2023 Form 5500 filing — Talen Energy Retiree Group Life Insurance Plan For Bargaining Unit Retirees
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 20241014173028NAL0053365154001) for Talen Energy Retiree Group Life Insurance Plan For Bargaining Unit Retirees, reported by Talen Energy Supply, LLC under EIN 23-3074920 and plan number 522. It reports 352 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)$5.1MReported net assets$5,097,676
Participants352
Provider compensation$45K3 Schedule C row(s)$44,969
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241014173028NAL0053365154001
- Plan sponsor
- Talen Energy Supply, LLC
- EIN
- 23-3074920
- Plan number
- 522
- Location
- Houston, TX
- 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)$5.1M total assets
Net assets$5.1MLiabilities—
Full reported line items
- Total assets (EOY)
- $5,097,676
- Net assets (EOY)
- $5,097,676
- Total income / additions
- $723,782
- Benefits paid
- $646,446
- Administrative expenses
- $50,158
- Total expenses
- $696,604
- Net increase / (decrease)
- $27,178
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Baker Tilly Us, Llp | ACCOUNTANT/AUDITOR | $27,999 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $11,270 | not reported in the loaded dataset |
| Morgan Stanley Smith Barney | CONSULTANT | $5,700 | not reported in the loaded dataset |