Nyseg And Rge Pension Plan — Form 5500 plan (Rgs Energy Group, 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, Nyseg And Rge Pension Plan is a benefit plan reported by Rgs Energy Group, Inc. under EIN 51-0437533 and plan number 001. The latest loaded filing year is 2023. The filing reports 5,763 participants and $1,297,187,962 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Rgs Energy Group, Inc.
- EIN
- 51-0437533
- Plan number
- 001
- Plan type
- 2
- Location
- Orange, CT
- Latest filing year
- 2023
- Participants
- 5,763
- End-of-year plan assets
- $1,297,187,962
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,763 | H, C | 20241014155345NAL0026637585005 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,297,187,962
- Total liabilities (EOY)
- $216,274
- Net assets (EOY)
- $1,296,971,688
- Net assets (BOY)
- $1,319,192,767
Income & contributions
- Employer contributions
- $0
- Total contributions
- $0
- Total income / additions
- $110,135,508
Expenses & distributions
- Benefits paid
- $125,915,126
- Administrative expenses
- $6,441,461
- Total expenses
- $132,356,587
- Net increase / (decrease)
- -$22,221,079
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Nisa Investment Advisors | NONE | $556,055 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers, Llp | NONE | $471,799 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Compa | NONE | $382,205 | not reported in the loaded dataset | 2023 |
| Mercer Investments | NONE | $253,102 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $199,261 | not reported in the loaded dataset | 2023 |
| Segall Bryant & Hamill Inv. Counsel | NONE | $77,964 | not reported in the loaded dataset | 2023 |
| Ubs Global Asset Management | NONE | $75,482 | not reported in the loaded dataset | 2023 |
| Granahan Inv. Management Inc. | NONE | $73,046 | not reported in the loaded dataset | 2023 |
| Nepc, LLC | NONE | $43,462 | not reported in the loaded dataset | 2023 |
| Bonadio & Co., Llp | NONE | $30,340 | not reported in the loaded dataset | 2023 |
| Investment Metrics, LLC | not reported in the loaded dataset | $22,971 | not reported in the loaded dataset | 2023 |
| Workforce Logiq | NONE | $15,373 | not reported in the loaded dataset | 2023 |
| Hinman, Howard & Kattell, Llp | NONE | $13,821 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Rgs Energy Group, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in CT
- 401(k) and benefit plan filings in Orange, CT
- Nisa Investment Advisors — Schedule C compensation
- Pricewaterhousecoopers, Llp — Schedule C compensation
- Blackrock Institutional Trust Compa — Schedule C compensation
- Mercer Investments — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Segall Bryant & Hamill Inv. Counsel — Schedule C compensation
- Ubs Global Asset Management — Schedule C compensation
- Granahan Inv. Management Inc. — Schedule C compensation
- Nepc, LLC — Schedule C compensation
- Bonadio & Co., Llp — Schedule C compensation
- Investment Metrics, LLC — Schedule C compensation
- Workforce Logiq — Schedule C compensation
- Hinman, Howard & Kattell, Llp — Schedule C compensation