Portland General Electric Company Inactive Health And Welfare 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 Inactive Health And Welfare Plan is a benefit plan reported by Portland General Electric Company under EIN 93-0256820 and plan number 506. The latest loaded filing year is 2023. The filing reports 4,894 participants and $23,360,132 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
- 506
- Plan type
- 2
- Location
- Portland, OR
- Latest filing year
- 2023
- Participants
- 4,894
- End-of-year plan assets
- $23,360,132
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,894 | H, C | 20250324172306NAL0022051168001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $23,360,132
- Total liabilities (EOY)
- $73,350
- Net assets (EOY)
- $23,286,782
- Net assets (BOY)
- $21,372,446
Income & contributions
- Employer contributions
- $13,390,908
- Participant contributions
- $485,153
- Total contributions
- $13,876,061
- Total income / additions
- $16,214,625
Expenses & distributions
- Benefits paid
- $14,118,270
- Administrative expenses
- $182,019
- Total expenses
- $14,300,289
- Net increase / (decrease)
- $1,914,336
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $80,507 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $58,098 | not reported in the loaded dataset | 2023 |
| Mercer Investment Consulting | NONE | $26,869 | $0 | 2023 |
| Deloitte Tax Llp | NONE | $13,468 | not reported in the loaded dataset | 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
- Willis Towers Watson Us LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Mercer Investment Consulting — Schedule C compensation
- Deloitte Tax Llp — Schedule C compensation