2023 Form 5500 filing — Nrg Pension Plan For Bargained Employees

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 20241014105918NAL0053208498001) for Nrg Pension Plan For Bargained Employees, reported by Nrg Affiliate Services, Inc. under EIN 41-1960764 and plan number 005. It reports 2,856 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$392MReported net assets$392,033,598

Participants2.9K2,856

Provider compensation$1.2M4 Schedule C row(s)$1,173,977

Schedules filedSchedule H, Schedule CLoaded schedules

EFAST2 acknowledgement: 20241014105918NAL0053208498001
Plan sponsor: Nrg Affiliate Services, Inc.
EIN: 41-1960764
Plan number: 005
Location: Princeton, NJ
Received date: not reported in the loaded dataset

Schedule H · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$392M total assets

Net assets$392MLiabilities$0

Money in vs. money out

Total income / additions$60.4M

Total expenses$41.2M

Benefits paid / distributions$38M

Contributions

Employer$14.3M

ParticipantNot reported

Full reported line items

Total assets (EOY): $392,033,598
Total liabilities (EOY): $0
Net assets (EOY): $392,033,598
Employer contributions: $14,300,000
Total income / additions: $60,362,452
Benefits paid: $37,999,513
Administrative expenses: $3,186,980
Total expenses: $41,186,493
Net increase / (decrease): $19,175,959

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
Provider	Service	Direct comp.	Indirect comp.
Allight	NONE	$867,337	not reported in the loaded dataset
Northern Trust Company	NONE	$171,155	not reported in the loaded dataset
Blackrock Corp	NONE	$123,285	not reported in the loaded dataset
Warren Averett	NONE	$12,200	not reported in the loaded dataset