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ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 401k Plan overview

Plan NameALABAMA GAS CORPORATION RETIREMENT INCOME PLAN
Plan identification number 013

ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN Benefits

401k Plan TypeDefined Benefit Pension
Plan Features/Benefits
  • Benefits are primarily pay related
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

SPIRE ALABAMA INC. has sponsored the creation of one or more 401k plans.

Company Name:SPIRE ALABAMA INC.
Employer identification number (EIN):630022000
NAIC Classification:221210
NAIC Description:Natural Gas Distribution

Form 5500 Filing Information

Submission information for form 5500 for 401k plan ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0132022-01-01
0132021-01-01
0132020-01-01
0132019-01-01
0132018-01-01
0132017-01-01GERY GORLA
0132016-01-01GERY GORLA
0132015-01-01GERARD J GORLA
0132014-01-01GERARD J. GORLA

Plan Statistics for ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN

401k plan membership statisitcs for ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2022: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2022 401k membership
Market value of plan assets2022-12-31115,009,873
Acturial value of plan assets2022-12-31113,136,207
Funding target for retired participants and beneficiaries receiving payment2022-12-3139,390,254
Number of terminated vested participants2022-12-31251
Fundng target for terminated vested participants2022-12-3111,657,309
Active participant vested funding target2022-12-3165,921,858
Number of active participants2022-12-31765
Total funding liabilities for active participants2022-12-3171,884,533
Total participant count2022-12-311,369
Total funding target for all participants2022-12-31122,932,096
Balance at beginning of prior year after applicable adjustments2022-12-310
Prefunding balance at beginning of prior year after applicable adjustments2022-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2022-12-310
Prefunding balanced used to offset prior years funding requirement2022-12-310
Amount remaining of carryover balance2022-12-310
Amount remaining of prefunding balance2022-12-310
Present value of excess contributions2022-12-3141,123
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2022-12-3143,212
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2022-12-310
Reductions in caryover balances due to elections or deemed elections2022-12-310
Reductions in prefunding balances due to elections or deemed elections2022-12-310
Balance of carryovers at beginning of current year2022-12-310
Balance of prefunding at beginning of current year2022-12-310
Total employer contributions2022-12-3126,450,000
Total employee contributions2022-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2022-12-310
Contributions made to avoid restrictions adjusted to valuation date2022-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2022-12-3124,525,340
Liquidity shortfalls end of Q12022-12-310
Liquidity shortfalls end of Q22022-12-310
Liquidity shortfalls end of Q32022-12-310
Liquidity shortfalls end of Q42022-12-310
Unpaid minimum required contributions for all prior years2022-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2022-12-310
Remaining amount of unpaid minimum required contributions2022-12-310
Minimum required contributions for current year target normal cost2022-12-315,783,947
Net shortfall amortization installment of oustanding balance2022-12-319,795,889
Waiver amortization installment2022-12-310
Total funding amount beforereflecting carryover/prefunding balances2022-12-316,689,199
Carryover balance elected to use to offset funding requirement2022-12-310
Prefunding balance elected to use to offset funding requirement2022-12-310
Additional cash requirement2022-12-316,689,199
Contributions allocatedtoward minimum required contributions for current year2022-12-3124,525,340
Unpaid minimum required contributions for current year2022-12-310
Unpaid minimum required contributions for all years2022-12-310
Total participants, beginning-of-year2022-01-011,369
Total number of active participants reported on line 7a of the Form 55002022-01-01753
Number of retired or separated participants receiving benefits2022-01-01268
Number of other retired or separated participants entitled to future benefits2022-01-01256
Total of all active and inactive participants2022-01-011,277
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-01118
Total participants2022-01-011,395
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-0111
2021: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2021 401k membership
Market value of plan assets2021-12-31123,240,227
Acturial value of plan assets2021-12-31118,886,306
Funding target for retired participants and beneficiaries receiving payment2021-12-3141,760,229
Number of terminated vested participants2021-12-31257
Fundng target for terminated vested participants2021-12-3112,803,502
Active participant vested funding target2021-12-3178,174,092
Number of active participants2021-12-31782
Total funding liabilities for active participants2021-12-3185,101,850
Total participant count2021-12-311,404
Total funding target for all participants2021-12-31139,665,581
Balance at beginning of prior year after applicable adjustments2021-12-310
Prefunding balance at beginning of prior year after applicable adjustments2021-12-310
Carryover balanced portion elected for use to offset prior years funding requirement2021-12-310
Prefunding balanced used to offset prior years funding requirement2021-12-310
Amount remaining of carryover balance2021-12-310
Amount remaining of prefunding balance2021-12-310
Present value of excess contributions2021-12-3141,596
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2021-12-3143,896
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2021-12-310
Reductions in caryover balances due to elections or deemed elections2021-12-310
Reductions in prefunding balances due to elections or deemed elections2021-12-310
Balance of carryovers at beginning of current year2021-12-310
Balance of prefunding at beginning of current year2021-12-310
Total employer contributions2021-12-3111,300,000
Total employee contributions2021-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2021-12-310
Contributions made to avoid restrictions adjusted to valuation date2021-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2021-12-3110,815,488
Liquidity shortfalls end of Q12021-12-310
Liquidity shortfalls end of Q22021-12-310
Liquidity shortfalls end of Q32021-12-310
Liquidity shortfalls end of Q42021-12-310
Unpaid minimum required contributions for all prior years2021-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2021-12-310
Remaining amount of unpaid minimum required contributions2021-12-310
Minimum required contributions for current year target normal cost2021-12-316,444,468
Net shortfall amortization installment of oustanding balance2021-12-3120,779,275
Waiver amortization installment2021-12-310
Total funding amount beforereflecting carryover/prefunding balances2021-12-3110,774,365
Carryover balance elected to use to offset funding requirement2021-12-310
Prefunding balance elected to use to offset funding requirement2021-12-310
Additional cash requirement2021-12-3110,774,365
Contributions allocatedtoward minimum required contributions for current year2021-12-3110,815,488
Unpaid minimum required contributions for current year2021-12-310
Unpaid minimum required contributions for all years2021-12-310
Total participants, beginning-of-year2021-01-011,404
Total number of active participants reported on line 7a of the Form 55002021-01-01765
Number of retired or separated participants receiving benefits2021-01-01243
Number of other retired or separated participants entitled to future benefits2021-01-01243
Total of all active and inactive participants2021-01-011,251
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-01118
Total participants2021-01-011,369
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-0120
2020: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2020 401k membership
Market value of plan assets2020-12-31132,312,323
Acturial value of plan assets2020-12-31126,540,600
Funding target for retired participants and beneficiaries receiving payment2020-12-3143,230,422
Number of terminated vested participants2020-12-31248
Fundng target for terminated vested participants2020-12-3111,490,032
Active participant vested funding target2020-12-3174,448,401
Number of active participants2020-12-31717
Total funding liabilities for active participants2020-12-3182,306,436
Total participant count2020-12-311,354
Total funding target for all participants2020-12-31137,026,890
Balance at beginning of prior year after applicable adjustments2020-12-310
Prefunding balance at beginning of prior year after applicable adjustments2020-12-313,488,943
Carryover balanced portion elected for use to offset prior years funding requirement2020-12-310
Prefunding balanced used to offset prior years funding requirement2020-12-313,488,943
Amount remaining of carryover balance2020-12-310
Amount remaining of prefunding balance2020-12-310
Present value of excess contributions2020-12-3165,289
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2020-12-3179,757
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2020-12-310
Reductions in caryover balances due to elections or deemed elections2020-12-310
Reductions in prefunding balances due to elections or deemed elections2020-12-310
Balance of carryovers at beginning of current year2020-12-310
Balance of prefunding at beginning of current year2020-12-310
Total employer contributions2020-12-319,000,000
Total employee contributions2020-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2020-12-310
Contributions made to avoid restrictions adjusted to valuation date2020-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2020-12-318,632,519
Liquidity shortfalls end of Q12020-12-310
Liquidity shortfalls end of Q22020-12-310
Liquidity shortfalls end of Q32020-12-310
Liquidity shortfalls end of Q42020-12-310
Unpaid minimum required contributions for all prior years2020-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2020-12-310
Remaining amount of unpaid minimum required contributions2020-12-310
Minimum required contributions for current year target normal cost2020-12-316,221,140
Net shortfall amortization installment of oustanding balance2020-12-3110,486,290
Waiver amortization installment2020-12-310
Total funding amount beforereflecting carryover/prefunding balances2020-12-318,590,923
Carryover balance elected to use to offset funding requirement2020-12-310
Prefunding balance elected to use to offset funding requirement2020-12-310
Additional cash requirement2020-12-318,590,923
Contributions allocatedtoward minimum required contributions for current year2020-12-318,632,519
Unpaid minimum required contributions for current year2020-12-310
Unpaid minimum required contributions for all years2020-12-310
Total participants, beginning-of-year2020-01-011,354
Total number of active participants reported on line 7a of the Form 55002020-01-01782
Number of retired or separated participants receiving benefits2020-01-01254
Number of other retired or separated participants entitled to future benefits2020-01-01246
Total of all active and inactive participants2020-01-011,282
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-01122
Total participants2020-01-011,404
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-014
2019: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2019 401k membership
Market value of plan assets2019-12-31118,313,307
Acturial value of plan assets2019-12-31126,505,002
Funding target for retired participants and beneficiaries receiving payment2019-12-3144,061,202
Number of terminated vested participants2019-12-31243
Fundng target for terminated vested participants2019-12-3110,862,952
Active participant vested funding target2019-12-3168,147,207
Number of active participants2019-12-31721
Total funding liabilities for active participants2019-12-3174,805,951
Total participant count2019-12-311,371
Total funding target for all participants2019-12-31129,730,105
Balance at beginning of prior year after applicable adjustments2019-12-3142,519
Prefunding balance at beginning of prior year after applicable adjustments2019-12-3111,073,404
Carryover balanced portion elected for use to offset prior years funding requirement2019-12-3142,519
Prefunding balanced used to offset prior years funding requirement2019-12-317,273,226
Amount remaining of carryover balance2019-12-310
Amount remaining of prefunding balance2019-12-313,800,178
Present value of excess contributions2019-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2019-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2019-12-310
Reductions in caryover balances due to elections or deemed elections2019-12-310
Reductions in prefunding balances due to elections or deemed elections2019-12-310
Balance of carryovers at beginning of current year2019-12-310
Balance of prefunding at beginning of current year2019-12-313,488,943
Total employer contributions2019-12-314,850,000
Total employee contributions2019-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2019-12-310
Contributions made to avoid restrictions adjusted to valuation date2019-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2019-12-314,569,414
Liquidity shortfalls end of Q12019-12-310
Liquidity shortfalls end of Q22019-12-310
Liquidity shortfalls end of Q32019-12-310
Liquidity shortfalls end of Q42019-12-310
Unpaid minimum required contributions for all prior years2019-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2019-12-310
Remaining amount of unpaid minimum required contributions2019-12-310
Minimum required contributions for current year target normal cost2019-12-316,460,125
Net shortfall amortization installment of oustanding balance2019-12-316,714,046
Waiver amortization installment2019-12-310
Total funding amount beforereflecting carryover/prefunding balances2019-12-317,993,068
Carryover balance elected to use to offset funding requirement2019-12-310
Prefunding balance elected to use to offset funding requirement2019-12-313,488,943
Additional cash requirement2019-12-314,504,125
Contributions allocatedtoward minimum required contributions for current year2019-12-314,569,414
Unpaid minimum required contributions for current year2019-12-310
Unpaid minimum required contributions for all years2019-12-310
Total participants, beginning-of-year2019-01-011,371
Total number of active participants reported on line 7a of the Form 55002019-01-01717
Number of retired or separated participants receiving benefits2019-01-01266
Number of other retired or separated participants entitled to future benefits2019-01-01247
Total of all active and inactive participants2019-01-011,230
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-01124
Total participants2019-01-011,354
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-014
2018: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2018 401k membership
Market value of plan assets2018-12-31147,576,588
Acturial value of plan assets2018-12-31138,343,225
Funding target for retired participants and beneficiaries receiving payment2018-12-3142,571,536
Number of terminated vested participants2018-12-31237
Fundng target for terminated vested participants2018-12-3110,974,376
Active participant vested funding target2018-12-3170,919,925
Number of active participants2018-12-31765
Total funding liabilities for active participants2018-12-3177,672,132
Total participant count2018-12-311,416
Total funding target for all participants2018-12-31131,218,044
Balance at beginning of prior year after applicable adjustments2018-12-31123,991
Prefunding balance at beginning of prior year after applicable adjustments2018-12-3116,273,069
Carryover balanced portion elected for use to offset prior years funding requirement2018-12-3187,638
Prefunding balanced used to offset prior years funding requirement2018-12-316,805,384
Amount remaining of carryover balance2018-12-3136,353
Amount remaining of prefunding balance2018-12-319,467,685
Present value of excess contributions2018-12-3116,430,233
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2018-12-3118,182,967
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2018-12-310
Reductions in caryover balances due to elections or deemed elections2018-12-310
Reductions in prefunding balances due to elections or deemed elections2018-12-310
Balance of carryovers at beginning of current year2018-12-3142,519
Balance of prefunding at beginning of current year2018-12-3111,073,404
Total employer contributions2018-12-310
Total employee contributions2018-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2018-12-310
Contributions made to avoid restrictions adjusted to valuation date2018-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2018-12-310
Liquidity shortfalls end of Q12018-12-310
Liquidity shortfalls end of Q22018-12-310
Liquidity shortfalls end of Q32018-12-310
Liquidity shortfalls end of Q42018-12-310
Unpaid minimum required contributions for all prior years2018-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2018-12-310
Remaining amount of unpaid minimum required contributions2018-12-310
Minimum required contributions for current year target normal cost2018-12-316,354,673
Net shortfall amortization installment of oustanding balance2018-12-313,990,818
Waiver amortization installment2018-12-310
Total funding amount beforereflecting carryover/prefunding balances2018-12-317,315,745
Carryover balance elected to use to offset funding requirement2018-12-3142,519
Prefunding balance elected to use to offset funding requirement2018-12-317,273,226
Additional cash requirement2018-12-310
Contributions allocatedtoward minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for current year2018-12-310
Unpaid minimum required contributions for all years2018-12-310
Total participants, beginning-of-year2018-01-011,416
Total number of active participants reported on line 7a of the Form 55002018-01-01721
Number of retired or separated participants receiving benefits2018-01-01277
Number of other retired or separated participants entitled to future benefits2018-01-01241
Total of all active and inactive participants2018-01-011,239
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-01132
Total participants2018-01-011,371
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-012
2017: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2017 401k membership
Market value of plan assets2017-12-3186,049,175
Acturial value of plan assets2017-12-3186,128,131
Funding target for retired participants and beneficiaries receiving payment2017-12-3116,862,086
Number of terminated vested participants2017-12-3194
Fundng target for terminated vested participants2017-12-314,686,623
Active participant vested funding target2017-12-3156,507,779
Number of active participants2017-12-31597
Total funding liabilities for active participants2017-12-3164,159,621
Total participant count2017-12-31926
Total funding target for all participants2017-12-3185,708,330
Balance at beginning of prior year after applicable adjustments2017-12-315,064,040
Prefunding balance at beginning of prior year after applicable adjustments2017-12-3114,943,130
Carryover balanced portion elected for use to offset prior years funding requirement2017-12-314,983,564
Prefunding balanced used to offset prior years funding requirement2017-12-310
Amount remaining of carryover balance2017-12-3180,476
Amount remaining of prefunding balance2017-12-3114,943,130
Present value of excess contributions2017-12-319,661,527
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2017-12-3110,399,776
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2017-12-310
Reductions in caryover balances due to elections or deemed elections2017-12-310
Reductions in prefunding balances due to elections or deemed elections2017-12-310
Balance of carryovers at beginning of current year2017-12-3187,638
Balance of prefunding at beginning of current year2017-12-3116,273,069
Total employer contributions2017-12-3117,641,650
Total employee contributions2017-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2017-12-310
Contributions made to avoid restrictions adjusted to valuation date2017-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2017-12-3115,944,549
Liquidity shortfalls end of Q12017-12-310
Liquidity shortfalls end of Q22017-12-310
Liquidity shortfalls end of Q32017-12-310
Liquidity shortfalls end of Q42017-12-310
Unpaid minimum required contributions for all prior years2017-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2017-12-310
Remaining amount of unpaid minimum required contributions2017-12-310
Minimum required contributions for current year target normal cost2017-12-315,473,280
Net shortfall amortization installment of oustanding balance2017-12-3115,940,906
Waiver amortization installment2017-12-310
Total funding amount beforereflecting carryover/prefunding balances2017-12-318,090,968
Carryover balance elected to use to offset funding requirement2017-12-3187,638
Prefunding balance elected to use to offset funding requirement2017-12-316,805,384
Additional cash requirement2017-12-311,197,946
Contributions allocatedtoward minimum required contributions for current year2017-12-3115,944,549
Unpaid minimum required contributions for current year2017-12-310
Unpaid minimum required contributions for all years2017-12-310
Total participants, beginning-of-year2017-01-01926
Total number of active participants reported on line 7a of the Form 55002017-01-01765
Number of retired or separated participants receiving benefits2017-01-01281
Number of other retired or separated participants entitled to future benefits2017-01-01234
Total of all active and inactive participants2017-01-011,280
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-01136
Total participants2017-01-011,416
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-013
2016: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2016 401k membership
Market value of plan assets2016-12-3184,421,051
Acturial value of plan assets2016-12-3190,166,547
Funding target for retired participants and beneficiaries receiving payment2016-12-3116,664,949
Number of terminated vested participants2016-12-31108
Fundng target for terminated vested participants2016-12-316,853,427
Active participant vested funding target2016-12-3153,703,497
Number of active participants2016-12-31628
Total funding liabilities for active participants2016-12-3163,435,938
Total participant count2016-12-31951
Total funding target for all participants2016-12-3186,954,314
Balance at beginning of prior year after applicable adjustments2016-12-3110,277,354
Prefunding balance at beginning of prior year after applicable adjustments2016-12-3115,621,085
Carryover balanced portion elected for use to offset prior years funding requirement2016-12-314,983,563
Prefunding balanced used to offset prior years funding requirement2016-12-310
Amount remaining of carryover balance2016-12-315,293,791
Amount remaining of prefunding balance2016-12-3115,621,085
Present value of excess contributions2016-12-310
Total available prior years excess cotributions available at beginning of current plan year to add to prefunding balance2016-12-310
Total available prior years excess cotributions added at beginning of current plan year to add to prefunding balance2016-12-310
Reductions in caryover balances due to elections or deemed elections2016-12-310
Reductions in prefunding balances due to elections or deemed elections2016-12-310
Balance of carryovers at beginning of current year2016-12-315,064,040
Balance of prefunding at beginning of current year2016-12-3114,943,130
Total employer contributions2016-12-3111,300,000
Total employee contributions2016-12-310
Contributions allocated toward unpaid minimum require contributions from prior years2016-12-310
Contributions made to avoid restrictions adjusted to valuation date2016-12-310
Contributions allocated toward minimum required contributions for current year adjusted to valuation date2016-12-3110,183,526
Liquidity shortfalls end of Q12016-12-310
Liquidity shortfalls end of Q22016-12-310
Liquidity shortfalls end of Q32016-12-310
Liquidity shortfalls end of Q42016-12-310
Unpaid minimum required contributions for all prior years2016-12-310
iDiscounted employer contributions allocated toward unpaid minimum required contributions from prior years2016-12-310
Remaining amount of unpaid minimum required contributions2016-12-310
Minimum required contributions for current year target normal cost2016-12-315,505,563
Net shortfall amortization installment of oustanding balance2016-12-310
Waiver amortization installment2016-12-310
Total funding amount beforereflecting carryover/prefunding balances2016-12-315,505,563
Carryover balance elected to use to offset funding requirement2016-12-314,983,564
Prefunding balance elected to use to offset funding requirement2016-12-310
Additional cash requirement2016-12-31521,999
Contributions allocatedtoward minimum required contributions for current year2016-12-3110,183,526
Unpaid minimum required contributions for current year2016-12-310
Unpaid minimum required contributions for all years2016-12-310
Total participants, beginning-of-year2016-01-01951
Total number of active participants reported on line 7a of the Form 55002016-01-01597
Number of retired or separated participants receiving benefits2016-01-01111
Number of other retired or separated participants entitled to future benefits2016-01-0194
Total of all active and inactive participants2016-01-01802
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-01124
Total participants2016-01-01926
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-017
2015: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01968
Total number of active participants reported on line 7a of the Form 55002015-01-01628
Number of retired or separated participants receiving benefits2015-01-01107
Number of other retired or separated participants entitled to future benefits2015-01-01110
Total of all active and inactive participants2015-01-01845
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-01106
Total participants2015-01-01951
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-0122
2014: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01768
Total number of active participants reported on line 7a of the Form 55002014-01-01768
Number of retired or separated participants receiving benefits2014-01-0128
Number of other retired or separated participants entitled to future benefits2014-01-0154
Total of all active and inactive participants2014-01-01850
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-01118
Total participants2014-01-01968
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010

Financial Data on ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN

Measure Date Value
2022 : ALABAMA GAS CORPORATION RETIREMENT INCOME 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$104,965
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$76,636
Total income from all sources (including contributions)2022-12-31$3,993,770
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$21,057,732
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$20,118,598
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$26,450,000
Value of total assets at end of year2022-12-31$98,062,826
Value of total assets at beginning of year2022-12-31$115,098,459
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$939,134
Total interest from all sources2022-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2022-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2022-12-31No
Was this plan covered by a fidelity bond2022-12-31Yes
Value of fidelity bond cover2022-12-31$10,000,000
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
Administrative expenses (other) incurred2022-12-31$939,134
Liabilities. Value of operating payables at end of year2022-12-31$104,965
Liabilities. Value of operating payables at beginning of year2022-12-31$76,636
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-17,063,962
Value of net assets at end of year (total assets less liabilities)2022-12-31$97,957,861
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$115,021,823
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 master investment trust accounts at end of year2022-12-31$77,662,826
Value of interest in master investment trust accounts at beginning of year2022-12-31$110,398,459
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 contributions2022-12-31No
Has the plan failed to provide any benefit when due under the plan2022-12-31No
Contributions received in cash from employer2022-12-31$26,450,000
Employer contributions (assets) at end of year2022-12-31$20,400,000
Employer contributions (assets) at beginning of year2022-12-31$4,700,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$20,118,598
Did the plan have assets held for investment2022-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2022-12-31FORVIS,LLP
Accountancy firm EIN2022-12-31440160260
2021 : ALABAMA GAS CORPORATION RETIREMENT INCOME 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$76,636
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$60,402
Total income from all sources (including contributions)2021-12-31$21,063,135
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$29,265,092
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$28,327,220
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$11,300,000
Value of total assets at end of year2021-12-31$115,098,459
Value of total assets at beginning of year2021-12-31$123,284,182
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$937,872
Total interest from all sources2021-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2021-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2021-12-31No
Was this plan covered by a fidelity bond2021-12-31Yes
Value of fidelity bond cover2021-12-31$10,000,000
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
Administrative expenses (other) incurred2021-12-31$937,872
Liabilities. Value of operating payables at end of year2021-12-31$76,636
Liabilities. Value of operating payables at beginning of year2021-12-31$60,402
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Value of net income/loss2021-12-31$-8,201,957
Value of net assets at end of year (total assets less liabilities)2021-12-31$115,021,823
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$123,223,780
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 master investment trust accounts at end of year2021-12-31$110,398,459
Value of interest in master investment trust accounts at beginning of year2021-12-31$120,284,182
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 contributions2021-12-31No
Has the plan failed to provide any benefit when due under the plan2021-12-31No
Contributions received in cash from employer2021-12-31$11,300,000
Employer contributions (assets) at end of year2021-12-31$4,700,000
Employer contributions (assets) at beginning of year2021-12-31$3,000,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$28,327,220
Did the plan have assets held for investment2021-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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 name2021-12-31FORVIS,LLP
Accountancy firm EIN2021-12-31440160260
2020 : ALABAMA GAS CORPORATION RETIREMENT INCOME 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$60,402
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$109,917
Total income from all sources (including contributions)2020-12-31$13,644,275
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$22,668,884
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$21,796,908
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$9,000,000
Value of total assets at end of year2020-12-31$123,284,182
Value of total assets at beginning of year2020-12-31$132,358,306
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$871,976
Total interest from all sources2020-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2020-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2020-12-31No
Was this plan covered by a fidelity bond2020-12-31Yes
Value of fidelity bond cover2020-12-31$10,000,000
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
Administrative expenses (other) incurred2020-12-31$871,976
Liabilities. Value of operating payables at end of year2020-12-31$60,402
Liabilities. Value of operating payables at beginning of year2020-12-31$109,917
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Value of net income/loss2020-12-31$-9,024,609
Value of net assets at end of year (total assets less liabilities)2020-12-31$123,223,780
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$132,248,389
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 master investment trust accounts at end of year2020-12-31$120,284,182
Value of interest in master investment trust accounts at beginning of year2020-12-31$129,458,306
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 contributions2020-12-31No
Has the plan failed to provide any benefit when due under the plan2020-12-31No
Contributions received in cash from employer2020-12-31$9,000,000
Employer contributions (assets) at end of year2020-12-31$3,000,000
Employer contributions (assets) at beginning of year2020-12-31$2,900,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$21,796,908
Did the plan have assets held for investment2020-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Unqualified
Accountancy firm name2020-12-31BKD,LLP
Accountancy firm EIN2020-12-31440160260
2019 : ALABAMA GAS CORPORATION RETIREMENT INCOME 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$109,917
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$109,917
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$93,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$93,164
Total income from all sources (including contributions)2019-12-31$29,164,532
Total income from all sources (including contributions)2019-12-31$29,164,532
Total loss/gain on sale of assets2019-12-31$0
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$15,136,286
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,284,895
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$14,284,895
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,850,000
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$4,850,000
Value of total assets at end of year2019-12-31$132,358,306
Value of total assets at end of year2019-12-31$132,358,306
Value of total assets at beginning of year2019-12-31$118,313,307
Value of total assets at beginning of year2019-12-31$118,313,307
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$851,391
Total interest from all sources2019-12-31$0
Total interest from all sources2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2019-12-31$0
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
Was this plan covered by a fidelity bond2019-12-31Yes
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$10,000,000
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
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Administrative expenses (other) incurred2019-12-31$851,391
Administrative expenses (other) incurred2019-12-31$851,391
Liabilities. Value of operating payables at end of year2019-12-31$109,917
Liabilities. Value of operating payables at end of year2019-12-31$109,917
Liabilities. Value of operating payables at beginning of year2019-12-31$93,164
Liabilities. Value of operating payables at beginning of year2019-12-31$93,164
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$14,028,246
Value of net income/loss2019-12-31$14,028,246
Value of net assets at end of year (total assets less liabilities)2019-12-31$132,248,389
Value of net assets at end of year (total assets less liabilities)2019-12-31$132,248,389
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$118,220,143
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$118,220,143
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 master investment trust accounts at end of year2019-12-31$129,458,306
Value of interest in master investment trust accounts at end of year2019-12-31$129,458,306
Value of interest in master investment trust accounts at beginning of year2019-12-31$118,313,307
Value of interest in master investment trust accounts at beginning of year2019-12-31$118,313,307
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 contributions2019-12-31No
Was there a failure to transmit to the plan any participant contributions2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$4,850,000
Contributions received in cash from employer2019-12-31$4,850,000
Employer contributions (assets) at end of year2019-12-31$2,900,000
Employer contributions (assets) at end of year2019-12-31$2,900,000
Employer contributions (assets) at beginning of year2019-12-31$0
Employer contributions (assets) at beginning of year2019-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$14,284,895
Did the plan have assets held for investment2019-12-31No
Did the plan have assets held for investment2019-12-31No
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
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2019-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2019-12-31Yes
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31BKD,LLP
Accountancy firm name2019-12-31BKD,LLP
Accountancy firm EIN2019-12-31440160260
Accountancy firm EIN2019-12-31440160260
2018 : ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total transfer of assets to this plan2018-12-31$209,397
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$93,164
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$47,333
Total income from all sources (including contributions)2018-12-31$-10,552,354
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$19,744,750
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$19,127,606
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$0
Value of total assets at end of year2018-12-31$118,313,307
Value of total assets at beginning of year2018-12-31$148,355,183
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$617,144
Total interest from all sources2018-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2018-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2018-12-31No
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2018-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2018-12-31$50,503,985
Administrative expenses (other) incurred2018-12-31$617,144
Liabilities. Value of operating payables at end of year2018-12-31$93,164
Liabilities. Value of operating payables at beginning of year2018-12-31$47,333
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-30,297,104
Value of net assets at end of year (total assets less liabilities)2018-12-31$118,220,143
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$148,307,850
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 master investment trust accounts at end of year2018-12-31$118,313,307
Value of interest in master investment trust accounts at beginning of year2018-12-31$80,209,548
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
Employer contributions (assets) at end of year2018-12-31$0
Employer contributions (assets) at beginning of year2018-12-31$17,641,650
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$19,127,606
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32018-12-31No
Did the plan have assets held for investment2018-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31BKD,LLP
Accountancy firm EIN2018-12-31440160260
2017 : ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total transfer of assets to this plan2017-12-31$50,611,390
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$47,333
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$58,859
Total income from all sources (including contributions)2017-12-31$29,205,604
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$17,974,372
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$17,620,252
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$17,641,650
Value of total assets at end of year2017-12-31$148,355,183
Value of total assets at beginning of year2017-12-31$86,524,087
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$354,120
Total interest from all sources2017-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2017-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2017-12-31No
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$1,000,000
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
Value of other receiveables (less allowance for doubtful accounts) at end of year2017-12-31$50,503,985
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2017-12-31$0
Administrative expenses (other) incurred2017-12-31$354,120
Liabilities. Value of operating payables at end of year2017-12-31$47,333
Liabilities. Value of operating payables at beginning of year2017-12-31$58,859
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$11,231,232
Value of net assets at end of year (total assets less liabilities)2017-12-31$148,307,850
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$86,465,228
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
Value of interest in master investment trust accounts at end of year2017-12-31$80,209,548
Value of interest in master investment trust accounts at beginning of year2017-12-31$75,224,087
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$17,641,650
Employer contributions (assets) at end of year2017-12-31$17,641,650
Employer contributions (assets) at beginning of year2017-12-31$11,300,000
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$17,620,252
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32017-12-31No
Did the plan have assets held for investment2017-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31BKD,LLP
Accountancy firm EIN2017-12-31440160260
2016 : ALABAMA GAS CORPORATION RETIREMENT INCOME 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$58,859
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$50,462
Total income from all sources (including contributions)2016-12-31$17,436,615
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$15,341,976
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$14,805,342
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$11,300,000
Value of total assets at end of year2016-12-31$86,524,087
Value of total assets at beginning of year2016-12-31$84,421,051
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$536,634
Total interest from all sources2016-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2016-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2016-12-31No
Was this plan covered by a fidelity bond2016-12-31Yes
Value of fidelity bond cover2016-12-31$1,000,000
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
Administrative expenses (other) incurred2016-12-31$536,634
Liabilities. Value of operating payables at end of year2016-12-31$58,859
Liabilities. Value of operating payables at beginning of year2016-12-31$50,462
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$2,094,639
Value of net assets at end of year (total assets less liabilities)2016-12-31$86,465,228
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$84,370,589
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 master investment trust accounts at end of year2016-12-31$75,224,087
Value of interest in master investment trust accounts at beginning of year2016-12-31$84,421,051
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$11,300,000
Employer contributions (assets) at end of year2016-12-31$11,300,000
Employer contributions (assets) at beginning of year2016-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$14,805,342
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32016-12-31No
Did the plan have assets held for investment2016-12-31No
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party 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)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31BKD,LLP
Accountancy firm EIN2016-12-31440160260
2015 : ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total transfer of assets to this plan2015-12-31$209,298
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$50,462
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$62,829
Total income from all sources (including contributions)2015-12-31$1,198,345
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$16,903,179
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$16,301,182
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$5,046,431
Value of total assets at end of year2015-12-31$84,421,051
Value of total assets at beginning of year2015-12-31$99,928,954
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$601,997
Total interest from all sources2015-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2015-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2015-12-31No
Administrative expenses professional fees incurred2015-12-31$108,773
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$1,000,000
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
Assets. Other investments not covered elsewhere at end of year2015-12-31$0
Assets. Other investments not covered elsewhere at beginning of year2015-12-31$13,506,668
Value of other receiveables (less allowance for doubtful accounts) at end of year2015-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2015-12-31$831,027
Administrative expenses (other) incurred2015-12-31$252,560
Liabilities. Value of operating payables at end of year2015-12-31$50,462
Liabilities. Value of operating payables at beginning of year2015-12-31$62,829
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Value of net income/loss2015-12-31$-15,704,834
Value of net assets at end of year (total assets less liabilities)2015-12-31$84,370,589
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$99,866,125
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$240,664
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$0
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$67,978,087
Value of interest in master investment trust accounts at end of year2015-12-31$84,421,051
Value of interest in master investment trust accounts at beginning of year2015-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2015-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2015-12-31$768,827
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2015-12-31$768,827
Asset value of US Government securities at end of year2015-12-31$0
Asset value of US Government securities at beginning of year2015-12-31$3,968,814
Net investment gain/loss from registered investment companies (e.g. mutual funds)2015-12-31$-1,988,264
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31Yes
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$5,046,431
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$2,953,569
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$16,301,182
Asset. Corporate debt instrument debt (other) at end of year2015-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2015-12-31$9,921,962
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32015-12-31No
Did the plan have assets held for investment2015-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2015-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2015-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2015-12-31Yes
Opinion of an independent qualified public accountant for this plan2015-12-31Disclaimer
Accountancy firm name2015-12-31BKD,LLP
Accountancy firm EIN2015-12-31440160260
2014 : ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2014 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2014-12-31$225,632
Total unrealized appreciation/depreciation of assets2014-12-31$225,632
Total transfer of assets to this plan2014-12-31$99,868,253
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$62,829
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$4,345,269
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$4,347,397
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$4,164,625
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$2,953,569
Value of total assets at end of year2014-12-31$99,928,954
Value of total assets at beginning of year2014-12-31$0
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$182,772
Total interest from all sources2014-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2014-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2014-12-31No
Administrative expenses professional fees incurred2014-12-31$69,341
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$1,000,000
If this is an individual account plan, was there a blackout period2014-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Assets. Other investments not covered elsewhere at end of year2014-12-31$13,506,668
Assets. Other investments not covered elsewhere at beginning of year2014-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at end of year2014-12-31$831,027
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2014-12-31$0
Administrative expenses (other) incurred2014-12-31$51,352
Liabilities. Value of operating payables at end of year2014-12-31$62,829
Liabilities. Value of operating payables at beginning of year2014-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2014-12-31No
Value of net income/loss2014-12-31$-2,128
Value of net assets at end of year (total assets less liabilities)2014-12-31$99,866,125
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$0
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
Investment advisory and management fees2014-12-31$60,507
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$67,978,087
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2014-12-31$768,827
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2014-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2014-12-31$0
Asset value of US Government securities at end of year2014-12-31$3,968,814
Asset value of US Government securities at beginning of year2014-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2014-12-31$1,166,068
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31Yes
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$2,953,569
Employer contributions (assets) at end of year2014-12-31$2,953,569
Employer contributions (assets) at beginning of year2014-12-31$0
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$4,164,625
Asset. Corporate debt instrument debt (other) at end of year2014-12-31$9,921,962
Asset. Corporate debt instrument debt (other) at beginning of year2014-12-31$0
Contract administrator fees2014-12-31$1,572
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32014-12-31Yes
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)2014-12-31Yes
Opinion of an independent qualified public accountant for this plan2014-12-31Disclaimer
Accountancy firm name2014-12-31WARREN AVERETT, LLC
Accountancy firm EIN2014-12-31454084437

Form 5500 Responses for ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN

2022: ALABAMA GAS CORPORATION RETIREMENT INCOME 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 planYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement - TrustYes
2021: ALABAMA GAS CORPORATION RETIREMENT INCOME 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 planYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement - TrustYes
2020: ALABAMA GAS CORPORATION RETIREMENT INCOME 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 planYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement - TrustYes
2019: ALABAMA GAS CORPORATION RETIREMENT INCOME 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 planYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement - TrustYes
2018: ALABAMA GAS CORPORATION RETIREMENT INCOME 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 planYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement - TrustYes
2017: ALABAMA GAS CORPORATION RETIREMENT INCOME 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 planYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement - TrustYes
2016: ALABAMA GAS CORPORATION RETIREMENT INCOME 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 planYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement - TrustYes
2015: ALABAMA GAS CORPORATION RETIREMENT INCOME 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 planYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement - TrustYes
2014: ALABAMA GAS CORPORATION RETIREMENT INCOME PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
2014-01-01First time form 5500 has been submittedYes
2014-01-01Submission has been amendedNo
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 – TrustYes
2014-01-01Plan benefit arrangement - TrustYes

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