Georgia Transmission Corporation Retirement Plan — Form 5500 plan (Georgia Transmission Corporation (An Electric Membership 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, Georgia Transmission Corporation Retirement Plan is a benefit plan reported by Georgia Transmission Corporation (An Electric Membership Corporation) under EIN 58-2231201 and plan number 003. The latest loaded filing year is 2023. The filing reports 383 participants and $220,675,460 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Georgia Transmission Corporation (An Electric Membership Corporation)
- EIN
- 58-2231201
- Plan number
- 003
- Plan type
- 2
- Location
- Tucker, GA
- Latest filing year
- 2023
- Participants
- 383
- End-of-year plan assets
- $220,675,460
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 383 | H, C | 20241009161202NAL0018721617001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $220,675,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $220,675,460
- Net assets (BOY)
- $183,372,665
Income & contributions
- Employer contributions
- $7,113,921
- Participant contributions
- $4,562,451
- Total contributions
- $12,276,423
- Total income / additions
- $50,712,304
Expenses & distributions
- Benefits paid
- $14,220,548
- Administrative expenses
- -$43,063
- Total expenses
- $14,177,485
- Net increase / (decrease)
- $36,534,819
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | -$42,808 | $0 | 2023 |