2023 Form 5500 filing — Entergy Corporation Companies' Non-Bargaining Employees' Welfare Benefit Trust
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 20241003141306NAL0004905411001) for Entergy Corporation Companies' Non-Bargaining Employees' Welfare Benefit Trust, reported by Entergy Corporation under EIN 13-3817904 and plan number 501. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241003141306NAL0004905411001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Entergy Corporation
- EIN
- 13-3817904
- Plan number
- 501
- Location
- New Orleans, LA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $97,775,335
- Total liabilities (EOY)
- $108
- Net assets (EOY)
- $97,775,227
- Total income / additions
- $12,458,064
- Benefits paid
- $0
- Administrative expenses
- $1,618,595
- Total expenses
- $1,618,595
- Net increase / (decrease)
- $10,839,469
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $137,360 | not reported in the loaded dataset |
| Aetna Life Insurance Company | NONE | $112,599 | not reported in the loaded dataset |
| T. Rowe Price Associates, Inc. | NONE | $72,878 | $0 |
| Omniclaim | NONE | $0 | $71,503 |
| Deloitte & Touche | NONE | $48,333 | not reported in the loaded dataset |
| Equian | NONE | $0 | $40,773 |
| Blackrock Inst Trust Co., N.A. | NONE | $26,216 | $0 |
| Optuminsight | NONE | $0 | $16,520 |
| Callan | NONE | $16,066 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $14,137 | $0 |
| Friday, Eldredge & Clark, Llp | NONE | $6,006 | $0 |