2023 Form 5500 filing — Electric Power Research Institute Self Insured Temporary Disability 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 20240719105345NAL0007057665001) for Electric Power Research Institute Self Insured Temporary Disability Benefit Plan, reported by Electric Power Research Institute under EIN 23-7175375 and plan number 508. It reports 926 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240719105345NAL0007057665001
Filing year
2023
Form type
2
Plan sponsor
Electric Power Research Institute
EIN
23-7175375
Plan number
508
Location
Palo Alto, CA
Participants
926
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$1,223,085
Total liabilities (EOY)
$81,423
Net assets (EOY)
$1,141,662
Participant contributions
$684,024
Total income / additions
$684,024
Benefits paid
$373,179
Administrative expenses
$110,696
Total expenses
$483,875
Net increase / (decrease)
$200,149
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Larkin Benefit AdministratorsNONE$110,696not reported in the loaded dataset

Related Form 5500 pages