2023 Form 5500 filing — Cleco Corporate Holdings LLC Pension 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 20240918120210NAL0002557699002) for Cleco Corporate Holdings LLC Pension Plan, reported by Cleco Power LLC under EIN 72-0244480 and plan number 001. It reports 2,025 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240918120210NAL0002557699002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Cleco Power LLC
- EIN
- 72-0244480
- Plan number
- 001
- Location
- Pineville, LA
- Participants
- 2,025
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $422,842,283
- Total liabilities (EOY)
- $345,865
- Net assets (EOY)
- $422,496,418
- Employer contributions
- $14,882,793
- Total income / additions
- $53,644,089
- Benefits paid
- $30,068,857
- Administrative expenses
- $3,150,929
- Total expenses
- $33,219,786
- Net increase / (decrease)
- $20,424,303
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Legal & General Investment Manageme | SERVICE PROVIDER | $388,368 | not reported in the loaded dataset |
| Hewitt Associates LLC | SERVICE PROVIDER | $303,253 | not reported in the loaded dataset |
| Morgan Stanley Investment Managemen | SERVICE PROVIDER | $282,622 | not reported in the loaded dataset |
| Towers Watson | SERVICE PROVIDER | $230,592 | not reported in the loaded dataset |
| Ubs Realty Investors LLC | SERVICE PROVIDER | $163,510 | not reported in the loaded dataset |
| Northern Trust Company | FIDUCIARY | $123,679 | not reported in the loaded dataset |
| Metropolitan West | SERVICE PROVIDER | $86,000 | not reported in the loaded dataset |
| Mcelroy, Quirk, & Burch | SERVICE PROVIDER | $32,025 | not reported in the loaded dataset |
| Jp Morgan | FIDUCIARY | $14,568 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | SERVICE PROVIDER | $11,050 | not reported in the loaded dataset |