2023 Form 5500 filing — Aera Energy Services Company 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 20241014133546NAL0013361027001) for Aera Energy Services Company Savings Plan, reported by Aera Energy Services Company under EIN 77-0456453 and plan number 002. It reports 1,232 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014133546NAL0013361027001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Aera Energy Services Company
- EIN
- 77-0456453
- Plan number
- 002
- Location
- Bakersfield, CA
- Participants
- 1,232
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $466,022,460
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $466,022,460
- Employer contributions
- $12,541,729
- Participant contributions
- $16,924,809
- Total income / additions
- $121,443,725
- Benefits paid
- $83,359,883
- Administrative expenses
- $406,318
- Total expenses
- $83,766,000
- Net increase / (decrease)
- $37,677,725
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | ADVISOR | $216,497 | not reported in the loaded dataset |
| Fidelity Investments Institutional | RECORDKEEPER | $141,080 | $0 |
| Bdo Usa, Llp | ACCOUNTANT/AUDITOR | $49,598 | not reported in the loaded dataset |