Talen Energy Retiree Group Life Insurance Plan For Bargaining Unit Retirees — Form 5500 plan (Talen Energy Supply, 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, Talen Energy Retiree Group Life Insurance Plan For Bargaining Unit Retirees is a benefit plan reported by Talen Energy Supply, LLC under EIN 23-3074920 and plan number 522. The latest loaded filing year is 2023. The filing reports 352 participants and $5,097,676 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$5.1MPlan net assets, end of year$5,097,676
Participants352Covered participants reported
Assets / participant$14.5KComputed: assets ÷ participants$14,482 (computed)
Provider compensation$45K3 Schedule C provider row(s)$44,969
- Plan sponsor
- Talen Energy Supply, LLC
- EIN
- 23-3074920
- Plan number
- 522
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 352 | H, C | 20241014173028NAL0053365154001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$5.1M total assets
Net assets$5.1MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $5,097,676
- Net assets (EOY)
- $5,097,676
- Net assets (BOY)
- $5,070,498
Income & contributions
- Total income / additions
- $723,782
Expenses & distributions
- Benefits paid
- $646,446
- Administrative expenses
- $50,158
- Total expenses
- $696,604
- Net increase / (decrease)
- $27,178
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets14%Computed ratio
Benefits paid ÷ total income89%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $27,999 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $11,270 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Smith Barney | CONSULTANT | $5,700 | not reported in the loaded dataset | 2023 |