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CORIX UTILITIES US INC 401(K) PLAN 401k Plan overview

Plan NameCORIX UTILITIES US INC 401(K) PLAN
Plan identification number 001

CORIX UTILITIES US INC 401(K) 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.
  • Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
  • 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.
  • Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b), (c), or (m)).

401k Sponsoring company profile

TRIBUS SERVICES, INC has sponsored the creation of one or more 401k plans.

Company Name:TRIBUS SERVICES, INC
Employer identification number (EIN):980413291
NAIC Classification:541990
NAIC Description:All Other Professional, Scientific, and Technical Services

Additional information about TRIBUS SERVICES, INC

Jurisdiction of Incorporation: Georgia Department of States Corporations Division
Incorporation Date:
Company Identification Number: 275140

More information about TRIBUS SERVICES, INC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan CORIX UTILITIES US INC 401(K) PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator SignedName of Company SponsorDate Sponsor Signed
0012015-01-01MARY FELDER
0012014-01-01MARY FELDER
0012013-01-01MARY FELDER
0012012-01-01MARY M. FELDER
0012011-01-01KAY OLDENBURG
0012009-01-01MICHAEL DELISE

Plan Statistics for CORIX UTILITIES US INC 401(K) PLAN

401k plan membership statisitcs for CORIX UTILITIES US INC 401(K) PLAN

Measure Date Value
2015: CORIX UTILITIES US INC 401(K) PLAN 2015 401k membership
Total participants, beginning-of-year2015-01-01935
Total number of active participants reported on line 7a of the Form 55002015-01-01659
Number of retired or separated participants receiving benefits2015-01-010
Number of other retired or separated participants entitled to future benefits2015-01-01374
Total of all active and inactive participants2015-01-011,033
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2015-01-010
Total participants2015-01-011,033
Number of participants with account balances2015-01-01682
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2015-01-010
2014: CORIX UTILITIES US INC 401(K) PLAN 2014 401k membership
Total participants, beginning-of-year2014-01-01748
Total number of active participants reported on line 7a of the Form 55002014-01-01742
Number of retired or separated participants receiving benefits2014-01-010
Number of other retired or separated participants entitled to future benefits2014-01-01169
Total of all active and inactive participants2014-01-01911
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2014-01-010
Total participants2014-01-01911
Number of participants with account balances2014-01-01450
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2014-01-010
2013: CORIX UTILITIES US INC 401(K) PLAN 2013 401k membership
Total participants, beginning-of-year2013-01-01673
Total number of active participants reported on line 7a of the Form 55002013-01-01569
Number of retired or separated participants receiving benefits2013-01-017
Number of other retired or separated participants entitled to future benefits2013-01-01145
Total of all active and inactive participants2013-01-01721
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2013-01-010
Total participants2013-01-01721
Number of participants with account balances2013-01-01392
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2013-01-010
2012: CORIX UTILITIES US INC 401(K) PLAN 2012 401k membership
Total participants, beginning-of-year2012-01-01847
Total number of active participants reported on line 7a of the Form 55002012-01-01532
Number of retired or separated participants receiving benefits2012-01-015
Number of other retired or separated participants entitled to future benefits2012-01-01122
Total of all active and inactive participants2012-01-01659
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2012-01-010
Total participants2012-01-01659
Number of participants with account balances2012-01-01349
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2012-01-010
2011: CORIX UTILITIES US INC 401(K) PLAN 2011 401k membership
Total participants, beginning-of-year2011-01-01952
Total number of active participants reported on line 7a of the Form 55002011-01-01717
Number of retired or separated participants receiving benefits2011-01-013
Number of other retired or separated participants entitled to future benefits2011-01-01114
Total of all active and inactive participants2011-01-01834
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2011-01-010
Total participants2011-01-01834
Number of participants with account balances2011-01-01323
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2011-01-010
2009: CORIX UTILITIES US INC 401(K) PLAN 2009 401k membership
Total participants, beginning-of-year2009-01-01604
Total number of active participants reported on line 7a of the Form 55002009-01-01493
Number of retired or separated participants receiving benefits2009-01-013
Number of other retired or separated participants entitled to future benefits2009-01-0161
Total of all active and inactive participants2009-01-01557
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits2009-01-010
Total participants2009-01-01557
Number of participants with account balances2009-01-01210
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested2009-01-010

Financial Data on CORIX UTILITIES US INC 401(K) PLAN

Measure Date Value
2015 : CORIX UTILITIES US INC 401(K) PLAN 2015 401k financial data
Total income from all sources (including contributions)2015-12-31$1,859,586
Total of all expenses incurred2015-12-31$1,106,511
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2015-12-31$1,101,101
Total contributions o plan (from employers,participants, others, non cash contrinutions)2015-12-31$1,958,703
Value of total assets at end of year2015-12-31$9,385,939
Value of total assets at beginning of year2015-12-31$8,632,864
Total of administrative expenses incurred including professional, contract, advisory and management fees2015-12-31$5,410
Total interest from all sources2015-12-31$15,231
Was this plan covered by a fidelity bond2015-12-31Yes
Value of fidelity bond cover2015-12-31$500,000
If this is an individual account plan, was there a blackout period2015-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2015-12-31$0
Were there any nonexempt tranactions with any party-in-interest2015-12-31No
Contributions received from participants2015-12-31$987,213
Participant contributions at end of year2015-12-31$422,658
Participant contributions at beginning of year2015-12-31$349,062
Income. Received or receivable in cash from other sources (including rollovers)2015-12-31$142,977
Other income not declared elsewhere2015-12-31$22,512
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$753,075
Value of net assets at end of year (total assets less liabilities)2015-12-31$9,385,939
Value of net assets at beginning of year (total assets less liabilities)2015-12-31$8,632,864
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 pooled separate accounts at end of year2015-12-31$7,129,228
Value of interest in pooled separate accounts at beginning of year2015-12-31$6,852,531
Interest on participant loans2015-12-31$15,231
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2015-12-31$1,834,053
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2015-12-31$1,413,382
Net investment gain/loss from pooled separate accounts2015-12-31$-136,860
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$828,513
Employer contributions (assets) at end of year2015-12-31$0
Employer contributions (assets) at beginning of year2015-12-31$17,889
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2015-12-31$1,101,101
Contract administrator fees2015-12-31$5,410
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 name2015-12-31SCHENCK CPA
Accountancy firm EIN2015-12-31391173131
2014 : CORIX UTILITIES US INC 401(K) PLAN 2014 401k financial data
Total income from all sources (including contributions)2014-12-31$2,337,097
Total of all expenses incurred2014-12-31$1,029,798
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2014-12-31$1,024,561
Total contributions o plan (from employers,participants, others, non cash contrinutions)2014-12-31$1,749,129
Value of total assets at end of year2014-12-31$8,632,864
Value of total assets at beginning of year2014-12-31$7,325,565
Total of administrative expenses incurred including professional, contract, advisory and management fees2014-12-31$5,237
Total interest from all sources2014-12-31$13,870
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$500,000
If this is an individual account plan, was there a blackout period2014-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2014-12-31$0
Were there any nonexempt tranactions with any party-in-interest2014-12-31No
Contributions received from participants2014-12-31$909,680
Participant contributions at end of year2014-12-31$349,062
Participant contributions at beginning of year2014-12-31$361,189
Participant contributions at beginning of year2014-12-31$270
Income. Received or receivable in cash from other sources (including rollovers)2014-12-31$51,251
Other income not declared elsewhere2014-12-31$18,334
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$1,307,299
Value of net assets at end of year (total assets less liabilities)2014-12-31$8,632,864
Value of net assets at beginning of year (total assets less liabilities)2014-12-31$7,325,565
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 pooled separate accounts at end of year2014-12-31$6,852,531
Value of interest in pooled separate accounts at beginning of year2014-12-31$5,658,322
Interest on participant loans2014-12-31$13,870
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2014-12-31$1,413,382
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2014-12-31$1,288,371
Net investment gain/loss from pooled separate accounts2014-12-31$555,764
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$788,198
Employer contributions (assets) at end of year2014-12-31$17,889
Employer contributions (assets) at beginning of year2014-12-31$17,413
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2014-12-31$1,024,561
Contract administrator fees2014-12-31$5,237
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 name2014-12-31SCHENCK CPA
Accountancy firm EIN2014-12-31391173131
2013 : CORIX UTILITIES US INC 401(K) PLAN 2013 401k financial data
Total income from all sources (including contributions)2013-12-31$2,435,131
Total of all expenses incurred2013-12-31$960,779
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2013-12-31$952,855
Total contributions o plan (from employers,participants, others, non cash contrinutions)2013-12-31$1,474,101
Value of total assets at end of year2013-12-31$7,325,565
Value of total assets at beginning of year2013-12-31$5,851,213
Total of administrative expenses incurred including professional, contract, advisory and management fees2013-12-31$7,924
Total interest from all sources2013-12-31$14,292
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2013-12-31No
Was this plan covered by a fidelity bond2013-12-31Yes
Value of fidelity bond cover2013-12-31$500,000
If this is an individual account plan, was there a blackout period2013-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2013-12-31$0
Were there any nonexempt tranactions with any party-in-interest2013-12-31No
Contributions received from participants2013-12-31$755,305
Participant contributions at end of year2013-12-31$361,189
Participant contributions at beginning of year2013-12-31$348,188
Participant contributions at end of year2013-12-31$270
Participant contributions at beginning of year2013-12-31$20,871
Income. Received or receivable in cash from other sources (including rollovers)2013-12-31$11,081
Other income not declared elsewhere2013-12-31$16,718
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$1,474,352
Value of net assets at end of year (total assets less liabilities)2013-12-31$7,325,565
Value of net assets at beginning of year (total assets less liabilities)2013-12-31$5,851,213
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 pooled separate accounts at end of year2013-12-31$5,658,322
Value of interest in pooled separate accounts at beginning of year2013-12-31$4,444,977
Interest on participant loans2013-12-31$14,292
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2013-12-31$1,288,371
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2013-12-31$1,023,920
Net investment gain/loss from pooled separate accounts2013-12-31$930,020
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$707,715
Employer contributions (assets) at end of year2013-12-31$17,413
Employer contributions (assets) at beginning of year2013-12-31$13,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2013-12-31$952,855
Contract administrator fees2013-12-31$7,924
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 name2013-12-31SCHENCK CPA
Accountancy firm EIN2013-12-31391173131
2012 : CORIX UTILITIES US INC 401(K) 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$2,098,726
Total loss/gain on sale of assets2012-12-31$0
Total of all expenses incurred2012-12-31$551,632
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2012-12-31$536,832
Total contributions o plan (from employers,participants, others, non cash contrinutions)2012-12-31$1,672,411
Value of total assets at end of year2012-12-31$5,851,213
Value of total assets at beginning of year2012-12-31$4,304,119
Total of administrative expenses incurred including professional, contract, advisory and management fees2012-12-31$14,800
Total interest from all sources2012-12-31$10,670
Total dividends received (eg from common stock, registered investment company shares)2012-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2012-12-31No
Was this plan covered by a fidelity bond2012-12-31Yes
Value of fidelity bond cover2012-12-31$500,000
If this is an individual account plan, was there a blackout period2012-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2012-12-31$0
Were there any nonexempt tranactions with any party-in-interest2012-12-31No
Contributions received from participants2012-12-31$711,444
Participant contributions at end of year2012-12-31$348,188
Participant contributions at beginning of year2012-12-31$199,819
Participant contributions at end of year2012-12-31$20,871
Income. Received or receivable in cash from other sources (including rollovers)2012-12-31$248,173
Other income not declared elsewhere2012-12-31$15,506
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$1,547,094
Value of net assets at end of year (total assets less liabilities)2012-12-31$5,851,213
Value of net assets at beginning of year (total assets less liabilities)2012-12-31$4,304,119
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 pooled separate accounts at end of year2012-12-31$4,444,977
Value of interest in pooled separate accounts at beginning of year2012-12-31$3,290,868
Interest on participant loans2012-12-31$10,670
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2012-12-31$1,023,920
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2012-12-31$813,432
Net investment gain/loss from pooled separate accounts2012-12-31$400,139
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$712,794
Employer contributions (assets) at end of year2012-12-31$13,257
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2012-12-31$536,832
Contract administrator fees2012-12-31$14,800
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32012-12-31No
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)2012-12-31Yes
Opinion of an independent qualified public accountant for this plan2012-12-31Disclaimer
Accountancy firm name2012-12-31SCHENECK CPA
Accountancy firm EIN2012-12-31391173131
2011 : CORIX UTILITIES US INC 401(K) PLAN 2011 401k financial data
Total unrealized appreciation/depreciation of assets2011-12-31$0
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$1,463,285
Total loss/gain on sale of assets2011-12-31$0
Total of all expenses incurred2011-12-31$426,555
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2011-12-31$402,552
Total contributions o plan (from employers,participants, others, non cash contrinutions)2011-12-31$1,456,998
Value of total assets at end of year2011-12-31$4,304,119
Value of total assets at beginning of year2011-12-31$3,267,389
Total of administrative expenses incurred including professional, contract, advisory and management fees2011-12-31$24,003
Total interest from all sources2011-12-31$6,878
Total dividends received (eg from common stock, registered investment company shares)2011-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2011-12-31No
Was this plan covered by a fidelity bond2011-12-31Yes
Value of fidelity bond cover2011-12-31$500,000
If this is an individual account plan, was there a blackout period2011-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2011-12-31$0
Were there any nonexempt tranactions with any party-in-interest2011-12-31No
Contributions received from participants2011-12-31$609,114
Participant contributions at end of year2011-12-31$199,819
Participant contributions at beginning of year2011-12-31$126,926
Income. Received or receivable in cash from other sources (including rollovers)2011-12-31$96,083
Other income not declared elsewhere2011-12-31$17,031
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$1,036,730
Value of net assets at end of year (total assets less liabilities)2011-12-31$4,304,119
Value of net assets at beginning of year (total assets less liabilities)2011-12-31$3,267,389
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
Value of interest in pooled separate accounts at end of year2011-12-31$3,290,868
Value of interest in pooled separate accounts at beginning of year2011-12-31$2,501,923
Interest on participant loans2011-12-31$6,878
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2011-12-31$813,432
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2011-12-31$638,540
Net investment gain/loss from pooled separate accounts2011-12-31$-17,622
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2011-12-31No
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$751,801
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2011-12-31$402,552
Contract administrator fees2011-12-31$24,003
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32011-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2011-12-31Yes
Opinion of an independent qualified public accountant for this plan2011-12-31Disclaimer
Accountancy firm name2011-12-31BKD, LLP
Accountancy firm EIN2011-12-31440160260
2010 : CORIX UTILITIES US INC 401(K) PLAN 2010 401k financial data
Total unrealized appreciation/depreciation of assets2010-12-31$0
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$1,301,197
Total loss/gain on sale of assets2010-12-31$0
Total of all expenses incurred2010-12-31$234,838
Benefit payments and payments to participlants,beneficiaries,insurance carriers and others2010-12-31$215,690
Total contributions o plan (from employers,participants, others, non cash contrinutions)2010-12-31$996,325
Value of total assets at end of year2010-12-31$3,267,389
Value of total assets at beginning of year2010-12-31$2,201,030
Total of administrative expenses incurred including professional, contract, advisory and management fees2010-12-31$19,148
Total interest from all sources2010-12-31$3,058
Total dividends received (eg from common stock, registered investment company shares)2010-12-31$0
Has a resolution to terminate the plan been adopted during the plan year or any prior plan year2010-12-31No
Was this plan covered by a fidelity bond2010-12-31Yes
Value of fidelity bond cover2010-12-31$500,000
If this is an individual account plan, was there a blackout period2010-12-31No
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2010-12-31$0
Were there any nonexempt tranactions with any party-in-interest2010-12-31No
Contributions received from participants2010-12-31$477,785
Participant contributions at end of year2010-12-31$126,926
Participant contributions at beginning of year2010-12-31$43,355
Income. Received or receivable in cash from other sources (including rollovers)2010-12-31$165,627
Other income not declared elsewhere2010-12-31$15,179
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$1,066,359
Value of net assets at end of year (total assets less liabilities)2010-12-31$3,267,389
Value of net assets at beginning of year (total assets less liabilities)2010-12-31$2,201,030
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
Value of interest in pooled separate accounts at end of year2010-12-31$2,501,923
Value of interest in pooled separate accounts at beginning of year2010-12-31$1,633,016
Interest on participant loans2010-12-31$3,058
Value of funds held in insurance company general accounts (unallocated contracts) at end of year2010-12-31$638,540
Value of funds held in insurance company general accounts (unallocated contracts) at beginning of year2010-12-31$524,659
Net investment gain/loss from pooled separate accounts2010-12-31$286,635
Were any plan transactions or series of transactions in excess of 5% of the current value of the plan assets2010-12-31No
Was there a failure to transmit to the plan any participant contributions2010-12-31Yes
Has the plan failed to provide any benefit when due under the plan2010-12-31No
Contributions received in cash from employer2010-12-31$352,913
Benefit payments and payments to provide benefits directly to participlants or beneficiaries including direct rollovers2010-12-31$215,690
Contract administrator fees2010-12-31$19,148
Was the provided the required notice or one of the exceptions to providing the black out period notice applied under 29 CFR 2520.101-32010-12-31No
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
Accountant perfomed limited scope audit pursuant to 29 CFR 2520.103-8 and/or 103-12(d)2010-12-31Yes
Opinion of an independent qualified public accountant for this plan2010-12-31Disclaimer
Accountancy firm name2010-12-31BKD,LLP
Accountancy firm EIN2010-12-31440160260
2009 : CORIX UTILITIES US INC 401(K) PLAN 2009 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities2009-12-31$0

Form 5500 Responses for CORIX UTILITIES US INC 401(K) PLAN

2015: CORIX UTILITIES US INC 401(K) PLAN 2015 form 5500 responses
2015-01-01Type of plan entitySingle employer plan
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: CORIX UTILITIES US INC 401(K) PLAN 2014 form 5500 responses
2014-01-01Type of plan entitySingle employer plan
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: CORIX UTILITIES US INC 401(K) PLAN 2013 form 5500 responses
2013-01-01Type of plan entitySingle employer plan
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: CORIX UTILITIES US INC 401(K) 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: CORIX UTILITIES US INC 401(K) 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 – InsuranceYes
2011-01-01Plan funding arrangement – TrustYes
2011-01-01Plan benefit arrangement – InsuranceYes
2011-01-01Plan benefit arrangement - TrustYes
2009: CORIX UTILITIES US INC 401(K) 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 – InsuranceYes
2009-01-01Plan funding arrangement – TrustYes
2009-01-01Plan benefit arrangement – InsuranceYes
2009-01-01Plan benefit arrangement - TrustYes

Insurance Providers Used on plan

TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995928
Policy instance 1
Insurance contract or identification number995928
Number of Individuals Covered682
Insurance policy start date2015-01-01
Insurance policy end date2015-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995928
Policy instance 1
Insurance contract or identification number995928
Number of Individuals Covered450
Insurance policy start date2014-01-01
Insurance policy end date2014-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
Did the insurance company fail to provide any information necessary to complete Schedule A of form 5500?No
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995928
Policy instance 1
Insurance contract or identification number995928
Insurance policy start date2013-01-01
Insurance policy end date2013-12-31
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?Yes
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995928
Policy instance 1
Insurance contract or identification number995928
Insurance policy start date2012-01-01
Insurance policy end date2012-12-31
Total amount of commissions paid to insurance brokerUSD $0
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995928
Policy instance 1
Insurance contract or identification number995928
Insurance policy start date2011-01-01
Insurance policy end date2011-12-31
Total amount of commissions paid to insurance brokerUSD $6,512
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
TRANSAMERICA LIFE INSURANCE COMPANY (National Association of Insurance Commissioners NAIC id number: 86231 )
Policy contract number995928
Policy instance 1
Insurance contract or identification number995928
Insurance policy start date2010-01-01
Insurance policy end date2010-12-31
Total amount of commissions paid to insurance brokerUSD $6,378
Total amount of fees paid to insurance companyUSD $0
Are there contracts with allocated funds for individual policies?No
Are there contracts with allocated funds for group deferred annuity?No
Are there contracts with allocated funds for types other than group deferred annuity or individual?No
Contract purchased, in whole or in part, to distribute benefits from a terminating planNo
Contracts With Unallocated Funds Deposit Administration0
Are there contracts with unallocated funds for contracts of type immediate participation guarantee?No
Are there contracts with unallocated funds for contracts of type guaranteed investment?No
Are there contracts with unallocated funds for contract types other than deposit administration, immediate participation guarantee or guaranteed investment?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
Commission paid to Insurance BrokerUSD $6,378
Insurance broker organization code?3
Insurance broker nameMARSH INSURANCE AGENCY & INVISE

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