Aera Energy Services Company Savings 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 Savings Plan is a benefit plan reported by Aera Energy Services Company under EIN 77-0456453 and plan number 002. The latest loaded filing year is 2023. The filing reports 1,232 participants and $466,022,460 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
002
Plan type
2
Location
Bakersfield, CA
Latest filing year
2023
Participants
1,232
End-of-year plan assets
$466,022,460

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,232H, C20241014133546NAL0013361027001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$466,022,460
Total liabilities (EOY)
$0
Net assets (EOY)
$466,022,460
Net assets (BOY)
$428,344,735

Income & contributions

Employer contributions
$12,541,729
Participant contributions
$16,924,809
Total contributions
$31,927,467
Total income / additions
$121,443,725

Expenses & distributions

Benefits paid
$83,359,883
Administrative expenses
$406,318
Total expenses
$83,766,000
Net increase / (decrease)
$37,677,725

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$216,497not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$141,080$02023
Bdo Usa, LlpACCOUNTANT/AUDITOR$49,598not reported in the loaded dataset2023

Related Form 5500 pages