2023 Form 5500 filing — Erc 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 20241011052811NAL0010625875001) for Erc Retirement Plan, reported by Ge Capital Us Holdings, Inc. under EIN 47-4432326 and plan number 004. It reports 1,838 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011052811NAL0010625875001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ge Capital Us Holdings, Inc.
- EIN
- 47-4432326
- Plan number
- 004
- Location
- Norwalk, CT
- Participants
- 1,838
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $219,525,164
- Total liabilities (EOY)
- $73,518
- Net assets (EOY)
- $219,451,646
- Employer contributions
- $1,400,000
- Total income / additions
- $15,996,570
- Benefits paid
- $13,856,129
- Administrative expenses
- $1,671,093
- Total expenses
- $15,527,222
- Net increase / (decrease)
- $469,348
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Consulting, Inc. | NONE | $429,376 | not reported in the loaded dataset |
| Ivins, Phillips & Barker Chtd | NONE | $26,297 | not reported in the loaded dataset |
| Deloitte & Touche Llp | NONE | $22,650 | not reported in the loaded dataset |
| Principal Financial Group, Inc | NONE | $18,547 | not reported in the loaded dataset |
| Atessa Benefits | NONE | $7,001 | not reported in the loaded dataset |