Berkshire Hathaway Consolidated Pension Plan — Form 5500 plan (Berkshire Hathaway Credit Corporation)
Plain-English plan 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, Berkshire Hathaway Consolidated Pension Plan is a benefit plan reported by Berkshire Hathaway Credit Corporation under EIN 47-0679606 and plan number 002. The latest loaded filing year is 2023. The filing reports 35,887 participants and $4,190,368,742 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Berkshire Hathaway Credit Corporation
- EIN
- 47-0679606
- Plan number
- 002
- Plan type
- 2
- Location
- Omaha, NE
- Latest filing year
- 2023
- Participants
- 35,887
- End-of-year plan assets
- $4,190,368,742
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 35,887 | H, C | 20241014201753NAL0013819987001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $4,190,368,742
- Total liabilities (EOY)
- $938,913
- Net assets (EOY)
- $4,189,429,829
- Net assets (BOY)
- $3,925,103,095
Income & contributions
- Total contributions
- $0
- Total income / additions
- $906,647,753
Expenses & distributions
- Benefits paid
- $612,970,906
- Administrative expenses
- $29,350,113
- Total expenses
- $642,321,019
- Net increase / (decrease)
- $264,326,734
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Willis Towers Watson Us LLC | NONE | $4,936,478 | not reported in the loaded dataset | 2023 |
| Northern Trust Company | NONE | $625,056 | $0 | 2023 |
| Alight Solutions LLC | RECORDKEEPER | $387,284 | $591 | 2023 |
| Milliman Usa | NONE | $78,341 | not reported in the loaded dataset | 2023 |
| Lutz & Company, Pc | NONE | $57,000 | not reported in the loaded dataset | 2023 |
| Groom Law Group | NONE | $36,774 | not reported in the loaded dataset | 2023 |
| Bny Mellon Asset Servicing | NONE | $22,937 | $0 | 2023 |
| Baker Tilly Us, Llp | NONE | $16,200 | not reported in the loaded dataset | 2023 |
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $10,011 | $0 | 2023 |
| Stoel Rives Llp | NONE | $9,044 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Berkshire Hathaway Credit Corporation
- 2023 Form 5500 filing
- Form 5500 filings in NE
- 401(k) and benefit plan filings in Omaha, NE
- Willis Towers Watson Us LLC — Schedule C compensation
- Northern Trust Company — Schedule C compensation
- Alight Solutions LLC — Schedule C compensation
- Milliman Usa — Schedule C compensation
- Lutz & Company, Pc — Schedule C compensation
- Groom Law Group — Schedule C compensation
- Bny Mellon Asset Servicing — Schedule C compensation
- Baker Tilly Us, Llp — Schedule C compensation
- Principal Life Insurance Company — Schedule C compensation
- Stoel Rives Llp — Schedule C compensation