2023 Form 5500 filing — Bhe Master Retirement Trust - Pimcolong Credit

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 20241010135353NAL0020206929005) for Bhe Master Retirement Trust - Pimcolong Credit, reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 017. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241010135353NAL0020206929005
Filing year
2023
Form type
4
Plan sponsor
Berkshire Hathaway Energy Company
EIN
84-7120645
Plan number
017
Location
Des Moines, IA
Participants
not reported in the loaded dataset
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$422,224,940
Total liabilities (EOY)
$69,506,319
Net assets (EOY)
$352,718,621
Total income / additions
$35,622,662
Administrative expenses
$669,884
Total expenses
$669,884
Net increase / (decrease)
$34,952,778
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
Pacific Investment ManagementNONE$722,832not reported in the loaded dataset

Related Form 5500 pages