Supplemental Pension & Savings Plan For Ees Of Ohio Valley Electric Corp And Indiana-Kentucky Electric Corp — Form 5500 plan (Ohio Valley Electric 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, Supplemental Pension & Savings Plan For Ees Of Ohio Valley Electric Corp And Indiana-Kentucky Electric Corp is a benefit plan reported by Ohio Valley Electric Corporation under EIN 31-4392702 and plan number 002. The latest loaded filing year is 2023. The filing reports 607 participants and $137,599,907 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Ohio Valley Electric Corporation
EIN
31-4392702
Plan number
002
Plan type
2
Location
Piketon, OH
Latest filing year
2023
Participants
607
End-of-year plan assets
$137,599,907

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023607H, C20241010111523NAL0009940307001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$137,599,907
Total liabilities (EOY)
$0
Net assets (EOY)
$137,599,907
Net assets (BOY)
$127,290,097

Income & contributions

Employer contributions
$1,932,452
Participant contributions
$5,361,040
Total contributions
$7,521,396
Total income / additions
$29,773,478

Expenses & distributions

Benefits paid
$19,393,774
Administrative expenses
$39,331
Total expenses
$19,463,668
Net increase / (decrease)
$10,309,810

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$24,555not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$14,776$02023

Related Form 5500 pages