Retirement plan

RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC

Name: NRG AFFILIATE SERVICES, INC. - RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC (2025) Form 5500
Creator: NRG AFFILIATE SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC, NRG AFFILIATE SERVICES, INC.

NRG AFFILIATE SERVICES, INC.EIN 41-1960764Plan #006PY 2025

804 CARNEGIE CENTER - PRINCETON, NJ 085406213609-524-4500

Prospect flagsRecently cancelled planWind-down / frozen

How to read this page

Total assets (EOY)

-100.0% from 2024

Total participants

-100.0% from 2024

Average account balance

No prior year

Annual return

2.36%

+6.44 pp from 2024

Benchmarks

See 38 peers

Peer group

Industry22 - Utilities

Plan typeDefined benefit

Participants<25

Cohort38 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

Not enough data

0 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

Not enough data

0 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

Not enough data

0 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

Not enough data

0 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+2.36%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
ALIGHT SOLUTIONS LLC8 years Service code 11 · EIN 36-2235791	Actuarial	$95,005
COZEN O'CONNOR2 years Filed as: COZEN O'CONNOR ATTORNEYS Service code 29 · EIN 23-1732832	Legal	$54,722
WARREN AVERETT, LLC9 years Filed as: WARREN AVERETT Service code 10 · EIN 45-4084437	Accounting	$15,000
NORTHERN TRUST COMPANY7 years Service code 25 · EIN 36-1561860	Directed Trustee	$9,404

Plan features & details

Pension benefit codes1A1C3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

InformationalWind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
InformationalRecently cancelled plan
Plan reported a final filing / termination within the last year.

Expense breakdown

Schedule H Part II

Admin total

$14.3M

Other / not subdivided$14M100.0%

% of EOY assets

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$328,120-100.0%

Participation rate

0.0%

34.1%-34.1pp

0.0%0pp

34.1%-34.1pp

Annual return

2.36%

-4.99%+7.4pp

-1.52%+3.9pp

13.02%-10.7pp

Employer contribution / active EE

$48,419-100.0%

$42,251-100.0%

$34,257-100.0%

Participant deferral / active EE

$87-100.0%

$62-100.0%

Admin fee / account holder

$39,117-100.0%

Provider

Service type

Compensation

ALIGHT SOLUTIONS LLC8 years

Service code 11 · EIN 36-2235791

Actuarial

$95,005

COZEN O'CONNOR2 years

Filed as: COZEN O'CONNOR ATTORNEYS

Service code 29 · EIN 23-1732832

Legal

$54,722

WARREN AVERETT, LLC9 years

Filed as: WARREN AVERETT

Service code 10 · EIN 45-4084437

Accounting

$15,000

NORTHERN TRUST COMPANY7 years

Service code 25 · EIN 36-1561860

Directed Trustee

$9,404

RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

RETIREMENT PLAN FOR BARGAINING UNIT EMPLOYEES OF NRG HOMER CITY SERVICES, LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion