Lg&E And Ku Pension Plan — Form 5500 plan (Lg&E And Ku Energy, LLC)

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, Lg&E And Ku Pension Plan is a benefit plan reported by Lg&E And Ku Energy, LLC under EIN 20-0523163 and plan number 006. The latest loaded filing year is 2023. The filing reports 4,602 participants and $1,112,165,749 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Lg&E And Ku Energy, LLC
EIN
20-0523163
Plan number
006
Plan type
2
Location
Louisville, KY
Latest filing year
2023
Participants
4,602
End-of-year plan assets
$1,112,165,749

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20234,602H, C20241011092201NAL0038294384001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$1,112,165,749
Total liabilities (EOY)
$59,282
Net assets (EOY)
$1,112,106,467
Net assets (BOY)
$1,114,122,703

Income & contributions

Total contributions
$0
Total income / additions
$119,874,516

Expenses & distributions

Benefits paid
$117,679,946
Administrative expenses
$4,210,806
Total expenses
$121,890,752
Net increase / (decrease)
-$2,016,236

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity InvestmentsRECORDKEEPER$311,569not reported in the loaded dataset2023
Towers Watson Pennsylvania, Inc.ACTUARIAL$158,583not reported in the loaded dataset2023
Baker Tilly Us, LlpNONE$21,900not reported in the loaded dataset2023

Related Form 5500 pages