The Edison Electric Institute Retiree Health Reimbursement Account 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, The Edison Electric Institute Retiree Health Reimbursement Account Plan is a benefit plan reported by Edison Electric Institute under EIN 13-0659550 and plan number 510. The latest loaded filing year is 2023. The filing reports 104 participants and $1,181,629 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.2MPlan net assets, end of year$1,181,629
Participants104Covered participants reported
Assets / participant$11.4KComputed: assets ÷ participants$11,362 (computed)
Provider compensationNone reported
Plan sponsor
Edison Electric Institute
EIN
13-0659550
Plan number
510
Plan type
2
Location
Washington, DC
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023104I20240920145656NAL0010615552001
Schedule I · 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)$1.2M total assets
Net assets$1.2MLiabilities
Money in vs. money out
Total income / additions$34.7K
Total expenses$9.2K
Benefits paid / distributions$8.5K
Contributions
Employer$0
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$1,181,629
Net assets (EOY)
$1,181,629
Net assets (BOY)
$1,123,850

Income & contributions

Employer contributions
$0
Total income / additions
$34,704

Expenses & distributions

Benefits paid
$8,452
Administrative expenses
$750
Total expenses
$9,202
Net increase / (decrease)
$25,502
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.

Total expenses ÷ net assets1%Computed ratio
Benefits paid ÷ total income24%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages