Utilities, Inc. 401(k) Plan (terminated 2016): Login, Facts & Contact Information

Plan terminated

This plan was terminated. Its final Form 5500 covers plan year 2016, when $30.2 million was transferred out of the plan. If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.

Utilities, Inc. 401(k) Plan Facts (plan year 2016)

Plan name
UTILITIES, INC. 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
UTILITIES, INC.
Participants
584
Former employees with a balance
0
Employer contributions
$1,277,960 in plan year 2016 (57% of all contributions)
Plan year
Jan 1, 2016 – Dec 31, 2016
Plan established
Jan 1, 1999
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments✓ Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2016 (Jan 1, 2016 – Dec 31, 2016), filed Oct 13, 2017. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2016

  • $2.26 million went into the plan in contributions, $1.28 million of it from the employer (57%).
  • $4.26 million was paid out to participants.
  • Investment and other income added $2.78 million.

How the Utilities, Inc. 401(k) changed, 2012–2016

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2012578$24.2 million$1.38 million$1.28 million
2013525$29.7 million$1.12 million$1.06 million
2014556$32.0 million$1.16 million$1.72 million
2015573$29.4 million$1.21 million$4.42 million
2016 (final)584$0$1.28 million$4.26 million

Utilities, Inc. 401(k) Contact Information

Phone
847-897-6494
Mailing address
2335 SANDERS ROAD, NORTHBROOK IL 60062
Plan sponsor
UTILITIES, INC.
Employer identification number (EIN)
36-2588579
Plan number
004

Questions about the Utilities, Inc. 401(k)

Is the Utilities, Inc 401(k) plan still active?

No. The plan's final Form 5500 was filed for plan year 2016.

Does Utilities, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2016 the employer contributed $1.28 million, 57% of all contributions.

Does the Utilities, Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Utilities, Inc 401(k) plan?

584 participants at the start of plan year 2016.

Who manages the Utilities, Inc 401(k) accounts?

J.P. Morgan Retirement Link is the plan's recordkeeper, which is where participants log in to see their balance.

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