Ipalco Enterprises, Inc. Voluntary Employee Beneficiary Association Plan — Form 5500 plan (Ipalco Enterprises, Inc. Veba Committee)
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, Ipalco Enterprises, Inc. Voluntary Employee Beneficiary Association Plan is a benefit plan reported by Ipalco Enterprises, Inc. Veba Committee under EIN 35-2156976 and plan number 501. The latest loaded filing year is 2023. The filing reports 835 participants and $51,285,992 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ipalco Enterprises, Inc. Veba Committee
- EIN
- 35-2156976
- Plan number
- 501
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 835
- End-of-year plan assets
- $51,285,992
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 835 | H, C | 20241010094507NAL0035395200002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $51,285,992
- Total liabilities (EOY)
- $199,203
- Net assets (EOY)
- $51,086,789
- Net assets (BOY)
- $47,055,748
Income & contributions
- Participant contributions
- $538,616
- Total contributions
- $2,777,183
- Total income / additions
- $6,568,735
Expenses & distributions
- Benefits paid
- $1,865,684
- Administrative expenses
- $672,010
- Total expenses
- $2,537,694
- Net increase / (decrease)
- $4,031,041
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Ice Miller | NONE | $86,116 | not reported in the loaded dataset | 2023 |
| Newport Trust Company | NONE | $77,080 | not reported in the loaded dataset | 2023 |
| National Bank Of Indianapolis | NONE | $76,694 | not reported in the loaded dataset | 2023 |
| Dunn & Associates Benefit Admin. | NONE | $65,442 | not reported in the loaded dataset | 2023 |
| United Healthcare | NONE | $45,610 | $330 | 2023 |
| Van Epps & Associates, LLC | NONE | $21,899 | not reported in the loaded dataset | 2023 |
| Milliman Usa | NONE | $18,500 | not reported in the loaded dataset | 2023 |
| Horizon Cpa Services, Inc. | NONE | $17,850 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ipalco Enterprises, Inc. Veba Committee
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Ice Miller — Schedule C compensation
- Newport Trust Company — Schedule C compensation
- National Bank Of Indianapolis — Schedule C compensation
- Dunn & Associates Benefit Admin. — Schedule C compensation
- United Healthcare — Schedule C compensation
- Van Epps & Associates, LLC — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Horizon Cpa Services, Inc. — Schedule C compensation