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Original filing (PDF)20251014145842NAL0004310160001
PPL SERVICES CORPORATION
Form 5500
FILING_RECEIVED
PPL MANAGERS COMPENSATION PLAN RETIREE GROUP LIFE INSURANCE PLAN
Health & welfare plan
Signals · 2
45% in single holdingNo recordkeeper disclosed
Active participants
2,266
Accounts w/ balance
—
Plan assets (EOY)
$44.2M
Net assets (EOY)
$43.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
4 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
78
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Mellon Capital Management - CF SL Stock Index Fund Commingled Fund" is 45% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PPL SERVICES CORPORATION.
Plan sponsor
Name
PPL SERVICES CORPORATION
EIN
23-3041441
Address
645 HAMILTON STREET · SUITE 601 · ALLENTOWN, PA · 18101
Phone
(610) 774-5151
Industry
Utilitiessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
523
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MELLON CAPITAL MANAGEMENT CORP | 25-1442864 | — | NONE | $27K | — |
| BAKER TILLY US, LLP | 30-1413443 | — | NONE | $11K | — |
| BANK OF NY MELLON | 13-5160382 | — | NONE | $5K | — |
Investments
2 direct securities · 3 pooled funds· $55.3M(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.
Common Collective Trust
$41.8M
3 holdings
Uncategorized
$13.5M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CF SL STOCK INDEX FUND BNY MELLON · EIN 25-6254705 / PN 001 | Common Collective Trust | — | $14.2M | $19.8M | 44.7% | |
| Mellon Capital Management - CF Non-Securities Lending LT Credit Bond Index Fund Commingled Fund | — | — | $12.7M | $11.2M | 25.2% | |
| CF NSL LONG TERM CREDIT BIF BNY MELLON · EIN 45-6339397 / PN 001 | Common Collective Trust | — | — | $11.2M | 25.2% | |
| CF SL LONG TERM GOVT BIF BNY MELLON · EIN 46-6348036 / PN 001 | Common Collective Trust | — | $13.5M | $10.9M | 24.6% | |
| BlackRock Federal Fund 30 0.110% Money Market Fund | — | — | $2.3M | $2.3M | 5.3% |