Independence Energy Management, LLC 401(K) Plan — Form 5500 plan (Independence Energy Management, 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, Independence Energy Management, LLC 401(K) Plan is a benefit plan reported by Independence Energy Management, LLC under EIN 86-2772723 and plan number 001. The latest loaded filing year is 2023. The filing reports 938 participants and $49,876,740 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Independence Energy Management, LLC
- EIN
- 86-2772723
- Plan number
- 001
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 938
- End-of-year plan assets
- $49,876,740
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 938 | H, C | 20250203175405NAL0007000385001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $49,876,740
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $49,876,740
- Net assets (BOY)
- $30,473,539
Income & contributions
- Employer contributions
- $4,601,653
- Participant contributions
- $7,401,359
- Total contributions
- $15,756,901
- Total income / additions
- $22,253,924
Expenses & distributions
- Benefits paid
- $2,661,324
- Administrative expenses
- $150,361
- Total expenses
- $2,850,723
- Net increase / (decrease)
- $19,403,201
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $73,662 | $0 | 2023 |
| Alliant Insurance Services Inc Dba | INVESTMENT ADVISOR | $46,114 | not reported in the loaded dataset | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $19,430 | not reported in the loaded dataset | 2023 |
| Lockton Investment Advisors, LLC | INVESTMENT ADVISOR | $11,155 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Independence Energy Management, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Houston, TX
- Empower Annuity Insurance Company — Schedule C compensation
- Alliant Insurance Services Inc Dba — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Lockton Investment Advisors, LLC — Schedule C compensation