2023 Form 5500 filing — Portland General Electric Company 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 20241125131320NAL0004580577001) for Portland General Electric Company Pension Plan, reported by Portland General Electric Company under EIN 93-0256820 and plan number 001. It reports 3,331 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241125131320NAL0004580577001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Portland General Electric Company
- EIN
- 93-0256820
- Plan number
- 001
- Location
- Portland, OR
- Participants
- 3,331
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $534,131,237
- Total liabilities (EOY)
- $826,136
- Net assets (EOY)
- $533,305,101
- Employer contributions
- $3,100,000
- Total income / additions
- $75,642,864
- Benefits paid
- $85,158,304
- Administrative expenses
- $4,039,440
- Total expenses
- $89,197,744
- Net increase / (decrease)
- -$13,554,880
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mercer Investment Consulting, Inc | NONE | $906,966 | $0 |
| Aon Consulting, Inc. | NONE | $309,743 | not reported in the loaded dataset |
| Towers Watson Delaware | NONE | $180,764 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $110,709 | $0 |
| Seyfarth Shaw Llp | NONE | $20,103 | not reported in the loaded dataset |
| Pricewaterhousecoopers Llp | NONE | $15,000 | not reported in the loaded dataset |