2023 Form 5500 filing — National Renewable Energy Laboratory Shared Security 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 20250312084620NAL0018977105001) for National Renewable Energy Laboratory Shared Security Pension Plan, reported by Alliance For Sustainable Energy, LLC under EIN 26-1939342 and plan number 005. It reports 4,487 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250312084620NAL0018977105001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Alliance For Sustainable Energy, LLC
- EIN
- 26-1939342
- Plan number
- 005
- Location
- Golden, CO
- Participants
- 4,487
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $406,218,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $406,218,917
- Employer contributions
- $24,909,622
- Total income / additions
- $38,768,506
- Benefits paid
- $16,774,925
- Administrative expenses
- $1,265,260
- Total expenses
- $18,040,185
- Net increase / (decrease)
- $20,728,321
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Russell Investments | INVESTMENT | $900,486 | not reported in the loaded dataset |
| Mercer (Us) Inc. | ACTUARY | $259,455 | not reported in the loaded dataset |
| Us Bank National Association | TRUSTEE | $223,923 | not reported in the loaded dataset |
| Forvis Mazars Llp | AUDITOR | $13,705 | not reported in the loaded dataset |