Lg&E And Ku Savings Plan — Form 5500 plan (Lg&E And Ku Energy LLC)

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, Lg&E And Ku Savings Plan is a benefit plan reported by Lg&E And Ku Energy LLC under EIN 20-0523163 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,107 participants and $918,603,641 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lg&E And Ku Energy LLC
EIN
20-0523163
Plan number
005
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
4,107
End-of-year plan assets
$918,603,641

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,107H, C20241011090818NAL0043127410001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$918,603,641
Total liabilities (EOY)
$0
Net assets (EOY)
$918,603,641
Net assets (BOY)
$851,341,345

Income & contributions

Employer contributions
$20,973,011
Participant contributions
$32,473,074
Total contributions
$54,333,919
Total income / additions
$238,840,296

Expenses & distributions

Benefits paid
$112,335,118
Administrative expenses
$119,188
Total expenses
$112,470,722
Net increase / (decrease)
$126,369,574

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Investments InstitutionalRECORDKEEPER$188,838not reported in the loaded dataset2023

Related Form 5500 pages