Nrg Affiliates Employee Savings Plan — Form 5500 plan (Nrg Affiliate Services, Inc)
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, Nrg Affiliates Employee Savings Plan is a benefit plan reported by Nrg Affiliate Services, Inc under EIN 41-1960764 and plan number 001. The latest loaded filing year is 2023. The filing reports 12,303 participants and $2,047,322,211 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nrg Affiliate Services, Inc
- EIN
- 41-1960764
- Plan number
- 001
- Plan type
- 2
- Location
- Princeton, NJ
- Latest filing year
- 2023
- Participants
- 12,303
- End-of-year plan assets
- $2,047,322,211
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 12,303 | H, C | 20241014131131NAL0026229457001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $2,047,322,211
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $2,047,322,211
- Net assets (BOY)
- $1,834,137,213
Income & contributions
- Employer contributions
- $44,993,909
- Participant contributions
- $67,318,376
- Total contributions
- $119,521,222
- Total income / additions
- $436,430,344
Expenses & distributions
- Benefits paid
- $222,443,336
- Administrative expenses
- $631,445
- Total expenses
- $223,245,346
- Net increase / (decrease)
- $213,184,998
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $320,947 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $166,759 | not reported in the loaded dataset | 2023 |
| Newport Capital Group | CONSULTANT | $110,689 | not reported in the loaded dataset | 2023 |
| Warren Averett | CONSULTANT | $16,000 | not reported in the loaded dataset | 2023 |
| Aon Consulting, Inc. | CONSULTANT | $11,250 | not reported in the loaded dataset | 2023 |
| Schneider Downs & Co | CONSULTANT | $5,800 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nrg Affiliate Services, Inc
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Princeton, NJ
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Newport Capital Group — Schedule C compensation
- Warren Averett — Schedule C compensation
- Aon Consulting, Inc. — Schedule C compensation
- Schneider Downs & Co — Schedule C compensation