2023 Form 5500 filing — Nuclear Energy Institute, Inc. Employees Savings 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 20241011153427NAL0011131283001) for Nuclear Energy Institute, Inc. Employees Savings Plan, reported by Nuclear Energy Institute, Inc. under EIN 52-1209124 and plan number 002. It reports 150 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011153427NAL0011131283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Nuclear Energy Institute, Inc.
- EIN
- 52-1209124
- Plan number
- 002
- Location
- Washington, DC
- Participants
- 150
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $46,002,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,002,966
- Employer contributions
- $1,701,701
- Participant contributions
- $1,551,698
- Total income / additions
- $9,510,941
- Benefits paid
- $3,675,329
- Administrative expenses
- $6,553
- Total expenses
- $3,681,882
- Net increase / (decrease)
- $5,829,059
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $5,451 | $0 |
| Oneamerica Retirement Services | RECORDKEEPER | $225 | not reported in the loaded dataset |
| New York Life Insurance Company | RETAINED BY CLIENT | $0 | $0 |
| Matrix Trust Company | TRUSTEE | $0 | $0 |