Nuclear Energy Institute, Inc. Employees Savings Plan — Form 5500 plan (Nuclear Energy Institute, Inc.)
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, Nuclear Energy Institute, Inc. Employees Savings Plan is a benefit plan reported by Nuclear Energy Institute, Inc. under EIN 52-1209124 and plan number 002. The latest loaded filing year is 2023. The filing reports 150 participants and $46,002,966 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Nuclear Energy Institute, Inc.
- EIN
- 52-1209124
- Plan number
- 002
- Plan type
- 2
- Location
- Washington, DC
- Latest filing year
- 2023
- Participants
- 150
- End-of-year plan assets
- $46,002,966
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 150 | H, C | 20241011153427NAL0011131283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $46,002,966
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $46,002,966
- Net assets (BOY)
- $40,173,907
Income & contributions
- Employer contributions
- $1,701,701
- Participant contributions
- $1,551,698
- Total contributions
- $3,289,957
- Total income / additions
- $9,510,941
Expenses & distributions
- Benefits paid
- $3,675,329
- Administrative expenses
- $6,553
- Total expenses
- $3,681,882
- Net increase / (decrease)
- $5,829,059
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| John Hancock | RETAINED BY CLIENT | $5,451 | $0 | 2023 |
| Oneamerica Retirement Services | RECORDKEEPER | $225 | not reported in the loaded dataset | 2023 |
| New York Life Insurance Company | RETAINED BY CLIENT | $0 | $0 | 2023 |
| Matrix Trust Company | TRUSTEE | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Nuclear Energy Institute, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in DC
- 401(k) and benefit plan filings in Washington, DC
- John Hancock — Schedule C compensation
- Oneamerica Retirement Services — Schedule C compensation
- New York Life Insurance Company — Schedule C compensation
- Matrix Trust Company — Schedule C compensation