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PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 401k Plan overview

Plan NamePHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN
Plan identification number 501

PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN Benefits

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

401k Sponsoring company profile

PHILADELPHIA UTILITIES has sponsored the creation of one or more 401k plans.

Company Name:PHILADELPHIA UTILITIES
Employer identification number (EIN):646000971
NAIC Classification:221100

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
5012017-10-01
5012016-10-01
5012015-10-01
5012015-10-01
5012014-10-01JOHN D. BURT, MANAGER
5012013-10-01JOHN D. BURT, MANAGER

Financial Data on PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN

Measure Date Value
2018 : PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2018 401k financial data
Total income from all sources2018-09-30$717,943
Expenses. Total of all expenses incurred2018-09-30$640,478
Benefits paid (including direct rollovers)2018-09-30$466,971
Total plan assets at end of year2018-09-30$242,670
Total plan assets at beginning of year2018-09-30$165,205
Total contributions received or receivable from participants2018-09-30$97,504
Expenses. Other expenses not covered elsewhere2018-09-30$147,952
Other income received2018-09-30$165,070
Net income (gross income less expenses)2018-09-30$77,465
Net plan assets at end of year (total assets less liabilities)2018-09-30$242,670
Net plan assets at beginning of year (total assets less liabilities)2018-09-30$165,205
Total contributions received or receivable from employer(s)2018-09-30$455,369
Expenses. Administrative service providers (salaries,fees and commissions)2018-09-30$25,555
2017 : PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2017 401k financial data
Total income from all sources2017-09-30$632,992
Expenses. Total of all expenses incurred2017-09-30$614,053
Benefits paid (including direct rollovers)2017-09-30$434,408
Total plan assets at end of year2017-09-30$165,205
Total plan assets at beginning of year2017-09-30$146,266
Total contributions received or receivable from participants2017-09-30$91,239
Expenses. Other expenses not covered elsewhere2017-09-30$155,657
Other income received2017-09-30$103,912
Net income (gross income less expenses)2017-09-30$18,939
Net plan assets at end of year (total assets less liabilities)2017-09-30$165,205
Net plan assets at beginning of year (total assets less liabilities)2017-09-30$146,266
Total contributions received or receivable from employer(s)2017-09-30$437,841
Expenses. Administrative service providers (salaries,fees and commissions)2017-09-30$23,988
2016 : PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2016 401k financial data
Total income from all sources2016-09-30$536,923
Expenses. Total of all expenses incurred2016-09-30$440,633
Benefits paid (including direct rollovers)2016-09-30$265,550
Total plan assets at end of year2016-09-30$146,266
Total plan assets at beginning of year2016-09-30$49,976
Total contributions received or receivable from participants2016-09-30$90,219
Expenses. Other expenses not covered elsewhere2016-09-30$151,599
Other income received2016-09-30$25,848
Net income (gross income less expenses)2016-09-30$96,290
Net plan assets at end of year (total assets less liabilities)2016-09-30$146,266
Net plan assets at beginning of year (total assets less liabilities)2016-09-30$49,976
Total contributions received or receivable from employer(s)2016-09-30$420,856
Expenses. Administrative service providers (salaries,fees and commissions)2016-09-30$23,484
2015 : PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2015 401k financial data
Total income from all sources2015-09-30$453,250
Expenses. Total of all expenses incurred2015-09-30$426,138
Benefits paid (including direct rollovers)2015-09-30$253,553
Total plan assets at end of year2015-09-30$49,976
Total plan assets at beginning of year2015-09-30$22,864
Total contributions received or receivable from participants2015-09-30$81,340
Expenses. Other expenses not covered elsewhere2015-09-30$149,337
Other income received2015-09-30$7,678
Net income (gross income less expenses)2015-09-30$27,112
Net plan assets at end of year (total assets less liabilities)2015-09-30$49,976
Net plan assets at beginning of year (total assets less liabilities)2015-09-30$22,864
Total contributions received or receivable from employer(s)2015-09-30$364,232
Expenses. Administrative service providers (salaries,fees and commissions)2015-09-30$23,248
2014 : PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2014 401k financial data
Total income from all sources2014-09-30$327,464
Expenses. Total of all expenses incurred2014-09-30$304,600
Benefits paid (including direct rollovers)2014-09-30$146,313
Total plan assets at end of year2014-09-30$22,864
Total plan assets at beginning of year2014-09-30$0
Total contributions received or receivable from participants2014-09-30$73,834
Expenses. Other expenses not covered elsewhere2014-09-30$134,285
Other income received2014-09-30$2,929
Net income (gross income less expenses)2014-09-30$22,864
Net plan assets at end of year (total assets less liabilities)2014-09-30$22,864
Net plan assets at beginning of year (total assets less liabilities)2014-09-30$0
Total contributions received or receivable from employer(s)2014-09-30$250,701
Expenses. Administrative service providers (salaries,fees and commissions)2014-09-30$24,002

Form 5500 Responses for PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN

2017: PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2017 form 5500 responses
2017-10-01Type of plan entitySingle employer plan
2017-10-01Plan funding arrangement – InsuranceYes
2017-10-01Plan funding arrangement – General assets of the sponsorYes
2017-10-01Plan benefit arrangement – InsuranceYes
2016: PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2016 form 5500 responses
2016-10-01Type of plan entitySingle employer plan
2016-10-01Plan funding arrangement – InsuranceYes
2016-10-01Plan funding arrangement – General assets of the sponsorYes
2016-10-01Plan benefit arrangement – InsuranceYes
2015: PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2015 form 5500 responses
2015-10-01Type of plan entitySingle employer plan
2015-10-01Submission has been amendedYes
2015-10-01Plan funding arrangement – InsuranceYes
2015-10-01Plan funding arrangement – General assets of the sponsorYes
2015-10-01Plan benefit arrangement – InsuranceYes
2014: PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2014 form 5500 responses
2014-10-01Type of plan entitySingle employer plan
2014-10-01Plan funding arrangement – InsuranceYes
2014-10-01Plan funding arrangement – General assets of the sponsorYes
2014-10-01Plan benefit arrangement – InsuranceYes
2013: PHILADELPHIA UTILITIES EMPLOYEE HEALTH BENEFIT PLAN 2013 form 5500 responses
2013-10-01Type of plan entitySingle employer plan
2013-10-01First time form 5500 has been submittedYes
2013-10-01Submission has been amendedYes
2013-10-01Plan funding arrangement – InsuranceYes
2013-10-01Plan funding arrangement – General assets of the sponsorYes
2013-10-01Plan benefit arrangement – InsuranceYes

Insurance Providers Used on plan

HCC LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 1
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA (National Association of Insurance Commissioners NAIC id number: 64246 )
Policy contract number0009N855
Policy instance 2
HCC LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 1
AMERICAN UNITED LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 60895 )
Policy contract numberG00612872
Policy instance 2
HCC LIFE COMPANY (National Association of Insurance Commissioners NAIC id number: 92711 )
Policy contract number
Policy instance 1
AMERICAN UNITED LIFE (National Association of Insurance Commissioners NAIC id number: )
Policy contract number
Policy instance 2

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