Ppl Bargaining Unit Retiree Health Plan — Form 5500 plan (Ppl Services 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, Ppl Bargaining Unit Retiree Health Plan is a benefit plan reported by Ppl Services Corporation under EIN 23-3041441 and plan number 521. The latest loaded filing year is 2023. The filing reports 2,574 participants and $96,798,565 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ppl Services Corporation
- EIN
- 23-3041441
- Plan number
- 521
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 2,574
- End-of-year plan assets
- $96,798,565
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,574 | H, C | 20241015074455NAL0046945456001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $96,798,565
- Total liabilities (EOY)
- $46,756
- Net assets (EOY)
- $96,751,809
- Net assets (BOY)
- $91,621,263
Income & contributions
- Employer contributions
- $70,083
- Participant contributions
- $1,495,530
- Total contributions
- $1,565,613
- Total income / additions
- $15,117,646
Expenses & distributions
- Benefits paid
- $7,966,817
- Administrative expenses
- $2,020,283
- Total expenses
- $9,987,100
- Net increase / (decrease)
- $5,130,546
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Medco Health Solutions, Inc | NONE | $109,746 | not reported in the loaded dataset | 2023 |
| Mellon Investments | NONE | $37,546 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | NONE | $26,629 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us, Llp | NONE | $13,050 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | NONE | $7,572 | not reported in the loaded dataset | 2023 |
| Towers Watson Pennsylvania | NONE | $7,017 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ppl Services Corporation
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Allentown, PA
- Medco Health Solutions, Inc — Schedule C compensation
- Mellon Investments — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Towers Watson Pennsylvania — Schedule C compensation