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, Investment Plan For Employees Of Puget Sound Energy, Inc. is a benefit plan reported by Puget Sound Energy, Inc. under EIN 91-0374630 and plan number 002. The latest loaded filing year is 2023. The filing reports 4,424 participants and $1,206,027,160 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,206,027,160
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,206,027,160
- Net assets (BOY)
- $1,028,076,755
Income & contributions
- Employer contributions
- $30,480,950
- Participant contributions
- $45,791,315
- Total contributions
- $83,238,810
- Total income / additions
- $263,554,366
Expenses & distributions
- Benefits paid
- $85,414,380
- Administrative expenses
- $166,112
- Total expenses
- $85,603,961
- Net increase / (decrease)
- $177,950,405