2023 Form 5500 filing — Pension Plan For Hourly Employees Of Southern Indiana Gas & Electric 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 20250404163608NAL0019924288001) for Pension Plan For Hourly Employees Of Southern Indiana Gas & Electric Company, reported by Southern Indiana Gas & Electric Company under EIN 35-0672570 and plan number 002. It reports 328 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250404163608NAL0019924288001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Southern Indiana Gas & Electric Company
- EIN
- 35-0672570
- Plan number
- 002
- Location
- Evansville, IN
- Participants
- 328
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $39,467,000
- Total liabilities (EOY)
- $45,000
- Net assets (EOY)
- $39,422,000
- Total income / additions
- $4,052,000
- Benefits paid
- $5,589,000
- Administrative expenses
- $541,000
- Total expenses
- $6,130,000
- Net increase / (decrease)
- -$2,078,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Callan LLC | CONSULTANT | $95,000 | not reported in the loaded dataset |
| Aon Consulting | ACTUARY | $73,000 | not reported in the loaded dataset |
| Mcconnell & Jones, Llp | AUDITOR | $54,000 | not reported in the loaded dataset |
| Metlife Investment Management | INVESTMENT MANAGER | $48,000 | not reported in the loaded dataset |
| Alight Solutions LLC | RECORDKEEPER | $21,000 | $19 |
| Northern Trust Company | TRUSTEE | $17,000 | not reported in the loaded dataset |
| Talance Group, Lp | ACCOUNTING | $15,000 | not reported in the loaded dataset |
| Centerpoint Energy | PLAN ADMIN | $15,000 | not reported in the loaded dataset |
| Wellington Trust Company | INVESTMENT MANAGER | $12,000 | not reported in the loaded dataset |
| Dimensional Fund Advisors, Lp | INVESTMENT MANAGER | $5,000 | not reported in the loaded dataset |