2023 Form 5500 filing — Berkshire Hathaway Consolidated 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 20241014201753NAL0013819987001) for Berkshire Hathaway Consolidated Pension Plan, reported by Berkshire Hathaway Credit Corporation under EIN 47-0679606 and plan number 002. It reports 35,887 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014201753NAL0013819987001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Berkshire Hathaway Credit Corporation
- EIN
- 47-0679606
- Plan number
- 002
- Location
- Omaha, NE
- Participants
- 35,887
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $4,190,368,742
- Total liabilities (EOY)
- $938,913
- Net assets (EOY)
- $4,189,429,829
- Total income / additions
- $906,647,753
- Benefits paid
- $612,970,906
- Administrative expenses
- $29,350,113
- Total expenses
- $642,321,019
- Net increase / (decrease)
- $264,326,734
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $4,936,478 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $625,056 | $0 |
| Alight Solutions LLC | RECORDKEEPER | $387,284 | $591 |
| Milliman Usa | NONE | $78,341 | not reported in the loaded dataset |
| Lutz & Company, Pc | NONE | $57,000 | not reported in the loaded dataset |
| Groom Law Group | NONE | $36,774 | not reported in the loaded dataset |
| Bny Mellon Asset Servicing | NONE | $22,937 | $0 |
| Baker Tilly Us, Llp | NONE | $16,200 | not reported in the loaded dataset |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,011 | $0 |
| Stoel Rives Llp | NONE | $9,044 | not reported in the loaded dataset |