Talen Energy Retiree Group Life Insurance 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 Group Life Insurance Plan For Salaried Retirees is a benefit plan reported by Talen Energy Supply, LLC under EIN 23-3074920 and plan number 523. The latest loaded filing year is 2023. The filing reports 439 participants and $5,073,532 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$5,073,532
Participants439Covered participants reported
Assets / participant$11.6KComputed: assets ÷ participants$11,557 (computed)
Provider compensation$45.8K3 Schedule C provider row(s)$45,756
Plan sponsor
Talen Energy Supply, LLC
EIN
23-3074920
Plan number
523
Plan type
2
Location
Houston, TX
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023439H, C20241014173028NAL0053365154002
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)$5.1M total assets
Net assets$5.1MLiabilities
Money in vs. money out
Total income / additions$555.9K
Total expenses$551.2K
Benefits paid / distributions$500.3K
Full reported line items

Net assets

Total assets (EOY)
$5,073,532
Net assets (EOY)
$5,073,532
Net assets (BOY)
$5,068,876

Income & contributions

Total income / additions
$555,857

Expenses & distributions

Benefits paid
$500,276
Administrative expenses
$50,925
Total expenses
$551,201
Net increase / (decrease)
$4,656
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 assets11%Computed ratio
Benefits paid ÷ total income90%Computed ratio
Provider comp. ÷ net assets1%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Baker Tilly Us, LlpACCOUNTANT/AUDITOR$27,869not reported in the loaded dataset2023
The Bank Of New York MellonTRUSTEE$12,208not reported in the loaded dataset2023
Morgan Stanley Smith BarneyCONSULTANT$5,679not reported in the loaded dataset2023

Related Form 5500 pages