2023 Form 5500 filing — Stp Nuclear Operating Company Union Retiree'S Medical And Dental Benefits 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 20241014123135NAL0014924163001) for Stp Nuclear Operating Company Union Retiree'S Medical And Dental Benefits Plan, reported by Stp Nuclear Operating Company under EIN 76-0517597 and plan number 612. It reports 291 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014123135NAL0014924163001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Stp Nuclear Operating Company
- EIN
- 76-0517597
- Plan number
- 612
- Location
- Wadsworth, TX
- Participants
- 291
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $3,959,030
- Total liabilities (EOY)
- $996
- Net assets (EOY)
- $3,958,034
- Participant contributions
- $771,549
- Total income / additions
- $1,326,560
- Benefits paid
- $2,405,228
- Administrative expenses
- $40,535
- Total expenses
- $2,445,763
- Net increase / (decrease)
- -$1,119,203
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Forvis Mazars, Llp | NONE | $29,192 | not reported in the loaded dataset |
| Creative Planning | NONE | $6,000 | not reported in the loaded dataset |