Entergy Corporation Companies' Non-Bargaining Employees' Welfare Benefit Trust — Form 5500 plan (Entergy Corporation)
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, Entergy Corporation Companies' Non-Bargaining Employees' Welfare Benefit Trust is a benefit plan reported by Entergy Corporation under EIN 13-3817904 and plan number 501. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $97,775,335 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Entergy Corporation
- EIN
- 13-3817904
- Plan number
- 501
- Plan type
- 4
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $97,775,335
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003141306NAL0004905411001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $97,775,335
- Total liabilities (EOY)
- $108
- Net assets (EOY)
- $97,775,227
- Net assets (BOY)
- $93,310,685
Income & contributions
- Total contributions
- $0
- Total income / additions
- $12,458,064
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,618,595
- Total expenses
- $1,618,595
- Net increase / (decrease)
- $10,839,469
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $137,360 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | NONE | $112,599 | not reported in the loaded dataset | 2023 |
| T. Rowe Price Associates, Inc. | NONE | $72,878 | $0 | 2023 |
| Omniclaim | NONE | $0 | $71,503 | 2023 |
| Deloitte & Touche | NONE | $48,333 | not reported in the loaded dataset | 2023 |
| Equian | NONE | $0 | $40,773 | 2023 |
| Blackrock Inst Trust Co., N.A. | NONE | $26,216 | $0 | 2023 |
| Optuminsight | NONE | $0 | $16,520 | 2023 |
| Callan | NONE | $16,066 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $14,137 | $0 | 2023 |
| Friday, Eldredge & Clark, Llp | NONE | $6,006 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Entergy Corporation
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Aon Consulting, Inc. — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- T. Rowe Price Associates, Inc. — Schedule C compensation
- Omniclaim — Schedule C compensation
- Deloitte & Touche — Schedule C compensation
- Equian — Schedule C compensation
- Blackrock Inst Trust Co., N.A. — Schedule C compensation
- Optuminsight — Schedule C compensation
- Callan — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Friday, Eldredge & Clark, Llp — Schedule C compensation