2023 Form 5500 filing — Pac-12 Enterprises, LLC Generation 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 20241004122508NAL0019610704001) for Pac-12 Enterprises, LLC Generation Plan, reported by Pac-12 Enterprises, LLC under EIN 45-3181539 and plan number 002. It reports 217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004122508NAL0019610704001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pac-12 Enterprises, LLC
- EIN
- 45-3181539
- Plan number
- 002
- Location
- San Ramon, CA
- Participants
- 217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $21,583,226
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $21,583,226
- Employer contributions
- $541,752
- Participant contributions
- $1,240,598
- Total income / additions
- $5,081,029
- Benefits paid
- $1,001,487
- Administrative expenses
- $58,631
- Total expenses
- $1,060,118
- Net increase / (decrease)
- $4,020,911
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $58,631 | $0 |
| Hightower Advisors, LLC | INVESTMENT ADVISORY | $0 | $36,123 |
| The Benefit Practice | THIRD PARTY ADMIN | $0 | $7,281 |