2023 Form 5500 filing — Sam Houston Electric Cooperative, Inc. Pension Plan
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 20241003095027NAL0009705633001) for Sam Houston Electric Cooperative, Inc. Pension Plan, reported by Sam Houston Electric Cooperative, Inc. under EIN 74-0695563 and plan number 002. It reports 173 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003095027NAL0009705633001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sam Houston Electric Cooperative, Inc.
- EIN
- 74-0695563
- Plan number
- 002
- Location
- Livingston, TX
- Participants
- 173
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,343,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,343,901
- Employer contributions
- $813,780
- Participant contributions
- $1,097,549
- Total income / additions
- $6,490,310
- Benefits paid
- $4,365,227
- Administrative expenses
- $135,398
- Total expenses
- $4,500,625
- Net increase / (decrease)
- $1,989,685
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $135,398 | $0 |
| Cetera Advisors LLC | INVESTMENT ADVISORY | $0 | $45,355 |
| Alliance Benefit Group Of Houston | CONTRACT ADMINISTRATOR | $0 | $41,607 |