2023 Form 5500 filing — Premera Pension Equity Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240728172757NAL0018691329001) for Premera Pension Equity Plan, reported by Premera under EIN 91-1662324 and plan number 001. It reports 4,596 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240728172757NAL0018691329001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Premera
- EIN
- 91-1662324
- Plan number
- 001
- Location
- Seattle, WA
- Participants
- 4,596
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $479,338,554
- Total liabilities (EOY)
- $35,303,873
- Net assets (EOY)
- $444,034,681
- Employer contributions
- $20,000,000
- Total income / additions
- $54,334,088
- Benefits paid
- $13,074,155
- Administrative expenses
- $2,207,130
- Total expenses
- $15,281,285
- Net increase / (decrease)
- $39,052,803
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | INVESTMENT MANAGER | $456,266 | not reported in the loaded dataset |
| Nisa Investment Advisors, LLC | INVESTMENT MANAGER | $282,446 | not reported in the loaded dataset |
| Legal & General Inv Mgmt America | INVESTMENT MANAGER | $273,581 | not reported in the loaded dataset |
| Willis Towers Watson Us LLC | ACTUARY | $252,685 | not reported in the loaded dataset |
| The Bank Of New York Mellon Trst Co | TRUSTEE | $195,913 | $0 |
| Silchester International Investors | INVESTMENT MANAGER | $178,704 | $0 |
| Burgundy Asset Management Ltd. | INVESTMENT MANAGER | $121,466 | not reported in the loaded dataset |
| Wellington Trust | INVESTMENT ADVISOR | $109,899 | $0 |
| Cardinal Investment Advisors | INVESTMENT ADVISOR | $39,338 | not reported in the loaded dataset |