Aggreko, LLC Employees' Savings & Investment Retirement Plan — Form 5500 plan (Aggreko, 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, Aggreko, LLC Employees' Savings & Investment Retirement Plan is a benefit plan reported by Aggreko, LLC under EIN 72-0692213 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,726 participants and $194,210,622 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Aggreko, LLC
- EIN
- 72-0692213
- Plan number
- 002
- Plan type
- 2
- Location
- Pearland, TX
- Latest filing year
- 2023
- Participants
- 1,726
- End-of-year plan assets
- $194,210,622
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,726 | H, C | 20241003124412NAL0004866595001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $194,210,622
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $194,210,622
- Net assets (BOY)
- $173,448,647
Income & contributions
- Employer contributions
- $4,399,656
- Participant contributions
- $11,025,436
- Total contributions
- $15,880,743
- Total income / additions
- $46,713,606
Expenses & distributions
- Benefits paid
- $25,694,585
- Administrative expenses
- $191,822
- Total expenses
- $25,951,631
- Net increase / (decrease)
- $20,761,975
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $151,532 | $0 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $86,153 | not reported in the loaded dataset | 2023 |
| Highland Consulting Associates Inc | INVESTMENT ADVISOR | $70,715 | not reported in the loaded dataset | 2023 |
| Castaing Hussey & Lolan LLC | AUDITOR | $30,000 | not reported in the loaded dataset | 2023 |
| Qdro Consultants Co LLC | OTHER | $1,500 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Aggreko, LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Pearland, TX
- Empower Annuity Insurance Company O — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation
- Highland Consulting Associates Inc — Schedule C compensation
- Castaing Hussey & Lolan LLC — Schedule C compensation
- Qdro Consultants Co LLC — Schedule C compensation