SPIRE ALABAMA INC. has sponsored the creation of one or more 401k plans.
Submission information for form 5500 for 401k plan ALABAMA GAS CORPORATION RETIREE WELFARE PLAN
Measure | Date | Value |
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2017 : ALABAMA GAS CORPORATION RETIREE WELFARE PLAN 2017 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2017-09-30 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $30,775 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2017-09-30 | $382,388 |
Total income from all sources (including contributions) | 2017-09-30 | $9,308,159 |
Total loss/gain on sale of assets | 2017-09-30 | $0 |
Total of all expenses incurred | 2017-09-30 | $5,727,142 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2017-09-30 | $5,123,206 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2017-09-30 | $1,564,123 |
Value of total assets at end of year | 2017-09-30 | $86,808,889 |
Value of total assets at beginning of year | 2017-09-30 | $83,579,485 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2017-09-30 | $603,936 |
Total interest from all sources | 2017-09-30 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2017-09-30 | $361,268 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2017-09-30 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2017-09-30 | $361,268 |
Was this plan covered by a fidelity bond | 2017-09-30 | Yes |
Value of fidelity bond cover | 2017-09-30 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2017-09-30 | No |
Were there any nonexempt tranactions with any party-in-interest | 2017-09-30 | No |
Contributions received from participants | 2017-09-30 | $1,564,123 |
Participant contributions at end of year | 2017-09-30 | $169,937 |
Participant contributions at beginning of year | 2017-09-30 | $175,841 |
Assets. Other investments not covered elsewhere at end of year | 2017-09-30 | $0 |
Assets. Other investments not covered elsewhere at beginning of year | 2017-09-30 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2017-09-30 | $268,981 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2017-09-30 | $13,611 |
Other income not declared elsewhere | 2017-09-30 | $268,981 |
Administrative expenses (other) incurred | 2017-09-30 | $287,700 |
Liabilities. Value of operating payables at end of year | 2017-09-30 | $30,775 |
Liabilities. Value of operating payables at beginning of year | 2017-09-30 | $382,388 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Value of net income/loss | 2017-09-30 | $3,581,017 |
Value of net assets at end of year (total assets less liabilities) | 2017-09-30 | $86,778,114 |
Value of net assets at beginning of year (total assets less liabilities) | 2017-09-30 | $83,197,097 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2017-09-30 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2017-09-30 | No |
Were any leases to which the plan was party in default or uncollectible | 2017-09-30 | No |
Investment advisory and management fees | 2017-09-30 | $316,236 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2017-09-30 | $86,369,971 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2017-09-30 | $83,390,033 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2017-09-30 | $588,693 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2017-09-30 | $7,113,787 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2017-09-30 | No |
Was there a failure to transmit to the plan any participant contributions | 2017-09-30 | No |
Has the plan failed to provide any benefit when due under the plan | 2017-09-30 | No |
Contributions received in cash from employer | 2017-09-30 | $0 |
Employer contributions (assets) at end of year | 2017-09-30 | $0 |
Employer contributions (assets) at beginning of year | 2017-09-30 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2017-09-30 | $4,534,513 |
Did the plan have assets held for investment | 2017-09-30 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2017-09-30 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2017-09-30 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2017-09-30 | Yes |
Opinion of an independent qualified public accountant for this plan | 2017-09-30 | Disclaimer |
Accountancy firm name | 2017-09-30 | BKD, LLP |
Accountancy firm EIN | 2017-09-30 | 440160260 |
2016 : ALABAMA GAS CORPORATION RETIREE WELFARE PLAN 2016 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2016-12-31 | $0 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $382,388 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2016-12-31 | $690 |
Total income from all sources (including contributions) | 2016-12-31 | $7,458,892 |
Total loss/gain on sale of assets | 2016-12-31 | $0 |
Total of all expenses incurred | 2016-12-31 | $6,286,884 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2016-12-31 | $5,832,178 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2016-12-31 | $2,180,601 |
Value of total assets at end of year | 2016-12-31 | $83,579,485 |
Value of total assets at beginning of year | 2016-12-31 | $82,025,779 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2016-12-31 | $454,706 |
Total interest from all sources | 2016-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2016-12-31 | $2,395,417 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2016-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2016-12-31 | $2,395,417 |
Was this plan covered by a fidelity bond | 2016-12-31 | Yes |
Value of fidelity bond cover | 2016-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2016-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2016-12-31 | No |
Contributions received from participants | 2016-12-31 | $2,129,090 |
Participant contributions at end of year | 2016-12-31 | $175,841 |
Participant contributions at beginning of year | 2016-12-31 | $201,464 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2016-12-31 | $13,611 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2016-12-31 | $272,486 |
Administrative expenses (other) incurred | 2016-12-31 | $385,938 |
Liabilities. Value of operating payables at end of year | 2016-12-31 | $382,388 |
Liabilities. Value of operating payables at beginning of year | 2016-12-31 | $690 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Value of net income/loss | 2016-12-31 | $1,172,008 |
Value of net assets at end of year (total assets less liabilities) | 2016-12-31 | $83,197,097 |
Value of net assets at beginning of year (total assets less liabilities) | 2016-12-31 | $82,025,089 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2016-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2016-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2016-12-31 | No |
Investment advisory and management fees | 2016-12-31 | $68,768 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2016-12-31 | $83,390,033 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2016-12-31 | $81,548,622 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2016-12-31 | $760,423 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2016-12-31 | $2,882,874 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2016-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2016-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2016-12-31 | No |
Contributions received in cash from employer | 2016-12-31 | $51,511 |
Employer contributions (assets) at end of year | 2016-12-31 | $0 |
Employer contributions (assets) at beginning of year | 2016-12-31 | $3,207 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2016-12-31 | $5,071,755 |
Did the plan have assets held for investment | 2016-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2016-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2016-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2016-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2016-12-31 | Disclaimer |
Accountancy firm name | 2016-12-31 | BKD, LLP |
Accountancy firm EIN | 2016-12-31 | 440160260 |
2015 : ALABAMA GAS CORPORATION RETIREE WELFARE PLAN 2015 401k financial data |
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Unrealized appreciation/depreciation of other (non real estate) assets | 2015-12-31 | $-4,191,180 |
Total unrealized appreciation/depreciation of assets | 2015-12-31 | $-4,191,180 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $690 |
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2015-12-31 | $265,985 |
Total income from all sources (including contributions) | 2015-12-31 | $2,565,665 |
Total loss/gain on sale of assets | 2015-12-31 | $0 |
Total of all expenses incurred | 2015-12-31 | $6,464,420 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2015-12-31 | $5,941,297 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2015-12-31 | $2,446,748 |
Value of total assets at end of year | 2015-12-31 | $82,025,779 |
Value of total assets at beginning of year | 2015-12-31 | $86,189,829 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2015-12-31 | $523,123 |
Total interest from all sources | 2015-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2015-12-31 | $2,717,981 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2015-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2015-12-31 | $2,717,981 |
Was this plan covered by a fidelity bond | 2015-12-31 | Yes |
Value of fidelity bond cover | 2015-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2015-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2015-12-31 | No |
Contributions received from participants | 2015-12-31 | $2,325,231 |
Participant contributions at end of year | 2015-12-31 | $201,464 |
Participant contributions at beginning of year | 2015-12-31 | $473,415 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2015-12-31 | $272,486 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2015-12-31 | $89,214 |
Administrative expenses (other) incurred | 2015-12-31 | $363,071 |
Liabilities. Value of operating payables at end of year | 2015-12-31 | $690 |
Liabilities. Value of operating payables at beginning of year | 2015-12-31 | $265,985 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Value of net income/loss | 2015-12-31 | $-3,898,755 |
Value of net assets at end of year (total assets less liabilities) | 2015-12-31 | $82,025,089 |
Value of net assets at beginning of year (total assets less liabilities) | 2015-12-31 | $85,923,844 |
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond) | 2015-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2015-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2015-12-31 | No |
Investment advisory and management fees | 2015-12-31 | $160,052 |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2015-12-31 | $81,548,622 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2015-12-31 | $85,627,200 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2015-12-31 | $550,316 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2015-12-31 | $1,592,116 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2015-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2015-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2015-12-31 | No |
Contributions received in cash from employer | 2015-12-31 | $121,517 |
Employer contributions (assets) at end of year | 2015-12-31 | $3,207 |
Employer contributions (assets) at beginning of year | 2015-12-31 | $0 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2015-12-31 | $5,390,981 |
Did the plan have assets held for investment | 2015-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2015-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2015-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2015-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2015-12-31 | Disclaimer |
Accountancy firm name | 2015-12-31 | BKD, LLP |
Accountancy firm EIN | 2015-12-31 | 440160260 |
2014 : ALABAMA GAS CORPORATION RETIREE WELFARE PLAN 2014 401k financial data |
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Total unrealized appreciation/depreciation of assets | 2014-12-31 | $0 |
Total transfer of assets to this plan | 2014-12-31 | $87,173,800 |
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities) | 2014-12-31 | $265,985 |
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 | $4,590,357 |
Total loss/gain on sale of assets | 2014-12-31 | $0 |
Total of all expenses incurred | 2014-12-31 | $5,840,313 |
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others | 2014-12-31 | $4,997,362 |
Total contributions o plan (from employers,participants, others, non cash contrinutions) | 2014-12-31 | $2,311,529 |
Value of total assets at end of year | 2014-12-31 | $86,189,829 |
Value of total assets at beginning of year | 2014-12-31 | $0 |
Total of administrative expenses incurred including professional, contract, advisory and management fees | 2014-12-31 | $842,951 |
Total interest from all sources | 2014-12-31 | $0 |
Total dividends received (eg from common stock, registered investment company shares) | 2014-12-31 | $3,200,514 |
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year | 2014-12-31 | No |
Total dividends received from registered investment company shares (eg mutual funds) | 2014-12-31 | $3,200,514 |
Administrative expenses professional fees incurred | 2014-12-31 | $212,578 |
Was this plan covered by a fidelity bond | 2014-12-31 | Yes |
Value of fidelity bond cover | 2014-12-31 | $1,000,000 |
If this is an individual account plan, was there a blackout period | 2014-12-31 | No |
Were there any nonexempt tranactions with any party-in-interest | 2014-12-31 | No |
Contributions received from participants | 2014-12-31 | $2,047,310 |
Participant contributions at end of year | 2014-12-31 | $473,415 |
Participant contributions at beginning of year | 2014-12-31 | $0 |
Value of other receiveables (less allowance for doubtful accounts) at end of year | 2014-12-31 | $89,214 |
Value of other receiveables (less allowance for doubtful accounts) at beginning of year | 2014-12-31 | $0 |
Administrative expenses (other) incurred | 2014-12-31 | $630,373 |
Liabilities. Value of operating payables at end of year | 2014-12-31 | $265,985 |
Liabilities. Value of operating payables at beginning of year | 2014-12-31 | $0 |
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Value of net income/loss | 2014-12-31 | $-1,249,956 |
Value of net assets at end of year (total assets less liabilities) | 2014-12-31 | $85,923,844 |
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) | 2014-12-31 | No |
Were any loans by the plan or fixed income obligations due to the plan in default | 2014-12-31 | No |
Were any leases to which the plan was party in default or uncollectible | 2014-12-31 | No |
Value of interest in registered invesment companies (eg mutual funds) at end of year | 2014-12-31 | $85,627,200 |
Value of interest in registered invesment companies (eg mutual funds) at beginning of year | 2014-12-31 | $0 |
Expenses. Payments to insurance carriers foe the provision of benefits | 2014-12-31 | $439,023 |
Net investment gain/loss from registered investment companies (e.g. mutual funds) | 2014-12-31 | $-921,686 |
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets | 2014-12-31 | No |
Was there a failure to transmit to the plan any participant contributions | 2014-12-31 | No |
Has the plan failed to provide any benefit when due under the plan | 2014-12-31 | No |
Contributions received in cash from employer | 2014-12-31 | $264,219 |
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers | 2014-12-31 | $4,558,339 |
Did the plan have assets held for investment | 2014-12-31 | Yes |
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser | 2014-12-31 | No |
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC | 2014-12-31 | No |
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d) | 2014-12-31 | Yes |
Opinion of an independent qualified public accountant for this plan | 2014-12-31 | Disclaimer |
Accountancy firm name | 2014-12-31 | WARREN AVERETT, LLC |
Accountancy firm EIN | 2014-12-31 | 454084437 |
2017: ALABAMA GAS CORPORATION RETIREE WELFARE PLAN 2017 form 5500 responses |
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2017-10-01 | Type of plan entity | Single employer plan |
2017-10-01 | Submission has been amended | No |
2017-10-01 | This submission is the final filing | Yes |
2017-10-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-10-01 | Plan is a collectively bargained plan | No |
2017-10-01 | Plan funding arrangement – Insurance | Yes |
2017-10-01 | Plan funding arrangement – Trust | Yes |
2017-10-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-10-01 | Plan benefit arrangement – Insurance | Yes |
2017-10-01 | Plan benefit arrangement - Trust | Yes |
2017-10-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2017-01-01 | Type of plan entity | Single employer plan |
2017-01-01 | Submission has been amended | No |
2017-01-01 | This submission is the final filing | No |
2017-01-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2017-01-01 | Plan is a collectively bargained plan | No |
2017-01-01 | Plan funding arrangement – Insurance | Yes |
2017-01-01 | Plan funding arrangement – Trust | Yes |
2017-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2017-01-01 | Plan benefit arrangement – Insurance | Yes |
2017-01-01 | Plan benefit arrangement - Trust | Yes |
2017-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2016: ALABAMA GAS CORPORATION RETIREE WELFARE PLAN 2016 form 5500 responses |
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2016-01-01 | Type of plan entity | Single employer plan |
2016-01-01 | Submission has been amended | No |
2016-01-01 | This submission is the final filing | No |
2016-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2016-01-01 | Plan is a collectively bargained plan | No |
2016-01-01 | Plan funding arrangement – Insurance | Yes |
2016-01-01 | Plan funding arrangement – Trust | Yes |
2016-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2016-01-01 | Plan benefit arrangement – Insurance | Yes |
2016-01-01 | Plan benefit arrangement - Trust | Yes |
2016-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2015: ALABAMA GAS CORPORATION RETIREE WELFARE PLAN 2015 form 5500 responses |
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2015-01-01 | Type of plan entity | Single employer plan |
2015-01-01 | Submission has been amended | No |
2015-01-01 | This submission is the final filing | No |
2015-01-01 | This return/report is a short plan year return/report (less than 12 months) | No |
2015-01-01 | Plan is a collectively bargained plan | No |
2015-01-01 | Plan funding arrangement – Insurance | Yes |
2015-01-01 | Plan funding arrangement – Trust | Yes |
2015-01-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2015-01-01 | Plan benefit arrangement – Insurance | Yes |
2015-01-01 | Plan benefit arrangement - Trust | Yes |
2015-01-01 | Plan benefit arrangement – General assets of the sponsor | Yes |
2014: ALABAMA GAS CORPORATION RETIREE WELFARE PLAN 2014 form 5500 responses |
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2014-05-01 | Type of plan entity | Single employer plan |
2014-05-01 | First time form 5500 has been submitted | Yes |
2014-05-01 | Submission has been amended | No |
2014-05-01 | This submission is the final filing | No |
2014-05-01 | This return/report is a short plan year return/report (less than 12 months) | Yes |
2014-05-01 | Plan is a collectively bargained plan | No |
2014-05-01 | Plan funding arrangement – Insurance | Yes |
2014-05-01 | Plan funding arrangement – Trust | Yes |
2014-05-01 | Plan funding arrangement – General assets of the sponsor | Yes |
2014-05-01 | Plan benefit arrangement – Insurance | Yes |
2014-05-01 | Plan benefit arrangement - Trust | Yes |
2014-05-01 | Plan benefit arrangement – General assets of the sponsor | Yes |