2023 Form 5500 filing — Spectra Energy Retiree Medical 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 20241011135244NAL0037119504001) for Spectra Energy Retiree Medical Plan, reported by Spectra Energy Corp under EIN 20-5413139 and plan number 512. It reports 785 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241011135244NAL0037119504001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Spectra Energy Corp
- EIN
- 20-5413139
- Plan number
- 512
- Location
- Houston, TX
- Participants
- 785
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,169,000
- Total liabilities (EOY)
- $668,000
- Net assets (EOY)
- $501,000
- Employer contributions
- $209,000
- Participant contributions
- $1,820,000
- Total income / additions
- $4,595,000
- Benefits paid
- $5,996,000
- Administrative expenses
- $409,000
- Total expenses
- $6,405,000
- Net increase / (decrease)
- -$1,810,000
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Lifework (Us) Ltd. | NONE | $280,000 | not reported in the loaded dataset |
| Blue Cross Blue Shield Of Texas | NONE | $51,000 | not reported in the loaded dataset |
| Blackrock | NONE | $5,000 | not reported in the loaded dataset |