Deseret-Blue Mountain 401k Plan — Form 5500 plan (Deseret Generation & Transmission Co-Operative)
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, Deseret-Blue Mountain 401k Plan is a benefit plan reported by Deseret Generation & Transmission Co-Operative under EIN 87-0350540 and plan number 002. The latest loaded filing year is 2023. The filing reports 209 participants and $53,420,183 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Deseret Generation & Transmission Co-Operative
- EIN
- 87-0350540
- Plan number
- 002
- Plan type
- 2
- Location
- South Jordan, UT
- Latest filing year
- 2023
- Participants
- 209
- End-of-year plan assets
- $53,420,183
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 209 | H, C | 20240701135158NAL0008083490001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $53,420,183
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $53,420,183
- Net assets (BOY)
- $50,966,737
Income & contributions
- Employer contributions
- $1,264,201
- Participant contributions
- $2,127,983
- Total contributions
- $3,759,581
- Total income / additions
- $11,783,432
Expenses & distributions
- Benefits paid
- $9,563,741
- Administrative expenses
- $60,999
- Total expenses
- $9,624,740
- Net increase / (decrease)
- $2,158,692
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Lpl Financial | NONE | $52,780 | not reported in the loaded dataset | 2023 |
| The Vanguard Group, Inc. | NONE | $9,270 | $0 | 2023 |