Plan5500

Pension Plan For Collectively Bargained Indianapolis Water Employees — Form 5500 plan (Citizens Energy Group)

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, Pension Plan For Collectively Bargained Indianapolis Water Employees is a benefit plan reported by Citizens Energy Group under EIN 35-6000930 and plan number 005. The latest loaded filing year is 2023. The filing reports 110 participants and $8,357,620 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$8.4MPlan net assets, end of year$8,357,620
Participants110Covered participants reported
Assets / participant$76KComputed: assets ÷ participants$75,978 (computed)
Provider compensation$7.5K1 Schedule C provider row(s)$7,500
Plan sponsor
Citizens Energy Group
EIN
35-6000930
Plan number
005
Plan type
2
Location
Indianapolis, IN
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
    110 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)$8.4M total assets
Net assets$8.4MLiabilities$0
Money in vs. money out
Total income / additions$1.5M
Total expenses$1.2M
Benefits paid / distributions$1.2M
Contributions
Employer$381K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$8,357,620
Total liabilities (EOY)
$0
Net assets (EOY)
$8,357,620
Net assets (BOY)
$8,069,312

Income & contributions

Employer contributions
$381,000
Total contributions
$381,000
Total income / additions
$1,522,520

Expenses & distributions

Benefits paid
$1,184,276
Administrative expenses
$49,936
Total expenses
$1,234,212
Net increase / (decrease)
$288,308
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 assets15%Computed ratio
Benefits paid ÷ total income78%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    Principal Trust Company$7.5K
    NONE · Direct $7.5K

What to inspect next

Frequently asked questions

Who sponsors the Pension Plan For Collectively Bargained Indianapolis Water Employees?
Pension Plan For Collectively Bargained Indianapolis Water Employees is reported as sponsored by Citizens Energy Group (EIN 35-6000930, plan number 005) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Pension Plan For Collectively Bargained Indianapolis Water Employees?
The latest Form 5500 filing year loaded for Pension Plan For Collectively Bargained Indianapolis Water Employees is 2023.
How many participants does Pension Plan For Collectively Bargained Indianapolis Water Employees report?
Pension Plan For Collectively Bargained Indianapolis Water Employees reports 110 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Pension Plan For Collectively Bargained Indianapolis Water Employees?
Pension Plan For Collectively Bargained Indianapolis Water Employees reports $8,357,620 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