Bhe Master Retirement Trust - Nl Ql Div Foc Fd — 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 - Nl Ql Div Foc Fd is a benefit plan reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 034. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $137,891,295 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
- 034
- 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 | 20241010115235NAL0020928145005 |
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)
- $137,891,295
- Total liabilities (EOY)
- $60,078
- Net assets (EOY)
- $137,831,217
- Net assets (BOY)
- $124,590,317
Income & contributions
- Total income / additions
- $23,489,997
Expenses & distributions
- Administrative expenses
- $249,097
- Total expenses
- $249,097
- Net increase / (decrease)
- $23,240,900
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 |
|---|---|---|---|---|
| Northern Trust Company | NONE | $249,097 | not reported in the loaded dataset | 2023 |