2023 Form 5500 filing — Ppl Bargaining Unit Retiree Group Life Insurance 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 20241014152528NAL0027703665001) for Ppl Bargaining Unit Retiree Group Life Insurance Plan, reported by Ppl Services Corporation under EIN 23-3041441 and plan number 522. It reports 2,640 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014152528NAL0027703665001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ppl Services Corporation
- EIN
- 23-3041441
- Plan number
- 522
- Location
- Allentown, PA
- Participants
- 2,640
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $30,017,913
- Total liabilities (EOY)
- $1,184,206
- Net assets (EOY)
- $28,833,707
- Total income / additions
- $4,169,847
- Benefits paid
- $1,165,017
- Administrative expenses
- $33,226
- Total expenses
- $1,198,243
- Net increase / (decrease)
- $2,971,604
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mellon Investments | NONE | $11,427 | not reported in the loaded dataset |
| Baker Tilly Us, Llp | NONE | $10,750 | not reported in the loaded dataset |