The Retirement Benefit Plan For Employees Of Aes Ny, L.L.C. — Form 5500 plan (The Aes Corporation)
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, The Retirement Benefit Plan For Employees Of Aes Ny, L.L.C. is a benefit plan reported by The Aes Corporation under EIN 54-1163725 and plan number 001. The latest loaded filing year is 2023. The filing reports 247 participants and $25,936,371 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$25.9MPlan net assets, end of year$25,905,383
Participants247Covered participants reported
Assets / participant$105KComputed: assets ÷ participants$105,006 (computed)
Provider compensation$130.3K4 Schedule C provider row(s)$130,346
- Plan sponsor
- The Aes Corporation
- EIN
- 54-1163725
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 247 | H, C | 20241011141645NAL0022019313001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$25.9M total assets
Net assets$25.9MLiabilities$31K
Full reported line items
Net assets
- Total assets (EOY)
- $25,936,371
- Total liabilities (EOY)
- $30,988
- Net assets (EOY)
- $25,905,383
- Net assets (BOY)
- $25,397,393
Income & contributions
- Employer contributions
- $870,000
- Total contributions
- $870,000
- Total income / additions
- $3,213,265
Expenses & distributions
- Benefits paid
- $2,387,873
- Administrative expenses
- $317,402
- Total expenses
- $2,705,275
- Net increase / (decrease)
- $507,990
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income74%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Mercer | NONE | $50,262 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | FIDUCIARY | $40,379 | $0 | 2023 |
| The Northern Trust Company | NONE | $24,455 | not reported in the loaded dataset | 2023 |
| Freed Maxick, Cpa'S, Pc | NONE | $15,250 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for The Aes Corporation
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Mercer — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- The Northern Trust Company — Schedule C compensation
- Freed Maxick, Cpa'S, Pc — Schedule C compensation