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, Oncor Shared Retiree Welfare Plan is a benefit plan reported by Oncor Electric Delivery Company LLC under EIN 75-2967830 and plan number 503. The latest loaded filing year is 2023. The filing reports 3,167 participants and $5,168,581 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,168,581
- Total liabilities (EOY)
- $635,425
- Net assets (EOY)
- $4,533,156
- Net assets (BOY)
- $3,184,268
Income & contributions
- Employer contributions
- $13,901,542
- Participant contributions
- $9,197,351
- Total contributions
- $29,841,723
- Total income / additions
- $30,019,774
Expenses & distributions
- Benefits paid
- $28,310,462
- Administrative expenses
- $360,424
- Total expenses
- $28,670,886
- Net increase / (decrease)
- $1,348,888