2023 Form 5500 filing — Deseret-Blue Mountain 401k Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240701135158NAL0008083490001) for Deseret-Blue Mountain 401k Plan, reported by Deseret Generation & Transmission Co-Operative under EIN 87-0350540 and plan number 002. It reports 209 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240701135158NAL0008083490001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Deseret Generation & Transmission Co-Operative
- EIN
- 87-0350540
- Plan number
- 002
- Location
- South Jordan, UT
- Participants
- 209
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $53,420,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,420,183
- Employer contributions
- $1,264,201
- Participant contributions
- $2,127,983
- Total income / additions
- $11,783,432
- Benefits paid
- $9,563,741
- Administrative expenses
- $60,999
- Total expenses
- $9,624,740
- Net increase / (decrease)
- $2,158,692
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lpl Financial | NONE | $52,780 | not reported in the loaded dataset |
| The Vanguard Group, Inc. | NONE | $9,270 | $0 |