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NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 401k Plan overview

Plan NameNUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN
Plan identification number 002

NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN Benefits

401k Plan TypeDefined Contribution Pension
Plan Features/Benefits
  • Profit-sharing
  • 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.
  • Participant-directed brokerage accounts provided as an investment option under the plan.
  • 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.

401k Sponsoring company profile

NUCLEAR ENERGY INSTITUTE, INC. has sponsored the creation of one or more 401k plans.

Company Name:NUCLEAR ENERGY INSTITUTE, INC.
Employer identification number (EIN):521209124
NAIC Classification:813000
NAIC Description: Religious, Grantmaking, Civic, Professional, and Similar Organizations

Form 5500 Filing Information

Submission information for form 5500 for 401k plan NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN

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

Plan Statistics for NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN

401k plan membership statisitcs for NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN

Measure Date Value
2023: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2023 401k membership
Total participants, beginning-of-year2023-01-01150
Total number of active participants reported on line 7a of the Form 55002023-01-0197
Number of retired or separated participants receiving benefits2023-01-010
Number of other retired or separated participants entitled to future benefits2023-01-0147
Total of all active and inactive participants2023-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2023-01-010
Total participants2023-01-01144
Number of participants with account balances2023-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2023-01-010
2022: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01150
Total number of active participants reported on line 7a of the Form 55002022-01-0193
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0157
Total of all active and inactive participants2022-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-010
Total participants2022-01-01150
Number of participants with account balances2022-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-012
2021: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01149
Total number of active participants reported on line 7a of the Form 55002021-01-0198
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0152
Total of all active and inactive participants2021-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-010
Total participants2021-01-01150
Number of participants with account balances2021-01-01143
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-014
2020: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01140
Total number of active participants reported on line 7a of the Form 55002020-01-01101
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0143
Total of all active and inactive participants2020-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-010
Total participants2020-01-01144
Number of participants with account balances2020-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-011
2019: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-0192
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0148
Total of all active and inactive participants2019-01-01140
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-010
Total participants2019-01-01140
Number of participants with account balances2019-01-01140
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-011
2018: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01156
Total number of active participants reported on line 7a of the Form 55002018-01-0196
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0154
Total of all active and inactive participants2018-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-010
Total participants2018-01-01150
Number of participants with account balances2018-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01154
Total number of active participants reported on line 7a of the Form 55002017-01-01106
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0146
Total of all active and inactive participants2017-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-010
Total participants2017-01-01152
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-012
2016: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01156
Total number of active participants reported on line 7a of the Form 55002016-01-01114
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0140
Total of all active and inactive participants2016-01-01154
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-010
Total participants2016-01-01154
Number of participants with account balances2016-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-012
2015: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01150
Total number of active participants reported on line 7a of the Form 55002015-01-01122
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0134
Total of all active and inactive participants2015-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-01156
Number of participants with account balances2015-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01151
Total number of active participants reported on line 7a of the Form 55002014-01-01114
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-0135
Total of all active and inactive participants2014-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01149
Number of participants with account balances2014-01-01147
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01163
Total number of active participants reported on line 7a of the Form 55002013-01-01113
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-0138
Total of all active and inactive participants2013-01-01151
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01151
Number of participants with account balances2013-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01163
Total number of active participants reported on line 7a of the Form 55002012-01-01120
Number of other retired or separated participants entitled to future benefits2012-01-0143
Total of all active and inactive participants2012-01-01163
Total participants2012-01-01163
Number of participants with account balances2012-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01157
Total number of active participants reported on line 7a of the Form 55002011-01-01115
Number of other retired or separated participants entitled to future benefits2011-01-0148
Total of all active and inactive participants2011-01-01163
Total participants2011-01-01163
Number of participants with account balances2011-01-01163
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2010: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2010 401k membership
Total participants, beginning-of-year2010-01-01158
Total number of active participants reported on line 7a of the Form 55002010-01-01117
Number of other retired or separated participants entitled to future benefits2010-01-0140
Total of all active and inactive participants2010-01-01157
Total participants2010-01-01157
Number of participants with account balances2010-01-01157
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2010-01-014
2009: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01163
Total number of active participants reported on line 7a of the Form 55002009-01-01119
Number of other retired or separated participants entitled to future benefits2009-01-0143
Total of all active and inactive participants2009-01-01162
Total participants2009-01-01162
Number of participants with account balances2009-01-01158

Financial Data on NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN

Measure Date Value
2023 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2023 401k financial data
Unrealized appreciation/depreciation of real estate assets2023-12-31$0
Unrealized appreciation/depreciation of other (non real estate) assets2023-12-31$20,246
Total unrealized appreciation/depreciation of assets2023-12-31$20,246
Total transfer of assets to this plan2023-12-31$0
Total transfer of assets from this plan2023-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2023-12-31$0
Expenses. Interest paid2023-12-31$0
Amount of participant contributions which was failed to transmit to the plan within the time period described in 29 CFR 251.3-1022023-12-31$0
Total income from all sources (including contributions)2023-12-31$9,510,941
Total loss/gain on sale of assets2023-12-31$3,623
Total of all expenses incurred2023-12-31$3,681,882
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2023-12-31$3,675,329
Expenses. Certain deemed distributions of participant loans2023-12-31$0
Value of total corrective distributions2023-12-31$0
Total contributions o plan (from employers,participants, others, non cash contrinutions)2023-12-31$3,289,957
Value of total assets at end of year2023-12-31$46,002,966
Value of total assets at beginning of year2023-12-31$40,173,907
Total of administrative expenses incurred including professional, contract, advisory and management fees2023-12-31$6,553
Total income from rents2023-12-31$0
Total interest from all sources2023-12-31$19,555
Total dividends received (eg from common stock, registered investment company shares)2023-12-31$886,996
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2023-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2023-12-31$886,518
Assets. Real estate other than employer real property at end of year2023-12-31$0
Assets. Real estate other than employer real property at beginning of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at end of year2023-12-31$0
Assets. Corporate prefeered stocks other than exployer securities at beginning of year2023-12-31$0
Was this plan covered by a fidelity bond2023-12-31Yes
Value of fidelity bond cover2023-12-31$7,000,000
If this is an individual account plan, was there a blackout period2023-12-31No
Were there any nonexempt tranactions with any party-in-interest2023-12-31No
Contributions received from participants2023-12-31$1,551,698
Participant contributions at end of year2023-12-31$260,623
Participant contributions at beginning of year2023-12-31$320,083
Participant contributions at end of year2023-12-31$0
Participant contributions at beginning of year2023-12-31$0
Assets. Other investments not covered elsewhere at end of year2023-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2023-12-31$1,154,226
Income. Received or receivable in cash from other sources (including rollovers)2023-12-31$36,558
Expenses. Other payments made (not to insurance carriers or or participants/beneficiaries)2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2023-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2023-12-31$0
Assets. Loans (other than to participants) at end of year2023-12-31$0
Assets. Loans (other than to participants) at beginning of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at end of year2023-12-31$0
Other liabilities (not benefit claims, operating payabales oe acquisition indebtedness) at beginning of year2023-12-31$0
Other income not declared elsewhere2023-12-31$-151,212
Administrative expenses (other) incurred2023-12-31$0
Liabilities. Value of operating payables at end of year2023-12-31$0
Liabilities. Value of operating payables at beginning of year2023-12-31$0
Total non interest bearing cash at end of year2023-12-31$0
Total non interest bearing cash at beginning of year2023-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Income. Non cash contributions2023-12-31$0
Value of net income/loss2023-12-31$5,829,059
Value of net assets at end of year (total assets less liabilities)2023-12-31$46,002,966
Value of net assets at beginning of year (total assets less liabilities)2023-12-31$40,173,907
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2023-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2023-12-31No
Were any leases to which the plan was party in default or uncollectible2023-12-31No
Assets. partnership/joint venture interests at end of year2023-12-31$0
Assets. partnership/joint venture interests at beginning of year2023-12-31$0
Investment advisory and management fees2023-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at end of year2023-12-31$44,155,919
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2023-12-31$37,231,883
Value of interest in pooled separate accounts at end of year2023-12-31$0
Value of interest in pooled separate accounts at beginning of year2023-12-31$0
Interest on participant loans2023-12-31$19,509
Income. Interest from loans (other than to participants)2023-12-31$0
Interest earned on other investments2023-12-31$0
Income. Interest from US Government securities2023-12-31$0
Income. Interest from corporate debt instruments2023-12-31$0
Value of interest in master investment trust accounts at end of year2023-12-31$0
Value of interest in master investment trust accounts at beginning of year2023-12-31$0
Value of interest in common/collective trusts at end of year2023-12-31$0
Value of interest in common/collective trusts at beginning of year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2023-12-31$81,639
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2023-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2023-12-31$0
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2023-12-31$46
Assets. Value of investments in 103.12 investment entities at end of year2023-12-31$0
Assets. Value of investments in 103.12 investment entities at beginning of year2023-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2023-12-31$1,369,534
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2023-12-31$1,467,715
Expenses. Payments to insurance carriers foe the provision of benefits2023-12-31$0
Asset value of US Government securities at end of year2023-12-31$0
Asset value of US Government securities at beginning of year2023-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2023-12-31$5,441,776
Net investment gain/loss from pooled separate accounts2023-12-31$0
Net investment gain or loss from common/collective trusts2023-12-31$0
Net gain/loss from 103.12 investment entities2023-12-31$0
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2023-12-31No
Was there a failure to transmit to the plan any participant contributions2023-12-31Yes
Has the plan failed to provide any benefit when due under the plan2023-12-31No
Assets. Invements in employer securities at end of year2023-12-31$0
Assets. Invements in employer securities at beginning of year2023-12-31$0
Assets. Value of employer real property at end of year2023-12-31$0
Assets. Value of employer real property at beginning of year2023-12-31$0
Contributions received in cash from employer2023-12-31$1,701,701
Employer contributions (assets) at end of year2023-12-31$0
Employer contributions (assets) at beginning of year2023-12-31$0
Income. Dividends from preferred stock2023-12-31$0
Income. Dividends from common stock2023-12-31$478
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2023-12-31$3,675,329
Asset. Corporate debt instrument preferred debt at end of year2023-12-31$0
Asset. Corporate debt instrument preferred debt at beginning of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at end of year2023-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2023-12-31$0
Contract administrator fees2023-12-31$6,553
Assets. Corporate common stocks other than exployer securities at end of year2023-12-31$135,251
Assets. Corporate common stocks other than exployer securities at beginning of year2023-12-31$0
Liabilities. Value of benefit claims payable at end of year2023-12-31$0
Liabilities. Value of benefit claims payable at beginning of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at end of year2023-12-31$0
Assets. Value of buildings and other operty used in plan operation at beginning of year2023-12-31$0
Did the plan have assets held for investment2023-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2023-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2023-12-31No
Aggregate proceeds on sale of assets2023-12-31$405,529
Aggregate carrying amount (costs) on sale of assets2023-12-31$401,906
Liabilities. Value of acquisition indebtedness at end of year2023-12-31$0
Liabilities. Value of acquisition indebtedness at beginning of year2023-12-31$0
Opinion of an independent qualified public accountant for this plan2023-12-31Unqualified
Accountancy firm name2023-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2023-12-31043499945
2022 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,413,806
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,721,229
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,716,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$3,475,076
Value of total assets at end of year2022-12-31$40,173,907
Value of total assets at beginning of year2022-12-31$46,308,942
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$4,815
Total interest from all sources2022-12-31$14,868
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$569,206
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2022-12-31$569,206
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$7,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$1,440,422
Participant contributions at end of year2022-12-31$320,083
Participant contributions at beginning of year2022-12-31$260,409
Participant contributions at end of year2022-12-31$0
Participant contributions at beginning of year2022-12-31$55,372
Assets. Other investments not covered elsewhere at end of year2022-12-31$1,154,226
Assets. Other investments not covered elsewhere at beginning of year2022-12-31$1,327,968
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$282,997
Other income not declared elsewhere2022-12-31$-141,004
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-6,135,035
Value of net assets at end of year (total assets less liabilities)2022-12-31$40,173,907
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$46,308,942
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2022-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2022-12-31No
Were any leases to which the plan was party in default or uncollectible2022-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$37,231,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$43,087,499
Interest earned on other investments2022-12-31$14,868
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$1,467,715
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$1,577,694
Net investment gain/loss from registered investment companies (e.g. mutual funds)2022-12-31$-7,331,952
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2022-12-31No
Was there a failure to transmit to the plan any participant contributions2022-12-31Yes
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$1,751,657
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,716,414
Contract administrator fees2022-12-31$4,815
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2022-12-31043499945
2021 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$9,400,150
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$2,352,283
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$2,328,613
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$3,293,875
Value of total assets at end of year2021-12-31$46,308,942
Value of total assets at beginning of year2021-12-31$39,261,075
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$23,670
Total interest from all sources2021-12-31$10,690
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$459,283
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2021-12-31$459,283
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$5,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$1,391,832
Participant contributions at end of year2021-12-31$260,409
Participant contributions at beginning of year2021-12-31$201,607
Participant contributions at end of year2021-12-31$55,372
Participant contributions at beginning of year2021-12-31$0
Assets. Other investments not covered elsewhere at end of year2021-12-31$1,327,968
Assets. Other investments not covered elsewhere at beginning of year2021-12-31$1,112,943
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$27,555
Other income not declared elsewhere2021-12-31$329,304
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$7,047,867
Value of net assets at end of year (total assets less liabilities)2021-12-31$46,308,942
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$39,261,075
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2021-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2021-12-31No
Were any leases to which the plan was party in default or uncollectible2021-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$43,087,499
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$36,746,907
Interest on participant loans2021-12-31$10,690
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$1,577,694
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$1,199,618
Net investment gain/loss from registered investment companies (e.g. mutual funds)2021-12-31$5,306,998
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2021-12-31No
Was there a failure to transmit to the plan any participant contributions2021-12-31Yes
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$1,874,488
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$2,328,613
Contract administrator fees2021-12-31$23,670
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31CARON & BLETZER, PLLC
Accountancy firm EIN2021-12-31043499945
2020 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$8,671,076
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$3,779,556
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$3,762,208
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$3,845,523
Value of total assets at end of year2020-12-31$39,261,075
Value of total assets at beginning of year2020-12-31$34,369,555
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$17,348
Total interest from all sources2020-12-31$10,033
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$456,641
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2020-12-31$456,641
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$500,000
If this is an individual account plan, was there a blackout period2020-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2020-12-31$0
Were there any nonexempt tranactions with any party-in-interest2020-12-31No
Contributions received from participants2020-12-31$1,435,896
Participant contributions at end of year2020-12-31$201,607
Participant contributions at beginning of year2020-12-31$198,352
Assets. Other investments not covered elsewhere at end of year2020-12-31$1,112,943
Assets. Other investments not covered elsewhere at beginning of year2020-12-31$580,237
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$145,051
Other income not declared elsewhere2020-12-31$560,732
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$4,891,520
Value of net assets at end of year (total assets less liabilities)2020-12-31$39,261,075
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$34,369,555
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2020-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2020-12-31No
Were any leases to which the plan was party in default or uncollectible2020-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$36,746,907
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$31,966,586
Interest on participant loans2020-12-31$10,033
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$1,199,618
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$1,624,380
Net investment gain/loss from registered investment companies (e.g. mutual funds)2020-12-31$3,798,147
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2020-12-31No
Was there a failure to transmit to the plan any participant contributions2020-12-31Yes
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$2,264,576
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$3,762,208
Contract administrator fees2020-12-31$17,348
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31RSM US LLP
Accountancy firm EIN2020-12-31420714325
2019 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$9,259,895
Total income from all sources (including contributions)2019-12-31$9,259,895
Total loss/gain on sale of assets2019-12-31$170,436
Total loss/gain on sale of assets2019-12-31$170,436
Total of all expenses incurred2019-12-31$3,856,015
Total of all expenses incurred2019-12-31$3,856,015
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,850,761
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$3,850,761
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,267,492
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$3,267,492
Value of total assets at end of year2019-12-31$34,369,555
Value of total assets at beginning of year2019-12-31$28,965,675
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,254
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$5,254
Total interest from all sources2019-12-31$11,637
Total interest from all sources2019-12-31$11,637
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,816,798
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$1,816,798
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2019-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,816,798
Total dividends received from registered investment company shares (eg mutual funds)2019-12-31$1,816,798
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$7,000,000
Value of fidelity bond cover2019-12-31$7,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$1,304,479
Contributions received from participants2019-12-31$1,304,479
Participant contributions at end of year2019-12-31$198,352
Participant contributions at beginning of year2019-12-31$261,433
Participant contributions at beginning of year2019-12-31$261,433
Assets. Other investments not covered elsewhere at end of year2019-12-31$580,237
Assets. Other investments not covered elsewhere at end of year2019-12-31$580,237
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$574,355
Assets. Other investments not covered elsewhere at beginning of year2019-12-31$574,355
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,703
Income. Received or receivable in cash from other sources (including rollovers)2019-12-31$59,703
Other income not declared elsewhere2019-12-31$150,615
Other income not declared elsewhere2019-12-31$150,615
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,403,880
Value of net income/loss2019-12-31$5,403,880
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,369,555
Value of net assets at end of year (total assets less liabilities)2019-12-31$34,369,555
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,965,675
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$28,965,675
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Were any leases to which the plan was party in default or uncollectible2019-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,966,586
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$31,966,586
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,872,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$25,872,836
Interest on participant loans2019-12-31$11,637
Interest on participant loans2019-12-31$11,637
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,624,380
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$1,624,380
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,257,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$2,257,051
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,842,917
Net investment gain/loss from registered investment companies (e.g. mutual funds)2019-12-31$3,842,917
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Was there a failure to transmit to the plan any participant contributions2019-12-31Yes
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$1,903,310
Contributions received in cash from employer2019-12-31$1,903,310
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,850,761
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$3,850,761
Contract administrator fees2019-12-31$5,254
Contract administrator fees2019-12-31$5,254
Did the plan have assets held for investment2019-12-31Yes
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Aggregate proceeds on sale of assets2019-12-31$3,613,925
Aggregate proceeds on sale of assets2019-12-31$3,613,925
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,443,489
Aggregate carrying amount (costs) on sale of assets2019-12-31$3,443,489
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31No
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Opinion of an independent qualified public accountant for this plan2019-12-31Unqualified
Accountancy firm name2019-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm name2019-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2019-12-31463757375
Accountancy firm EIN2019-12-31463757375
2018 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$1,145,087
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$3,339,702
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$3,332,688
Value of total corrective distributions2018-12-31$2,414
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$2,727,506
Value of total assets at end of year2018-12-31$28,965,675
Value of total assets at beginning of year2018-12-31$31,160,290
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$4,600
Total interest from all sources2018-12-31$12,494
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$442,240
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2018-12-31$442,240
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$7,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$1,541,343
Participant contributions at end of year2018-12-31$261,433
Participant contributions at beginning of year2018-12-31$273,992
Assets. Other investments not covered elsewhere at end of year2018-12-31$574,355
Assets. Other investments not covered elsewhere at beginning of year2018-12-31$707,599
Income. Received or receivable in cash from other sources (including rollovers)2018-12-31$353,626
Other income not declared elsewhere2018-12-31$-92,544
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-2,194,615
Value of net assets at end of year (total assets less liabilities)2018-12-31$28,965,675
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$31,160,290
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2018-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2018-12-31No
Were any leases to which the plan was party in default or uncollectible2018-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$25,872,836
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$28,227,174
Interest on participant loans2018-12-31$12,494
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$2,257,051
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$1,951,525
Net investment gain/loss from registered investment companies (e.g. mutual funds)2018-12-31$-1,944,609
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$832,537
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$3,332,688
Contract administrator fees2018-12-31$4,600
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31No
Opinion of an independent qualified public accountant for this plan2018-12-31Unqualified
Accountancy firm name2018-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2018-12-31463757375
2017 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$7,744,365
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$9,705,008
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$9,702,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$3,219,554
Value of total assets at end of year2017-12-31$31,160,290
Value of total assets at beginning of year2017-12-31$33,120,933
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$2,100
Total interest from all sources2017-12-31$13,594
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$403,216
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2017-12-31$403,216
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$7,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$1,594,814
Participant contributions at end of year2017-12-31$273,992
Participant contributions at beginning of year2017-12-31$361,265
Assets. Other investments not covered elsewhere at end of year2017-12-31$707,599
Assets. Other investments not covered elsewhere at beginning of year2017-12-31$542,322
Income. Received or receivable in cash from other sources (including rollovers)2017-12-31$767,637
Other income not declared elsewhere2017-12-31$218,961
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Value of net income/loss2017-12-31$-1,960,643
Value of net assets at end of year (total assets less liabilities)2017-12-31$31,160,290
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$33,120,933
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$2,100
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$28,227,174
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$28,864,231
Interest on participant loans2017-12-31$13,594
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$1,951,525
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$3,353,115
Net investment gain/loss from registered investment companies (e.g. mutual funds)2017-12-31$3,889,040
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2017-12-31No
Was there a failure to transmit to the plan any participant contributions2017-12-31No
Has the plan failed to provide any benefit when due under the plan2017-12-31No
Contributions received in cash from employer2017-12-31$857,103
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$9,702,908
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31No
Opinion of an independent qualified public accountant for this plan2017-12-31Unqualified
Accountancy firm name2017-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2017-12-31463757375
2016 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$5,282,705
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$4,152,255
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$4,148,450
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$3,115,507
Value of total assets at end of year2016-12-31$33,120,933
Value of total assets at beginning of year2016-12-31$31,990,483
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$3,805
Total interest from all sources2016-12-31$14,873
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$538,784
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2016-12-31$538,784
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$7,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$1,748,074
Participant contributions at end of year2016-12-31$361,265
Participant contributions at beginning of year2016-12-31$336,503
Assets. Other investments not covered elsewhere at end of year2016-12-31$542,322
Assets. Other investments not covered elsewhere at beginning of year2016-12-31$474,776
Income. Received or receivable in cash from other sources (including rollovers)2016-12-31$438,959
Other income not declared elsewhere2016-12-31$125,775
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Value of net income/loss2016-12-31$1,130,450
Value of net assets at end of year (total assets less liabilities)2016-12-31$33,120,933
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$31,990,483
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$28,864,231
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$29,492,980
Interest on participant loans2016-12-31$14,873
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$3,353,115
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$1,686,224
Net investment gain/loss from registered investment companies (e.g. mutual funds)2016-12-31$1,487,766
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2016-12-31No
Was there a failure to transmit to the plan any participant contributions2016-12-31No
Has the plan failed to provide any benefit when due under the plan2016-12-31No
Contributions received in cash from employer2016-12-31$928,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$4,148,450
Contract administrator fees2016-12-31$3,805
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31No
Opinion of an independent qualified public accountant for this plan2016-12-31Unqualified
Accountancy firm name2016-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2016-12-31463757375
2015 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$2,738,252
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$5,552,936
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$5,548,211
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$3,060,342
Value of total assets at end of year2015-12-31$31,990,483
Value of total assets at beginning of year2015-12-31$34,805,167
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$4,725
Total interest from all sources2015-12-31$14,413
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$486,269
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2015-12-31$486,269
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$1,705,165
Participant contributions at end of year2015-12-31$336,503
Participant contributions at beginning of year2015-12-31$331,125
Assets. Other investments not covered elsewhere at end of year2015-12-31$474,776
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$435,515
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$437,723
Other income not declared elsewhere2015-12-31$86,847
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-2,814,684
Value of net assets at end of year (total assets less liabilities)2015-12-31$31,990,483
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$34,805,167
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2015-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2015-12-31No
Were any leases to which the plan was party in default or uncollectible2015-12-31No
Investment advisory and management fees2015-12-31$150
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$29,492,980
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$32,050,883
Interest on participant loans2015-12-31$14,413
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,686,224
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,987,644
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-909,619
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$917,454
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$5,548,211
Contract administrator fees2015-12-31$4,575
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31No
Opinion of an independent qualified public accountant for this plan2015-12-31Unqualified
Accountancy firm name2015-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2015-12-31463757375
2014 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$4,440,867
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$3,701,869
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$3,699,519
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,301,385
Value of total assets at end of year2014-12-31$34,805,167
Value of total assets at beginning of year2014-12-31$34,066,169
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$2,350
Total interest from all sources2014-12-31$14,792
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$573,874
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2014-12-31$573,874
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$1,478,336
Participant contributions at end of year2014-12-31$331,125
Participant contributions at beginning of year2014-12-31$385,880
Assets. Other investments not covered elsewhere at end of year2014-12-31$435,515
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$303,201
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$43,192
Other income not declared elsewhere2014-12-31$177,213
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$738,998
Value of net assets at end of year (total assets less liabilities)2014-12-31$34,805,167
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$34,066,169
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$32,050,883
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$31,379,359
Interest on participant loans2014-12-31$14,792
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,987,644
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,997,729
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,373,603
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$779,857
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$3,699,519
Contract administrator fees2014-12-31$2,350
Did the plan have assets held for investment2014-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2014-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2014-12-31No
Opinion of an independent qualified public accountant for this plan2014-12-31Unqualified
Accountancy firm name2014-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2014-12-31463757375
2013 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$7,412,021
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$1,401,267
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$1,400,542
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$2,367,583
Value of total assets at end of year2013-12-31$34,066,169
Value of total assets at beginning of year2013-12-31$28,055,415
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$725
Total interest from all sources2013-12-31$16,812
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$434,019
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2013-12-31$434,019
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$1,522,435
Participant contributions at end of year2013-12-31$385,880
Participant contributions at beginning of year2013-12-31$345,813
Assets. Other investments not covered elsewhere at end of year2013-12-31$303,201
Assets. Other investments not covered elsewhere at beginning of year2013-12-31$0
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$56,674
Other income not declared elsewhere2013-12-31$92,646
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$6,010,754
Value of net assets at end of year (total assets less liabilities)2013-12-31$34,066,169
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$28,055,415
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$31,379,359
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$25,899,683
Value of interest in pooled separate accounts at end of year2013-12-31$0
Value of interest in pooled separate accounts at beginning of year2013-12-31$1,809,919
Interest on participant loans2013-12-31$16,812
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,997,729
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$4,500,961
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$788,474
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$1,400,542
Contract administrator fees2013-12-31$725
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31No
Opinion of an independent qualified public accountant for this plan2013-12-31Unqualified
Accountancy firm name2013-12-31MATTHEW F. PENNIMAN CPA, LLC
Accountancy firm EIN2013-12-31463757375
2012 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2012 401k financial data
Total income from all sources (including contributions)2012-12-31$5,437,865
Total of all expenses incurred2012-12-31$1,154,277
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$1,153,477
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$2,344,670
Value of total assets at end of year2012-12-31$28,055,415
Value of total assets at beginning of year2012-12-31$23,771,827
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$800
Total interest from all sources2012-12-31$14,839
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31No
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$1,529,725
Participant contributions at end of year2012-12-31$345,813
Participant contributions at beginning of year2012-12-31$361,319
Assets. Other investments not covered elsewhere at beginning of year2012-12-31$103,141
Administrative expenses (other) incurred2012-12-31$800
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$4,283,588
Value of net assets at end of year (total assets less liabilities)2012-12-31$28,055,415
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$23,771,827
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$25,899,683
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$21,893,024
Value of interest in pooled separate accounts at end of year2012-12-31$1,809,919
Value of interest in pooled separate accounts at beginning of year2012-12-31$1,414,343
Income. Interest from loans (other than to participants)2012-12-31$14,839
Net investment gain/loss from registered investment companies (e.g. mutual funds)2012-12-31$3,044,049
Net investment gain/loss from pooled separate accounts2012-12-31$34,307
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31Yes
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$814,945
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$1,153,477
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31STOKES & COMPANY, PC
Accountancy firm EIN2012-12-31521190469
2011 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2011 401k financial data
Total income from all sources (including contributions)2011-12-31$1,910,883
Total of all expenses incurred2011-12-31$156,646
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$155,061
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$2,414,493
Value of total assets at end of year2011-12-31$23,771,827
Value of total assets at beginning of year2011-12-31$22,017,590
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$1,585
Total interest from all sources2011-12-31$13,606
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$1,630,837
Participant contributions at end of year2011-12-31$361,319
Participant contributions at beginning of year2011-12-31$308,628
Assets. Other investments not covered elsewhere at end of year2011-12-31$103,141
Assets. Other investments not covered elsewhere at beginning of year2011-12-31$109,441
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$1,754,237
Value of net assets at end of year (total assets less liabilities)2011-12-31$23,771,827
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$22,017,590
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$21,893,024
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$20,545,160
Value of interest in pooled separate accounts at end of year2011-12-31$1,414,343
Value of interest in pooled separate accounts at beginning of year2011-12-31$1,054,361
Income. Interest from loans (other than to participants)2011-12-31$13,606
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-547,887
Net investment gain/loss from pooled separate accounts2011-12-31$30,671
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$783,656
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$155,061
Contract administrator fees2011-12-31$1,585
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31STOKES & COMPANY, PC
Accountancy firm EIN2011-12-31521190469
2010 : NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2010 401k financial data
Total income from all sources (including contributions)2010-12-31$4,753,383
Total of all expenses incurred2010-12-31$2,202,171
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$2,201,919
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$2,170,239
Value of total assets at end of year2010-12-31$22,017,590
Value of total assets at beginning of year2010-12-31$19,466,378
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$252
Total interest from all sources2010-12-31$16,481
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$1,418,442
Participant contributions at end of year2010-12-31$308,628
Participant contributions at beginning of year2010-12-31$300,836
Assets. Other investments not covered elsewhere at end of year2010-12-31$109,441
Assets. Other investments not covered elsewhere at beginning of year2010-12-31$101,014
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$2,551,212
Value of net assets at end of year (total assets less liabilities)2010-12-31$22,017,590
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$19,466,378
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$20,545,160
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$18,119,947
Value of interest in pooled separate accounts at end of year2010-12-31$1,054,361
Value of interest in pooled separate accounts at beginning of year2010-12-31$944,581
Income. Interest from loans (other than to participants)2010-12-31$16,481
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$2,544,607
Net investment gain/loss from pooled separate accounts2010-12-31$22,056
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$751,797
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$2,201,919
Contract administrator fees2010-12-31$252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31STOKES & COMPANY, PC
Accountancy firm EIN2010-12-31521190469

Form 5500 Responses for NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN

2023: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2023 form 5500 responses
2023-01-01Type of plan entitySingle employer plan
2023-01-01Submission has been amendedNo
2023-01-01This submission is the final filingNo
2023-01-01This return/report is a short plan year return/report (less than 12 months)No
2023-01-01Plan is a collectively bargained planNo
2023-01-01Plan funding arrangement – InsuranceYes
2023-01-01Plan funding arrangement – TrustYes
2023-01-01Plan benefit arrangement – InsuranceYes
2023-01-01Plan benefit arrangement - TrustYes
2022: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01Submission has been amendedYes
2014-01-01This submission is the final filingNo
2014-01-01This return/report is a short plan year return/report (less than 12 months)No
2014-01-01Plan is a collectively bargained planNo
2014-01-01Plan funding arrangement – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement - TrustYes
2011: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Plan funding arrangement – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2010: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2010 form 5500 responses
2010-01-01Type of plan entitySingle employer plan
2010-01-01Submission has been amendedYes
2010-01-01Plan funding arrangement – InsuranceYes
2010-01-01Plan funding arrangement – TrustYes
2010-01-01Plan benefit arrangement - TrustYes
2009: NUCLEAR ENERGY INSTITUTE, INC EMPLOYEES SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedYes
2009-01-01Plan funding arrangement – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberR24108
Policy instance 2
Insurance contract or identification numberR24108
Number of Individuals Covered15
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered0
Insurance policy start date2023-01-01
Insurance policy end date2023-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered150
Insurance policy start date2022-01-01
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered143
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered140
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered140
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered149
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered151
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered156
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered147
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 2
Insurance contract or identification number30500
Number of Individuals Covered0
Insurance policy start date2013-01-01
Insurance policy end date2013-01-01
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract numberGA28057
Policy instance 1
Insurance contract or identification numberGA28057
Number of Individuals Covered149
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?Yes
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered163
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered163
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
NEW YORK LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 66915 )
Policy contract number30500
Policy instance 1
Insurance contract or identification number30500
Number of Individuals Covered157
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31

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