2023 Form 5500 filing — Nyseg And Rge Pension 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 20241014155345NAL0026637585005) for Nyseg And Rge Pension Plan, reported by Rgs Energy Group, Inc. under EIN 51-0437533 and plan number 001. It reports 5,763 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014155345NAL0026637585005
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Rgs Energy Group, Inc.
- EIN
- 51-0437533
- Plan number
- 001
- Location
- Orange, CT
- Participants
- 5,763
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,297,187,962
- Total liabilities (EOY)
- $216,274
- Net assets (EOY)
- $1,296,971,688
- Employer contributions
- $0
- Total income / additions
- $110,135,508
- Benefits paid
- $125,915,126
- Administrative expenses
- $6,441,461
- Total expenses
- $132,356,587
- Net increase / (decrease)
- -$22,221,079
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Nisa Investment Advisors | NONE | $556,055 | not reported in the loaded dataset |
| Pricewaterhousecoopers, Llp | NONE | $471,799 | not reported in the loaded dataset |
| Blackrock Institutional Trust Compa | NONE | $382,205 | not reported in the loaded dataset |
| Mercer Investments | NONE | $253,102 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $199,261 | not reported in the loaded dataset |
| Segall Bryant & Hamill Inv. Counsel | NONE | $77,964 | not reported in the loaded dataset |
| Ubs Global Asset Management | NONE | $75,482 | not reported in the loaded dataset |
| Granahan Inv. Management Inc. | NONE | $73,046 | not reported in the loaded dataset |
| Nepc, LLC | NONE | $43,462 | not reported in the loaded dataset |
| Bonadio & Co., Llp | NONE | $30,340 | not reported in the loaded dataset |
| Investment Metrics, LLC | not reported in the loaded dataset | $22,971 | not reported in the loaded dataset |
| Workforce Logiq | NONE | $15,373 | not reported in the loaded dataset |
| Hinman, Howard & Kattell, Llp | NONE | $13,821 | not reported in the loaded dataset |