Entergy Corporation Companies' Bargaining Employees' Welfare Benefit Trust — Form 5500 plan (Entergy Corporation)
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, Entergy Corporation Companies' Bargaining Employees' Welfare Benefit Trust is a benefit plan reported by Entergy Corporation under EIN 13-3817903 and plan number 501. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $461,687,414 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Entergy Corporation
- EIN
- 13-3817903
- Plan number
- 501
- Plan type
- 4
- Location
- New Orleans, LA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $461,687,414
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241003141317NAL0010653521001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $461,687,414
- Total liabilities (EOY)
- $357,595
- Net assets (EOY)
- $461,329,819
- Net assets (BOY)
- $421,362,722
Income & contributions
- Total contributions
- $0
- Total income / additions
- $50,908,327
Expenses & distributions
- Benefits paid
- $0
- Administrative expenses
- $1,094,341
- Total expenses
- $1,094,341
- Net increase / (decrease)
- $49,813,986
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Aetna Life Insurance Company | NONE | $445,302 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $232,437 | $0 | 2023 |
| T. Rowe Price Associates | NONE | $146,512 | $0 | 2023 |
| Aon Consulting | NONE | $137,360 | not reported in the loaded dataset | 2023 |
| Omniclaim | NONE | $0 | $71,503 | 2023 |
| Deloitte And Touche Llp | NONE | $48,333 | not reported in the loaded dataset | 2023 |
| Equian | NONE | $0 | $40,773 | 2023 |
| State Street Global Advisor Trst Co | NONE | $38,958 | $0 | 2023 |
| Blackrock Inst Trust Co., N.A. | NONE | $22,308 | $0 | 2023 |
| Optuminsight | NONE | $0 | $16,520 | 2023 |
| Callan LLC | NONE | $16,066 | not reported in the loaded dataset | 2023 |
| Friday, Eldredge & Clark, Llp | NONE | $7,065 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Entergy Corporation
- 2023 Form 5500 filing
- Form 5500 filings in LA
- 401(k) and benefit plan filings in New Orleans, LA
- Aetna Life Insurance Company — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- T. Rowe Price Associates — Schedule C compensation
- Aon Consulting — Schedule C compensation
- Omniclaim — Schedule C compensation
- Deloitte And Touche Llp — Schedule C compensation
- Equian — Schedule C compensation
- State Street Global Advisor Trst Co — Schedule C compensation
- Blackrock Inst Trust Co., N.A. — Schedule C compensation
- Optuminsight — Schedule C compensation
- Callan LLC — Schedule C compensation
- Friday, Eldredge & Clark, Llp — Schedule C compensation