2023 Form 5500 filing — Nrg Affiliates Employee 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 20241014131131NAL0026229457001) for Nrg Affiliates Employee Savings Plan, reported by Nrg Affiliate Services, Inc under EIN 41-1960764 and plan number 001. It reports 12,303 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014131131NAL0026229457001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nrg Affiliate Services, Inc
- EIN
- 41-1960764
- Plan number
- 001
- Location
- Princeton, NJ
- Participants
- 12,303
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $2,047,322,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,047,322,211
- Employer contributions
- $44,993,909
- Participant contributions
- $67,318,376
- Total income / additions
- $436,430,344
- Benefits paid
- $222,443,336
- Administrative expenses
- $631,445
- Total expenses
- $223,245,346
- Net increase / (decrease)
- $213,184,998
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $320,947 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $166,759 | not reported in the loaded dataset |
| Newport Capital Group | CONSULTANT | $110,689 | not reported in the loaded dataset |
| Warren Averett | CONSULTANT | $16,000 | not reported in the loaded dataset |
| Aon Consulting, Inc. | CONSULTANT | $11,250 | not reported in the loaded dataset |
| Schneider Downs & Co | CONSULTANT | $5,800 | not reported in the loaded dataset |