2023 Form 5500 filing — Vistra Retirement 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 20241015112523NAL0029393537001) for Vistra Retirement Plan, reported by Vistra Operations Company LLC under EIN 36-4833461 and plan number 002. It reports 876 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015112523NAL0029393537001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Vistra Operations Company LLC
- EIN
- 36-4833461
- Plan number
- 002
- Location
- Irving, TX
- Participants
- 876
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $253,619,474
- Total liabilities (EOY)
- $116,715
- Net assets (EOY)
- $253,502,759
- Total income / additions
- $25,047,879
- Benefits paid
- $21,177,361
- Administrative expenses
- $1,433,487
- Total expenses
- $22,610,848
- Net increase / (decrease)
- $2,437,031
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Aon Investments Usa Inc. | NONE | $733,703 | not reported in the loaded dataset |
| Northern Trust Corporation | NONE | $35,795 | not reported in the loaded dataset |
| State Street Research & Management | NONE | $8,741 | not reported in the loaded dataset |