Edison Electric Institute Cooperative Savings Plan — Form 5500 plan (Edison Electric Institute)
Plain-English plan 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, Edison Electric Institute Cooperative Savings Plan is a benefit plan reported by Edison Electric Institute under EIN 13-0659550 and plan number 002. The latest loaded filing year is 2023. The filing reports 304 participants and $98,115,654 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$98.1MPlan net assets, end of year$98,098,795
Participants304Covered participants reported
Assets / participant$322.7KComputed: assets ÷ participants$322,749 (computed)
Provider compensation$40.6K2 Schedule C provider row(s)$40,619
- Plan sponsor
- Edison Electric Institute
- EIN
- 13-0659550
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 304 | H, C | 20240926134831NAL0000732657001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$98.1M total assets
Net assets$98.1MLiabilities$16.9K
Full reported line items
Net assets
- Total assets (EOY)
- $98,115,654
- Total liabilities (EOY)
- $16,859
- Net assets (EOY)
- $98,098,795
- Net assets (BOY)
- $84,978,457
Income & contributions
- Employer contributions
- $2,864,835
- Participant contributions
- $2,597,316
- Total contributions
- $5,654,099
- Total income / additions
- $18,603,274
Expenses & distributions
- Benefits paid
- $5,427,008
- Administrative expenses
- $39,069
- Total expenses
- $5,482,936
- Net increase / (decrease)
- $13,120,338
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
52%48%
Employer 52%Participant 48%
Total expenses ÷ net assets6%Computed ratio
Benefits paid ÷ total income29%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $22,201 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $18,418 | not reported in the loaded dataset | 2023 |