2023 Form 5500 filing — Pacificorp K Plus Employee Savings 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 20241007133113NAL0007625283001) for Pacificorp K Plus Employee Savings Plan, reported by Pacificorp under EIN 93-0246090 and plan number 009. It reports 7,019 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007133113NAL0007625283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacificorp
- EIN
- 93-0246090
- Plan number
- 009
- Location
- Portland, OR
- Participants
- 7,019
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,595,316,270
- Total liabilities (EOY)
- $179,954
- Net assets (EOY)
- $1,595,136,316
- Employer contributions
- $49,522,226
- Participant contributions
- $55,591,132
- Total income / additions
- $364,177,097
- Benefits paid
- $164,861,040
- Administrative expenses
- $2,146,842
- Total expenses
- $166,949,319
- Net increase / (decrease)
- $197,227,778
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Advised Assets Group, LLC | NONE | $1,000,049 | not reported in the loaded dataset |
| Great-West Life & Annuity Ins Co | NONE | $669,884 | $0 |
| Pimco | NONE | $181,316 | not reported in the loaded dataset |
| Invesco | NONE | $172,440 | not reported in the loaded dataset |
| Aon Investments Usa Inc | NONE | $48,500 | not reported in the loaded dataset |
| Moss Adams Llp | NONE | $42,350 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $12,532 | not reported in the loaded dataset |
| Jackson Lewis Pc | NONE | $11,161 | not reported in the loaded dataset |