Plan5500

Aera Energy Services Company Cash Balance Plan — Form 5500 plan (Aera Energy Services Company)

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, Aera Energy Services Company Cash Balance Plan is a benefit plan reported by Aera Energy Services Company under EIN 77-0456453 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,585 participants and $423,809,033 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aera Energy Services Company
EIN
77-0456453
Plan number
001
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
1,585
End-of-year plan assets
$423,809,033

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,585H, C20241014135305NAL0046243488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$423,809,033
Total liabilities (EOY)
$58,547,087
Net assets (EOY)
$365,261,946
Net assets (BOY)
$363,061,805

Income & contributions

Total contributions
$0
Total income / additions
$41,559,549

Expenses & distributions

Benefits paid
$37,679,182
Administrative expenses
$1,680,226
Total expenses
$39,359,408
Net increase / (decrease)
$2,200,141

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Fidelity Management Trust CoTRUSTEE$1,492,734not reported in the loaded dataset2023
Bdo Usa LlpNONE$21,044not reported in the loaded dataset2023
Independent Financial PartnersNONE$14,000not reported in the loaded dataset2023

Related Form 5500 pages