Original filing (PDF)20251014131727NAL0001405971001

PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

Name: PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED — PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED MEDICAL BENEFITS PLAN FOR RETIRED EMPLOYEES, Form 5500 (2024)
Creator: PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

Form 5500

FILING_RECEIVED

PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED MEDICAL BENEFITS PLAN FOR RETIRED EMPLOYEES

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$20.1M

Net assets (EOY)

$20.1M

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

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED.

Plan sponsor

Name

PUBLIC SERVICE ENTERPRISE GROUP INCORPORATED

EIN

22-2625848

Address

80 PARK PLAZA, T10 · NEWARK, NJ · 071011171

Phone

(973) 430-7000

Industry

Management of Companies / Holdingssee all

Plan administrator

Name

EMPLOYEE BENEFITS COMMITTEE OF PUBLIC SERVICE ENTERPRISE GROUP INC.

EIN

22-2625848

City

NEWARK, NJ

Phone

(973) 430-7000

Plan characteristics

Plan number

536

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

KRONICK KALADA BERDY & CO., P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $20.1M(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.