Pacific Bells, Inc. Employee Benefit Plan — Form 5500 plan (Pacific Bells, Inc.)

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, Pacific Bells, Inc. Employee Benefit Plan is a benefit plan reported by Pacific Bells, Inc. under EIN 91-1806191 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,518 participants and $19,598,243 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pacific Bells, Inc.
EIN
91-1806191
Plan number
001
Plan type
3
Location
Vancouver, WA
Latest filing year
2023
Participants
9,518
End-of-year plan assets
$19,598,243

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20239,518H, C20241008092707NAL0016395121002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,598,243
Net assets (EOY)
$19,598,243
Net assets (BOY)
$15,425,376

Income & contributions

Employer contributions
$914,468
Participant contributions
$2,074,124
Total contributions
$3,086,137
Total income / additions
$5,631,837

Expenses & distributions

Benefits paid
$1,369,769
Administrative expenses
$89,201
Total expenses
$1,458,970
Net increase / (decrease)
$4,172,867

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$41,231$02023
Nova 401(K) AssociatesTHIRD PARTY ADMINISTRATOR$26,329$02023
Aprio Management LLCINVESTMENT ADVISOR$21,642$02023

Related Form 5500 pages