Plan5500

Bhe Master Retirement Trust - Bhe Wm Blair Smid — 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 - Bhe Wm Blair Smid is a benefit plan reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 011. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $56,882,719 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Berkshire Hathaway Energy Company
EIN
84-7120645
Plan number
011
Plan type
4
Location
Des Moines, IA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$56,882,719

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241010135352NAL0021111937004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$56,882,719
Net assets (EOY)
$56,882,719
Net assets (BOY)
$31,786,058

Income & contributions

Total income / additions
$7,444,858

Expenses & distributions

Administrative expenses
$347,783
Total expenses
$347,783
Net increase / (decrease)
$7,097,075

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
William Blair Investment ManagementNONE$347,783not reported in the loaded dataset2023

Related Form 5500 pages