Plan5500

Clay Electric Cooperative, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Clay Electric Cooperative, Inc. (EIN 59-0196695) is a plan sponsor located in Keystone Heights, FL with 2 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
59-0196695
Location
Keystone Heights, FL
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Clay Electric Cooperative, Inc.

  • 2 loaded plans hold $71.2M in reported assets.
  • The largest, Clay Electric Cooperative, Inc. Retiree Welfare Benefit Plan, holds 100% of this company's reported plan assets.
  • Plans cover 1,379 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$71.2MSummed across loaded plans$71,205,869
Total reported assets$71.2M$71,227,558
Total reported participants1.4K1,379
Total reported liabilities$21.7K$21,689

Reported net position

Reported assets = net assets + liabilities (summed)$71.2M total assets
Net assets$71.2MLiabilities$21.7K
Contributions & income
Total income / additions$6.8M
Expenses & distributions
Benefits paid / distributions$1.6M
Total expenses$2.1M
Net increase / (decrease)$4.7M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Clay Electric Cooperative, Inc. Retiree Welfare Benefit Plan
Participants per plan690Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Clay Electric Cooperative, Inc. Retiree Welfare Benefit Plan$71.2M
    Plan #526 · 737 participants · 2023
  2. 2
    Clay Electric Cooperative Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 642 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Clay Electric Cooperative, Inc.. Open one for its full reported snapshot.

  1. 2023
    Clay Electric Cooperative Welfare Benefit Plan642 participants · 2No schedules
    View filing →
  2. 2023
    Clay Electric Cooperative, Inc. Retiree Welfare Benefit Plan737 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Clay Electric Cooperative, Inc. report on Form 5500?
Clay Electric Cooperative, Inc. (EIN 59-0196695) reports 2 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Clay Electric Cooperative, Inc.?
The Employer Identification Number (EIN) reported for Clay Electric Cooperative, Inc. is 59-0196695.
What is the latest Form 5500 filing year for Clay Electric Cooperative, Inc.?
The latest loaded Form 5500 filing year for Clay Electric Cooperative, Inc. is 2023.

Related Form 5500 pages