Institute Of Nuclear Power Operations Medical Benefits Plan — Form 5500 plan (Institute Of Nuclear Power Operations)

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, Institute Of Nuclear Power Operations Medical Benefits Plan is a benefit plan reported by Institute Of Nuclear Power Operations under EIN 58-1382198 and plan number 507. The latest loaded filing year is 2023. The filing reports 473 participants and $43,853,020 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$43.9MPlan net assets, end of year$43,853,020
Participants473Covered participants reported
Assets / participant$92.7KComputed: assets ÷ participants$92,713 (computed)
Provider compensation$42.1K3 Schedule C provider row(s)$42,069
Plan sponsor
Institute Of Nuclear Power Operations
EIN
58-1382198
Plan number
507
Plan type
2
Location
Atlanta, GA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023473H, C20241015132117NAL0029770273001
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)$43.9M total assets
Net assets$43.9MLiabilities
Money in vs. money out
Total income / additions$5.8M
Total expenses$4.4M
Benefits paid / distributions$4.4M
Contributions
EmployerNot reported
Participant$1.6M
Full reported line items

Net assets

Total assets (EOY)
$43,853,020
Net assets (EOY)
$43,853,020
Net assets (BOY)
$42,488,883

Income & contributions

Participant contributions
$1,615,663
Total contributions
$1,615,663
Total income / additions
$5,772,578

Expenses & distributions

Benefits paid
$4,364,538
Administrative expenses
$43,903
Total expenses
$4,408,441
Net increase / (decrease)
$1,364,137
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 income76%Computed ratio
Provider comp. ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Truist BankNONE$30,946not reported in the loaded dataset2023
Schwab Retirement Plan Services,IncNONE$11,123not reported in the loaded dataset2023
Charles Schwab & Co., Inc.NONE$0not reported in the loaded dataset2023

Related Form 5500 pages