Original filing (PDF)20251014133311NAL0006085906001

LG&E AND KU ENERGY, LLC

Name: LG&E AND KU ENERGY, LLC — LG&E AND KU PENSION PLAN, Form 5500 (2024)
Creator: LG&E AND KU ENERGY, LLC

Form 5500

FILING_RECEIVED

LG&E AND KU PENSION PLAN

Defined-benefit pension plan

Active participants

670

Accounts w/ balance

—

Plan assets (EOY)

$1.0B

Net assets (EOY)

$1.0B

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

100

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LG&E AND KU ENERGY, LLC.

Plan sponsor

Name

LG&E AND KU ENERGY, LLC

EIN

20-0523163

Address

2701 EASTPOINT PARKWAY · LOUISVILLE, KY · 40223

Phone

(502) 627-2000

Industry

Utilitiessee all

Plan administrator

Name

EMPLOYEE BENEFIT PLAN BOARD OF PPL CORPORATION

EIN

23-2313635

City

ALLENTOWN, PA

Phone

(610) 774-5151

Plan characteristics

Plan number

006

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

BAKER TILLY US, LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS	04-6568107	—	RECORDKEEPER	$315K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
TOWERS WATSON PENNSYLVANIA, INC.	23-1159360	—	ACTUARIAL	$83K	—

Accountant / Auditor

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $1.0B(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
PPL SERVICES CORP. MASTER TRUST PPL SERVICES CORPORATION · EIN 23-3041441 / PN 007	Master Trust	$1.0B	100.0%

Related plans

Other plans using FIDELITY INVESTMENTS

RTX CORPORATION

RTX SAVINGS PLAN MASTER TRUST

$58.3B

LOCKHEED MARTIN CORPORATION

LOCKHEED MARTIN CORPORATION MASTER RETIREMENT TRUST

$23.7B

INTERNATIONAL BUSINESS MACHINES CORPORATION

IBM PERSONAL PENSION PLAN

$17.9B · 43,052 participants

MASS GENERAL BRIGHAM INCORPORATED

CONSOLIDATED 403(B) PROGRAM OF MASS GENERAL BRIGHAM AND MEMBER ORGANIZATIONS

$14.9B · 76,559 participants

NOVARTIS CORPORATION

NOVARTIS CORPORATION INVESTMENT SAVINGS PLAN