2023 Form 5500 filing — Retirement Income Plan For Employees Of Edison Electric Institute
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240925111812NAL0005413443001) for Retirement Income Plan For Employees Of Edison Electric Institute, reported by Edison Electric Institute under EIN 13-0659550 and plan number 001. It reports 351 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$129.6MReported net assets$129,573,150
Participants351
Provider compensation$49.2K2 Schedule C row(s)$49,218
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240925111812NAL0005413443001
- Plan sponsor
- Edison Electric Institute
- EIN
- 13-0659550
- Plan number
- 001
- Location
- Washington, DC
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$129.6M total assets
Net assets$129.6MLiabilities$0
Full reported line items
- Total assets (EOY)
- $129,573,150
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $129,573,150
- Total income / additions
- $14,984,956
- Benefits paid
- $7,011,660
- Administrative expenses
- $49,219
- Total expenses
- $7,060,879
- Net increase / (decrease)
- $7,924,077
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Vanguard Fiduciary Trust Company | NONE | $26,159 | $0 |
| Equitable Financ Life Insurance Co. | NONE | $23,059 | $0 |