2023 Form 5500 filing — Pacificorp Welfare Benefits Plan No. 534
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 20241007134034NAL0015276193001) for Pacificorp Welfare Benefits Plan No. 534, reported by Pacificorp under EIN 93-0246090 and plan number 534. It reports 5,702 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241007134034NAL0015276193001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Pacificorp
- EIN
- 93-0246090
- Plan number
- 534
- Location
- Portland, OR
- Participants
- 5,702
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $245,459,443
- Total liabilities (EOY)
- $2,576,833
- Net assets (EOY)
- $242,882,610
- Participant contributions
- $2,314,012
- Total income / additions
- $25,548,540
- Benefits paid
- $12,412,776
- Administrative expenses
- $2,685,430
- Total expenses
- $15,098,206
- Net increase / (decrease)
- $10,450,334
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Dodge And Cox | NONE | $232,974 | $0 |
| Pimco | NONE | $160,161 | $0 |
| Wellmark Inc. | NONE | $117,550 | not reported in the loaded dataset |
| Willis Towers Watson | NONE | $91,401 | not reported in the loaded dataset |
| Bank Of New York Mellon | NONE | $67,933 | not reported in the loaded dataset |
| Principal Global Investors | NONE | $40,831 | not reported in the loaded dataset |
| Moss Adams, Llp | NONE | $37,500 | not reported in the loaded dataset |
| State Street Global Advisors | NONE | $14,721 | not reported in the loaded dataset |
| Aon Consulting | NONE | $12,000 | not reported in the loaded dataset |