National Renewable Energy Laboratory Shared Security Pension Plan — Form 5500 plan (Alliance For Sustainable Energy, 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, National Renewable Energy Laboratory Shared Security Pension Plan is a benefit plan reported by Alliance For Sustainable Energy, LLC under EIN 26-1939342 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,487 participants and $406,218,917 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Alliance For Sustainable Energy, LLC
- EIN
- 26-1939342
- Plan number
- 005
- Plan type
- 2
- Location
- Golden, CO
- Latest filing year
- 2023
- Participants
- 4,487
- End-of-year plan assets
- $406,218,917
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,487 | H, C | 20250312084620NAL0018977105001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $406,218,917
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $406,218,917
- Net assets (BOY)
- $385,490,596
Income & contributions
- Employer contributions
- $24,909,622
- Total contributions
- $24,909,622
- Total income / additions
- $38,768,506
Expenses & distributions
- Benefits paid
- $16,774,925
- Administrative expenses
- $1,265,260
- Total expenses
- $18,040,185
- Net increase / (decrease)
- $20,728,321
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Russell Investments | INVESTMENT | $900,486 | not reported in the loaded dataset | 2023 |
| Mercer (Us) Inc. | ACTUARY | $259,455 | not reported in the loaded dataset | 2023 |
| Us Bank National Association | TRUSTEE | $223,923 | not reported in the loaded dataset | 2023 |
| Forvis Mazars Llp | AUDITOR | $13,705 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Alliance For Sustainable Energy, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CO
- 401(k) and benefit plan filings in Golden, CO
- Russell Investments — Schedule C compensation
- Mercer (Us) Inc. — Schedule C compensation
- Us Bank National Association — Schedule C compensation
- Forvis Mazars Llp — Schedule C compensation