Erc Retirement Plan — Form 5500 plan (Ge Capital Us Holdings, 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, Erc Retirement Plan is a benefit plan reported by Ge Capital Us Holdings, Inc. under EIN 47-4432326 and plan number 004. The latest loaded filing year is 2023. The filing reports 1,838 participants and $219,525,164 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ge Capital Us Holdings, Inc.
- EIN
- 47-4432326
- Plan number
- 004
- Plan type
- 2
- Location
- Norwalk, CT
- Latest filing year
- 2023
- Participants
- 1,838
- End-of-year plan assets
- $219,525,164
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,838 | H, C | 20241011052811NAL0010625875001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $219,525,164
- Total liabilities (EOY)
- $73,518
- Net assets (EOY)
- $219,451,646
- Net assets (BOY)
- $218,982,298
Income & contributions
- Employer contributions
- $1,400,000
- Total contributions
- $1,400,000
- Total income / additions
- $15,996,570
Expenses & distributions
- Benefits paid
- $13,856,129
- Administrative expenses
- $1,671,093
- Total expenses
- $15,527,222
- Net increase / (decrease)
- $469,348
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aon Consulting, Inc. | NONE | $429,376 | not reported in the loaded dataset | 2023 |
| Ivins, Phillips & Barker Chtd | NONE | $26,297 | not reported in the loaded dataset | 2023 |
| Deloitte & Touche Llp | NONE | $22,650 | not reported in the loaded dataset | 2023 |
| Principal Financial Group, Inc | NONE | $18,547 | not reported in the loaded dataset | 2023 |
| Atessa Benefits | NONE | $7,001 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ge Capital Us Holdings, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Norwalk, CT
- Aon Consulting, Inc. — Schedule C compensation
- Ivins, Phillips & Barker Chtd — Schedule C compensation
- Deloitte & Touche Llp — Schedule C compensation
- Principal Financial Group, Inc — Schedule C compensation
- Atessa Benefits — Schedule C compensation