Plan5500

2023 Form 5500 filing — Talen Energy Health And Welfare Benefit 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 20241014213250NAL0028318177001) for Talen Energy Health And Welfare Benefit Plan, reported by Talen Energy Supply, LLC under EIN 23-3074920 and plan number 501. It reports 2,843 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241014213250NAL0028318177001
Filing year
2023
Form type
2
Plan sponsor
Talen Energy Supply, LLC
EIN
23-3074920
Plan number
501
Location
Houston, TX
Participants
2,843
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$31,125,063
Total liabilities (EOY)
$3,839,000
Net assets (EOY)
$27,286,063
Employer contributions
$32,472,054
Participant contributions
$8,751,381
Total income / additions
$45,157,235
Benefits paid
$42,764,160
Administrative expenses
$366,196
Total expenses
$43,130,356
Net increase / (decrease)
$2,026,879
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Capital Blue CrossACCOUNT MAINTENANCE FEES$181,131not reported in the loaded dataset
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$95,165not reported in the loaded dataset
Morgan Stanley Smith BarneyCONSULTANT$32,132not reported in the loaded dataset
The Bank Of New York MellonTRUSTEE$30,653not reported in the loaded dataset
Mellon InvestmentsINVESTMENT MANAGEMENT$21,070not reported in the loaded dataset
Sage Advisory Svcs., Ltd. Co.INVESTMENT MANAGEMENT$9,790not reported in the loaded dataset

Related Form 5500 pages