Employees' Thrift 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' Thrift Plan Of Indianapolis Power & Light Company is a benefit plan reported by Indianapolis Power & Light Company under EIN 35-0413620 and plan number 003. The latest loaded filing year is 2023. The filing reports 1,075 participants and $197,847,563 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
003
Plan type
2
Location
Dayton, OH
Latest filing year
2023
Participants
1,075
End-of-year plan assets
$197,847,563

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,075H, C20240717140155NAL0002443923001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$197,847,563
Total liabilities (EOY)
$0
Net assets (EOY)
$197,847,563
Net assets (BOY)
$181,366,885

Income & contributions

Employer contributions
$3,720,625
Participant contributions
$7,413,640
Total contributions
$11,222,916
Total income / additions
$34,434,662

Expenses & distributions

Benefits paid
$21,555,941
Administrative expenses
$123,044
Total expenses
$21,680,028
Net increase / (decrease)
$12,754,634

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$77,194$02023
Capital Cities, LLCNONE$45,250not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$334$02023

Related Form 5500 pages