2023 Form 5500 filing — Rhode Island Energy Retiree Health And Life 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 20241015154249NAL0058507282001) for Rhode Island Energy Retiree Health And Life Plan, reported by Ppl Services Corporation under EIN 23-3041441 and plan number 561. It reports 1,212 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015154249NAL0058507282001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Ppl Services Corporation
- EIN
- 23-3041441
- Plan number
- 561
- Location
- Allentown, PA
- Participants
- 1,212
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $155,463,125
- Total liabilities (EOY)
- $14,707,612
- Net assets (EOY)
- $140,755,513
- Participant contributions
- $1,324,157
- Total income / additions
- $21,125,453
- Benefits paid
- $11,095,852
- Administrative expenses
- $584,831
- Total expenses
- $11,680,683
- Net increase / (decrease)
- $9,444,770
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Captial Blue Cross | CLAIMS PROCESSING | $204,627 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $104,027 | not reported in the loaded dataset |
| Express Scripts | CLAIMS PROCESSING | $88,674 | not reported in the loaded dataset |
| The Bank Of New York Mellon | TRUSTEE | $15,453 | not reported in the loaded dataset |
| Baker Tilly | AUDITOR | $8,400 | not reported in the loaded dataset |