Plan5500

Bhe Master Retirement Trust - Jpm Multas Div Fd — 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 - Jpm Multas Div Fd is a benefit plan reported by Berkshire Hathaway Energy Company under EIN 84-7120645 and plan number 033. The latest loaded filing year is 2023. The filing reports not reported in the loaded dataset participants and $94,341,771 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
033
Plan type
4
Location
Des Moines, IA
Latest filing year
2023
Participants
not reported in the loaded dataset
End-of-year plan assets
$94,341,771

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023not reported in the loaded datasetH, C20241010115235NAL0020928145004

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$94,341,771
Total liabilities (EOY)
$187,498
Net assets (EOY)
$94,154,273
Net assets (BOY)
$92,307,251

Income & contributions

Total income / additions
$14,218,252

Expenses & distributions

Administrative expenses
$371,230
Total expenses
$371,230
Net increase / (decrease)
$13,847,022

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Jp Morgan Asset ManagementNONE$12,371,230not reported in the loaded dataset2023

Related Form 5500 pages