2023 Form 5500 filing — Entergy Corporation Companies' Retiree Health 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 20241007161410NAL0015486785001) for Entergy Corporation Companies' Retiree Health Plan, reported by Entergy Corporation under EIN 72-1229752 and plan number 540. It reports 10,399 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$280MReported net assets$279,979,195
Participants10.4K10,399
Provider compensationNone reported
Schedules filedSchedule HLoaded schedules
EFAST2 acknowledgement
20241007161410NAL0015486785001
Plan sponsor
Entergy Corporation
EIN
72-1229752
Plan number
540
Location
New Orleans, LA
Received date
not reported in the loaded dataset
Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$280M total assets
Net assets$280MLiabilities$0
Money in vs. money out
Total income / additions$51.1M
Total expenses$30.4M
Benefits paid / distributions$30.4M
Contributions
Employer$16.4M
Participant$4.4M
Full reported line items
Total assets (EOY)
$279,979,195
Total liabilities (EOY)
$0
Net assets (EOY)
$279,979,195
Employer contributions
$16,409,247
Participant contributions
$4,354,955
Total income / additions
$51,117,431
Benefits paid
$30,428,727
Administrative expenses
$0
Total expenses
$30,428,727
Net increase / (decrease)
$20,688,704

Related Form 5500 pages