2023 Form 5500 filing — Alabama Power Co. Post-Retirement Welfare Benefits Trust
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 20241011170504NAL0023299185001) for Alabama Power Co. Post-Retirement Welfare Benefits Trust, reported by Southern Company Services, Inc. under EIN 63-1133071 and plan number 502. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011170504NAL0023299185001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Southern Company Services, Inc.
- EIN
- 63-1133071
- Plan number
- 502
- Location
- Atlanta, GA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $280,922,202
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $280,922,202
- Total income / additions
- $28,100,137
- Benefits paid
- $0
- Administrative expenses
- $319,986
- Total expenses
- $319,986
- Net increase / (decrease)
- $27,780,151
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Newport Group | NONE | $45,215 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | NONE | $21,022 | not reported in the loaded dataset |
| Aon Consulting Inc. | NONE | $16,832 | not reported in the loaded dataset |
| The Bank Of New York Mellon | NONE | $12,918 | not reported in the loaded dataset |