2023 Form 5500 filing — Portland General Electric Company 401k 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 20241015205626NAL0030901185001) for Portland General Electric Company 401k Plan, reported by Portland General Electric Company under EIN 93-0256820 and plan number 005. It reports 4,214 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015205626NAL0030901185001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Portland General Electric Company
- EIN
- 93-0256820
- Plan number
- 005
- Location
- Portland, OR
- Participants
- 4,214
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,105,246,502
- Total liabilities (EOY)
- $192,499
- Net assets (EOY)
- $1,105,054,003
- Employer contributions
- $33,850,660
- Participant contributions
- $38,357,883
- Total income / additions
- $248,985,991
- Benefits paid
- $114,149,385
- Administrative expenses
- $1,284,816
- Total expenses
- $115,434,201
- Net increase / (decrease)
- $133,551,790
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $394,908 | not reported in the loaded dataset |
| Towers Watson Delaware | NONE | $99,670 | not reported in the loaded dataset |
| Mercer Investments LLC | NONE | $51,237 | not reported in the loaded dataset |
| Seyfarth Shaw | NONE | $28,717 | not reported in the loaded dataset |
| Voya Institutional Trust Company | NONE | $18,159 | $0 |