2023 Form 5500 filing — Santee Electric Cooperative Inc., Retiree Welfare Benefit Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240612114223NAL0029206129001) for Santee Electric Cooperative Inc., Retiree Welfare Benefit Plan, reported by Santee Electric Cooperative Inc. under EIN 57-0240935 and plan number 526. It reports 74 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$27.5MReported net assets$27,471,823
Participants74
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
- EFAST2 acknowledgement
- 20240612114223NAL0029206129001
- Plan sponsor
- Santee Electric Cooperative Inc.
- EIN
- 57-0240935
- Plan number
- 526
- Location
- Kingstree, SC
- Received date
- not reported in the loaded dataset
Schedule I · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$27.5M total assets
Net assets$27.5MLiabilities—
Full reported line items
- Total assets (EOY)
- $27,471,823
- Net assets (EOY)
- $27,471,823
- Employer contributions
- $967,425
- Total income / additions
- $3,641,010
- Benefits paid
- $675,000
- Total expenses
- $675,000
- Net increase / (decrease)
- $2,966,010