2023 Form 5500 filing — Entergy Corporation Companies' 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 20241003141317NAL0010653521001) for Entergy Corporation Companies' Bargaining Employees' Welfare Benefit Trust, reported by Entergy Corporation under EIN 13-3817903 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
- 20241003141317NAL0010653521001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Entergy Corporation
- EIN
- 13-3817903
- 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)
- $461,687,414
- Total liabilities (EOY)
- $357,595
- Net assets (EOY)
- $461,329,819
- Total income / additions
- $50,908,327
- Benefits paid
- $0
- Administrative expenses
- $1,094,341
- Total expenses
- $1,094,341
- Net increase / (decrease)
- $49,813,986
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aetna Life Insurance Company | NONE | $445,302 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $232,437 | $0 |
| T. Rowe Price Associates | NONE | $146,512 | $0 |
| Aon Consulting | NONE | $137,360 | not reported in the loaded dataset |
| Omniclaim | NONE | $0 | $71,503 |
| Deloitte And Touche Llp | NONE | $48,333 | not reported in the loaded dataset |
| Equian | NONE | $0 | $40,773 |
| State Street Global Advisor Trst Co | NONE | $38,958 | $0 |
| Blackrock Inst Trust Co., N.A. | NONE | $22,308 | $0 |
| Optuminsight | NONE | $0 | $16,520 |
| Callan LLC | NONE | $16,066 | not reported in the loaded dataset |
| Friday, Eldredge & Clark, Llp | NONE | $7,065 | not reported in the loaded dataset |