Pac-12 Enterprises, LLC Access Plan — Form 5500 plan (Pac-12 Enterprises, LLC)

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, Pac-12 Enterprises, LLC Access Plan is a benefit plan reported by Pac-12 Enterprises, LLC under EIN 45-3181539 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,091 participants and $3,556,271 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$3.6MPlan net assets, end of year$3,556,271
Participants1.1KCovered participants reported1,091
Assets / participant$3.3KComputed: assets ÷ participants$3,260 (computed)
Provider compensation$72.9K2 Schedule C provider row(s)$72,939
Plan sponsor
Pac-12 Enterprises, LLC
EIN
45-3181539
Plan number
001
Plan type
2
Location
San Ramon, CA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,091H, C20241004122236NAL0005685603001
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$3.6M total assets
Net assets$3.6MLiabilities$0
Money in vs. money out
Total income / additions$1.1M
Total expenses$285.6K
Benefits paid / distributions$213.4K
Contributions
Employer$78.1K
Participant$442.7K
Full reported line items

Net assets

Total assets (EOY)
$3,556,271
Total liabilities (EOY)
$0
Net assets (EOY)
$3,556,271
Net assets (BOY)
$3,228,120

Income & contributions

Employer contributions
$78,113
Participant contributions
$442,697
Total contributions
$521,408
Total income / additions
$1,073,429

Expenses & distributions

Benefits paid
$213,428
Administrative expenses
$62,923
Total expenses
$285,628
Net increase / (decrease)
$787,801
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income20%Computed ratio
Provider comp. ÷ net assets2%Computed ratio

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$62,923$02023
Hightower Advisors, LLCINVESTMENT ADVISORY$0$10,0162023

Related Form 5500 pages