Plan5500

Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan — Form 5500 plan (Pedernales Electric Cooperative, Inc.)

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, Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan is a benefit plan reported by Pedernales Electric Cooperative, Inc. under EIN 74-0828412 and plan number 001. The latest loaded filing year is 2023. The filing reports 698 participants and $238,936,299 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Pedernales Electric Cooperative, Inc.
EIN
74-0828412
Plan number
001
Plan type
2
Location
Johnson City, TX
Latest filing year
2023
Participants
698
End-of-year plan assets
$238,936,299

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023698H, C20241001070314NAL0006457281001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$238,936,299
Total liabilities (EOY)
$0
Net assets (EOY)
$238,936,299
Net assets (BOY)
$221,346,003

Income & contributions

Employer contributions
$6,004,588
Total contributions
$6,004,588
Total income / additions
$29,286,017

Expenses & distributions

Benefits paid
$11,478,669
Administrative expenses
$217,052
Total expenses
$11,695,721
Net increase / (decrease)
$17,590,296

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Milliman, Inc.ACTUARY$120,679not reported in the loaded dataset2023
Capfinancial Partners, LLCINVESTMENT ADVISOR$48,750not reported in the loaded dataset2023
Us BankTRUSTEE$47,623not reported in the loaded dataset2023

Related Form 5500 pages