 | No |
| Administrative expenses professional fees incurred | 2010-12-31 | $20,266 |
| Was this plan covered by a fidelity bond | 2010-12-31 | Yes |
| Value of fidelity bond cover | 2010-12-31 | $1,000,000 |
| Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities | 2010-12-31 | $0 |
| Were there any nonexempt tranactions with any party-in-interest | 2010-12-31 | No |
| Value of other receiveables (less allowance for doubtful accounts) at end of year | 2010-12-31 | $4,851 |
| Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2010-12-31 | $5,010 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year | 2010-12-31 | $5,161 |
| Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year | 2010-12-31 | $1,868 |
| Other income not declared elsewhere | 2010-12-31 | $-1,218 |
| Administrative expenses (other) incurred | 2010-12-31 | $83 |
| Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Value of net income/loss | 2010-12-31 | $1,295,834 |
| Value of net assets at end of year (total assets less liabilities) | 2010-12-31 | $16,096,713 |
| Value of net assets at beginning of year (total assets less liabilities) | 2010-12-31 | $14,800,879 |
| Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2010-12-31 | No |
| Were any loans by the plan or fixed income obligations due to the plan in default | 2010-12-31 | No |
| Were any leases to which the plan was party in default or uncollectible | 2010-12-31 | No |
| Investment advisory and management fees | 2010-12-31 | $78,116 |
| Value of interest in registered invesment companies (eg mutual funds) at end of year | 2010-12-31 | $408,158 |
| Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2010-12-31 | $303,294 |
| Value of interest in common/collective trusts at end of year | 2010-12-31 | $9,085,828 |
| Value of interest in common/collective trusts at beginning of year | 2010-12-31 | $8,206,723 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year | 2010-12-31 | $854,653 |
| Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year | 2010-12-31 | $1,299,498 |
| Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year | 2010-12-31 | $1,299,498 |
| Interest earned from interest bearing cash (including money market accounts and certificates of deposit) | 2010-12-31 | $1,482 |
| Assets. Value of investments in 103.12 investment entities at end of year | 2010-12-31 | $1,949,198 |
| Assets. Value of investments in 103.12 investment entities at beginning of year | 2010-12-31 | $1,697,663 |
| Asset value of US Government securities at end of year | 2010-12-31 | $22,613 |
| Asset value of US Government securities at beginning of year | 2010-12-31 | $2,838 |
| Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2010-12-31 | $104,864 |
| Net investment gain or loss from common/collective trusts | 2010-12-31 | $1,035,000 |
| Net gain/loss from 103.12 investment entities | 2010-12-31 | $269,147 |
| Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2010-12-31 | Yes |
| Was there a failure to transmit to the plan any participant contributions | 2010-12-31 | No |
| Has the plan failed to provide any benefit when due under the plan | 2010-12-31 | No |
| Contributions received in cash from employer | 2010-12-31 | $350,000 |
| Income. Dividends from common stock | 2010-12-31 | $75,304 |
| Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2010-12-31 | $936,858 |
| Assets. Corporate common stocks other than exployer securities at end of year | 2010-12-31 | $3,776,573 |
| Assets. Corporate common stocks other than exployer securities at beginning of year | 2010-12-31 | $3,287,721 |
| Did the plan have assets held for investment | 2010-12-31 | Yes |
| Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2010-12-31 | No |
| Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2010-12-31 | No |
| Aggregate proceeds on sale of assets | 2010-12-31 | $1,134,087 |
| Aggregate carrying amount (costs) on sale of assets | 2010-12-31 | $1,057,465 |
| Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2010-12-31 | No |
| Opinion of an independent qualified public accountant for this plan | 2010-12-31 | Unqualified |
| Accountancy firm name | 2010-12-31 | PLANTE & MORAN, PLLC |
| Accountancy firm EIN | 2010-12-31 | 381357951 |
