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Original filing (PDF)20251013181508NAL0002572240002
IPALCO ENTERPRISES, INC. VEBA COMMITTEE
Form 5500
FILING_RECEIVED
IPALCO ENTERPRISES, INC. VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION PLAN
Health & welfare plan
Signals · 1
7 service providers
Active participants
0
Accounts w/ balance
—
Plan assets (EOY)
$54.0M
Net assets (EOY)
$53.9M
Plan health score (directional)
85
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
90
Knocking points off
- 62 bps in Schedule C fees — 289% above peer band of 16 bps.
- No active participants reported but plan still holds assets.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IPALCO ENTERPRISES, INC. VEBA COMMITTEE.
Plan sponsor
Name
IPALCO ENTERPRISES, INC. VEBA COMMITTEE
EIN
35-2156976
Address
107 N. PENNSYLVANIA STREET · SUITE 500 · INDIANAPOLIS, IN · 46204
Phone
(317) 261-9683
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4Q · Other
Audit & trust (Schedule H)
Auditor
HORIZON CPA SERVICES, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
7 rowsOther
7| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT TRUST COMPANY | 27-4411131 | — | NONE | $86K | — |
| ICE MILLER | 35-0874357 | — | NONE | $77K | — |
| NATIONAL BANK OF INDIANAPOLIS | 35-1946825 | — | NONE | $75K | — |
| UNITED HEALTHCARE | 39-1995276 | — | NONE | $40K | — |
| VAN EPPS & ASSOCIATES, LLC | 58-2454599 | — | NONE | $21K | — |
| HORIZON CPA SERVICES, INC. | 20-4287594 | — | NONE | $20K | — |
| MILLIMAN USA | 84-1258947 | — | NONE | $19K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.