Cleco Corporate Holdings LLC Pension Plan — Form 5500 plan (Cleco Power LLC)
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, Cleco Corporate Holdings LLC Pension Plan is a benefit plan reported by Cleco Power LLC under EIN 72-0244480 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,025 participants and $422,842,283 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Cleco Power LLC
- EIN
- 72-0244480
- Plan number
- 001
- Plan type
- 2
- Location
- Pineville, LA
- Latest filing year
- 2023
- Participants
- 2,025
- End-of-year plan assets
- $422,842,283
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,025 | H, C | 20240918120210NAL0002557699002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $422,842,283
- Total liabilities (EOY)
- $345,865
- Net assets (EOY)
- $422,496,418
- Net assets (BOY)
- $402,072,115
Income & contributions
- Employer contributions
- $14,882,793
- Total contributions
- $14,882,793
- Total income / additions
- $53,644,089
Expenses & distributions
- Benefits paid
- $30,068,857
- Administrative expenses
- $3,150,929
- Total expenses
- $33,219,786
- Net increase / (decrease)
- $20,424,303
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Legal & General Investment Manageme | SERVICE PROVIDER | $388,368 | not reported in the loaded dataset | 2023 |
| Hewitt Associates LLC | SERVICE PROVIDER | $303,253 | not reported in the loaded dataset | 2023 |
| Morgan Stanley Investment Managemen | SERVICE PROVIDER | $282,622 | not reported in the loaded dataset | 2023 |
| Towers Watson | SERVICE PROVIDER | $230,592 | not reported in the loaded dataset | 2023 |
| Ubs Realty Investors LLC | SERVICE PROVIDER | $163,510 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | FIDUCIARY | $123,679 | not reported in the loaded dataset | 2023 |
| Metropolitan West | SERVICE PROVIDER | $86,000 | not reported in the loaded dataset | 2023 |
| Mcelroy, Quirk, & Burch | SERVICE PROVIDER | $32,025 | not reported in the loaded dataset | 2023 |
| Jp Morgan | FIDUCIARY | $14,568 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Llp | SERVICE PROVIDER | $11,050 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Cleco Power LLC
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in Pineville, LA
- Legal & General Investment Manageme — Schedule C compensation
- Hewitt Associates LLC — Schedule C compensation
- Morgan Stanley Investment Managemen — Schedule C compensation
- Towers Watson — Schedule C compensation
- Ubs Realty Investors LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Metropolitan West — Schedule C compensation
- Mcelroy, Quirk, & Burch — Schedule C compensation
- Jp Morgan — Schedule C compensation
- Pricewaterhousecoopers Llp — Schedule C compensation