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PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 401k Plan overview

Plan NamePEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN
Plan identification number 002

PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN Benefits

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

401k Sponsoring company profile

PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION has sponsored the creation of one or more 401k plans.

Company Name:PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION
Employer identification number (EIN):640219645
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0022022-01-01
0022021-01-01
0022020-01-01
0022019-01-01
0022018-01-01
0022017-01-01RANDY WALLACE
0022016-01-01RANDY WALLACE
0022015-01-01RANDY WALLACE RANDY WALLACE2016-09-29
0022014-01-01RANDY WALLACE RANDY WALLACE2015-10-13
0022013-01-01RANDY WALLACE RANDY WALLACE2014-08-11
0022012-01-01RANDY WALLACE RANDY WALLACE2013-10-15
0022011-01-01RANDY WALLACE RANDY WALLACE2012-09-21
0022009-01-01RANDY WALLACE RANDY WALLACE2010-09-28

Plan Statistics for PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

401k plan membership statisitcs for PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2022 401k membership
Total participants, beginning-of-year2022-01-01155
Total number of active participants reported on line 7a of the Form 55002022-01-01123
Number of retired or separated participants receiving benefits2022-01-010
Number of other retired or separated participants entitled to future benefits2022-01-0134
Total of all active and inactive participants2022-01-01157
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2022-01-013
Total participants2022-01-01160
Number of participants with account balances2022-01-01159
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2022-01-010
2021: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2021 401k membership
Total participants, beginning-of-year2021-01-01153
Total number of active participants reported on line 7a of the Form 55002021-01-01118
Number of retired or separated participants receiving benefits2021-01-010
Number of other retired or separated participants entitled to future benefits2021-01-0134
Total of all active and inactive participants2021-01-01152
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2021-01-013
Total participants2021-01-01155
Number of participants with account balances2021-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2021-01-010
2020: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2020 401k membership
Total participants, beginning-of-year2020-01-01156
Total number of active participants reported on line 7a of the Form 55002020-01-01122
Number of retired or separated participants receiving benefits2020-01-010
Number of other retired or separated participants entitled to future benefits2020-01-0128
Total of all active and inactive participants2020-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2020-01-013
Total participants2020-01-01153
Number of participants with account balances2020-01-01153
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2020-01-010
2019: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2019 401k membership
Total participants, beginning-of-year2019-01-01154
Total number of active participants reported on line 7a of the Form 55002019-01-01127
Number of retired or separated participants receiving benefits2019-01-010
Number of other retired or separated participants entitled to future benefits2019-01-0126
Total of all active and inactive participants2019-01-01153
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2019-01-013
Total participants2019-01-01156
Number of participants with account balances2019-01-01156
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2019-01-010
2018: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2018 401k membership
Total participants, beginning-of-year2018-01-01154
Total number of active participants reported on line 7a of the Form 55002018-01-01127
Number of retired or separated participants receiving benefits2018-01-010
Number of other retired or separated participants entitled to future benefits2018-01-0123
Total of all active and inactive participants2018-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2018-01-014
Total participants2018-01-01154
Number of participants with account balances2018-01-01154
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2018-01-010
2017: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2017 401k membership
Total participants, beginning-of-year2017-01-01156
Total number of active participants reported on line 7a of the Form 55002017-01-01125
Number of retired or separated participants receiving benefits2017-01-010
Number of other retired or separated participants entitled to future benefits2017-01-0125
Total of all active and inactive participants2017-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2017-01-014
Total participants2017-01-01154
Number of participants with account balances2017-01-01151
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2017-01-011
2016: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k membership
Total participants, beginning-of-year2016-01-01150
Total number of active participants reported on line 7a of the Form 55002016-01-01123
Number of retired or separated participants receiving benefits2016-01-010
Number of other retired or separated participants entitled to future benefits2016-01-0127
Total of all active and inactive participants2016-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2016-01-013
Total participants2016-01-01153
Number of participants with account balances2016-01-01150
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2016-01-010
2015: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01147
Total number of active participants reported on line 7a of the Form 55002015-01-01125
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-0122
Total of all active and inactive participants2015-01-01147
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-013
Total participants2015-01-01150
Number of participants with account balances2015-01-01149
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-011
2014: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01149
Total number of active participants reported on line 7a of the Form 55002014-01-01125
Number of retired or separated participants receiving benefits2014-01-011
Number of other retired or separated participants entitled to future benefits2014-01-0118
Total of all active and inactive participants2014-01-01144
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-013
Total participants2014-01-01147
Number of participants with account balances2014-01-01145
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01151
Total number of active participants reported on line 7a of the Form 55002013-01-01137
Number of retired or separated participants receiving benefits2013-01-011
Number of other retired or separated participants entitled to future benefits2013-01-0111
Total of all active and inactive participants2013-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-012
Total participants2013-01-01151
Number of participants with account balances2013-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01152
Total number of active participants reported on line 7a of the Form 55002012-01-01152
Number of retired or separated participants receiving benefits2012-01-010
Number of other retired or separated participants entitled to future benefits2012-01-014
Total of all active and inactive participants2012-01-01156
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01156
Number of participants with account balances2012-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01151
Total number of active participants reported on line 7a of the Form 55002011-01-01133
Number of retired or separated participants receiving benefits2011-01-010
Number of other retired or separated participants entitled to future benefits2011-01-0116
Total of all active and inactive participants2011-01-01149
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-013
Total participants2011-01-01152
Number of participants with account balances2011-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01156
Total number of active participants reported on line 7a of the Form 55002009-01-01131
Number of retired or separated participants receiving benefits2009-01-010
Number of other retired or separated participants entitled to future benefits2009-01-0119
Total of all active and inactive participants2009-01-01150
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-012
Total participants2009-01-01152
Number of participants with account balances2009-01-01148
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-013

Financial Data on PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

Measure Date Value
2022 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2022 401k financial data
Total unrealized appreciation/depreciation of assets2022-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2022-12-31$0
Total income from all sources (including contributions)2022-12-31$-3,111,107
Total loss/gain on sale of assets2022-12-31$0
Total of all expenses incurred2022-12-31$2,269,148
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2022-12-31$2,181,012
Total contributions o plan (from employers,participants, others, non cash contrinutions)2022-12-31$1,527,312
Value of total assets at end of year2022-12-31$32,505,540
Value of total assets at beginning of year2022-12-31$37,885,795
Total of administrative expenses incurred including professional, contract, advisory and management fees2022-12-31$88,136
Total interest from all sources2022-12-31$286,810
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$4,000,000
If this is an individual account plan, was there a blackout period2022-12-31No
Were there any nonexempt tranactions with any party-in-interest2022-12-31No
Contributions received from participants2022-12-31$776,208
Income. Received or receivable in cash from other sources (including rollovers)2022-12-31$66,849
Other income not declared elsewhere2022-12-31$86,346
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Value of net income/loss2022-12-31$-5,380,255
Value of net assets at end of year (total assets less liabilities)2022-12-31$32,505,540
Value of net assets at beginning of year (total assets less liabilities)2022-12-31$37,885,795
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
Investment advisory and management fees2022-12-31$86,346
Value of interest in registered invesment companies (eg mutual funds) at end of year2022-12-31$22,420,612
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2022-12-31$29,169,860
Interest earned on other investments2022-12-31$286,810
Value of interest in common/collective trusts at end of year2022-12-31$214,495
Value of interest in common/collective trusts at beginning of year2022-12-31$312,599
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2022-12-31$9,870,433
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2022-12-31$8,403,336
Net investment gain/loss from pooled separate accounts2022-12-31$-5,011,575
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$684,255
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2022-12-31$2,181,012
Contract administrator fees2022-12-31$1,790
Did the plan have assets held for investment2022-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2022-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2022-12-31No
Opinion of an independent qualified public accountant for this plan2022-12-31Unqualified
Accountancy firm name2022-12-31TMH, PLLC
Accountancy firm EIN2022-12-31205857627
2021 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2021 401k financial data
Total unrealized appreciation/depreciation of assets2021-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2021-12-31$0
Total income from all sources (including contributions)2021-12-31$5,581,307
Total loss/gain on sale of assets2021-12-31$0
Total of all expenses incurred2021-12-31$1,407,415
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2021-12-31$1,317,494
Total contributions o plan (from employers,participants, others, non cash contrinutions)2021-12-31$1,660,830
Value of total assets at end of year2021-12-31$37,885,795
Value of total assets at beginning of year2021-12-31$33,711,903
Total of administrative expenses incurred including professional, contract, advisory and management fees2021-12-31$89,921
Total interest from all sources2021-12-31$248,830
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$4,000,000
If this is an individual account plan, was there a blackout period2021-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2021-12-31$0
Were there any nonexempt tranactions with any party-in-interest2021-12-31No
Contributions received from participants2021-12-31$814,621
Income. Received or receivable in cash from other sources (including rollovers)2021-12-31$138,218
Other income not declared elsewhere2021-12-31$87,971
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$4,173,892
Value of net assets at end of year (total assets less liabilities)2021-12-31$37,885,795
Value of net assets at beginning of year (total assets less liabilities)2021-12-31$33,711,903
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
Investment advisory and management fees2021-12-31$89,921
Value of interest in registered invesment companies (eg mutual funds) at end of year2021-12-31$29,169,860
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2021-12-31$24,905,193
Interest earned on other investments2021-12-31$248,830
Value of interest in common/collective trusts at end of year2021-12-31$312,599
Value of interest in common/collective trusts at beginning of year2021-12-31$286,326
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2021-12-31$8,403,336
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2021-12-31$8,520,384
Net investment gain/loss from pooled separate accounts2021-12-31$3,583,676
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$707,991
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2021-12-31$1,317,494
Did the plan have assets held for investment2021-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2021-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2021-12-31No
Opinion of an independent qualified public accountant for this plan2021-12-31Unqualified
Accountancy firm name2021-12-31TMH, PLLC
Accountancy firm EIN2021-12-31205857627
2020 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2020 401k financial data
Total unrealized appreciation/depreciation of assets2020-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2020-12-31$0
Total income from all sources (including contributions)2020-12-31$4,430,661
Total loss/gain on sale of assets2020-12-31$0
Total of all expenses incurred2020-12-31$1,558,320
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2020-12-31$1,482,590
Total contributions o plan (from employers,participants, others, non cash contrinutions)2020-12-31$1,434,661
Value of total assets at end of year2020-12-31$33,711,903
Value of total assets at beginning of year2020-12-31$30,839,562
Total of administrative expenses incurred including professional, contract, advisory and management fees2020-12-31$75,730
Total interest from all sources2020-12-31$225,478
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$4,000,000
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
Contributions received from participants2020-12-31$765,726
Income. Received or receivable in cash from other sources (including rollovers)2020-12-31$6,257
Other income not declared elsewhere2020-12-31$75,970
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$2,872,341
Value of net assets at end of year (total assets less liabilities)2020-12-31$33,711,903
Value of net assets at beginning of year (total assets less liabilities)2020-12-31$30,839,562
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
Investment advisory and management fees2020-12-31$75,730
Value of interest in registered invesment companies (eg mutual funds) at end of year2020-12-31$24,905,193
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2020-12-31$23,381,250
Interest earned on other investments2020-12-31$225,478
Value of interest in common/collective trusts at end of year2020-12-31$286,326
Value of interest in common/collective trusts at beginning of year2020-12-31$303,191
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2020-12-31$8,520,384
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2020-12-31$7,155,121
Net investment gain/loss from pooled separate accounts2020-12-31$2,694,552
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$662,678
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2020-12-31$1,482,590
Did the plan have assets held for investment2020-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2020-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2020-12-31No
Opinion of an independent qualified public accountant for this plan2020-12-31Disclaimer
Accountancy firm name2020-12-31TMH, PLLC
Accountancy firm EIN2020-12-31205857627
2019 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2019 401k financial data
Total unrealized appreciation/depreciation of assets2019-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2019-12-31$0
Total income from all sources (including contributions)2019-12-31$6,033,044
Total loss/gain on sale of assets2019-12-31$0
Total of all expenses incurred2019-12-31$688,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2019-12-31$644,979
Total contributions o plan (from employers,participants, others, non cash contrinutions)2019-12-31$1,531,257
Value of total assets at end of year2019-12-31$30,839,562
Value of total assets at beginning of year2019-12-31$25,495,150
Total of administrative expenses incurred including professional, contract, advisory and management fees2019-12-31$43,653
Total interest from all sources2019-12-31$193,545
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
Administrative expenses professional fees incurred2019-12-31$6,205
Was this plan covered by a fidelity bond2019-12-31Yes
Value of fidelity bond cover2019-12-31$4,000,000
If this is an individual account plan, was there a blackout period2019-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2019-12-31$0
Were there any nonexempt tranactions with any party-in-interest2019-12-31No
Contributions received from participants2019-12-31$829,370
Other income not declared elsewhere2019-12-31$43,301
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
Value of net income/loss2019-12-31$5,344,412
Value of net assets at end of year (total assets less liabilities)2019-12-31$30,839,562
Value of net assets at beginning of year (total assets less liabilities)2019-12-31$25,495,150
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 leases to which the plan was party in default or uncollectible2019-12-31No
Investment advisory and management fees2019-12-31$37,448
Value of interest in registered invesment companies (eg mutual funds) at end of year2019-12-31$23,381,250
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2019-12-31$18,846,312
Interest earned on other investments2019-12-31$193,545
Value of interest in common/collective trusts at end of year2019-12-31$303,191
Value of interest in common/collective trusts at beginning of year2019-12-31$177,805
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2019-12-31$7,155,121
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2019-12-31$6,471,033
Net investment gain/loss from pooled separate accounts2019-12-31$4,264,941
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
Has the plan failed to provide any benefit when due under the plan2019-12-31No
Contributions received in cash from employer2019-12-31$701,887
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2019-12-31$644,979
Did the plan have assets held for investment2019-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2019-12-31No
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
Opinion of an independent qualified public accountant for this plan2019-12-31Disclaimer
Accountancy firm name2019-12-31TMH, PLLC
Accountancy firm EIN2019-12-31205857627
2018 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2018 401k financial data
Total unrealized appreciation/depreciation of assets2018-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2018-12-31$0
Total income from all sources (including contributions)2018-12-31$-95,876
Total loss/gain on sale of assets2018-12-31$0
Total of all expenses incurred2018-12-31$861,762
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2018-12-31$837,322
Value of total corrective distributions2018-12-31$6,368
Total contributions o plan (from employers,participants, others, non cash contrinutions)2018-12-31$1,414,731
Value of total assets at end of year2018-12-31$25,495,150
Value of total assets at beginning of year2018-12-31$26,452,788
Total of administrative expenses incurred including professional, contract, advisory and management fees2018-12-31$18,072
Total interest from all sources2018-12-31$160,545
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
Administrative expenses professional fees incurred2018-12-31$17,052
Was this plan covered by a fidelity bond2018-12-31Yes
Value of fidelity bond cover2018-12-31$5,000,000
If this is an individual account plan, was there a blackout period2018-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2018-12-31$0
Were there any nonexempt tranactions with any party-in-interest2018-12-31No
Contributions received from participants2018-12-31$760,215
Other income not declared elsewhere2018-12-31$13,397
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Value of net income/loss2018-12-31$-957,638
Value of net assets at end of year (total assets less liabilities)2018-12-31$25,495,150
Value of net assets at beginning of year (total assets less liabilities)2018-12-31$26,452,788
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
Investment advisory and management fees2018-12-31$1,020
Value of interest in registered invesment companies (eg mutual funds) at end of year2018-12-31$18,846,312
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2018-12-31$20,850,352
Interest earned on other investments2018-12-31$160,545
Value of interest in common/collective trusts at end of year2018-12-31$177,805
Value of interest in common/collective trusts at beginning of year2018-12-31$249,175
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2018-12-31$6,471,033
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2018-12-31$5,353,261
Net investment gain/loss from pooled separate accounts2018-12-31$-1,684,549
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2018-12-31No
Was there a failure to transmit to the plan any participant contributions2018-12-31No
Has the plan failed to provide any benefit when due under the plan2018-12-31No
Contributions received in cash from employer2018-12-31$654,516
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2018-12-31$837,322
Did the plan have assets held for investment2018-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2018-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2018-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2018-12-31Yes
Opinion of an independent qualified public accountant for this plan2018-12-31Disclaimer
Accountancy firm name2018-12-31TMH, PLLC
Accountancy firm EIN2018-12-31205857627
2017 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2017 401k financial data
Total unrealized appreciation/depreciation of assets2017-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2017-12-31$0
Total income from all sources (including contributions)2017-12-31$4,641,919
Total loss/gain on sale of assets2017-12-31$0
Total of all expenses incurred2017-12-31$797,338
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2017-12-31$779,050
Value of total corrective distributions2017-12-31$14,240
Total contributions o plan (from employers,participants, others, non cash contrinutions)2017-12-31$1,359,124
Value of total assets at end of year2017-12-31$26,452,788
Value of total assets at beginning of year2017-12-31$22,608,207
Total of administrative expenses incurred including professional, contract, advisory and management fees2017-12-31$4,048
Total interest from all sources2017-12-31$160,713
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
Administrative expenses professional fees incurred2017-12-31$3,728
Was this plan covered by a fidelity bond2017-12-31Yes
Value of fidelity bond cover2017-12-31$5,000,000
If this is an individual account plan, was there a blackout period2017-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2017-12-31$0
Were there any nonexempt tranactions with any party-in-interest2017-12-31No
Contributions received from participants2017-12-31$732,218
Other income not declared elsewhere2017-12-31$11,732
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$3,844,581
Value of net assets at end of year (total assets less liabilities)2017-12-31$26,452,788
Value of net assets at beginning of year (total assets less liabilities)2017-12-31$22,608,207
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2017-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2017-12-31No
Were any leases to which the plan was party in default or uncollectible2017-12-31No
Investment advisory and management fees2017-12-31$320
Value of interest in registered invesment companies (eg mutual funds) at end of year2017-12-31$20,850,352
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2017-12-31$17,444,656
Interest earned on other investments2017-12-31$160,713
Value of interest in common/collective trusts at end of year2017-12-31$249,175
Value of interest in common/collective trusts at beginning of year2017-12-31$142,800
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2017-12-31$5,353,261
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2017-12-31$5,020,751
Net investment gain/loss from pooled separate accounts2017-12-31$3,110,350
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$626,906
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2017-12-31$779,050
Did the plan have assets held for investment2017-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2017-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2017-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2017-12-31Yes
Opinion of an independent qualified public accountant for this plan2017-12-31Disclaimer
Accountancy firm name2017-12-31TMH, PLLC
Accountancy firm EIN2017-12-31205857627
2016 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2016 401k financial data
Total unrealized appreciation/depreciation of assets2016-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2016-12-31$0
Total income from all sources (including contributions)2016-12-31$2,462,622
Total loss/gain on sale of assets2016-12-31$0
Total of all expenses incurred2016-12-31$272,816
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2016-12-31$269,977
Value of total corrective distributions2016-12-31$2,839
Total contributions o plan (from employers,participants, others, non cash contrinutions)2016-12-31$1,180,052
Value of total assets at end of year2016-12-31$22,608,207
Value of total assets at beginning of year2016-12-31$20,418,401
Total of administrative expenses incurred including professional, contract, advisory and management fees2016-12-31$0
Total interest from all sources2016-12-31$143,411
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$5,000,000
If this is an individual account plan, was there a blackout period2016-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2016-12-31$0
Were there any nonexempt tranactions with any party-in-interest2016-12-31No
Contributions received from participants2016-12-31$668,624
Other income not declared elsewhere2016-12-31$132
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$2,189,806
Value of net assets at end of year (total assets less liabilities)2016-12-31$22,608,207
Value of net assets at beginning of year (total assets less liabilities)2016-12-31$20,418,401
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2016-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2016-12-31No
Were any leases to which the plan was party in default or uncollectible2016-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2016-12-31$17,444,656
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2016-12-31$16,499,659
Interest earned on other investments2016-12-31$143,411
Value of interest in common/collective trusts at end of year2016-12-31$142,800
Value of interest in common/collective trusts at beginning of year2016-12-31$137,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2016-12-31$5,020,751
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2016-12-31$3,781,217
Net investment gain/loss from pooled separate accounts2016-12-31$1,139,027
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$511,428
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2016-12-31$269,977
Did the plan have assets held for investment2016-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2016-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2016-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2016-12-31Yes
Opinion of an independent qualified public accountant for this plan2016-12-31Disclaimer
Accountancy firm name2016-12-31TOPP MCWHORTER HARVEY, PLLC
Accountancy firm EIN2016-12-31205857627
2015 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2015 401k financial data
Total unrealized appreciation/depreciation of assets2015-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2015-12-31$0
Total income from all sources (including contributions)2015-12-31$950,558
Total loss/gain on sale of assets2015-12-31$0
Total of all expenses incurred2015-12-31$685,623
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$685,623
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,058,744
Value of total assets at end of year2015-12-31$20,418,401
Value of total assets at beginning of year2015-12-31$20,153,466
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$0
Total interest from all sources2015-12-31$105,372
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
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$5,000,000
If this is an individual account plan, was there a blackout period2015-12-31No
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$606,051
Other income not declared elsewhere2015-12-31$766
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$264,935
Value of net assets at end of year (total assets less liabilities)2015-12-31$20,418,401
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$20,153,466
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
Value of interest in registered invesment companies (eg mutual funds) at end of year2015-12-31$16,499,659
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2015-12-31$16,921,710
Interest earned on other investments2015-12-31$105,372
Value of interest in common/collective trusts at end of year2015-12-31$137,525
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$3,781,217
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$3,231,756
Net investment gain/loss from pooled separate accounts2015-12-31$-214,324
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2015-12-31No
Was there a failure to transmit to the plan any participant contributions2015-12-31No
Has the plan failed to provide any benefit when due under the plan2015-12-31No
Contributions received in cash from employer2015-12-31$452,693
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$685,623
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 name2015-12-31TOPP MCWHORTER HARVEY, PLLC
Accountancy firm EIN2015-12-31205857627
2014 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2014 401k financial data
Total unrealized appreciation/depreciation of assets2014-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2014-12-31$0
Total income from all sources (including contributions)2014-12-31$2,319,585
Total loss/gain on sale of assets2014-12-31$0
Total of all expenses incurred2014-12-31$485,416
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$484,891
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,037,823
Value of total assets at end of year2014-12-31$20,153,466
Value of total assets at beginning of year2014-12-31$18,319,297
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$525
Total interest from all sources2014-12-31$90,837
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
Was this plan covered by a fidelity bond2014-12-31Yes
Value of fidelity bond cover2014-12-31$5,000,000
If this is an individual account plan, was there a blackout period2014-12-31No
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$595,651
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$1,834,169
Value of net assets at end of year (total assets less liabilities)2014-12-31$20,153,466
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$18,319,297
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2014-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2014-12-31No
Were any leases to which the plan was party in default or uncollectible2014-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2014-12-31$16,921,710
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2014-12-31$14,997,184
Interest earned on other investments2014-12-31$90,837
Value of interest in common/collective trusts at beginning of year2014-12-31$316,290
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$3,231,756
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$3,005,823
Net investment gain/loss from pooled separate accounts2014-12-31$1,190,925
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2014-12-31No
Was there a failure to transmit to the plan any participant contributions2014-12-31No
Has the plan failed to provide any benefit when due under the plan2014-12-31No
Contributions received in cash from employer2014-12-31$442,172
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$484,891
Contract administrator fees2014-12-31$525
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 name2014-12-31NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2014-12-31205857627
2013 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2013 401k financial data
Total unrealized appreciation/depreciation of assets2013-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2013-12-31$0
Total income from all sources (including contributions)2013-12-31$3,274,043
Total loss/gain on sale of assets2013-12-31$0
Total of all expenses incurred2013-12-31$248,449
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$248,134
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,046,481
Value of total assets at end of year2013-12-31$18,319,297
Value of total assets at beginning of year2013-12-31$15,293,703
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$315
Total interest from all sources2013-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2013-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Administrative expenses professional fees incurred2013-12-31$315
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$5,000,000
If this is an individual account plan, was there a blackout period2013-12-31No
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$603,751
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2013-12-31$0
Total non interest bearing cash at beginning of year2013-12-31$0
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Value of net income/loss2013-12-31$3,025,594
Value of net assets at end of year (total assets less liabilities)2013-12-31$18,319,297
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$15,293,703
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2013-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2013-12-31No
Were any leases to which the plan was party in default or uncollectible2013-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2013-12-31$14,997,184
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2013-12-31$12,429,310
Value of interest in common/collective trusts at end of year2013-12-31$316,290
Value of interest in common/collective trusts at beginning of year2013-12-31$185,910
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2013-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2013-12-31$0
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$3,005,823
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$2,678,483
Asset value of US Government securities at beginning of year2013-12-31$0
Net investment gain/loss from registered investment companies (e.g. mutual funds)2013-12-31$2,227,562
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2013-12-31No
Was there a failure to transmit to the plan any participant contributions2013-12-31No
Has the plan failed to provide any benefit when due under the plan2013-12-31No
Contributions received in cash from employer2013-12-31$442,730
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$248,134
Asset. Corporate debt instrument debt (other) at beginning of year2013-12-31$0
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32013-12-31No
Assets. Corporate common stocks other than exployer securities at beginning of year2013-12-31$0
Did the plan have assets held for investment2013-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2013-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2013-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2013-12-31Yes
Opinion of an independent qualified public accountant for this plan2013-12-31Disclaimer
Accountancy firm name2013-12-31NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2013-12-31205857627
2012 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2012 401k financial data
Total unrealized appreciation/depreciation of assets2012-12-31$0
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2012-12-31$0
Total income from all sources (including contributions)2012-12-31$2,931,053
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$958,033
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$957,823
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,036,802
Value of total assets at end of year2012-12-31$15,293,703
Value of total assets at beginning of year2012-12-31$13,320,683
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$210
Total interest from all sources2012-12-31$0
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$553,134
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2012-12-31$553,134
Administrative expenses professional fees incurred2012-12-31$210
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$5,000,000
If this is an individual account plan, was there a blackout period2012-12-31Yes
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$595,443
Value of other receiveables (less allowance for doubtful accounts) at end of year2012-12-31$0
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2012-12-31$44,932
Other income not declared elsewhere2012-12-31$1,341,117
Total non interest bearing cash at end of year2012-12-31$0
Total non interest bearing cash at beginning of year2012-12-31$49,488
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Value of net income/loss2012-12-31$1,973,020
Value of net assets at end of year (total assets less liabilities)2012-12-31$15,293,703
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$13,320,683
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2012-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2012-12-31No
Were any leases to which the plan was party in default or uncollectible2012-12-31No
Value of interest in registered invesment companies (eg mutual funds) at end of year2012-12-31$12,429,310
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2012-12-31$4,274,484
Value of interest in common/collective trusts at end of year2012-12-31$185,910
Value of interest in common/collective trusts at beginning of year2012-12-31$0
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2012-12-31$0
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2012-12-31$337,587
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2012-12-31$337,587
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$2,678,483
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$0
Asset value of US Government securities at end of year2012-12-31$0
Asset value of US Government securities at beginning of year2012-12-31$2,797,956
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2012-12-31No
Was there a failure to transmit to the plan any participant contributions2012-12-31No
Has the plan failed to provide any benefit when due under the plan2012-12-31No
Contributions received in cash from employer2012-12-31$441,359
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$957,823
Asset. Corporate debt instrument debt (other) at end of year2012-12-31$0
Asset. Corporate debt instrument debt (other) at beginning of year2012-12-31$1,106,850
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31Yes
Assets. Corporate common stocks other than exployer securities at end of year2012-12-31$0
Assets. Corporate common stocks other than exployer securities at beginning of year2012-12-31$4,709,386
Did the plan have assets held for investment2012-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2012-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2012-12-31No
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2012-12-31No
Opinion of an independent qualified public accountant for this plan2012-12-31Unqualified
Accountancy firm name2012-12-31NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2012-12-31205857627
2011 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2011 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2011-12-31$316,374
Total unrealized appreciation/depreciation of assets2011-12-31$316,374
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2011-12-31$0
Total income from all sources (including contributions)2011-12-31$1,482,784
Total loss/gain on sale of assets2011-12-31$-86,310
Total of all expenses incurred2011-12-31$632,447
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$632,427
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$933,540
Value of total assets at end of year2011-12-31$13,320,683
Value of total assets at beginning of year2011-12-31$12,470,346
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$20
Total interest from all sources2011-12-31$183,713
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$212,719
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2011-12-31$124,779
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$5,000,000
If this is an individual account plan, was there a blackout period2011-12-31No
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$522,577
Value of other receiveables (less allowance for doubtful accounts) at end of year2011-12-31$44,932
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2011-12-31$58,609
Total non interest bearing cash at end of year2011-12-31$49,488
Total non interest bearing cash at beginning of year2011-12-31$11,407
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Value of net income/loss2011-12-31$850,337
Value of net assets at end of year (total assets less liabilities)2011-12-31$13,320,683
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$12,470,346
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2011-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2011-12-31No
Were any leases to which the plan was party in default or uncollectible2011-12-31No
Investment advisory and management fees2011-12-31$20
Value of interest in registered invesment companies (eg mutual funds) at end of year2011-12-31$4,274,484
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2011-12-31$3,099,849
Income. Interest from US Government securities2011-12-31$121,535
Income. Interest from corporate debt instruments2011-12-31$61,879
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2011-12-31$337,587
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2011-12-31$378,487
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2011-12-31$378,487
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2011-12-31$299
Asset value of US Government securities at end of year2011-12-31$2,797,956
Asset value of US Government securities at beginning of year2011-12-31$3,206,301
Net investment gain/loss from registered investment companies (e.g. mutual funds)2011-12-31$-77,252
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31Yes
Was there a failure to transmit to the plan any participant contributions2011-12-31No
Has the plan failed to provide any benefit when due under the plan2011-12-31No
Contributions received in cash from employer2011-12-31$410,963
Income. Dividends from common stock2011-12-31$87,940
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$632,427
Asset. Corporate debt instrument debt (other) at end of year2011-12-31$1,106,850
Asset. Corporate debt instrument debt (other) at beginning of year2011-12-31$1,634,093
Assets. Corporate common stocks other than exployer securities at end of year2011-12-31$4,709,386
Assets. Corporate common stocks other than exployer securities at beginning of year2011-12-31$4,081,600
Did the plan have assets held for investment2011-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2011-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2011-12-31No
Aggregate proceeds on sale of assets2011-12-31$3,126,672
Aggregate carrying amount (costs) on sale of assets2011-12-31$3,212,982
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31No
Opinion of an independent qualified public accountant for this plan2011-12-31Unqualified
Accountancy firm name2011-12-31NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2011-12-31205857627
2010 : PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2010 401k financial data
Unrealized appreciation/depreciation of other (non real estate) assets2010-12-31$726,091
Total unrealized appreciation/depreciation of assets2010-12-31$726,091
Total liabilities at end of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total liabilities at beginning of year (benefit claims payable, operating payabales, acquisition indebtedness and other liabilities)2010-12-31$0
Total income from all sources (including contributions)2010-12-31$2,298,670
Total loss/gain on sale of assets2010-12-31$-21,967
Total of all expenses incurred2010-12-31$1,141,173
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$1,141,153
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$949,306
Value of total assets at end of year2010-12-31$12,470,346
Value of total assets at beginning of year2010-12-31$11,312,849
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$20
Total interest from all sources2010-12-31$240,273
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$153,576
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Total dividends received from registered investment company shares (eg mutual funds)2010-12-31$76,124
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$5,000,000
If this is an individual account plan, was there a blackout period2010-12-31No
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$537,263
Value of other receiveables (less allowance for doubtful accounts) at end of year2010-12-31$58,609
Value of other receiveables (less allowance for doubtful accounts) at beginning of year2010-12-31$60,828
Total non interest bearing cash at end of year2010-12-31$11,407
Total non interest bearing cash at beginning of year2010-12-31$5,260
Did the receive any noncash contributions whose value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Value of net income/loss2010-12-31$1,157,497
Value of net assets at end of year (total assets less liabilities)2010-12-31$12,470,346
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$11,312,849
Did the plan have a loss casued by fraud or dishonesty (regardless whether reimbursed by fidelity bond)2010-12-31No
Were any loans by the plan or fixed income obligations due to the plan in default2010-12-31No
Were any leases to which the plan was party in default or uncollectible2010-12-31No
Investment advisory and management fees2010-12-31$20
Value of interest in registered invesment companies (eg mutual funds) at end of year2010-12-31$3,099,849
Value of interest in registered invesment companies (eg mutual funds) at beginning of year2010-12-31$2,247,626
Income. Interest from US Government securities2010-12-31$152,321
Income. Interest from corporate debt instruments2010-12-31$87,693
Value of interest bearing cash (including money market accounts and certificates of deposits) at end of year2010-12-31$378,487
Interest-bearing cash (include money market accounts & certificates of deposit) at beginning of the Year2010-12-31$349,783
Value of interest bearing cash (including money market accounts and certificates of deposits) at beginning of year2010-12-31$349,783
Interest earned from interest bearing cash (including money market accounts and certificates of deposit)2010-12-31$259
Asset value of US Government securities at end of year2010-12-31$3,206,301
Asset value of US Government securities at beginning of year2010-12-31$3,696,189
Net investment gain/loss from registered investment companies (e.g. mutual funds)2010-12-31$251,391
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31Yes
Was there a failure to transmit to the plan any participant contributions2010-12-31No
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$412,043
Income. Dividends from common stock2010-12-31$77,452
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$1,141,153
Asset. Corporate debt instrument debt (other) at end of year2010-12-31$1,634,093
Asset. Corporate debt instrument debt (other) at beginning of year2010-12-31$1,641,590
Assets. Corporate common stocks other than exployer securities at end of year2010-12-31$4,081,600
Assets. Corporate common stocks other than exployer securities at beginning of year2010-12-31$3,311,573
Did the plan have assets held for investment2010-12-31Yes
Did the plan hold any assets whose current value was neither redily determinable on an established market nor set by an independent third party appraiser2010-12-31No
Were all the plan assets eitehr distributed to particpants/beneficiaries, transferred to another plan or brought under the control of the PBGC2010-12-31No
Aggregate proceeds on sale of assets2010-12-31$1,582,433
Aggregate carrying amount (costs) on sale of assets2010-12-31$1,604,400
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31No
Opinion of an independent qualified public accountant for this plan2010-12-31Unqualified
Accountancy firm name2010-12-31NICHOLSON & COMPANY, PLLC
Accountancy firm EIN2010-12-31205857627

Form 5500 Responses for PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN

2022: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2022 form 5500 responses
2022-01-01Type of plan entitySingle employer plan
2022-01-01Submission has been amendedNo
2022-01-01This submission is the final filingNo
2022-01-01This return/report is a short plan year return/report (less than 12 months)No
2022-01-01Plan is a collectively bargained planNo
2022-01-01Plan funding arrangement – InsuranceYes
2022-01-01Plan funding arrangement – TrustYes
2022-01-01Plan benefit arrangement – InsuranceYes
2022-01-01Plan benefit arrangement - TrustYes
2021: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2021 form 5500 responses
2021-01-01Type of plan entitySingle employer plan
2021-01-01Submission has been amendedNo
2021-01-01This submission is the final filingNo
2021-01-01This return/report is a short plan year return/report (less than 12 months)No
2021-01-01Plan is a collectively bargained planNo
2021-01-01Plan funding arrangement – InsuranceYes
2021-01-01Plan funding arrangement – TrustYes
2021-01-01Plan benefit arrangement – InsuranceYes
2021-01-01Plan benefit arrangement - TrustYes
2020: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2020 form 5500 responses
2020-01-01Type of plan entitySingle employer plan
2020-01-01Submission has been amendedNo
2020-01-01This submission is the final filingNo
2020-01-01This return/report is a short plan year return/report (less than 12 months)No
2020-01-01Plan is a collectively bargained planNo
2020-01-01Plan funding arrangement – InsuranceYes
2020-01-01Plan funding arrangement – TrustYes
2020-01-01Plan benefit arrangement – InsuranceYes
2020-01-01Plan benefit arrangement - TrustYes
2019: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2019 form 5500 responses
2019-01-01Type of plan entitySingle employer plan
2019-01-01Submission has been amendedNo
2019-01-01This submission is the final filingNo
2019-01-01This return/report is a short plan year return/report (less than 12 months)No
2019-01-01Plan is a collectively bargained planNo
2019-01-01Plan funding arrangement – InsuranceYes
2019-01-01Plan funding arrangement – TrustYes
2019-01-01Plan benefit arrangement – InsuranceYes
2019-01-01Plan benefit arrangement - TrustYes
2018: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2018 form 5500 responses
2018-01-01Type of plan entitySingle employer plan
2018-01-01Submission has been amendedNo
2018-01-01This submission is the final filingNo
2018-01-01This return/report is a short plan year return/report (less than 12 months)No
2018-01-01Plan is a collectively bargained planNo
2018-01-01Plan funding arrangement – InsuranceYes
2018-01-01Plan funding arrangement – TrustYes
2018-01-01Plan benefit arrangement – InsuranceYes
2018-01-01Plan benefit arrangement - TrustYes
2017: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2017 form 5500 responses
2017-01-01Type of plan entitySingle employer plan
2017-01-01Submission has been amendedNo
2017-01-01This submission is the final filingNo
2017-01-01This return/report is a short plan year return/report (less than 12 months)No
2017-01-01Plan is a collectively bargained planNo
2017-01-01Plan funding arrangement – InsuranceYes
2017-01-01Plan funding arrangement – TrustYes
2017-01-01Plan benefit arrangement – InsuranceYes
2017-01-01Plan benefit arrangement - TrustYes
2016: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2016 form 5500 responses
2016-01-01Type of plan entitySingle employer plan
2016-01-01Submission has been amendedNo
2016-01-01This submission is the final filingNo
2016-01-01This return/report is a short plan year return/report (less than 12 months)No
2016-01-01Plan is a collectively bargained planNo
2016-01-01Plan funding arrangement – InsuranceYes
2016-01-01Plan funding arrangement – TrustYes
2016-01-01Plan benefit arrangement – InsuranceYes
2016-01-01Plan benefit arrangement - TrustYes
2015: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
2015-01-01Submission has been amendedNo
2015-01-01This submission is the final filingNo
2015-01-01This return/report is a short plan year return/report (less than 12 months)No
2015-01-01Plan is a collectively bargained planNo
2015-01-01Plan funding arrangement – InsuranceYes
2015-01-01Plan funding arrangement – TrustYes
2015-01-01Plan benefit arrangement – InsuranceYes
2015-01-01Plan benefit arrangement - TrustYes
2014: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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 – InsuranceYes
2014-01-01Plan funding arrangement – TrustYes
2014-01-01Plan benefit arrangement – InsuranceYes
2014-01-01Plan benefit arrangement - TrustYes
2013: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
2013-01-01Submission has been amendedNo
2013-01-01This submission is the final filingNo
2013-01-01This return/report is a short plan year return/report (less than 12 months)No
2013-01-01Plan is a collectively bargained planNo
2013-01-01Plan funding arrangement – InsuranceYes
2013-01-01Plan funding arrangement – TrustYes
2013-01-01Plan benefit arrangement – InsuranceYes
2013-01-01Plan benefit arrangement - TrustYes
2012: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2012 form 5500 responses
2012-01-01Type of plan entitySingle employer plan
2012-01-01Submission has been amendedNo
2012-01-01This submission is the final filingNo
2012-01-01This return/report is a short plan year return/report (less than 12 months)No
2012-01-01Plan is a collectively bargained planNo
2012-01-01Plan funding arrangement – InsuranceYes
2012-01-01Plan funding arrangement – TrustYes
2012-01-01Plan benefit arrangement – InsuranceYes
2012-01-01Plan benefit arrangement - TrustYes
2011: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2011 form 5500 responses
2011-01-01Type of plan entitySingle employer plan
2011-01-01Submission has been amendedNo
2011-01-01This submission is the final filingNo
2011-01-01This return/report is a short plan year return/report (less than 12 months)No
2011-01-01Plan is a collectively bargained planNo
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement - TrustYes
2009: PEARL RIVER VALLEY ELECTRIC POWER ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN 2009 form 5500 responses
2009-01-01Type of plan entitySingle employer plan
2009-01-01Submission has been amendedNo
2009-01-01This submission is the final filingNo
2009-01-01This return/report is a short plan year return/report (less than 12 months)No
2009-01-01Plan is a collectively bargained planNo
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract number746999-01
Policy instance 2
Insurance contract or identification number746999-01
Number of Individuals Covered160
Insurance policy start date2022-02-19
Insurance policy end date2022-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered0
Insurance policy start date2022-01-01
Insurance policy end date2022-02-28
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered154
Insurance policy start date2021-01-01
Insurance policy end date2021-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered153
Insurance policy start date2020-01-01
Insurance policy end date2020-12-31
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered156
Insurance policy start date2019-01-01
Insurance policy end date2019-12-31
Total amount of commissions paid to insurance brokerUSD $16,835
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $16,835
Insurance broker organization code?7
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered154
Insurance policy start date2018-01-01
Insurance policy end date2018-12-31
Total amount of commissions paid to insurance brokerUSD $66,941
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $50,501
Insurance broker organization code?7
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered151
Insurance policy start date2017-01-01
Insurance policy end date2017-12-31
Total amount of commissions paid to insurance brokerUSD $74,841
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?0
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $74,841
Insurance broker organization code?7
Insurance broker nameRAYMOND JAMES INSURANCE GROUP, INC.
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered150
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $51,373
Total amount of fees paid to insurance companyUSD $2,472
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
Commission paid to Insurance BrokerUSD $26,171
Insurance broker organization code?7
Amount paid for insurance broker fees2472
Additional information about fees paid to insurance brokerADMIN ALLOWANCE
Insurance broker nameBPS&M
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered145
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Total amount of commissions paid to insurance brokerUSD $55,894
Total amount of fees paid to insurance companyUSD $9,316
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Commission paid to Insurance BrokerUSD $46,578
Insurance broker organization code?3
Amount paid for insurance broker fees9316
Additional information about fees paid to insurance brokerADMIN ALLOWANCE
Insurance broker nameDYATECH LLC
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 65935 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered148
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Total amount of commissions paid to insurance brokerUSD $21,611
Total amount of fees paid to insurance companyUSD $12,848
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees8025
Additional information about fees paid to insurance brokerFEES/ADMIN
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $21,611
Insurance broker nameDYATECH,LLC
HARTFORD LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 88072 )
Policy contract numberGA-830921
Policy instance 1
Insurance contract or identification numberGA-830921
Number of Individuals Covered148
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $71,723
Total amount of fees paid to insurance companyUSD $97,683
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?No
Health Insurance Welfare BenefitNo
Dental Insurance Welfare BenefitNo
Vision Insurance Welfare BenefitNo
Life Insurance Welfare BenefitNo
Temporary Disability Insurance Welfare BenefitNo
Long Term Disability Insurance Welfare BenefitNo
Unemployment Insurance Welfare BenefitNo
Were dividends or retroactive rate refunds paid in cash?No
Were dividends or retroactive rate refunds paid as a credit?No
Amount paid for insurance broker fees12980
Additional information about fees paid to insurance brokerFEES/ADMIN
Insurance broker organization code?5
Commission paid to Insurance BrokerUSD $71,723
Insurance broker nameBRYAN,PENDLETON,SWATS,&MCCALISTER

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