New Orleans Electrical Annuity Plan — Form 5500 plan (Board Of Trustees Of The Noe Annuity Plan)
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, New Orleans Electrical Annuity Plan is a benefit plan reported by Board Of Trustees Of The Noe Annuity Plan under EIN 72-1417592 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,524 participants and $77,298,273 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Board Of Trustees Of The Noe Annuity Plan
- EIN
- 72-1417592
- Plan number
- 002
- Plan type
- 1
- Location
- Goodlettsville, TN
- Latest filing year
- 2023
- Participants
- 1,524
- End-of-year plan assets
- $77,298,273
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,524 | H, C | 20241013153008NAL0049586258004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $77,298,273
- Total liabilities (EOY)
- $102,296
- Net assets (EOY)
- $77,195,977
- Net assets (BOY)
- $65,681,953
Income & contributions
- Employer contributions
- $5,214,911
- Total contributions
- $5,228,951
- Total income / additions
- $15,866,862
Expenses & distributions
- Benefits paid
- $4,034,638
- Administrative expenses
- $318,200
- Total expenses
- $4,352,838
- Net increase / (decrease)
- $11,514,024
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Prudential Insurance Company | NONE | $101,728 | $0 | 2023 |
| Morgan, Lewis & Bockius Llp | NONE | $74,297 | not reported in the loaded dataset | 2023 |
| Synovus Trust Company | NONE | $47,553 | not reported in the loaded dataset | 2023 |
| Southern Benefit Administrators | NONE | $27,834 | not reported in the loaded dataset | 2023 |
| Pbmares, Llp | NONE | $11,206 | not reported in the loaded dataset | 2023 |
| Mutual Funds | NONE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Board Of Trustees Of The Noe Annuity Plan
- 2023 Form 5500 filing
- Form 5500 filings in TN
- 401(k) and benefit plan filings in Goodlettsville, TN
- Prudential Insurance Company — Schedule C compensation
- Morgan, Lewis & Bockius Llp — Schedule C compensation
- Synovus Trust Company — Schedule C compensation
- Southern Benefit Administrators — Schedule C compensation
- Pbmares, Llp — Schedule C compensation
- Mutual Funds — Schedule C compensation