Electric Power Research Institute Self Insured Temporary Disability Benefit Plan — Form 5500 plan (Electric Power Research 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, Electric Power Research Institute Self Insured Temporary Disability Benefit Plan is a benefit plan reported by Electric Power Research Institute under EIN 23-7175375 and plan number 508. The latest loaded filing year is 2023. The filing reports 926 participants and $1,223,085 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Electric Power Research Institute
EIN
23-7175375
Plan number
508
Plan type
2
Location
Palo Alto, CA
Latest filing year
2023
Participants
926
End-of-year plan assets
$1,223,085

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023926H, C20240719105345NAL0007057665001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,223,085
Total liabilities (EOY)
$81,423
Net assets (EOY)
$1,141,662
Net assets (BOY)
$941,513

Income & contributions

Participant contributions
$684,024
Total contributions
$684,024
Total income / additions
$684,024

Expenses & distributions

Benefits paid
$373,179
Administrative expenses
$110,696
Total expenses
$483,875
Net increase / (decrease)
$200,149

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Larkin Benefit AdministratorsNONE$110,696not reported in the loaded dataset2023

Related Form 5500 pages