2023 Form 5500 filing — Lg&E And Ku Savings 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 20241011090818NAL0043127410001) for Lg&E And Ku Savings Plan, reported by Lg&E And Ku Energy LLC under EIN 20-0523163 and plan number 005. It reports 4,107 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011090818NAL0043127410001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lg&E And Ku Energy LLC
- EIN
- 20-0523163
- Plan number
- 005
- Location
- Louisville, KY
- Participants
- 4,107
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $918,603,641
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $918,603,641
- Employer contributions
- $20,973,011
- Participant contributions
- $32,473,074
- Total income / additions
- $238,840,296
- Benefits paid
- $112,335,118
- Administrative expenses
- $119,188
- Total expenses
- $112,470,722
- Net increase / (decrease)
- $126,369,574
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $188,838 | not reported in the loaded dataset |