Portland General Electric Company 401k Plan — Form 5500 plan (Portland General Electric 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, Portland General Electric Company 401k Plan is a benefit plan reported by Portland General Electric Company under EIN 93-0256820 and plan number 005. The latest loaded filing year is 2023. The filing reports 4,214 participants and $1,105,246,502 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Portland General Electric Company
- EIN
- 93-0256820
- Plan number
- 005
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 4,214
- End-of-year plan assets
- $1,105,246,502
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,214 | H, C | 20241015205626NAL0030901185001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,105,246,502
- Total liabilities (EOY)
- $192,499
- Net assets (EOY)
- $1,105,054,003
- Net assets (BOY)
- $971,502,213
Income & contributions
- Employer contributions
- $33,850,660
- Participant contributions
- $38,357,883
- Total contributions
- $75,735,282
- Total income / additions
- $248,985,991
Expenses & distributions
- Benefits paid
- $114,149,385
- Administrative expenses
- $1,284,816
- Total expenses
- $115,434,201
- Net increase / (decrease)
- $133,551,790
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Strategic Advisors, Inc. | NONE | $394,908 | not reported in the loaded dataset | 2023 |
| Towers Watson Delaware | NONE | $99,670 | not reported in the loaded dataset | 2023 |
| Mercer Investments LLC | NONE | $51,237 | not reported in the loaded dataset | 2023 |
| Seyfarth Shaw | NONE | $28,717 | not reported in the loaded dataset | 2023 |
| Voya Institutional Trust Company | NONE | $18,159 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Portland General Electric Company
- 2023 Form 5500 filing
- Form 5500 filings in OR
- 401(k) and benefit plan filings in Portland, OR
- Strategic Advisors, Inc. — Schedule C compensation
- Towers Watson Delaware — Schedule C compensation
- Mercer Investments LLC — Schedule C compensation
- Seyfarth Shaw — Schedule C compensation
- Voya Institutional Trust Company — Schedule C compensation