2023 Form 5500 filing — Supplemental Pension & Savings Plan For Ees Of Ohio Valley Electric Corp And 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 20241010111523NAL0009940307001) for Supplemental Pension & Savings Plan For Ees Of Ohio Valley Electric Corp And Indiana-Kentucky Electric Corp, reported by Ohio Valley Electric Corporation under EIN 31-4392702 and plan number 002. It reports 607 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010111523NAL0009940307001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ohio Valley Electric Corporation
- EIN
- 31-4392702
- Plan number
- 002
- Location
- Piketon, OH
- Participants
- 607
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $137,599,907
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $137,599,907
- Employer contributions
- $1,932,452
- Participant contributions
- $5,361,040
- Total income / additions
- $29,773,478
- Benefits paid
- $19,393,774
- Administrative expenses
- $39,331
- Total expenses
- $19,463,668
- Net increase / (decrease)
- $10,309,810
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $24,555 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $14,776 | $0 |