Edison Electric Institute Cooperative Savings Plan — 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, Edison Electric Institute Cooperative Savings Plan is a benefit plan reported by Edison Electric Institute under EIN 13-0659550 and plan number 002. The latest loaded filing year is 2023. The filing reports 304 participants and $98,115,654 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
002
Plan type
2
Location
Washington, DC
Latest filing year
2023
Participants
304
End-of-year plan assets
$98,115,654

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023304H, C20240926134831NAL0000732657001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$98,115,654
Total liabilities (EOY)
$16,859
Net assets (EOY)
$98,098,795
Net assets (BOY)
$84,978,457

Income & contributions

Employer contributions
$2,864,835
Participant contributions
$2,597,316
Total contributions
$5,654,099
Total income / additions
$18,603,274

Expenses & distributions

Benefits paid
$5,427,008
Administrative expenses
$39,069
Total expenses
$5,482,936
Net increase / (decrease)
$13,120,338

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Vanguard Group, Inc.NONE$22,201$02023
Vanguard Advisers Inc.NONE$18,418not reported in the loaded dataset2023

Related Form 5500 pages