Spectra Energy Retiree Medical Plan — Form 5500 plan (Spectra Energy Corp)
Plain-English plan 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, Spectra Energy Retiree Medical Plan is a benefit plan reported by Spectra Energy Corp under EIN 20-5413139 and plan number 512. The latest loaded filing year is 2023. The filing reports 785 participants and $1,169,000 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Spectra Energy Corp
- EIN
- 20-5413139
- Plan number
- 512
- Plan type
- 2
- Location
- Houston, TX
- Latest filing year
- 2023
- Participants
- 785
- End-of-year plan assets
- $1,169,000
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 785 | H, C | 20241011135244NAL0037119504001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,169,000
- Total liabilities (EOY)
- $668,000
- Net assets (EOY)
- $501,000
- Net assets (BOY)
- $2,311,000
Income & contributions
- Employer contributions
- $209,000
- Participant contributions
- $1,820,000
- Total contributions
- $2,029,000
- Total income / additions
- $4,595,000
Expenses & distributions
- Benefits paid
- $5,996,000
- Administrative expenses
- $409,000
- Total expenses
- $6,405,000
- Net increase / (decrease)
- -$1,810,000
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lifework (Us) Ltd. | NONE | $280,000 | not reported in the loaded dataset | 2023 |
| Blue Cross Blue Shield Of Texas | NONE | $51,000 | not reported in the loaded dataset | 2023 |
| Blackrock | NONE | $5,000 | not reported in the loaded dataset | 2023 |