Plan5500

Retirement Income Plan For Employees Of Edison Electric Institute — Form 5500 plan (Edison Electric Institute)

Plain-English plan 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, Retirement Income Plan For Employees Of Edison Electric Institute is a benefit plan reported by Edison Electric Institute under EIN 13-0659550 and plan number 001. The latest loaded filing year is 2023. The filing reports 351 participants and $129,573,150 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Edison Electric Institute
EIN
13-0659550
Plan number
001
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
351
End-of-year plan assets
$129,573,150

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023351H, C20240925111812NAL0005413443001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$129,573,150
Total liabilities (EOY)
$0
Net assets (EOY)
$129,573,150
Net assets (BOY)
$121,649,073

Income & contributions

Total contributions
$0
Total income / additions
$14,984,956

Expenses & distributions

Benefits paid
$7,011,660
Administrative expenses
$49,219
Total expenses
$7,060,879
Net increase / (decrease)
$7,924,077

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Vanguard Fiduciary Trust CompanyNONE$26,159$02023
Equitable Financ Life Insurance Co.NONE$23,059$02023

Related Form 5500 pages