2023 Form 5500 filing — Lg&E And Ku 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 20241011092201NAL0038294384001) for Lg&E And Ku Pension Plan, reported by Lg&E And Ku Energy, LLC under EIN 20-0523163 and plan number 006. It reports 4,602 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011092201NAL0038294384001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lg&E And Ku Energy, LLC
- EIN
- 20-0523163
- Plan number
- 006
- Location
- Louisville, KY
- Participants
- 4,602
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,112,165,749
- Total liabilities (EOY)
- $59,282
- Net assets (EOY)
- $1,112,106,467
- Total income / additions
- $119,874,516
- Benefits paid
- $117,679,946
- Administrative expenses
- $4,210,806
- Total expenses
- $121,890,752
- Net increase / (decrease)
- -$2,016,236
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments | RECORDKEEPER | $311,569 | not reported in the loaded dataset |
| Towers Watson Pennsylvania, Inc. | ACTUARIAL | $158,583 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $21,900 | not reported in the loaded dataset |