Long Island Electric Utility Servco LLC Retirement Income Plan — Form 5500 plan (Long Island Electric Utility Servco 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, Long Island Electric Utility Servco LLC Retirement Income Plan is a benefit plan reported by Long Island Electric Utility Servco LLC under EIN 45-4652143 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,461 participants and $458,488,925 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Long Island Electric Utility Servco LLC
- EIN
- 45-4652143
- Plan number
- 001
- Plan type
- 2
- Location
- Uniondale, NY
- Latest filing year
- 2023
- Participants
- 2,461
- End-of-year plan assets
- $458,488,925
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,461 | H, C | 20241014134809NAL0013395251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $458,488,925
- Total liabilities (EOY)
- $377
- Net assets (EOY)
- $458,488,548
- Net assets (BOY)
- $388,627,502
Income & contributions
- Employer contributions
- $25,200,000
- Total contributions
- $25,200,000
- Total income / additions
- $84,307,285
Expenses & distributions
- Benefits paid
- $11,243,031
- Administrative expenses
- $3,203,208
- Total expenses
- $14,446,239
- Net increase / (decrease)
- $69,861,046
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $807,724 | not reported in the loaded dataset | 2023 |
| Principal Real Estate Investors LLC | NONE | $140,070 | $0 | 2023 |
| Income Research & Management | NONE | $129,587 | not reported in the loaded dataset | 2023 |
| Bny Mellon | NONE | $100,361 | $0 | 2023 |
| The Bank Of New York Mellon | TRUSTEE | $74,743 | $0 | 2023 |
| Legal & General Investment Manageme | NONE | $70,528 | not reported in the loaded dataset | 2023 |
| Kronick Kalada Berdy & Co., P.C. | NONE | $22,600 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | NONE | $16,678 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Long Island Electric Utility Servco LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in Uniondale, NY
- Willis Towers Watson Us LLC — Schedule C compensation
- Principal Real Estate Investors LLC — Schedule C compensation
- Income Research & Management — Schedule C compensation
- Bny Mellon — Schedule C compensation
- The Bank Of New York Mellon — Schedule C compensation
- Legal & General Investment Manageme — Schedule C compensation
- Kronick Kalada Berdy & Co., P.C. — Schedule C compensation
- Aon Consulting Inc — Schedule C compensation