2023 Form 5500 filing — Pacific Bells, Inc. Employee Benefit 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 20241008092707NAL0016395121002) for Pacific Bells, Inc. Employee Benefit Plan, reported by Pacific Bells, Inc. under EIN 91-1806191 and plan number 001. It reports 9,518 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241008092707NAL0016395121002
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Pacific Bells, Inc.
- EIN
- 91-1806191
- Plan number
- 001
- Location
- Vancouver, WA
- Participants
- 9,518
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $19,598,243
- Net assets (EOY)
- $19,598,243
- Employer contributions
- $914,468
- Participant contributions
- $2,074,124
- Total income / additions
- $5,631,837
- Benefits paid
- $1,369,769
- Administrative expenses
- $89,201
- Total expenses
- $1,458,970
- Net increase / (decrease)
- $4,172,867
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Empower Annuity Insurance Company | RECORDKEEPER | $41,231 | $0 |
| Nova 401(K) Associates | THIRD PARTY ADMINISTRATOR | $26,329 | $0 |
| Aprio Management LLC | INVESTMENT ADVISOR | $21,642 | $0 |