Bhe Master Retirement Trust - Paccorp Mrt Cn Ds Ac — 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 - Paccorp Mrt Cn Ds Ac is a benefit plan reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 006. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $21,777,410 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berkshire Hathaway Energy Company
- EIN
- 84-7120645
- Plan number
- 006
- Plan type
- 4
- Location
- Des Moines, IA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241010135352NAL0021111937001 |
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Full reported line items
Net assets
- Total assets (EOY)
- $21,777,410
- Total liabilities (EOY)
- $62,436
- Net assets (EOY)
- $21,714,974
- Net assets (BOY)
- $18,052,031
Income & contributions
- Total income / additions
- $1,501,475
Expenses & distributions
- Administrative expenses
- $252,900
- Total expenses
- $252,900
- Net increase / (decrease)
- $1,248,575
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Bank Of New York Mellon | NONE | $138,400 | not reported in the loaded dataset | 2023 |
| Aon Consulting Inc | NONE | $114,500 | not reported in the loaded dataset | 2023 |