Pacificorp Welfare Benefits Plan No. 534 — Form 5500 plan (Pacificorp)
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, Pacificorp Welfare Benefits Plan No. 534 is a benefit plan reported by Pacificorp under EIN 93-0246090 and plan number 534. The latest loaded filing year is 2023. The filing reports 5,702 participants and $245,459,443 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Pacificorp
- EIN
- 93-0246090
- Plan number
- 534
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 5,702
- End-of-year plan assets
- $245,459,443
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 5,702 | H, C | 20241007134034NAL0015276193001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $245,459,443
- Total liabilities (EOY)
- $2,576,833
- Net assets (EOY)
- $242,882,610
- Net assets (BOY)
- $232,432,276
Income & contributions
- Participant contributions
- $2,314,012
- Total contributions
- $2,314,012
- Total income / additions
- $25,548,540
Expenses & distributions
- Benefits paid
- $12,412,776
- Administrative expenses
- $2,685,430
- Total expenses
- $15,098,206
- Net increase / (decrease)
- $10,450,334
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Dodge And Cox | NONE | $232,974 | $0 | 2023 |
| Pimco | NONE | $160,161 | $0 | 2023 |
| Wellmark Inc. | NONE | $117,550 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson | NONE | $91,401 | not reported in the loaded dataset | 2023 |
| Bank Of New York Mellon | NONE | $67,933 | not reported in the loaded dataset | 2023 |
| Principal Global Investors | NONE | $40,831 | not reported in the loaded dataset | 2023 |
| Moss Adams, Llp | NONE | $37,500 | not reported in the loaded dataset | 2023 |
| State Street Global Advisors | NONE | $14,721 | not reported in the loaded dataset | 2023 |
| Aon Consulting | NONE | $12,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Pacificorp
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Dodge And Cox — Schedule C compensation
- Pimco — Schedule C compensation
- Wellmark Inc. — Schedule C compensation
- Willis Towers Watson — Schedule C compensation
- Bank Of New York Mellon — Schedule C compensation
- Principal Global Investors — Schedule C compensation
- Moss Adams, Llp — Schedule C compensation
- State Street Global Advisors — Schedule C compensation
- Aon Consulting — Schedule C compensation