2023 Form 5500 filing — Bhe Master Retirement Trust - Jpm Core Fi Mtu
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 20241010115235NAL0020928145003) for Bhe Master Retirement Trust - Jpm Core Fi Mtu, reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 030. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241010115235NAL0020928145003
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- Berkshire Hathaway Energy Company
- EIN
- 84-7120645
- Plan number
- 030
- Location
- Des Moines, IA
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $134,102,018
- Total liabilities (EOY)
- $55,859
- Net assets (EOY)
- $134,046,159
- Total income / additions
- $8,576,400
- Administrative expenses
- $228,110
- Total expenses
- $228,110
- Net increase / (decrease)
- $8,348,290
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Jp Morgan Asset Management | NONE | $228,110 | not reported in the loaded dataset |