Pembina Us Corporation — Form 5500 filings & benefit plans

Form 5500 plan sponsor 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, Pembina Us Corporation (EIN 20-3055482) is a plan sponsor located in Houston, TX with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
20-3055482
Location
Houston, TX
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Pembina Us Corporation

  • 4 loaded plans hold $120.5M in reported assets.
  • The largest, Pembina U.S. Corporation Wealth Accumulation Plan, holds 45% of this company's reported plan assets.
  • Plans cover 1,036 reported participants.
  • 3 of 4 plans report full financial statements.
  • 3 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$120.5MSummed across loaded plans$120,502,673
Total reported assets$120.5M$120,502,673
Total reported participants1K1,036
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$120.5M total assets
Net assets$120.5MLiabilities$0
Contributions & income
Employer contributions$3.5M
Participant contributions$6M
Total income / additions$31.7M
Expenses & distributions
Benefits paid / distributions$9.6M
Total expenses$9.7M
Net increase / (decrease)$22M

Data coverage

Plans with financial statements3 / 4 (75%)
Plans with provider compensation3 / 4 (75%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets45%Pembina U.S. Corporation Wealth Accumulation Plan
Participants per plan259Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 263 participants · 2023
  2. 2
    Plan #003 · 263 participants · 2023
  3. 3
  4. 4
    Pembina Us Corporation Health And Welfare Plannot reported in the loaded dataset
    Plan #501 · 205 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Pembina Us Corporation. Open one for its full reported snapshot.

  1. 2023
    Pembina Us Corporation Health And Welfare Plan205 participants · 2No schedules
    View filing →
  2. 2023
    Pembina U.S. Corporation Wealth Accumulation Plan263 participants · 2Sch HSch C
    View filing →
  3. 2023
    Pembina U.S. Corporation And Affiliates Money Purchase Pension Plan305 participants · 2Sch HSch C
    View filing →
  4. 2023
    Pembina U.S. Corporation Wealth Accumulation Plan263 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Pembina Us Corporation report on Form 5500?
Pembina Us Corporation (EIN 20-3055482) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Pembina Us Corporation?
The Employer Identification Number (EIN) reported for Pembina Us Corporation is 20-3055482.
What is the latest Form 5500 filing year for Pembina Us Corporation?
The latest loaded Form 5500 filing year for Pembina Us Corporation is 2023.

Related Form 5500 pages