2023 Form 5500 filing — Bhe Master Retirement Trust - Lsv Smid
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 20241010135352NAL0021111937003) for Bhe Master Retirement Trust - Lsv Smid, reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 010. 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).
Form 5500 4 · 2023
Filing snapshot
Net assets (EOY)$12.4MReported net assets$12,371,046
ParticipantsNot reported
Provider compensation$211K1 Schedule C row(s)$210,995
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241010135352NAL0021111937003
- Plan sponsor
- Berkshire Hathaway Energy Company
- EIN
- 84-7120645
- Plan number
- 010
- Location
- Des Moines, IA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$12.4M total assets
Net assets$12.4MLiabilities$26.2K
Full reported line items
- Total assets (EOY)
- $12,397,275
- Total liabilities (EOY)
- $26,229
- Net assets (EOY)
- $12,371,046
- Total income / additions
- $4,794,392
- Administrative expenses
- $210,995
- Total expenses
- $210,995
- Net increase / (decrease)
- $4,583,397
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lsv Asset Management | NONE | $210,995 | not reported in the loaded dataset |