2023 Form 5500 filing — Employees' Retirement Plan Of Indianapolis Power & Light Company
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 20241015092810NAL0014310179001) for Employees' Retirement Plan Of Indianapolis Power & Light Company, reported by Indianapolis Power & Light Company under EIN 35-0413620 and plan number 001. It reports 2,117 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015092810NAL0014310179001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Indianapolis Power & Light Company
- EIN
- 35-0413620
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 2,117
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $588,613,365
- Total liabilities (EOY)
- $249,964
- Net assets (EOY)
- $588,363,401
- Total income / additions
- $54,273,458
- Benefits paid
- $71,828,956
- Administrative expenses
- $1,538,082
- Total expenses
- $73,367,038
- Net increase / (decrease)
- -$19,093,580
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investments LLC | INV CONSULTANT | $1,065,434 | $193,983 |
| Mercer, Inc. | PLAN ACTUARY | $113,366 | not reported in the loaded dataset |
| The Northern Trust Company | TRUSTEE | $43,652 | not reported in the loaded dataset |
| State Street Global Advisors Trust | INV CONSULTANT | $32,366 | $185 |