Bhe Master Retirement Trust - Lsv Smid — 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 - Lsv Smid is a benefit plan reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 010. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $12,397,275 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$12.4MPlan net assets, end of year$12,371,046
ParticipantsNot reported
Assets / participantNot reported
Provider compensation$211K1 Schedule C provider row(s)$210,995
- Plan sponsor
- Berkshire Hathaway Energy Company
- EIN
- 84-7120645
- Plan number
- 010
- 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 | 20241010135352NAL0021111937003 |
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)$12.4M total assets
Net assets$12.4MLiabilities$26.2K
Full reported line items
Net assets
- Total assets (EOY)
- $12,397,275
- Total liabilities (EOY)
- $26,229
- Net assets (EOY)
- $12,371,046
- Net assets (BOY)
- $48,787,649
Income & contributions
- Total income / additions
- $4,794,392
Expenses & distributions
- Administrative expenses
- $210,995
- Total expenses
- $210,995
- Net increase / (decrease)
- $4,583,397
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 assets2%Computed ratio
Provider comp. ÷ net assets2%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lsv Asset Management | NONE | $210,995 | not reported in the loaded dataset | 2023 |