Santee Electric Cooperative Inc., Retiree Welfare Benefit Plan — Form 5500 plan (Santee Electric Cooperative 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, Santee Electric Cooperative Inc., Retiree Welfare Benefit Plan is a benefit plan reported by Santee Electric Cooperative Inc. under EIN 57-0240935 and plan number 526. The latest loaded filing year is 2023. The filing reports 74 participants and $27,471,823 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Santee Electric Cooperative Inc.
- EIN
- 57-0240935
- Plan number
- 526
- Plan type
- 2
- Location
- Kingstree, SC
- Latest filing year
- 2023
- Participants
- 74
- End-of-year plan assets
- $27,471,823
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 74 | I | 20240612114223NAL0029206129001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $27,471,823
- Net assets (EOY)
- $27,471,823
- Net assets (BOY)
- $24,505,813
Income & contributions
- Employer contributions
- $967,425
- Total income / additions
- $3,641,010
Expenses & distributions
- Benefits paid
- $675,000
- Total expenses
- $675,000
- Net increase / (decrease)
- $2,966,010
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.