Rhode Island Energy Retiree Health And Life 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, Rhode Island Energy Retiree Health And Life Plan is a benefit plan reported by Ppl Services Corporation under EIN 23-3041441 and plan number 561. The latest loaded filing year is 2023. The filing reports 1,212 participants and $155,463,125 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
- 561
- Plan type
- 2
- Location
- Allentown, PA
- Latest filing year
- 2023
- Participants
- 1,212
- End-of-year plan assets
- $155,463,125
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,212 | H, C | 20241015154249NAL0058507282001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $155,463,125
- Total liabilities (EOY)
- $14,707,612
- Net assets (EOY)
- $140,755,513
- Net assets (BOY)
- $131,310,743
Income & contributions
- Participant contributions
- $1,324,157
- Total contributions
- $1,324,157
- Total income / additions
- $21,125,453
Expenses & distributions
- Benefits paid
- $11,095,852
- Administrative expenses
- $584,831
- Total expenses
- $11,680,683
- Net increase / (decrease)
- $9,444,770
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Captial Blue Cross | CLAIMS PROCESSING | $204,627 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson Us LLC | ACTUARY | $104,027 | not reported in the loaded dataset | 2023 |
| Express Scripts | CLAIMS PROCESSING | $88,674 | not reported in the loaded dataset | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $15,453 | not reported in the loaded dataset | 2023 |
| Baker Tilly | AUDITOR | $8,400 | 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
- Captial Blue Cross — Schedule C compensation
- Willis Towers Watson Us LLC — Schedule C compensation
- Express Scripts — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Baker Tilly — Schedule C compensation