2023 Form 5500 filing — Ipalco Enterprises, Inc. Voluntary Employee Beneficiary Association 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 20241010094507NAL0035395200002) for Ipalco Enterprises, Inc. Voluntary Employee Beneficiary Association Plan, reported by Ipalco Enterprises, Inc. Veba Committee under EIN 35-2156976 and plan number 501. It reports 835 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010094507NAL0035395200002
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ipalco Enterprises, Inc. Veba Committee
- EIN
- 35-2156976
- Plan number
- 501
- Location
- Indianapolis, IN
- Participants
- 835
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $51,285,992
- Total liabilities (EOY)
- $199,203
- Net assets (EOY)
- $51,086,789
- Participant contributions
- $538,616
- Total income / additions
- $6,568,735
- Benefits paid
- $1,865,684
- Administrative expenses
- $672,010
- Total expenses
- $2,537,694
- Net increase / (decrease)
- $4,031,041
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Ice Miller | NONE | $86,116 | not reported in the loaded dataset |
| Newport Trust Company | NONE | $77,080 | not reported in the loaded dataset |
| National Bank Of Indianapolis | NONE | $76,694 | not reported in the loaded dataset |
| Dunn & Associates Benefit Admin. | NONE | $65,442 | not reported in the loaded dataset |
| United Healthcare | NONE | $45,610 | $330 |
| Van Epps & Associates, LLC | NONE | $21,899 | not reported in the loaded dataset |
| Milliman Usa | NONE | $18,500 | not reported in the loaded dataset |
| Horizon Cpa Services, Inc. | NONE | $17,850 | not reported in the loaded dataset |