Bhe Master Retirement Trust - Columbia Core Plus Fi Mtu — 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 - Columbia Core Plus Fi Mtu is a benefit plan reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 029. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $102,301,017 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
- 029
- Plan type
- 4
- Location
- Des Moines, IA
- Latest filing year
- 2023
- Participants
- not reported in the loaded dataset
- End-of-year plan assets
- $102,301,017
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | not reported in the loaded dataset | H, C | 20241010115235NAL0020928145002 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $102,301,017
- Total liabilities (EOY)
- $47,019
- Net assets (EOY)
- $102,253,998
- Net assets (BOY)
- $95,142,014
Income & contributions
- Total income / additions
- $7,310,813
Expenses & distributions
- Administrative expenses
- $199,596
- Total expenses
- $199,596
- Net increase / (decrease)
- $7,111,217
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Columbia Management Investment | NONE | $187,033 | not reported in the loaded dataset | 2023 |
| Citigroup Global Markets Inc. | NONE | $5,260 | $0 | 2023 |
| Jp Morgan Securities LLC | NONE | $5,153 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berkshire Hathaway Energy Company
- 2023 Form 5500 filing
- Form 5500 filings in IA
- 401(k) and benefit plan filings in Des Moines, IA
- Columbia Management Investment — Schedule C compensation
- Citigroup Global Markets Inc. — Schedule C compensation
- Jp Morgan Securities LLC — Schedule C compensation