2023 Form 5500 filing — Oncor 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 20241015201713NAL0015363123001) for Oncor Retiree Welfare Plan, reported by Oncor Electric Delivery Company LLC under EIN 75-2967830 and plan number 502. It reports 4,432 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015201713NAL0015363123001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Oncor Electric Delivery Company LLC
- EIN
- 75-2967830
- Plan number
- 502
- Location
- Dallas, TX
- Participants
- 4,432
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $37,303,123
- Total liabilities (EOY)
- $608,983
- Net assets (EOY)
- $36,694,140
- Employer contributions
- $8,558,968
- Participant contributions
- $7,373,400
- Total income / additions
- $19,689,005
- Benefits paid
- $21,731,077
- Administrative expenses
- $1,191,073
- Total expenses
- $22,922,150
- Net increase / (decrease)
- -$3,233,145
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Blue Cross Blue Shield Of Texas | NONE | $4,790,498 | not reported in the loaded dataset |
| Aetna Life Insurance Company | CONTRACT ADMIN | $459,177 | $146 |
| Cvs Pharmacy | NONE | $206,749 | not reported in the loaded dataset |
| Metropolitan Life Insurance Company | NONE | $109,620 | not reported in the loaded dataset |