2023 Form 5500 filing — Edison Pension 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 20241004124331NAL0019635232001) for Edison Pension Plan, reported by Board Of Trustees, Edison Pension Trust under EIN 93-6061681 and plan number 001. It reports 7,776 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004124331NAL0019635232001
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Board Of Trustees, Edison Pension Trust
- EIN
- 93-6061681
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 7,776
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $922,411,141
- Total liabilities (EOY)
- $5,795,182
- Net assets (EOY)
- $916,615,959
- Employer contributions
- $65,797,029
- Total income / additions
- $136,152,362
- Benefits paid
- $57,111,920
- Administrative expenses
- $3,367,339
- Total expenses
- $60,479,259
- Net increase / (decrease)
- $75,673,103
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| William C. Earhart Co. | NONE | $362,263 | not reported in the loaded dataset |
| Asb Capital Management | NONE | $281,628 | not reported in the loaded dataset |
| Mfs Heritage Trust Company | NONE | $261,805 | not reported in the loaded dataset |
| Ullico Investment Advisors, Inc | NONE | $259,357 | not reported in the loaded dataset |
| Washington Capital Management Inc | NONE | $257,411 | not reported in the loaded dataset |
| Pacific Investment Management Co | NONE | $242,552 | $0 |
| Milliman Usa | NONE | $236,321 | not reported in the loaded dataset |
| Harbourvest Partners Lp | NONE | $175,555 | $15,260 |
| Dodge & Cox | NONE | $138,313 | $0 |
| R.V. Kuhns & Associates Inc | NONE | $107,500 | not reported in the loaded dataset |
| U.S. Bank National Association | NONE | $101,415 | $0 |
| Loomis, Sayles & Company, Lp | NONE | $94,581 | not reported in the loaded dataset |
| Quest Investment Management Inc | NONE | $80,548 | $0 |
| Guggenheim Partners Invst Mgmt LLC | NONE | $77,128 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $45,884 | $0 |
| Oregon-Columbia Chapter, Neca | PLAN SPONSOR | $43,053 | not reported in the loaded dataset |
| Cliftonlarsonallen Llp | NONE | $39,005 | not reported in the loaded dataset |
| Brownstein, Rask & Sweeney | NONE | $19,908 | not reported in the loaded dataset |
| Harrison Electrical Workers | COMMON BOARD | $14,103 | not reported in the loaded dataset |
| Metropresort | NONE | $14,070 | not reported in the loaded dataset |