401k Plan data: GREAT LAKES ENERGY UNION 401(K) PLAN plan

GREAT LAKES ENERGY UNION 401(K) PLAN 401k Plan overview

Plan Name	GREAT LAKES ENERGY UNION 401(K) PLAN
Plan identification number	003

GREAT LAKES ENERGY UNION 401(K) PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Plan provides for automatic enrollment in plan that has employee contributions deducted from payroll.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

GREAT LAKES ENERGY COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name: GREAT LAKES ENERGY COOPERATIVE

Employer identification number (EIN): 383321875

NAIC Classification: 221100

Additional information about GREAT LAKES ENERGY COOPERATIVE

Jurisdiction of Incorporation: Michigan Secretary of State

Incorporation Date: 0000-00-00

Company Identification Number: 744697

Legal Registered Office Address: 1323 BOYNE AVE BOYNE CITY

United States of America (USA)
49712

More information about GREAT LAKES ENERGY COOPERATIVE

Form 5500 Filing Information

Submission information for form 5500 for 401k plan GREAT LAKES ENERGY UNION 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
003 2022-01-01
003 2021-01-01
003 2020-01-01
003 2019-01-01
003 2018-01-01
003 2017-01-01 STEPHEN DRAKE
003 2016-01-01 STEPHEN DRAKE
003 2015-01-01 WILLIAM SCOTT
003 2014-01-01 WILLIAM SCOTT
003 2013-01-01 WILLIAM SCOTT
003 2012-01-01 BILL SCOTT
003 2011-01-01 BILL SCOTT BILL SCOTT 2012-10-03
003 2009-01-01 BILL SCOTT

Plan Statistics for GREAT LAKES ENERGY UNION 401(K) PLAN

401k plan membership statisitcs for GREAT LAKES ENERGY UNION 401(K) PLAN

Measure Date Value
2022: GREAT LAKES ENERGY UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year 2022-01-01 160
Total number of active participants reported on line 7a of the Form 5500 2022-01-01 138
Number of retired or separated participants receiving benefits 2022-01-01 0
Number of other retired or separated participants entitled to future benefits 2022-01-01 16
Total of all active and inactive participants 2022-01-01 154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2022-01-01 1
Total participants 2022-01-01 155
Number of participants with account balances 2022-01-01 154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2022-01-01 0
2021: GREAT LAKES ENERGY UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year 2021-01-01 154
Total number of active participants reported on line 7a of the Form 5500 2021-01-01 141
Number of retired or separated participants receiving benefits 2021-01-01 0
Number of other retired or separated participants entitled to future benefits 2021-01-01 16
Total of all active and inactive participants 2021-01-01 157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2021-01-01 1
Total participants 2021-01-01 158
Number of participants with account balances 2021-01-01 152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2021-01-01 0
2020: GREAT LAKES ENERGY UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 151
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 138
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 15
Total of all active and inactive participants 2020-01-01 153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2020-01-01 0
Total participants 2020-01-01 153
Number of participants with account balances 2020-01-01 150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2020-01-01 0
2019: GREAT LAKES ENERGY UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 136
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 14
Total of all active and inactive participants 2019-01-01 150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-01-01 0
Total participants 2019-01-01 150
Number of participants with account balances 2019-01-01 145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-01-01 0
2018: GREAT LAKES ENERGY UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 171
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 157
Number of retired or separated participants receiving benefits 2018-01-01 0
Number of other retired or separated participants entitled to future benefits 2018-01-01 13
Total of all active and inactive participants 2018-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-01-01 0
Total participants 2018-01-01 170
Number of participants with account balances 2018-01-01 138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-01-01 0
2017: GREAT LAKES ENERGY UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 158
Number of retired or separated participants receiving benefits 2017-01-01 0
Number of other retired or separated participants entitled to future benefits 2017-01-01 12
Total of all active and inactive participants 2017-01-01 170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-01-01 0
Total participants 2017-01-01 170
Number of participants with account balances 2017-01-01 139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-01-01 0
2016: GREAT LAKES ENERGY UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 140
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 128
Number of retired or separated participants receiving benefits 2016-01-01 0
Number of other retired or separated participants entitled to future benefits 2016-01-01 13
Total of all active and inactive participants 2016-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-01-01 0
Total participants 2016-01-01 141
Number of participants with account balances 2016-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-01-01 0
2015: GREAT LAKES ENERGY UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 141
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 131
Number of retired or separated participants receiving benefits 2015-01-01 0
Number of other retired or separated participants entitled to future benefits 2015-01-01 9
Total of all active and inactive participants 2015-01-01 140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-01-01 0
Total participants 2015-01-01 140
Number of participants with account balances 2015-01-01 137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-01-01 0
2014: GREAT LAKES ENERGY UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 147
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 130
Number of retired or separated participants receiving benefits 2014-01-01 0
Number of other retired or separated participants entitled to future benefits 2014-01-01 11
Total of all active and inactive participants 2014-01-01 141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-01-01 0
Total participants 2014-01-01 141
Number of participants with account balances 2014-01-01 141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-01-01 0
2013: GREAT LAKES ENERGY UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 131
Number of retired or separated participants receiving benefits 2013-01-01 2
Number of other retired or separated participants entitled to future benefits 2013-01-01 12
Total of all active and inactive participants 2013-01-01 145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-01-01 0
Total participants 2013-01-01 145
Number of participants with account balances 2013-01-01 144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-01-01 0
2012: GREAT LAKES ENERGY UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 130
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 121
Number of retired or separated participants receiving benefits 2012-01-01 0
Number of other retired or separated participants entitled to future benefits 2012-01-01 9
Total of all active and inactive participants 2012-01-01 130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-01-01 1
Total participants 2012-01-01 131
Number of participants with account balances 2012-01-01 131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-01-01 0
2011: GREAT LAKES ENERGY UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 128
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 117
Number of retired or separated participants receiving benefits 2011-01-01 0
Number of other retired or separated participants entitled to future benefits 2011-01-01 10
Total of all active and inactive participants 2011-01-01 127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-01-01 0
Total participants 2011-01-01 127
Number of participants with account balances 2011-01-01 127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-01-01 2
2009: GREAT LAKES ENERGY UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 131
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 146
Number of retired or separated participants receiving benefits 2009-01-01 0
Number of other retired or separated participants entitled to future benefits 2009-01-01 0
Total of all active and inactive participants 2009-01-01 146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-01-01 0
Total participants 2009-01-01 146
Number of participants with account balances 2009-01-01 0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-01-01 0

Measure	Date	Value
2022: GREAT LAKES ENERGY UNION 401(K) PLAN 2022 401k membership
Total participants, beginning-of-year	2022-01-01	160
Total number of active participants reported on line 7a of the Form 5500	2022-01-01	138
Number of retired or separated participants receiving benefits	2022-01-01	0
Number of other retired or separated participants entitled to future benefits	2022-01-01	16
Total of all active and inactive participants	2022-01-01	154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2022-01-01	1
Total participants	2022-01-01	155
Number of participants with account balances	2022-01-01	154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2022-01-01	0
2021: GREAT LAKES ENERGY UNION 401(K) PLAN 2021 401k membership
Total participants, beginning-of-year	2021-01-01	154
Total number of active participants reported on line 7a of the Form 5500	2021-01-01	141
Number of retired or separated participants receiving benefits	2021-01-01	0
Number of other retired or separated participants entitled to future benefits	2021-01-01	16
Total of all active and inactive participants	2021-01-01	157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2021-01-01	1
Total participants	2021-01-01	158
Number of participants with account balances	2021-01-01	152
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2021-01-01	0
2020: GREAT LAKES ENERGY UNION 401(K) PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	151
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	138
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	15
Total of all active and inactive participants	2020-01-01	153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2020-01-01	0
Total participants	2020-01-01	153
Number of participants with account balances	2020-01-01	150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2020-01-01	0
2019: GREAT LAKES ENERGY UNION 401(K) PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	136
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	14
Total of all active and inactive participants	2019-01-01	150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-01-01	0
Total participants	2019-01-01	150
Number of participants with account balances	2019-01-01	145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-01-01	0
2018: GREAT LAKES ENERGY UNION 401(K) PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	171
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	157
Number of retired or separated participants receiving benefits	2018-01-01	0
Number of other retired or separated participants entitled to future benefits	2018-01-01	13
Total of all active and inactive participants	2018-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-01-01	0
Total participants	2018-01-01	170
Number of participants with account balances	2018-01-01	138
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-01-01	0
2017: GREAT LAKES ENERGY UNION 401(K) PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	158
Number of retired or separated participants receiving benefits	2017-01-01	0
Number of other retired or separated participants entitled to future benefits	2017-01-01	12
Total of all active and inactive participants	2017-01-01	170
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-01-01	0
Total participants	2017-01-01	170
Number of participants with account balances	2017-01-01	139
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-01-01	0
2016: GREAT LAKES ENERGY UNION 401(K) PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	140
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	128
Number of retired or separated participants receiving benefits	2016-01-01	0
Number of other retired or separated participants entitled to future benefits	2016-01-01	13
Total of all active and inactive participants	2016-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-01-01	0
Total participants	2016-01-01	141
Number of participants with account balances	2016-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-01-01	0
2015: GREAT LAKES ENERGY UNION 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	141
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	131
Number of retired or separated participants receiving benefits	2015-01-01	0
Number of other retired or separated participants entitled to future benefits	2015-01-01	9
Total of all active and inactive participants	2015-01-01	140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-01-01	0
Total participants	2015-01-01	140
Number of participants with account balances	2015-01-01	137
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-01-01	0
2014: GREAT LAKES ENERGY UNION 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	147
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	130
Number of retired or separated participants receiving benefits	2014-01-01	0
Number of other retired or separated participants entitled to future benefits	2014-01-01	11
Total of all active and inactive participants	2014-01-01	141
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-01-01	0
Total participants	2014-01-01	141
Number of participants with account balances	2014-01-01	141
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-01-01	0
2013: GREAT LAKES ENERGY UNION 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	131
Number of retired or separated participants receiving benefits	2013-01-01	2
Number of other retired or separated participants entitled to future benefits	2013-01-01	12
Total of all active and inactive participants	2013-01-01	145
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-01-01	0
Total participants	2013-01-01	145
Number of participants with account balances	2013-01-01	144
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-01-01	0
2012: GREAT LAKES ENERGY UNION 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	130
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	121
Number of retired or separated participants receiving benefits	2012-01-01	0
Number of other retired or separated participants entitled to future benefits	2012-01-01	9
Total of all active and inactive participants	2012-01-01	130
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-01-01	1
Total participants	2012-01-01	131
Number of participants with account balances	2012-01-01	131
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-01-01	0
2011: GREAT LAKES ENERGY UNION 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	128
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	117
Number of retired or separated participants receiving benefits	2011-01-01	0
Number of other retired or separated participants entitled to future benefits	2011-01-01	10
Total of all active and inactive participants	2011-01-01	127
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-01-01	0
Total participants	2011-01-01	127
Number of participants with account balances	2011-01-01	127
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-01-01	2
2009: GREAT LAKES ENERGY UNION 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	131
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	146
Number of retired or separated participants receiving benefits	2009-01-01	0
Number of other retired or separated participants entitled to future benefits	2009-01-01	0
Total of all active and inactive participants	2009-01-01	146
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-01-01	0
Total participants	2009-01-01	146
Number of participants with account balances	2009-01-01	0
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-01-01	0

Financial Data on GREAT LAKES ENERGY UNION 401(K) PLAN

Measure	Date	Value
2022 : GREAT LAKES ENERGY UNION 401(K) PLAN 2022 401k financial data
Total transfer of assets to this plan	2022-12-31	$309,477
Total transfer of assets from this plan	2022-12-31	$318,891
Total income from all sources (including contributions)	2022-12-31	$-2,617,065
Total of all expenses incurred	2022-12-31	$1,417,476
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2022-12-31	$1,409,272
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2022-12-31	$1,886,846
Value of total assets at end of year	2022-12-31	$18,991,132
Value of total assets at beginning of year	2022-12-31	$23,035,087
Total of administrative expenses incurred including professional, contract, advisory and management fees	2022-12-31	$8,204
Total interest from all sources	2022-12-31	$32,289
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2022-12-31	No
Was this plan covered by a fidelity bond	2022-12-31	Yes
Value of fidelity bond cover	2022-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2022-12-31	No
Were there any nonexempt tranactions with any party-in-interest	2022-12-31	No
Contributions received from participants	2022-12-31	$1,517,596
Participant contributions at end of year	2022-12-31	$389,354
Participant contributions at beginning of year	2022-12-31	$366,348
Income. Received or receivable in cash from other sources (including rollovers)	2022-12-31	$23,101
Value of other receiveables (less allowance for doubtful accounts) at end of year	2022-12-31	$209
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2022-12-31	$52
Administrative expenses (other) incurred	2022-12-31	$4,342
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2022-12-31	No
Value of net income/loss	2022-12-31	$-4,034,541
Value of net assets at end of year (total assets less liabilities)	2022-12-31	$18,991,132
Value of net assets at beginning of year (total assets less liabilities)	2022-12-31	$23,035,087
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2022-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2022-12-31	No
Were any leases to which the plan was party in default or uncollectible	2022-12-31	No
Investment advisory and management fees	2022-12-31	$3,862
Value of interest in pooled separate accounts at end of year	2022-12-31	$18,007,386
Value of interest in pooled separate accounts at beginning of year	2022-12-31	$21,968,690
Interest on participant loans	2022-12-31	$18,431
Interest earned on other investments	2022-12-31	$13,858
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2022-12-31	$594,183
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2022-12-31	$699,997
Net investment gain/loss from pooled separate accounts	2022-12-31	$-4,536,200
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2022-12-31	No
Was there a failure to transmit to the plan any participant contributions	2022-12-31	No
Has the plan failed to provide any benefit when due under the plan	2022-12-31	No
Contributions received in cash from employer	2022-12-31	$346,149
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2022-12-31	$1,409,272
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2022-12-31	No
Did the plan have assets held for investment	2022-12-31	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	2022-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2022-12-31	No
Opinion of an independent qualified public accountant for this plan	2022-12-31	Unqualified
Accountancy firm name	2022-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2022-12-31	381995866
2021 : GREAT LAKES ENERGY UNION 401(K) PLAN 2021 401k financial data
Total transfer of assets to this plan	2021-12-31	$24,738
Total transfer of assets from this plan	2021-12-31	$403,843
Total income from all sources (including contributions)	2021-12-31	$4,961,269
Total of all expenses incurred	2021-12-31	$1,867,611
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2021-12-31	$1,860,792
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2021-12-31	$1,717,384
Value of total assets at end of year	2021-12-31	$23,035,087
Value of total assets at beginning of year	2021-12-31	$20,320,534
Total of administrative expenses incurred including professional, contract, advisory and management fees	2021-12-31	$6,819
Total interest from all sources	2021-12-31	$35,004
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2021-12-31	No
Was this plan covered by a fidelity bond	2021-12-31	Yes
Value of fidelity bond cover	2021-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2021-12-31	No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2021-12-31	$0
Were there any nonexempt tranactions with any party-in-interest	2021-12-31	No
Contributions received from participants	2021-12-31	$1,389,265
Participant contributions at end of year	2021-12-31	$366,348
Participant contributions at beginning of year	2021-12-31	$444,359
Value of other receiveables (less allowance for doubtful accounts) at end of year	2021-12-31	$52
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2021-12-31	$129
Administrative expenses (other) incurred	2021-12-31	$2,570
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser	2021-12-31	No
Value of net income/loss	2021-12-31	$3,093,658
Value of net assets at end of year (total assets less liabilities)	2021-12-31	$23,035,087
Value of net assets at beginning of year (total assets less liabilities)	2021-12-31	$20,320,534
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)	2021-12-31	No
Were any loans by the plan or fixed income obligations due to the plan in default	2021-12-31	No
Were any leases to which the plan was party in default or uncollectible	2021-12-31	No
Investment advisory and management fees	2021-12-31	$4,249
Value of interest in pooled separate accounts at end of year	2021-12-31	$21,968,690
Value of interest in pooled separate accounts at beginning of year	2021-12-31	$18,749,043
Interest on participant loans	2021-12-31	$19,434
Interest earned on other investments	2021-12-31	$15,570
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2021-12-31	$699,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2021-12-31	$1,127,003
Net investment gain/loss from pooled separate accounts	2021-12-31	$3,208,881
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2021-12-31	No
Was there a failure to transmit to the plan any participant contributions	2021-12-31	No
Has the plan failed to provide any benefit when due under the plan	2021-12-31	No
Contributions received in cash from employer	2021-12-31	$328,119
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2021-12-31	$1,860,792
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2021-12-31	No
Did the plan have assets held for investment	2021-12-31	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	2021-12-31	No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC	2021-12-31	No
Opinion of an independent qualified public accountant for this plan	2021-12-31	Unqualified
Accountancy firm name	2021-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2021-12-31	381995866
2020 : GREAT LAKES ENERGY UNION 401(K) PLAN 2020 401k financial data
Total transfer of assets to this plan	2020-12-31	$14,469
Total transfer of assets from this plan	2020-12-31	$40,362
Total income from all sources (including contributions)	2020-12-31	$5,208,807
Total of all expenses incurred	2020-12-31	$669,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2020-12-31	$663,094
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2020-12-31	$1,547,345
Value of total assets at end of year	2020-12-31	$20,320,534
Value of total assets at beginning of year	2020-12-31	$15,806,849
Total of administrative expenses incurred including professional, contract, advisory and management fees	2020-12-31	$6,135
Total interest from all sources	2020-12-31	$43,504
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2020-12-31	No
Was this plan covered by a fidelity bond	2020-12-31	Yes
Value of fidelity bond cover	2020-12-31	$1,000,000
If this is an individual account plan, was there a blackout period	2020-12-31	No
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
Contributions received from participants	2020-12-31	$1,239,685
Participant contributions at end of year	2020-12-31	$444,359
Participant contributions at beginning of year	2020-12-31	$494,984
Value of other receiveables (less allowance for doubtful accounts) at end of year	2020-12-31	$129
Value of other receiveables (less allowance for doubtful accounts) at beginning of year	2020-12-31	$942
Administrative expenses (other) incurred	2020-12-31	$2,830
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	$4,539,578
Value of net assets at end of year (total assets less liabilities)	2020-12-31	$20,320,534
Value of net assets at beginning of year (total assets less liabilities)	2020-12-31	$15,806,849
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
Investment advisory and management fees	2020-12-31	$3,305
Value of interest in pooled separate accounts at end of year	2020-12-31	$18,749,043
Value of interest in pooled separate accounts at beginning of year	2020-12-31	$14,404,601
Interest on participant loans	2020-12-31	$24,030
Interest earned on other investments	2020-12-31	$19,474
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2020-12-31	$1,127,003
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2020-12-31	$906,322
Net investment gain/loss from pooled separate accounts	2020-12-31	$3,617,958
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2020-12-31	No
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	$307,660
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2020-12-31	$663,094
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2020-12-31	No
Did the plan have assets held for investment	2020-12-31	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	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	No
Opinion of an independent qualified public accountant for this plan	2020-12-31	Disclaimer
Accountancy firm name	2020-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2020-12-31	381995866
2019 : GREAT LAKES ENERGY UNION 401(K) PLAN 2019 401k financial data
Total transfer of assets to this plan	2019-12-31	$5,628
Total income from all sources (including contributions)	2019-12-31	$4,364,421
Total of all expenses incurred	2019-12-31	$957,469
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2019-12-31	$951,488
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2019-12-31	$1,368,712
Value of total assets at end of year	2019-12-31	$15,806,849
Value of total assets at beginning of year	2019-12-31	$12,394,269
Total of administrative expenses incurred including professional, contract, advisory and management fees	2019-12-31	$5,981
Total interest from all sources	2019-12-31	$43,190
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2019-12-31	No
Was this plan covered by a fidelity bond	2019-12-31	Yes
Value of fidelity bond cover	2019-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2019-12-31	No
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
Contributions received from participants	2019-12-31	$1,043,181
Participant contributions at end of year	2019-12-31	$494,984
Participant contributions at beginning of year	2019-12-31	$548,339
Income. Received or receivable in cash from other sources (including rollovers)	2019-12-31	$61,599
Value of other receiveables (less allowance for doubtful accounts) at end of year	2019-12-31	$942
Administrative expenses (other) incurred	2019-12-31	$3,260
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	$3,406,952
Value of net assets at end of year (total assets less liabilities)	2019-12-31	$15,806,849
Value of net assets at beginning of year (total assets less liabilities)	2019-12-31	$12,394,269
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
Investment advisory and management fees	2019-12-31	$2,721
Value of interest in pooled separate accounts at end of year	2019-12-31	$14,404,601
Value of interest in pooled separate accounts at beginning of year	2019-12-31	$11,250,564
Interest on participant loans	2019-12-31	$30,177
Interest earned on other investments	2019-12-31	$13,013
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2019-12-31	$906,322
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2019-12-31	$595,366
Net investment gain/loss from pooled separate accounts	2019-12-31	$2,952,519
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2019-12-31	No
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
Contributions received in cash from employer	2019-12-31	$263,932
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2019-12-31	$951,488
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2019-12-31	No
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
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2019-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2019-12-31	Disclaimer
Accountancy firm name	2019-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2019-12-31	381995866
2018 : GREAT LAKES ENERGY UNION 401(K) PLAN 2018 401k financial data
Total transfer of assets to this plan	2018-12-31	$219,311
Total income from all sources (including contributions)	2018-12-31	$583,270
Total of all expenses incurred	2018-12-31	$1,792,334
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2018-12-31	$1,785,729
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2018-12-31	$1,225,430
Value of total assets at end of year	2018-12-31	$12,394,269
Value of total assets at beginning of year	2018-12-31	$13,384,022
Total of administrative expenses incurred including professional, contract, advisory and management fees	2018-12-31	$6,605
Total interest from all sources	2018-12-31	$34,077
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2018-12-31	No
Was this plan covered by a fidelity bond	2018-12-31	Yes
Value of fidelity bond cover	2018-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2018-12-31	No
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
Contributions received from participants	2018-12-31	$976,597
Participant contributions at end of year	2018-12-31	$548,339
Participant contributions at beginning of year	2018-12-31	$544,696
Income. Received or receivable in cash from other sources (including rollovers)	2018-12-31	$216
Administrative expenses (other) incurred	2018-12-31	$3,985
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	$-1,209,064
Value of net assets at end of year (total assets less liabilities)	2018-12-31	$12,394,269
Value of net assets at beginning of year (total assets less liabilities)	2018-12-31	$13,384,022
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
Investment advisory and management fees	2018-12-31	$2,620
Value of interest in pooled separate accounts at end of year	2018-12-31	$11,250,564
Value of interest in pooled separate accounts at beginning of year	2018-12-31	$12,098,844
Interest on participant loans	2018-12-31	$25,054
Interest earned on other investments	2018-12-31	$9,023
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2018-12-31	$595,366
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2018-12-31	$740,482
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2018-12-31	$22,603
Net investment gain/loss from pooled separate accounts	2018-12-31	$-698,840
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2018-12-31	No
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	$248,617
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2018-12-31	$1,785,729
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2018-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2018-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2018-12-31	Disclaimer
Accountancy firm name	2018-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2018-12-31	381995866
2017 : GREAT LAKES ENERGY UNION 401(K) PLAN 2017 401k financial data
Total income from all sources (including contributions)	2017-12-31	$3,317,368
Total of all expenses incurred	2017-12-31	$475,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2017-12-31	$468,038
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2017-12-31	$1,292,952
Value of total assets at end of year	2017-12-31	$13,384,022
Value of total assets at beginning of year	2017-12-31	$10,541,833
Total of administrative expenses incurred including professional, contract, advisory and management fees	2017-12-31	$7,141
Total interest from all sources	2017-12-31	$35,617
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2017-12-31	No
Was this plan covered by a fidelity bond	2017-12-31	Yes
Value of fidelity bond cover	2017-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2017-12-31	No
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
Contributions received from participants	2017-12-31	$850,442
Participant contributions at end of year	2017-12-31	$544,696
Participant contributions at beginning of year	2017-12-31	$642,085
Income. Received or receivable in cash from other sources (including rollovers)	2017-12-31	$217,659
Administrative expenses (other) incurred	2017-12-31	$4,860
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	$2,842,189
Value of net assets at end of year (total assets less liabilities)	2017-12-31	$13,384,022
Value of net assets at beginning of year (total assets less liabilities)	2017-12-31	$10,541,833
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
Investment advisory and management fees	2017-12-31	$2,281
Value of interest in pooled separate accounts at end of year	2017-12-31	$12,098,844
Value of interest in pooled separate accounts at beginning of year	2017-12-31	$9,186,088
Interest on participant loans	2017-12-31	$25,295
Interest earned on other investments	2017-12-31	$10,322
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2017-12-31	$740,482
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2017-12-31	$713,660
Net investment gain/loss from registered investment companies (e.g. mutual funds)	2017-12-31	$10,720
Net investment gain/loss from pooled separate accounts	2017-12-31	$1,978,079
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2017-12-31	No
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	$224,851
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2017-12-31	$468,038
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2017-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2017-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2017-12-31	Disclaimer
Accountancy firm name	2017-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2017-12-31	381995866
2016 : GREAT LAKES ENERGY UNION 401(K) PLAN 2016 401k financial data
Total transfer of assets to this plan	2016-12-31	$157,064
Total transfer of assets from this plan	2016-12-31	$372,238
Total income from all sources (including contributions)	2016-12-31	$1,657,411
Total of all expenses incurred	2016-12-31	$1,057,698
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2016-12-31	$1,050,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2016-12-31	$1,057,627
Value of total assets at end of year	2016-12-31	$10,541,833
Value of total assets at beginning of year	2016-12-31	$10,157,294
Total of administrative expenses incurred including professional, contract, advisory and management fees	2016-12-31	$7,075
Total interest from all sources	2016-12-31	$25,603
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2016-12-31	No
Was this plan covered by a fidelity bond	2016-12-31	Yes
Value of fidelity bond cover	2016-12-31	$5,000,000
If this is an individual account plan, was there a blackout period	2016-12-31	No
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
Contributions received from participants	2016-12-31	$811,938
Participant contributions at end of year	2016-12-31	$642,085
Participant contributions at beginning of year	2016-12-31	$595,333
Income. Received or receivable in cash from other sources (including rollovers)	2016-12-31	$27,143
Other income not declared elsewhere	2016-12-31	$20,020
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	$599,713
Value of net assets at end of year (total assets less liabilities)	2016-12-31	$10,541,833
Value of net assets at beginning of year (total assets less liabilities)	2016-12-31	$10,157,294
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
Value of interest in pooled separate accounts at end of year	2016-12-31	$9,186,088
Value of interest in pooled separate accounts at beginning of year	2016-12-31	$8,992,019
Interest on participant loans	2016-12-31	$25,603
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2016-12-31	$713,660
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2016-12-31	$569,942
Net investment gain/loss from pooled separate accounts	2016-12-31	$554,161
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2016-12-31	No
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	$218,546
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2016-12-31	$1,050,623
Contract administrator fees	2016-12-31	$7,075
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2016-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2016-12-31	Disclaimer
Accountancy firm name	2016-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2016-12-31	381995866
2015 : GREAT LAKES ENERGY UNION 401(K) PLAN 2015 401k financial data
Total transfer of assets from this plan	2015-12-31	$114,640
Total income from all sources (including contributions)	2015-12-31	$979,251
Total of all expenses incurred	2015-12-31	$597,246
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2015-12-31	$591,662
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2015-12-31	$996,889
Value of total assets at end of year	2015-12-31	$10,157,294
Value of total assets at beginning of year	2015-12-31	$9,889,929
Total of administrative expenses incurred including professional, contract, advisory and management fees	2015-12-31	$5,584
Total interest from all sources	2015-12-31	$21,775
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2015-12-31	No
Was this plan covered by a fidelity bond	2015-12-31	Yes
Value of fidelity bond cover	2015-12-31	$500,000
If this is an individual account plan, was there a blackout period	2015-12-31	No
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
Contributions received from participants	2015-12-31	$780,094
Participant contributions at end of year	2015-12-31	$595,333
Participant contributions at beginning of year	2015-12-31	$536,749
Other income not declared elsewhere	2015-12-31	$18,369
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	$382,005
Value of net assets at end of year (total assets less liabilities)	2015-12-31	$10,157,294
Value of net assets at beginning of year (total assets less liabilities)	2015-12-31	$9,889,929
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	$1,944
Value of interest in pooled separate accounts at end of year	2015-12-31	$8,992,019
Value of interest in pooled separate accounts at beginning of year	2015-12-31	$8,793,378
Interest on participant loans	2015-12-31	$21,775
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2015-12-31	$569,942
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2015-12-31	$559,802
Net investment gain/loss from pooled separate accounts	2015-12-31	$-57,782
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2015-12-31	No
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	$216,795
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2015-12-31	$591,662
Contract administrator fees	2015-12-31	$3,640
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2015-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2015-12-31	Disclaimer
Accountancy firm name	2015-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2015-12-31	381995866
2014 : GREAT LAKES ENERGY UNION 401(K) PLAN 2014 401k financial data
Total transfer of assets to this plan	2014-12-31	$2,302
Total transfer of assets from this plan	2014-12-31	$266,317
Total income from all sources (including contributions)	2014-12-31	$1,478,203
Total of all expenses incurred	2014-12-31	$480,187
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2014-12-31	$475,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2014-12-31	$957,948
Value of total assets at end of year	2014-12-31	$9,889,929
Value of total assets at beginning of year	2014-12-31	$9,155,928
Total of administrative expenses incurred including professional, contract, advisory and management fees	2014-12-31	$5,126
Total interest from all sources	2014-12-31	$19,196
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2014-12-31	No
Was this plan covered by a fidelity bond	2014-12-31	Yes
Value of fidelity bond cover	2014-12-31	$500,000
If this is an individual account plan, was there a blackout period	2014-12-31	No
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
Contributions received from participants	2014-12-31	$715,398
Participant contributions at end of year	2014-12-31	$536,749
Participant contributions at beginning of year	2014-12-31	$422,675
Income. Received or receivable in cash from other sources (including rollovers)	2014-12-31	$37,494
Other income not declared elsewhere	2014-12-31	$24,970
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	$998,016
Value of net assets at end of year (total assets less liabilities)	2014-12-31	$9,889,929
Value of net assets at beginning of year (total assets less liabilities)	2014-12-31	$9,155,928
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
Value of interest in pooled separate accounts at end of year	2014-12-31	$8,793,378
Value of interest in pooled separate accounts at beginning of year	2014-12-31	$8,119,294
Interest on participant loans	2014-12-31	$19,196
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2014-12-31	$559,802
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2014-12-31	$613,959
Net investment gain/loss from pooled separate accounts	2014-12-31	$476,089
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2014-12-31	No
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	$205,056
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2014-12-31	$475,061
Contract administrator fees	2014-12-31	$5,126
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2014-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2014-12-31	Disclaimer
Accountancy firm name	2014-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2014-12-31	381995866
2013 : GREAT LAKES ENERGY UNION 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)	2013-12-31	$2,621,175
Total of all expenses incurred	2013-12-31	$1,358,333
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2013-12-31	$1,330,897
Expenses. Certain deemed distributions of participant loans	2013-12-31	$12,678
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2013-12-31	$926,797
Value of total assets at end of year	2013-12-31	$9,155,928
Value of total assets at beginning of year	2013-12-31	$7,893,086
Total of administrative expenses incurred including professional, contract, advisory and management fees	2013-12-31	$14,758
Total interest from all sources	2013-12-31	$17,021
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2013-12-31	No
Was this plan covered by a fidelity bond	2013-12-31	Yes
Value of fidelity bond cover	2013-12-31	$500,000
If this is an individual account plan, was there a blackout period	2013-12-31	No
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
Contributions received from participants	2013-12-31	$722,110
Participant contributions at end of year	2013-12-31	$422,675
Participant contributions at beginning of year	2013-12-31	$361,994
Income. Received or receivable in cash from other sources (including rollovers)	2013-12-31	$5,175
Other income not declared elsewhere	2013-12-31	$11,487
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	$1,262,842
Value of net assets at end of year (total assets less liabilities)	2013-12-31	$9,155,928
Value of net assets at beginning of year (total assets less liabilities)	2013-12-31	$7,893,086
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
Value of interest in pooled separate accounts at end of year	2013-12-31	$8,119,294
Value of interest in pooled separate accounts at beginning of year	2013-12-31	$6,877,430
Interest on participant loans	2013-12-31	$17,021
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2013-12-31	$613,959
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2013-12-31	$653,662
Net investment gain/loss from pooled separate accounts	2013-12-31	$1,665,870
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2013-12-31	No
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	$199,512
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2013-12-31	$1,330,897
Contract administrator fees	2013-12-31	$14,758
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2013-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2013-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2013-12-31	Disclaimer
Accountancy firm name	2013-12-31	BAIRD COTTER & BISHOP
Accountancy firm EIN	2013-12-31	381995866
2012 : GREAT LAKES ENERGY UNION 401(K) PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets	2012-12-31	$0
Total transfer of assets from this plan	2012-12-31	$16,252
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2012-12-31	$0
Total income from all sources (including contributions)	2012-12-31	$1,729,469
Total loss/gain on sale of assets	2012-12-31	$0
Total of all expenses incurred	2012-12-31	$361,823
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2012-12-31	$345,049
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2012-12-31	$907,799
Value of total assets at end of year	2012-12-31	$7,893,086
Value of total assets at beginning of year	2012-12-31	$6,541,692
Total of administrative expenses incurred including professional, contract, advisory and management fees	2012-12-31	$16,774
Total interest from all sources	2012-12-31	$15,626
Total dividends received (eg from common stock, registered investment company shares)	2012-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2012-12-31	No
Was this plan covered by a fidelity bond	2012-12-31	Yes
Value of fidelity bond cover	2012-12-31	$500,000
If this is an individual account plan, was there a blackout period	2012-12-31	No
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
Contributions received from participants	2012-12-31	$674,471
Participant contributions at end of year	2012-12-31	$361,994
Participant contributions at beginning of year	2012-12-31	$356,784
Income. Received or receivable in cash from other sources (including rollovers)	2012-12-31	$39,727
Other income not declared elsewhere	2012-12-31	$13,376
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	$1,367,646
Value of net assets at end of year (total assets less liabilities)	2012-12-31	$7,893,086
Value of net assets at beginning of year (total assets less liabilities)	2012-12-31	$6,541,692
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
Value of interest in pooled separate accounts at end of year	2012-12-31	$6,877,430
Value of interest in pooled separate accounts at beginning of year	2012-12-31	$5,532,327
Interest on participant loans	2012-12-31	$15,626
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2012-12-31	$653,662
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2012-12-31	$652,581
Net investment gain/loss from pooled separate accounts	2012-12-31	$792,668
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2012-12-31	No
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	$193,601
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2012-12-31	$345,049
Contract administrator fees	2012-12-31	$16,774
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2012-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2012-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2012-12-31	Disclaimer
Accountancy firm name	2012-12-31	BAIRD COTTER AND BISHOP P.C
Accountancy firm EIN	2012-12-31	381995866
2011 : GREAT LAKES ENERGY UNION 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets	2011-12-31	$0
Total transfer of assets from this plan	2011-12-31	$41,594
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2011-12-31	$0
Total income from all sources (including contributions)	2011-12-31	$709,248
Total loss/gain on sale of assets	2011-12-31	$0
Total of all expenses incurred	2011-12-31	$195,325
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2011-12-31	$180,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2011-12-31	$850,443
Value of total assets at end of year	2011-12-31	$6,541,692
Value of total assets at beginning of year	2011-12-31	$6,069,363
Total of administrative expenses incurred including professional, contract, advisory and management fees	2011-12-31	$15,114
Total interest from all sources	2011-12-31	$12,654
Total dividends received (eg from common stock, registered investment company shares)	2011-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2011-12-31	No
Was this plan covered by a fidelity bond	2011-12-31	Yes
Value of fidelity bond cover	2011-12-31	$500,000
If this is an individual account plan, was there a blackout period	2011-12-31	No
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
Contributions received from participants	2011-12-31	$658,426
Participant contributions at end of year	2011-12-31	$356,784
Participant contributions at beginning of year	2011-12-31	$246,610
Other income not declared elsewhere	2011-12-31	$16,645
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	$513,923
Value of net assets at end of year (total assets less liabilities)	2011-12-31	$6,541,692
Value of net assets at beginning of year (total assets less liabilities)	2011-12-31	$6,069,363
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
Value of interest in pooled separate accounts at end of year	2011-12-31	$5,532,327
Value of interest in pooled separate accounts at beginning of year	2011-12-31	$5,172,756
Interest on participant loans	2011-12-31	$12,654
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2011-12-31	$652,581
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2011-12-31	$649,997
Net investment gain/loss from pooled separate accounts	2011-12-31	$-170,494
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2011-12-31	No
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	$192,017
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2011-12-31	$180,211
Contract administrator fees	2011-12-31	$15,114
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2011-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2011-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2011-12-31	Disclaimer
Accountancy firm name	2011-12-31	BAIRD COTTER AND BISHOP P.C
Accountancy firm EIN	2011-12-31	381995866
2010 : GREAT LAKES ENERGY UNION 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets	2010-12-31	$0
Total transfer of assets from this plan	2010-12-31	$96,450
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)	2010-12-31	$0
Total income from all sources (including contributions)	2010-12-31	$1,510,448
Total loss/gain on sale of assets	2010-12-31	$0
Total of all expenses incurred	2010-12-31	$231,471
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others	2010-12-31	$216,124
Total contributions o plan (from employers,participants, others, non cash contrinutions)	2010-12-31	$773,531
Value of total assets at end of year	2010-12-31	$6,069,363
Value of total assets at beginning of year	2010-12-31	$4,886,836
Total of administrative expenses incurred including professional, contract, advisory and management fees	2010-12-31	$15,347
Total interest from all sources	2010-12-31	$10,480
Total dividends received (eg from common stock, registered investment company shares)	2010-12-31	$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year	2010-12-31	No
Was this plan covered by a fidelity bond	2010-12-31	Yes
Value of fidelity bond cover	2010-12-31	$500,000
If this is an individual account plan, was there a blackout period	2010-12-31	No
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
Contributions received from participants	2010-12-31	$567,113
Participant contributions at end of year	2010-12-31	$246,610
Participant contributions at beginning of year	2010-12-31	$178,925
Income. Received or receivable in cash from other sources (including rollovers)	2010-12-31	$27,568
Other income not declared elsewhere	2010-12-31	$15,919
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	$1,278,977
Value of net assets at end of year (total assets less liabilities)	2010-12-31	$6,069,363
Value of net assets at beginning of year (total assets less liabilities)	2010-12-31	$4,886,836
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
Value of interest in pooled separate accounts at end of year	2010-12-31	$5,172,756
Value of interest in pooled separate accounts at beginning of year	2010-12-31	$4,166,780
Interest on participant loans	2010-12-31	$10,480
Value of funds held in insurance company general accounts (unallocated contracts) at end of year	2010-12-31	$649,997
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year	2010-12-31	$541,131
Net investment gain/loss from pooled separate accounts	2010-12-31	$710,518
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets	2010-12-31	No
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	$178,850
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers	2010-12-31	$216,124
Contract administrator fees	2010-12-31	$15,347
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-3	2010-12-31	No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)	2010-12-31	Yes
Opinion of an independent qualified public accountant for this plan	2010-12-31	Disclaimer
Accountancy firm name	2010-12-31	BAIRD COTTER AND BISHOP PC
Accountancy firm EIN	2010-12-31	381995866
2009 : GREAT LAKES ENERGY UNION 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2009-12-31	$0

Form 5500 Responses for GREAT LAKES ENERGY UNION 401(K) PLAN

2022: GREAT LAKES ENERGY UNION 401(K) PLAN 2022 form 5500 responses
2022-01-01	Type of plan entity	Single employer plan
2022-01-01	Plan is a collectively bargained plan	Yes
2022-01-01	Plan funding arrangement – Insurance	Yes
2022-01-01	Plan funding arrangement – Trust	Yes
2022-01-01	Plan benefit arrangement – Insurance	Yes
2022-01-01	Plan benefit arrangement - Trust	Yes
2021: GREAT LAKES ENERGY UNION 401(K) PLAN 2021 form 5500 responses
2021-01-01	Type of plan entity	Single employer plan
2021-01-01	Plan is a collectively bargained plan	Yes
2021-01-01	Plan funding arrangement – Insurance	Yes
2021-01-01	Plan funding arrangement – Trust	Yes
2021-01-01	Plan benefit arrangement – Insurance	Yes
2021-01-01	Plan benefit arrangement - Trust	Yes
2020: GREAT LAKES ENERGY UNION 401(K) PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan is a collectively bargained plan	Yes
2020-01-01	Plan funding arrangement – Insurance	Yes
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement – Insurance	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: GREAT LAKES ENERGY UNION 401(K) PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan is a collectively bargained plan	Yes
2019-01-01	Plan funding arrangement – Insurance	Yes
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement – Insurance	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: GREAT LAKES ENERGY UNION 401(K) PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan is a collectively bargained plan	Yes
2018-01-01	Plan funding arrangement – Insurance	Yes
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement – Insurance	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: GREAT LAKES ENERGY UNION 401(K) PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan is a collectively bargained plan	Yes
2017-01-01	Plan funding arrangement – Insurance	Yes
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement – Insurance	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: GREAT LAKES ENERGY UNION 401(K) PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan is a collectively bargained plan	Yes
2016-01-01	Plan funding arrangement – Insurance	Yes
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement – Insurance	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: GREAT LAKES ENERGY UNION 401(K) PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Insurance	Yes
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement – Insurance	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: GREAT LAKES ENERGY UNION 401(K) PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Insurance	Yes
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement – Insurance	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: GREAT LAKES ENERGY UNION 401(K) PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Insurance	Yes
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement – Insurance	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: GREAT LAKES ENERGY UNION 401(K) PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Submission has been amended	No
2012-01-01	This submission is the final filing	No
2012-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-01-01	Plan is a collectively bargained plan	No
2012-01-01	Plan funding arrangement – Insurance	Yes
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement – Insurance	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: GREAT LAKES ENERGY UNION 401(K) PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Submission has been amended	No
2011-01-01	This submission is the final filing	No
2011-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-01-01	Plan is a collectively bargained plan	No
2011-01-01	Plan funding arrangement – Insurance	Yes
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement – Insurance	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: GREAT LAKES ENERGY UNION 401(K) PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	No
2009-01-01	This submission is the final filing	No
2009-01-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-01-01	Plan is a collectively bargained plan	No
2009-01-01	Plan funding arrangement – Insurance	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement – Insurance	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Number of Individuals Covered	154
Insurance policy start date	2022-01-01
Insurance policy end date	2022-12-31
Total amount of commissions paid to insurance broker	USD $43,589
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $34,871
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Number of Individuals Covered	152
Insurance policy start date	2021-01-01
Insurance policy end date	2021-12-31
Total amount of commissions paid to insurance broker	USD $52,748
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $42,198
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Number of Individuals Covered	150
Insurance policy start date	2020-01-01
Insurance policy end date	2020-12-31
Total amount of commissions paid to insurance broker	USD $41,043
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $32,835
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Number of Individuals Covered	145
Insurance policy start date	2019-01-01
Insurance policy end date	2019-12-31
Total amount of commissions paid to insurance broker	USD $33,669
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $26,935
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Number of Individuals Covered	138
Insurance policy start date	2018-01-01
Insurance policy end date	2018-12-31
Total amount of commissions paid to insurance broker	USD $32,703
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $28,911
Insurance broker organization code?	3

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Number of Individuals Covered	139
Insurance policy start date	2017-01-01
Insurance policy end date	2017-12-31
Total amount of commissions paid to insurance broker	USD $28,281
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $19,697
Insurance broker organization code?	3
Insurance broker name	PREFERRED PRODUCT NETWORK INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Number of Individuals Covered	137
Insurance policy start date	2015-01-01
Insurance policy end date	2015-12-31
Total amount of commissions paid to insurance broker	USD $24,192
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $24,192
Insurance broker organization code?	3
Insurance broker name	FLINN FINANCIAL INC, DENISE A FLINN

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Number of Individuals Covered	141
Insurance policy start date	2014-01-01
Insurance policy end date	2014-12-31
Total amount of commissions paid to insurance broker	USD $21,971
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?	No
Commission paid to Insurance Broker	USD $21,971
Insurance broker organization code?	3
Insurance broker name	FLINN FINANCIAL INC, DENISE A FLINN

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Insurance policy start date	2013-01-01
Insurance policy end date	2013-12-31
Total amount of commissions paid to insurance broker	USD $20,037
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Commission paid to Insurance Broker	USD $20,037
Insurance broker organization code?	3
Insurance broker name	FLINN FINANCIAL INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Insurance policy start date	2012-01-01
Insurance policy end date	2012-12-31
Total amount of commissions paid to insurance broker	USD $17,345
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $17,345
Insurance broker organization code?	3
Insurance broker name	FLINN FINANCIAL INC

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Insurance policy start date	2011-01-01
Insurance policy end date	2011-12-31
Total amount of commissions paid to insurance broker	USD $15,272
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )

Policy contract number

990715-000

Policy instance

Insurance contract or identification number	990715-000
Insurance policy start date	2010-01-01
Insurance policy end date	2010-12-31
Total amount of commissions paid to insurance broker	USD $12,432
Total amount of fees paid to insurance company	USD $0
Are there contracts with allocated funds for individual policies?	No
Are there contracts with allocated funds for group deferred annuity?	No
Are there contracts with allocated funds for types other than group deferred annuity or individual?	No
Contract purchased, in whole or in part, to distribute benefits from a terminating plan	No
Contracts With Unallocated Funds Deposit Administration	0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?	No
Are there contracts with unallocated funds for contracts of type guaranteed investment?	No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?	Yes
Health Insurance Welfare Benefit	No
Dental Insurance Welfare Benefit	No
Vision Insurance Welfare Benefit	No
Life Insurance Welfare Benefit	No
Temporary Disability Insurance Welfare Benefit	No
Long Term Disability Insurance Welfare Benefit	No
Unemployment Insurance Welfare Benefit	No
Were dividends or retroactive rate refunds paid in cash?	No
Were dividends or retroactive rate refunds paid as a credit?	No
Commission paid to Insurance Broker	USD $12,432
Insurance broker organization code?	3
Insurance broker name	FLINN FINANCIAL INC

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Company Name:	GREAT LAKES ENERGY COOPERATIVE
Employer identification number (EIN):	383321875
NAIC Classification:	221100

Jurisdiction of Incorporation:	Michigan Secretary of State
Incorporation Date:	0000-00-00
Company Identification Number:	744697
Legal Registered Office Address:	1323 BOYNE AVE BOYNE CITY United States of America (USA) 49712