Employees' Retirement Plan Of Indianapolis Power & Light Company — Form 5500 plan (Indianapolis Power & Light Company)
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, Employees' Retirement Plan Of Indianapolis Power & Light Company is a benefit plan reported by Indianapolis Power & Light Company under EIN 35-0413620 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,117 participants and $588,613,365 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Indianapolis Power & Light Company
- EIN
- 35-0413620
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 2,117
- End-of-year plan assets
- $588,613,365
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,117 | H, C | 20241015092810NAL0014310179001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $588,613,365
- Total liabilities (EOY)
- $249,964
- Net assets (EOY)
- $588,363,401
- Net assets (BOY)
- $607,456,981
Income & contributions
- Total contributions
- $0
- Total income / additions
- $54,273,458
Expenses & distributions
- Benefits paid
- $71,828,956
- Administrative expenses
- $1,538,082
- Total expenses
- $73,367,038
- Net increase / (decrease)
- -$19,093,580
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer Investments LLC | INV CONSULTANT | $1,065,434 | $193,983 | 2023 |
| Mercer, Inc. | PLAN ACTUARY | $113,366 | not reported in the loaded dataset | 2023 |
| The Northern Trust Company | TRUSTEE | $43,652 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors Trust | INV CONSULTANT | $32,366 | $185 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Indianapolis Power & Light Company
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Mercer Investments LLC — Schedule C compensation
- Mercer, Inc. — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- State Street Global Advisors Trust — Schedule C compensation