Plan5500

2023 Form 5500 filing — General Electric Insurance Plan Trust

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 20250107145624NAL0009669633001) for General Electric Insurance Plan Trust, reported by General Electric Company, Operating As Ge Aerospace under EIN 14-0689340 and plan number 501. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20250107145624NAL0009669633001
Filing year
2023
Form type
4
Plan sponsor
General Electric Company, Operating As Ge Aerospace
EIN
14-0689340
Plan number
501
Location
Evendale, OH
Participants
not reported in the loaded dataset
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$19,378,295
Total liabilities (EOY)
$2,022,965
Net assets (EOY)
$17,355,330
Total income / additions
$1,031,827
Benefits paid
$0
Administrative expenses
$544,522
Total expenses
$544,522
Net increase / (decrease)
$487,305
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Trident Iv Limited PartnershipINVESTMENT MANAGER$234,153not reported in the loaded dataset
Deloitte LlpACCOUNTING$191,000not reported in the loaded dataset
Pricewaterhousecoopers LlpCONSULTING$143,304not reported in the loaded dataset
Albourne LLCCONSULTING$25,000not reported in the loaded dataset
State Street Bank And Trust CompanyACCOUNTING/CUSTODIAN$17,817not reported in the loaded dataset
Pine Brook Cap Partners LpINVESTMENT MANAGER$5,078not reported in the loaded dataset

Related Form 5500 pages