Plan5500

Talen Energy Retiree Health Plan For Salaried Retirees — Form 5500 plan (Talen Energy Supply, 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, Talen Energy Retiree Health Plan For Salaried Retirees is a benefit plan reported by Talen Energy Supply, LLC under EIN 23-3074920 and plan number 520. The latest loaded filing year is 2023. The filing reports 388 participants and $5,368,893 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$5.1MPlan net assets, end of year$5,119,399
Participants388Covered participants reported
Assets / participant$13.8KComputed: assets ÷ participants$13,837 (computed)
Provider compensation$225K5 Schedule C provider row(s)$225,008
Plan sponsor
Talen Energy Supply, LLC
EIN
23-3074920
Plan number
520
Plan type
2
Location
Houston, TX
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
    388 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)$5.4M total assets
Net assets$5.1MLiabilities$249.5K
Money in vs. money out
Total income / additions$1.6M
Total expenses$48.9K
Benefits paid / distributionsNot reported
Contributions
EmployerNot reported
Participant$1.1M
Full reported line items

Net assets

Total assets (EOY)
$5,368,893
Total liabilities (EOY)
$249,494
Net assets (EOY)
$5,119,399
Net assets (BOY)
$3,554,332

Income & contributions

Participant contributions
$1,074,336
Total contributions
$1,074,336
Total income / additions
$1,613,977

Expenses & distributions

Administrative expenses
$48,910
Total expenses
$48,910
Net increase / (decrease)
$1,565,067
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.

Total expenses ÷ net assets1%Computed ratio
Provider comp. ÷ net assets4%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Capital Blue Cross$170.7K
    CLAIMS PROCESSOR · Direct $170.7K
  2. 2
    Baker Tilly Us, Llp$35K
    AUDITOR · Direct $35K
  3. 3
    Cvs Caremark$6.8K
    CLAIMS PROCESSOR · Direct $6.8K
  4. 4
    The Bank Of New York Mellon$6.4K
    TRUSTEE · Direct $6.4K
  5. 5
    Alight Health Market Insurance$6.1K
    HRA ADMINISTRATOR · Direct $6.1K

What to inspect next

Frequently asked questions

Who sponsors the Talen Energy Retiree Health Plan For Salaried Retirees?
Talen Energy Retiree Health Plan For Salaried Retirees is reported as sponsored by Talen Energy Supply, LLC (EIN 23-3074920, plan number 520) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Talen Energy Retiree Health Plan For Salaried Retirees?
The latest Form 5500 filing year loaded for Talen Energy Retiree Health Plan For Salaried Retirees is 2023.
How many participants does Talen Energy Retiree Health Plan For Salaried Retirees report?
Talen Energy Retiree Health Plan For Salaried Retirees reports 388 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Talen Energy Retiree Health Plan For Salaried Retirees?
Talen Energy Retiree Health Plan For Salaried Retirees reports $5,368,893 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