Plan5500

Bhe Master Retirement Trust - Sp Cash Mgr Eq Pool — Form 5500 plan (Berkshire Hathaway Energy Company)

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, Bhe Master Retirement Trust - Sp Cash Mgr Eq Pool is a benefit plan reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 003. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $23,492,224 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$23.4MPlan net assets, end of year$23,435,260
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$267.1K4 Schedule C provider row(s)$267,115
Plan sponsor
Berkshire Hathaway Energy Company
EIN
84-7120645
Plan number
003
Plan type
4
Location
Des Moines, IA
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    Participants not reported · 4Sch HSch C
    View filing →
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)$23.5M total assets
Net assets$23.4MLiabilities$57K
Money in vs. money out
Total income / additions$1.2M
Total expenses$267.1K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$23,492,224
Total liabilities (EOY)
$56,964
Net assets (EOY)
$23,435,260
Net assets (BOY)
$28,929,431

Income & contributions

Total income / additions
$1,165,565

Expenses & distributions

Administrative expenses
$267,114
Total expenses
$267,114
Net increase / (decrease)
$898,451
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.

Total expenses ÷ net assets1%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Aon Consulting Inc.$119.4K
    NONE · Direct $119.4K
  2. 2
    The Bank Of New York Mellon$109.4K
    NONE · Direct $109.4K
  3. 3
    Cliftonlarsonallen Llp$26K
    NONE · Direct $26K
  4. 4
    Moss Adams Llp$12.4K
    NONE · Direct $12.4K

Related Form 5500 pages