2023 Form 5500 filing — Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement 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 20241001070314NAL0006457281001) for Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan, reported by Pedernales Electric Cooperative, Inc. under EIN 74-0828412 and plan number 001. It reports 698 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241001070314NAL0006457281001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pedernales Electric Cooperative, Inc.
- EIN
- 74-0828412
- Plan number
- 001
- Location
- Johnson City, TX
- Participants
- 698
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $238,936,299
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $238,936,299
- Employer contributions
- $6,004,588
- Total income / additions
- $29,286,017
- Benefits paid
- $11,478,669
- Administrative expenses
- $217,052
- Total expenses
- $11,695,721
- Net increase / (decrease)
- $17,590,296
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Milliman, Inc. | ACTUARY | $120,679 | not reported in the loaded dataset |
| Capfinancial Partners, LLC | INVESTMENT ADVISOR | $48,750 | not reported in the loaded dataset |
| Us Bank | TRUSTEE | $47,623 | not reported in the loaded dataset |