2023 Form 5500 filing — Oncor Shared Retiree Welfare 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 20241015201703NAL0017169955001) for Oncor Shared Retiree Welfare Plan, reported by Oncor Electric Delivery Company LLC under EIN 75-2967830 and plan number 503. It reports 3,167 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201703NAL0017169955001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Oncor Electric Delivery Company LLC
- EIN
- 75-2967830
- Plan number
- 503
- Location
- Dallas, TX
- Participants
- 3,167
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $5,168,581
- Total liabilities (EOY)
- $635,425
- Net assets (EOY)
- $4,533,156
- Employer contributions
- $13,901,542
- Participant contributions
- $9,197,351
- Total income / additions
- $30,019,774
- Benefits paid
- $28,310,462
- Administrative expenses
- $360,424
- Total expenses
- $28,670,886
- Net increase / (decrease)
- $1,348,888
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Businessolver | NONE | $284,771 | not reported in the loaded dataset |
| Hsa Bank | NONE | $5,493 | not reported in the loaded dataset |