Retirement Plan For Ees Of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp — Form 5500 plan (Ohio Valley Electric 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, Retirement Plan For Ees Of Ohio Valley Electric Corp/Indiana-Kentucky Electric Corp is a benefit plan reported by Ohio Valley Electric Corporation under EIN 31-4392702 and plan number 001. The latest loaded filing year is 2023. The filing reports 733 participants and $159,092,756 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ohio Valley Electric Corporation
- EIN
- 31-4392702
- Plan number
- 001
- Plan type
- 2
- Location
- Piketon, OH
- Latest filing year
- 2023
- Participants
- 733
- End-of-year plan assets
- $159,092,756
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 733 | H, C | 20241010110719NAL0019967825001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $159,092,756
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $159,092,756
- Net assets (BOY)
- $182,566,630
Income & contributions
- Employer contributions
- $7,200,000
- Total contributions
- $7,200,000
- Total income / additions
- $26,309,830
Expenses & distributions
- Benefits paid
- $49,200,064
- Administrative expenses
- $583,640
- Total expenses
- $49,783,704
- Net increase / (decrease)
- -$23,473,874
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson | ACTUARY | $193,453 | not reported in the loaded dataset | 2023 |
| Metlife Investment Management | NONE | $145,902 | not reported in the loaded dataset | 2023 |
| Western Asset Management Co | NONE | $128,928 | not reported in the loaded dataset | 2023 |
| Acadian Asset Management | NONE | $44,169 | not reported in the loaded dataset | 2023 |
| Pnc Bank | TRUSTEE | $36,621 | $0 | 2023 |
| Advisory Research Investment Mgmt | NONE | $32,772 | not reported in the loaded dataset | 2023 |
| Huntington National Bank | TRUSTEE | $5,270 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ohio Valley Electric Corporation
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Piketon, OH
- Willis Towers Watson — Schedule C compensation
- Metlife Investment Management — Schedule C compensation
- Western Asset Management Co — Schedule C compensation
- Acadian Asset Management — Schedule C compensation
- Pnc Bank — Schedule C compensation
- Advisory Research Investment Mgmt — Schedule C compensation
- Huntington National Bank — Schedule C compensation