# Ipalco Enterprises, INC. Veba Committee Health & Welfare Plan
Source: https://planprovider.pro/companies/ipalco-enterprises-inc-veba-committee-352156976-501

> Ipalco Enterprises, INC. Veba Committee's Health & Welfare plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ipalco Enterprises, INC. Veba Committee

- **Sponsor EIN:** 352156976

- **Sponsor Address:** 107 N. PENNSYLVANIA STREET, INDIANAPOLIS, IN, 46204

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 0

- **Total Assets:** $54.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|0|$54.0M|$0|$504,776|

| 2023|0|$51.3M|$0|$538,616|

| 2022|0|$48.1M|$0|$1.3M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| NEWPORT TRUST COMPANY|Other Service Provider|$85,905|—|$85,905|

| ICE MILLER|Other Service Provider|$76,930|—|$76,930|

| NATIONAL BANK OF INDIANAPOLIS|Other Service Provider|$74,849|—|$74,849|

| UNITED HEALTHCARE|Other Service Provider|$39,559|$1,385|$40,944|

| VAN EPPS & ASSOCIATES, LLC|Other Service Provider|$20,786|—|$20,786|

| HORIZON CPA SERVICES, INC.|Other Service Provider|$19,690|—|$19,690|

| MILLIMAN USA|Recordkeeper|$18,815|—|$18,815|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN USA](https://planprovider.pro/provider/milliman) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $337,919

- **Estimated Expense Ratio:** 0.625% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$588,832|$106,692|$42,091|$19,690|—|

| 2023|$672,010|$98,979|$122,435|$17,850|—|

| 2022|$840,425|—|$304,865|—|$149,667|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ipalco-enterprises-inc-veba-committee-352156976-501)

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