Bhe Master Retirement Trust - Ssga Sp 500 Indx — Form 5500 plan (Berkshire Hathaway Energy 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, Bhe Master Retirement Trust - Ssga Sp 500 Indx is a benefit plan reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 009. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $226,210,191 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$226.2MPlan net assets, end of year$226,210,191
ParticipantsNot reported
Assets / participantNot reported
Provider compensationNone reported
Plan sponsor
Berkshire Hathaway Energy Company
EIN
84-7120645
Plan number
009
Plan type
4
Location
Des Moines, IA
Latest filing year
2023

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH20241010135352NAL0021111937002
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$226.2M total assets
Net assets$226.2MLiabilities
Money in vs. money out
Total income / additions$44.8M
Total expenses-$4K
Benefits paid / distributionsNot reported
Full reported line items

Net assets

Total assets (EOY)
$226,210,191
Net assets (EOY)
$226,210,191
Net assets (BOY)
$162,448,374

Income & contributions

Total income / additions
$44,757,775

Expenses & distributions

Administrative expenses
-$4,042
Total expenses
-$4,042
Net increase / (decrease)
$44,761,817
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets0%Computed ratio

Service provider compensation (Schedule C)

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages