Plan5500

North American Electric Reliability Corporation Savings And Investment Plan — Form 5500 plan (North American Electric Reliability 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, North American Electric Reliability Corporation Savings And Investment Plan is a benefit plan reported by North American Electric Reliability Corporation under EIN 20-4821888 and plan number 002. The latest loaded filing year is 2023. The filing reports 301 participants and $80,913,297 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$80.9MPlan net assets, end of year$80,913,297
Participants301Covered participants reported
Assets / participant$268.8KComputed: assets ÷ participants$268,815 (computed)
Provider compensation$20.5K1 Schedule C provider row(s)$20,496
Plan sponsor
North American Electric Reliability Corporation
EIN
20-4821888
Plan number
002
Plan type
2
Location
Atlanta, GA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    301 participants · 2Sch HSch C
    View filing →
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)$80.9M total assets
Net assets$80.9MLiabilities$0
Money in vs. money out
Total income / additions$20.6M
Total expenses$7.4M
Benefits paid / distributions$7.4M
Contributions
Employer$4.2M
Participant$3.3M
Full reported line items

Net assets

Total assets (EOY)
$80,913,297
Total liabilities (EOY)
$0
Net assets (EOY)
$80,913,297
Net assets (BOY)
$67,782,711

Income & contributions

Employer contributions
$4,210,521
Participant contributions
$3,279,526
Total contributions
$8,515,578
Total income / additions
$20,553,571

Expenses & distributions

Benefits paid
$7,402,080
Administrative expenses
$20,905
Total expenses
$7,422,985
Net increase / (decrease)
$13,130,586
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.

Contribution share (employer vs. participant)
Employer 56%Participant 44%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income36%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$20.5K
    CONTRACT ADMINISTRATOR · Direct $20.5K · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the North American Electric Reliability Corporation Savings And Investment Plan?
North American Electric Reliability Corporation Savings And Investment Plan is reported as sponsored by North American Electric Reliability Corporation (EIN 20-4821888, plan number 002) in public Form 5500 filings.
What is the most recent Form 5500 filing year for North American Electric Reliability Corporation Savings And Investment Plan?
The latest Form 5500 filing year loaded for North American Electric Reliability Corporation Savings And Investment Plan is 2023.
How many participants does North American Electric Reliability Corporation Savings And Investment Plan report?
North American Electric Reliability Corporation Savings And Investment Plan reports 301 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for North American Electric Reliability Corporation Savings And Investment Plan?
North American Electric Reliability Corporation Savings And Investment Plan reports $80,913,297 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages