2023 Form 5500 filing — New Orleans Electrical Annuity 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 20241013153008NAL0049586258004) for New Orleans Electrical Annuity Plan, reported by Board Of Trustees Of The Noe Annuity Plan under EIN 72-1417592 and plan number 002. It reports 1,524 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241013153008NAL0049586258004
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees Of The Noe Annuity Plan
- EIN
- 72-1417592
- Plan number
- 002
- Location
- Goodlettsville, TN
- Participants
- 1,524
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $77,298,273
- Total liabilities (EOY)
- $102,296
- Net assets (EOY)
- $77,195,977
- Employer contributions
- $5,214,911
- Total income / additions
- $15,866,862
- Benefits paid
- $4,034,638
- Administrative expenses
- $318,200
- Total expenses
- $4,352,838
- Net increase / (decrease)
- $11,514,024
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Prudential Insurance Company | NONE | $101,728 | $0 |
| Morgan, Lewis & Bockius Llp | NONE | $74,297 | not reported in the loaded dataset |
| Synovus Trust Company | NONE | $47,553 | not reported in the loaded dataset |
| Southern Benefit Administrators | NONE | $27,834 | not reported in the loaded dataset |
| Pbmares, Llp | NONE | $11,206 | not reported in the loaded dataset |
| Mutual Funds | NONE | $0 | $0 |