2023 Form 5500 filing — Stp Nuclear Operating Company Retirement 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 20241008095324NAL0029509712001) for Stp Nuclear Operating Company Retirement Plan, reported by Stp Nuclear Operating Company under EIN 76-0517597 and plan number 001. It reports 1,189 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241008095324NAL0029509712001
Filing year
2023
Form type
2
Plan sponsor
Stp Nuclear Operating Company
EIN
76-0517597
Plan number
001
Location
Wadsworth, TX
Participants
1,189
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$389,233,723
Total liabilities (EOY)
$253,091
Net assets (EOY)
$388,980,632
Employer contributions
$600,000
Total income / additions
$35,719,339
Benefits paid
$30,216,559
Administrative expenses
$2,013,456
Total expenses
$32,230,015
Net increase / (decrease)
$3,489,324
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Willis Towers WatsonNONE$247,882not reported in the loaded dataset
Wilshire Associates IncorporatedNONE$200,000not reported in the loaded dataset
The Northern Trust CompanyNONE$158,135not reported in the loaded dataset
Clarion Partners, LLCNONE$157,515not reported in the loaded dataset
Ubs Global Asset ManagementNONE$85,052not reported in the loaded dataset
Acadian Asset Management LLCNONE$77,110not reported in the loaded dataset
Clarion PartnersNONE$56,079not reported in the loaded dataset
Creative Planning, LLCNONE$55,000not reported in the loaded dataset
Forvis Mazars, LlpNONE$46,200not reported in the loaded dataset
Davis Hamilton Jackson & AssociatesNONE$28,153not reported in the loaded dataset
BlackrockNONE$14,507not reported in the loaded dataset
Kpmg LlpNONE$6,100not reported in the loaded dataset

Related Form 5500 pages