2023 Form 5500 filing — Portland General Electric Company Inactive Health And 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 20250324172306NAL0022051168001) for Portland General Electric Company Inactive Health And Welfare Plan, reported by Portland General Electric Company under EIN 93-0256820 and plan number 506. It reports 4,894 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250324172306NAL0022051168001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Portland General Electric Company
- EIN
- 93-0256820
- Plan number
- 506
- Location
- Portland, OR
- Participants
- 4,894
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $23,360,132
- Total liabilities (EOY)
- $73,350
- Net assets (EOY)
- $23,286,782
- Employer contributions
- $13,390,908
- Participant contributions
- $485,153
- Total income / additions
- $16,214,625
- Benefits paid
- $14,118,270
- Administrative expenses
- $182,019
- Total expenses
- $14,300,289
- Net increase / (decrease)
- $1,914,336
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $80,507 | not reported in the loaded dataset |
| Northern Trust Company | NONE | $58,098 | not reported in the loaded dataset |
| Mercer Investment Consulting | NONE | $26,869 | $0 |
| Deloitte Tax Llp | NONE | $13,468 | not reported in the loaded dataset |