2023 Form 5500 filing — Long Island Electric Utility Servco LLC Retirement Income 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 20241014134809NAL0013395251001) for Long Island Electric Utility Servco LLC Retirement Income Plan, reported by Long Island Electric Utility Servco LLC under EIN 45-4652143 and plan number 001. It reports 2,461 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014134809NAL0013395251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Long Island Electric Utility Servco LLC
- EIN
- 45-4652143
- Plan number
- 001
- Location
- Uniondale, NY
- Participants
- 2,461
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $458,488,925
- Total liabilities (EOY)
- $377
- Net assets (EOY)
- $458,488,548
- Employer contributions
- $25,200,000
- Total income / additions
- $84,307,285
- Benefits paid
- $11,243,031
- Administrative expenses
- $3,203,208
- Total expenses
- $14,446,239
- Net increase / (decrease)
- $69,861,046
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $807,724 | not reported in the loaded dataset |
| Principal Real Estate Investors LLC | NONE | $140,070 | $0 |
| Income Research & Management | NONE | $129,587 | not reported in the loaded dataset |
| Bny Mellon | NONE | $100,361 | $0 |
| The Bank Of New York Mellon | TRUSTEE | $74,743 | $0 |
| Legal & General Investment Manageme | NONE | $70,528 | not reported in the loaded dataset |
| Kronick Kalada Berdy & Co., P.C. | NONE | $22,600 | not reported in the loaded dataset |
| Aon Consulting Inc | NONE | $16,678 | not reported in the loaded dataset |