Sam Houston Electric Cooperative, Inc. Pension Plan — Form 5500 plan (Sam Houston 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, Sam Houston Electric Cooperative, Inc. Pension Plan is a benefit plan reported by Sam Houston Electric Cooperative, Inc. under EIN 74-0695563 and plan number 002. The latest loaded filing year is 2023. The filing reports 173 participants and $34,343,901 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sam Houston Electric Cooperative, Inc.
- EIN
- 74-0695563
- Plan number
- 002
- Plan type
- 2
- Location
- Livingston, TX
- Latest filing year
- 2023
- Participants
- 173
- End-of-year plan assets
- $34,343,901
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 173 | H, C | 20241003095027NAL0009705633001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $34,343,901
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $34,343,901
- Net assets (BOY)
- $32,354,216
Income & contributions
- Employer contributions
- $813,780
- Participant contributions
- $1,097,549
- Total contributions
- $2,070,802
- Total income / additions
- $6,490,310
Expenses & distributions
- Benefits paid
- $4,365,227
- Administrative expenses
- $135,398
- Total expenses
- $4,500,625
- Net increase / (decrease)
- $1,989,685
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $135,398 | $0 | 2023 |
| Cetera Advisors LLC | INVESTMENT ADVISORY | $0 | $45,355 | 2023 |
| Alliance Benefit Group Of Houston | CONTRACT ADMINISTRATOR | $0 | $41,607 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sam Houston Electric Cooperative, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Livingston, TX
- Principal Life Insurance Company — Schedule C compensation
- Cetera Advisors LLC — Schedule C compensation
- Alliance Benefit Group Of Houston — Schedule C compensation