2023 Form 5500 filing — Four Rivers Nuclear Partnership Retirement 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 20240920052505NAL0004203699001) for Four Rivers Nuclear Partnership Retirement Plan, reported by Four Rivers Nuclear Partnership under EIN 81-3609270 and plan number 001. It reports 1,015 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20240920052505NAL0004203699001
Filing year
2023
Form type
2
Plan sponsor
Four Rivers Nuclear Partnership
EIN
81-3609270
Plan number
001
Location
Kevil, KY
Participants
1,015
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$89,370,393
Total liabilities (EOY)
$0
Net assets (EOY)
$89,370,393
Employer contributions
$6,975,304
Participant contributions
$8,364,994
Total income / additions
$27,082,699
Benefits paid
$7,103,380
Administrative expenses
$147,503
Total expenses
$7,291,459
Net increase / (decrease)
$19,791,240
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Adp, Inc.RECORD KEEPER$69,649$0
Edward JonesINVESTMENT/FINANCIAL ADVI$58,324$0
Elliott Davis , LLCCONSULTANT$19,530$0
Mesirow Financial Investment ManageINVESTMENT/FINANCIAL ADVI$0$0

Related Form 5500 pages