2023 Form 5500 filing — Employees' Thrift Plan Of Indianapolis Power & Light Company

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 20240717140155NAL0002443923001) for Employees' Thrift Plan Of Indianapolis Power & Light Company, reported by Indianapolis Power & Light Company under EIN 35-0413620 and plan number 003. It reports 1,075 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240717140155NAL0002443923001
Filing year
2023
Form type
2
Plan sponsor
Indianapolis Power & Light Company
EIN
35-0413620
Plan number
003
Location
Dayton, OH
Participants
1,075
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$197,847,563
Total liabilities (EOY)
$0
Net assets (EOY)
$197,847,563
Employer contributions
$3,720,625
Participant contributions
$7,413,640
Total income / additions
$34,434,662
Benefits paid
$21,555,941
Administrative expenses
$123,044
Total expenses
$21,680,028
Net increase / (decrease)
$12,754,634
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
T Rowe Price Rps IncNONE$77,194$0
Capital Cities, LLCNONE$45,250not reported in the loaded dataset
Charles Schwab & Co., Inc.NONE$334$0

Related Form 5500 pages