Oncor Retiree Welfare Plan — Form 5500 plan (Oncor Electric Delivery Company 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, Oncor Retiree Welfare Plan is a benefit plan reported by Oncor Electric Delivery Company LLC under EIN 75-2967830 and plan number 502. The latest loaded filing year is 2023. The filing reports 4,432 participants and $37,303,123 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Oncor Electric Delivery Company LLC
- EIN
- 75-2967830
- Plan number
- 502
- Plan type
- 2
- Location
- Dallas, TX
- Latest filing year
- 2023
- Participants
- 4,432
- End-of-year plan assets
- $37,303,123
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,432 | H, C | 20241015201713NAL0015363123001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $37,303,123
- Total liabilities (EOY)
- $608,983
- Net assets (EOY)
- $36,694,140
- Net assets (BOY)
- $39,927,285
Income & contributions
- Employer contributions
- $8,558,968
- Participant contributions
- $7,373,400
- Total contributions
- $15,932,368
- Total income / additions
- $19,689,005
Expenses & distributions
- Benefits paid
- $21,731,077
- Administrative expenses
- $1,191,073
- Total expenses
- $22,922,150
- Net increase / (decrease)
- -$3,233,145
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Blue Cross Blue Shield Of Texas | NONE | $4,790,498 | not reported in the loaded dataset | 2023 |
| Aetna Life Insurance Company | CONTRACT ADMIN | $459,177 | $146 | 2023 |
| Cvs Pharmacy | NONE | $206,749 | not reported in the loaded dataset | 2023 |
| Metropolitan Life Insurance Company | NONE | $109,620 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Oncor Electric Delivery Company LLC
- 2023 Form 5500 filing
- Form 5500 filings in TX
- 401(k) and benefit plan filings in Dallas, TX
- Blue Cross Blue Shield Of Texas — Schedule C compensation
- Aetna Life Insurance Company — Schedule C compensation
- Cvs Pharmacy — Schedule C compensation
- Metropolitan Life Insurance Company — Schedule C compensation