Berkshire Hathaway Energy Company — 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, Berkshire Hathaway Energy Company (EIN 84-7120645) is a plan sponsor located in Des Moines, IA with 30 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
- 84-7120645
- Location
- Des Moines, IA
- Loaded plans
- 30
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $4,257,846,126
- Total reported liabilities (EOY)
- $73,307,428
- Total reported net assets (EOY)
- $4,184,538,698
Contributions & income
- Total income / additions
- $456,044,015
Expenses & distributions
- Total expenses
- $4,766,904
- Net increase / (decrease)
- $451,277,111
Coverage
- Plans with financial statements
- 29
- Plans with provider compensation
- 17
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.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Bhe Master Retirement Trust | 018 | not reported in the loaded dataset | $2,092,269,349 | 2023 |
| Bhe Master Retirement Trust - Pimcolong Credit | 017 | not reported in the loaded dataset | $422,224,940 | 2023 |
| Bhe Master Retirement Trust-Bhe Nisa Long Credit | 001 | not reported in the loaded dataset | $348,490,267 | 2023 |
| Bhe Master Retirement Trust - Ssga Sp 500 Indx | 009 | not reported in the loaded dataset | $226,210,191 | 2023 |
| Bhe Master Retirement Trust - Dc Long Credit | 016 | not reported in the loaded dataset | $173,745,817 | 2023 |
| Bhe Master Retirement Trust - Nl Ql Div Foc Fd | 034 | not reported in the loaded dataset | $137,891,295 | 2023 |
| Bhe Master Retirement Trust - Jpm Core Fi Mtu | 030 | not reported in the loaded dataset | $134,102,018 | 2023 |
| Bhe Master Retirement Trust - Bhe Ssga Rus Vl 1000 | 015 | not reported in the loaded dataset | $114,709,337 | 2023 |
| Bhe Master Retirement Trust - Trowe Core Fi | 031 | not reported in the loaded dataset | $109,655,864 | 2023 |
| Bhe Master Retirement Trust - Columbia Core Plus Fi Mtu | 029 | not reported in the loaded dataset | $102,301,017 | 2023 |
| Bhe Master Retirement Trust - Jpm Multas Div Fd | 033 | not reported in the loaded dataset | $94,341,771 | 2023 |
| Bhe Master Retirement Trust - Blackrock Core Plus | 028 | not reported in the loaded dataset | $86,612,544 | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Bhe Master Retirement Trust-Bhe Nisa Long Credit | not reported in the loaded dataset | H, C | 20241010114731NAL0020919457002 |
| 2023 | Bhe Master Retirement Trust- Mec Ret Pl Cash Acct | not reported in the loaded dataset | H, C | 20241010114731NAL0020919457003 |
| 2023 | Bhe Master Retirement Trust - Sp Cash Mgr Eq Pool | not reported in the loaded dataset | H, C | 20241010114731NAL0020919457004 |
| 2023 | Bhe Master Retirement Trust | not reported in the loaded dataset | H | 20241010114731NAL0020919457005 |
| 2023 | Bhe Master Retirement Trust - Columbia Core Plus Fi Mtu | not reported in the loaded dataset | H, C | 20241010115235NAL0020928145002 |
| 2023 | Bhe Master Retirement Trust - Jpm Core Fi Mtu | not reported in the loaded dataset | H, C | 20241010115235NAL0020928145003 |
| 2023 | Bhe Master Retirement Trust - Jpm Multas Div Fd | not reported in the loaded dataset | H, C | 20241010115235NAL0020928145004 |
| 2023 | Bhe Master Retirement Trust - Nl Ql Div Foc Fd | not reported in the loaded dataset | H, C | 20241010115235NAL0020928145005 |