Plan5500

Alabama Power Co. Post-Retirement Welfare Benefits Trust — Form 5500 plan (Southern Company Services, 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, Alabama Power Co. Post-Retirement Welfare Benefits Trust is a benefit plan reported by Southern Company Services, Inc. under EIN 63-1133071 and plan number 502. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $280,922,202 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Southern Company Services, Inc.
EIN
63-1133071
Plan number
502
Plan type
4
Location
Atlanta, GA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$280,922,202

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241011170504NAL0023299185001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$280,922,202
Total liabilities (EOY)
$0
Net assets (EOY)
$280,922,202
Net assets (BOY)
$253,301,719

Income & contributions

Total contributions
$0
Total income / additions
$28,100,137

Expenses & distributions

Benefits paid
$0
Administrative expenses
$319,986
Total expenses
$319,986
Net increase / (decrease)
$27,780,151

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
The Newport GroupNONE$45,215not reported in the loaded dataset2023
Capfinancial Partners, LLCNONE$21,022not reported in the loaded dataset2023
Aon Consulting Inc.NONE$16,832not reported in the loaded dataset2023
The Bank Of New York MellonNONE$12,918not reported in the loaded dataset2023

Related Form 5500 pages