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KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 401k Plan overview

Plan NameKENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN
Plan identification number 501

KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN Benefits

401k Plan TypeWelfare Benefit
Plan Features/Benefits
  • Health (other than dental or vision)
  • Other welfare benefit cover

401k Sponsoring company profile

EAST KENTUCKY POWER COOPERATIVE has sponsored the creation of one or more 401k plans.

Company Name:EAST KENTUCKY POWER COOPERATIVE
Employer identification number (EIN):610461919
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012022-01-01BARRY LINDEMAN2023-09-08
5012021-01-01
5012019-01-01
5012018-01-01BARRY LINDEMAN BARRY LINDEMAN2019-06-20
5012017-01-01BARRY LINDEMAN
5012016-01-01BARRY LINDEMAN
5012015-01-01STEVE MCCLURE
5012015-01-01STEVE MCCLURE
5012014-01-01STEVE MCCLURE
5012014-01-01STEVE MCCLURE
5012013-01-01STEVE MCCLURE
5012012-01-01STEVE MCCLURE
5012011-01-01STEVE MCCLURE
5012009-01-01 STACY BARKER2010-07-30

Plan Statistics for KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN

401k plan membership statisitcs for KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN

Measure Date Value
2022: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-012,407
Total number of active participants reported on line 7a of the Form 55002022-01-012,156
Number of retired or separated participants receiving benefits2022-01-01324
Number of other retired or separated participants entitled to future benefits2022-01-010
Total of all active and inactive participants2022-01-012,480
Number of employers contributing to the scheme2022-01-010
2021: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-012,150
Total number of active participants reported on line 7a of the Form 55002021-01-012,156
Number of retired or separated participants receiving benefits2021-01-01251
Number of other retired or separated participants entitled to future benefits2021-01-010
Total of all active and inactive participants2021-01-012,407
2019: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-011,833
Total number of active participants reported on line 7a of the Form 55002019-01-011,779
Number of retired or separated participants receiving benefits2019-01-01680
Total of all active and inactive participants2019-01-012,459
2018: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-012,397
Total number of active participants reported on line 7a of the Form 55002018-01-012,009
Number of retired or separated participants receiving benefits2018-01-01657
Number of other retired or separated participants entitled to future benefits2018-01-010
Total of all active and inactive participants2018-01-012,666
2017: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-012,255
Total number of active participants reported on line 7a of the Form 55002017-01-011,735
Number of retired or separated participants receiving benefits2017-01-01662
Number of other retired or separated participants entitled to future benefits2017-01-010
Total of all active and inactive participants2017-01-012,397
2016: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-012,600
Total number of active participants reported on line 7a of the Form 55002016-01-012,631
Number of retired or separated participants receiving benefits2016-01-01721
Number of other retired or separated participants entitled to future benefits2016-01-010
Total of all active and inactive participants2016-01-013,352
2015: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-012,502
Total number of active participants reported on line 7a of the Form 55002015-01-012,534
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-010
Total of all active and inactive participants2015-01-012,534
2014: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-012,279
Total number of active participants reported on line 7a of the Form 55002014-01-012,326
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-010
Total of all active and inactive participants2014-01-012,326
2013: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-012,261
Total number of active participants reported on line 7a of the Form 55002013-01-012,224
Number of retired or separated participants receiving benefits2013-01-010
Number of other retired or separated participants entitled to future benefits2013-01-010
Total of all active and inactive participants2013-01-012,224
2012: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-012,244
Total number of active participants reported on line 7a of the Form 55002012-01-012,261
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-010
Total of all active and inactive participants2012-01-012,261
2011: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-012,155
Total number of active participants reported on line 7a of the Form 55002011-01-011,646
Number of retired or separated participants receiving benefits2011-01-01643
Total of all active and inactive participants2011-01-012,289
Total participants2011-01-012,289
2009: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-012,105
Total number of active participants reported on line 7a of the Form 55002009-01-011,463
Number of retired or separated participants receiving benefits2009-01-01682
Total of all active and inactive participants2009-01-012,145
Total participants2009-01-012,145

Form 5500 Responses for KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN

2022: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2022 form 5500 responses
2022-01-01Type of plan entityMulitple employer plan
2022-01-01Plan funding arrangement – General assets of the sponsorYes
2022-01-01Plan benefit arrangement – General assets of the sponsorYes
2021: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2021 form 5500 responses
2021-01-01Type of plan entityMulitple 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 – General assets of the sponsorYes
2021-01-01Plan benefit arrangement – General assets of the sponsorYes
2019: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2019 form 5500 responses
2019-01-01Type of plan entityMulitple 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 – General assets of the sponsorYes
2019-01-01Plan benefit arrangement – General assets of the sponsorYes
2018: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2018 form 5500 responses
2018-01-01Type of plan entityMulitple 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 – General assets of the sponsorYes
2018-01-01Plan benefit arrangement – General assets of the sponsorYes
2017: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2017 form 5500 responses
2017-01-01Type of plan entityMulitple 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 – General assets of the sponsorYes
2017-01-01Plan benefit arrangement – General assets of the sponsorYes
2016: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2016 form 5500 responses
2016-01-01Type of plan entityMulitple 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 – General assets of the sponsorYes
2016-01-01Plan benefit arrangement – General assets of the sponsorYes
2015: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2015 form 5500 responses
2015-01-01Type of plan entityMulitple 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 – General assets of the sponsorYes
2015-01-01Plan benefit arrangement – General assets of the sponsorYes
2014: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2014 form 5500 responses
2014-01-01Type of plan entityMulitple 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 – General assets of the sponsorYes
2014-01-01Plan benefit arrangement – General assets of the sponsorYes
2013: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2013 form 5500 responses
2013-01-01Type of plan entityMulitple employer plan
2013-01-01Submission has been amendedYes
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 – General assets of the sponsorYes
2013-01-01Plan benefit arrangement – General assets of the sponsorYes
2012: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2012 form 5500 responses
2012-01-01Type of plan entityMulitple employer plan
2012-01-01Submission has been amendedYes
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – General assets of the sponsorYes
2012-01-01Plan benefit arrangement – General assets of the sponsorYes
2011: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2011 form 5500 responses
2011-01-01Type of plan entityMulitple employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – General assets of the sponsorYes
2011-01-01Plan benefit arrangement – General assets of the sponsorYes
2009: KENTUCKY RURAL ELECTRIC COOPERATIVE EMPLOYERS BENEFIT PLAN 2009 form 5500 responses
2009-01-01Type of plan entityMulitple employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – General assets of the sponsorYes
2009-01-01Plan benefit arrangement – General assets of the sponsorYes

Insurance Providers Used on plan

COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCL170638
Policy instance 1
Insurance contract or identification numberCL170638
Number of Individuals Covered2326
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $305,850
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
COMPANION LIFE (National Association of Insurance Commissioners NAIC id number: 77828 )
Policy contract numberCL170638
Policy instance 1
Insurance contract or identification numberCL170638
Number of Individuals Covered2224
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $267,390
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number00000
Policy instance 1
Insurance contract or identification number00000
Number of Individuals Covered2261
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $269,764
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating 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
Welfare Benefit Premiums Paid to CarrierUSD $1,631,970
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HM LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 93440 )
Policy contract number
Policy instance 1
Number of Individuals Covered2289
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No

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