2023 Form 5500 filing — Retirement Plan For Ees Of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp
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 20241010110719NAL0019967825001) for Retirement Plan For Ees Of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp, reported by Ohio Valley Electric Corporation under EIN 31-4392702 and plan number 001. It reports 733 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010110719NAL0019967825001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Valley Electric Corporation
- EIN
- 31-4392702
- Plan number
- 001
- Location
- Piketon, OH
- Participants
- 733
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $159,092,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,092,756
- Employer contributions
- $7,200,000
- Total income / additions
- $26,309,830
- Benefits paid
- $49,200,064
- Administrative expenses
- $583,640
- Total expenses
- $49,783,704
- Net increase / (decrease)
- -$23,473,874
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson | ACTUARY | $193,453 | not reported in the loaded dataset |
| Metlife Investment Management | NONE | $145,902 | not reported in the loaded dataset |
| Western Asset Management Co | NONE | $128,928 | not reported in the loaded dataset |
| Acadian Asset Management | NONE | $44,169 | not reported in the loaded dataset |
| Pnc Bank | TRUSTEE | $36,621 | $0 |
| Advisory Research Investment Mgmt | NONE | $32,772 | not reported in the loaded dataset |
| Huntington National Bank | TRUSTEE | $5,270 | $0 |