Big Rivers Electric Corporation Bargaining Employees' Retirement Savings Plan — Form 5500 plan (Big Rivers Electric 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, Big Rivers Electric Corporation Bargaining Employees' Retirement Savings Plan is a benefit plan reported by Big Rivers Electric Corporation under EIN 61-0597287 and plan number 004. The latest loaded filing year is 2023. The filing reports 182 participants and $38,981,075 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Big Rivers Electric Corporation
- EIN
- 61-0597287
- Plan number
- 004
- Plan type
- 2
- Location
- Owensboro, KY
- Latest filing year
- 2023
- Participants
- 182
- End-of-year plan assets
- $38,981,075
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 182 | H, C | 20240718120027NAL0005481201001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $38,981,075
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $38,981,075
- Net assets (BOY)
- $34,465,200
Income & contributions
- Employer contributions
- $1,206,730
- Participant contributions
- $1,025,140
- Total contributions
- $2,259,470
- Total income / additions
- $9,757,442
Expenses & distributions
- Benefits paid
- $4,154,661
- Administrative expenses
- $13,449
- Total expenses
- $4,168,110
- Net increase / (decrease)
- $5,589,332
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $21,410 | not reported in the loaded dataset | 2023 |
| Regions Institutional Trust | INVESTMENT ADVISOR | $11,250 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | -$19,211 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big Rivers Electric Corporation
- 2023 Form 5500 filing
- Form 5500 filings in KY
- 401(k) and benefit plan filings in Owensboro, KY
- Strategic Advisors, Inc. — Schedule C compensation
- Regions Institutional Trust — Schedule C compensation
- Fidelity Investments Institutional — Schedule C compensation